Made GStack Office Hours Tougher After Feedback
Chinese Twitter said that /office-hours in gstack was not hard enough on founders, so I made them harder https://t.co/gBNbhtzPAw
Iran War's End Triggers Global Supply Chain Chaos
When the Iran war ends. How the Iran war ends. Will firms around the world be dealing with their own circles of supply chain hell? All the products. Their applications. How and how long to fix? And the cost? https://t.co/ViUVhryJZY
Earn $30k for Outperforming Our Top Funnel
Well @jforjacob offered $15k, so I’ll offer double. $30k to whoever can beat our top compression sock funnel for https://t.co/zHkvUa6ERS. If your page can hit 100k sessions at a higher Northbeam 1DCROAS, the money is yours. Could be as simple as a lander...
DIRECTV Joins Fight to Undo Nexstar‑Tegna Merger
🚨News Flash: @DIRECTV intervenes in the D.C. Circuit case in agreement with @NEWSMAX and several cable broadband associations seeking to reverse @FCC approval of the @NXSTMediaGroup-@TEGNA merger, which closed March 19. Can they really unscramble the egg? https://t.co/5CxQWIVDs9
Paid Ads Tax Defensibility; Build Cheaper Scalable Growth Channels
lots of AI cos starting to experiment with paid marketing so here’s my take: Paid acquisition is a tax on your product's defensibility. the moment you can't out-spend the incumbents and competitors, you die. build channels that get cheaper as you...
8 Proven Tips for Startup Fundraising Success
Asking for money is one of the hardest things about running a startup. Most people were never taught how to do it. Here are 8 tips the Hustle Fund team actually uses: 🧵
Households Bear Cost as War Spikes Prices
So far, the US economy has remained resilient in the face of rising oil prices from the US-Israeli war on Iran. But the REAL LOSER has been AMERICAN HOUSEHOLDS. The price of gasoline, food and electricity are SOARING. TRUMP’S WAR = AFFORDABILITY PROBLEMS....
Higher Energy Products, Debt‑Heavy West Stalls Stagflation Fight
In 1973, the oil embargo lasted 5m & caused a decade of stagflation. The world was not globalized & things were sourced locally. 1) Today the ENERGY CONTENT of products around you is much much higher than 1973. 2) The West has...
Closed Hormuz Could Push Brent Above $220 per Barrel
In a scenario where the Strait of Hormuz remains closed, "that means $250-$300 price of oil (Brent)" argues @Rory_Johnston. Because a giant price shock is needed to destroy 15 million barrels per day of demand $220+ "almost guaranteed." https://t.co/fnf6ENgf0N https://t.co/yakBRYsHgc
Surgical Copy Edits Sharpen Your Marketing Instantly
I built a skill for Claude Code that edits your marketing copy like a senior copywriter reviewing your work. You paste in existing copy and it comes back with specific, line-by-line edits — cutting vague language, tightening wordy sentences, strengthening weak...
Combine Sales and Marketing to Scale GTM Profitably
I think something weird has happened in 2026 for Founder-led GTM. Founders forgot that Sales + Marketing builds a scalable Go-To-Market machine. Sales is 1on1. Outbound Cold Emails? 1on1 (yes, even if you're spraying and praying to 15,000 prospects that don't know you). Marketing...
If All Decisions Return to You, It's Just
A lesson I wish I learned earlier: If every small decision flows back to you you’ve got a job not a company.
Finance Leaders Worry Lower‑level Teams Still Ignore AI
True, but… I’d be more concerned if the next layers down aren’t using it…VP finance, Controllers, and their teams I know many who haven’t touched any AI yet…
We Overhyped Valuations, AI May Follow Suit
It's easy to make fun of 2021 valuations. But how in the world did we ever think Asana should be at a 60x revenue multiple... Seems like we will look back similarly at many private AI companies 🤔 https://t.co/VK8CqatqTn
Fed Inaction Fuels Gold Surge via Falling Real Rates
The Fed’s Inaction is a Green Light for Gold Here’s my take: The data confirms the Fed is way behind the curve. Inflation is out of control, and they can’t rein it in. Their failure to hike rates isn't bearish for...
Brazil Rejects US Critical Minerals Deal Amid Trump Tensions
Brazil is now RESISTING a critical minerals agreement with the US. FORGET THE ART OF THE DEAL. TRUMP = MASTERCLASS AT MAKING ENEMIES. https://t.co/jmtqeFKoVb
Oil Shock Drives Inflation Spike, Interest Costs Hit 5% GDP
Inflation surges due to oil shocks. None of the prior episodes had U.S. interest payments reach 5% of GDP. None. Expect inflation to surge again, with the Fed having to justify a rate cut. That is certainly not priced in markets today. https://t.co/W8K6vFstbd Great chart from...
Regular Customer Talks Are Essential for Product Decisions
If you’re not talking to customers a few times a week, you don’t understand your customers. Applies to everyone, not just PMs, no exceptions. Not everyone 𝘩𝘢𝘴 to understand the customer. But then they can’t be in charge of product or marketing...
China Onshore Stocks Crowned Top Asset Amid Conflict
With the onset of the US-Israeli attack on Iran, my good friend Chris Wood, Global Head of Equity Strategy at Jefferies, believes China’s onshore stocks are the top assets. CHINA = WINNER.
Building Gstack as the New Claude for Chrome
I guess I am basically building gstack into what Claude in Chrome MCP was supposed to be https://t.co/tuRwixFRbu
Broadcasters and Newsmax Seek Court Block on Nexstar‑Tegna Deal
Several state broadband associations -- plus @NEWSMAX -- today asked the U.S. Court of Appeals for the D.C. Circuit to block @NXSTMediaGroup-@TEGNA merger, which closed on March 19, 2026, the same day the $6.2 billion deal was approved by the...
Leaders Cede Full Authority to Partners Under Fear
A CIO agreed to give a major integrator complete decision-making authority, fearing they'd walk away. This baffles me, but I understand the pressure leaders face from trusted third parties. #Leadership #Business https://t.co/FmHMDsfHsO
Ad Agencies Must Fill Data Gaps in Early ChatGPT Ads
Two thoughts on reporting from @theinformation that early ChatGPT ad campaigns lacked performance data: - this is to be expected. Any early offering will feature limited functionality. Early adopters should be prepared to fill measurement gaps themselves. - Measuring and credibly asserting...
Discretionary Spending Holds Strong Despite Higher Gas Prices
"This rise in gasoline spending could potentially dampen consumers’ ability to spend on “nice-to-have” or discretionary categories. But the “good news” so far is that discretionary spending growth remains solid – in the week to March 14 it was up...
US‑Israeli War Triggers Asia‑wide Economic Shock
From fuel rationing in Sri Lanka to restaurant closures in India, flight cancellations in Thailand, and food and fertilizer shocks across Asia -- the ripple effects of the US-Israeli war on Iran are global. THE US-ISRAELI WAR'S COLLATERAL DAMAGE IS MASSIVE. https://t.co/jD1WHbQj6T
China Won’t Be the Biggest Loser if Hormuz Closes
Many commentators on Iran war have seemingly not thought any further ahead than “China is hurt most by Hormuz closing” Below is just one small example of why that view is so wrong 👇
Rising Risks: Rate Hikes and Aggressive Cuts Both Escalate
"The risk of a hike might be rising but the risks of lots of cuts is rising too." - UBS
March 2022 Rally Shattered Downtrend, Defied Rate‑Hike Fears
The most recent genuinely vicious counter trend rally I recall was March 2022, SPX broke the YTD downtrend that had formed, reclaimed the 200 day moving average and then kept going for another week. Genuinely seemed like we had torn...
Politicians Hide True War Costs—Hundreds of Billions Missing
When politicians quote war costs, they're usually giving you the Pentagon's grocery bill, not the real economic damage. Oil shocks, lost jobs, delayed investment - the true cost isn't billions, it's hundreds of billions. Always ask: what are they not counting? https://t.co/Q56IHqdfvB
War Damages 39 Energy Sites Across Nine Nations
The New York Times on one of the major economic effects of the War: “At least 39 energy oil refineries, natural gas fields and other energy sites in nine countries have been damaged since the United States and Israel began...
Bad Execution Undermines Even the Best Plans
🏀Yes, there is always a plan—and then there is the execution. 🏀If the execution is terrible, even the best plan collapses. 🏀If the execution is simply bad, even a carefully planned exit strategy fails. 🏀Any "off-ramp" that appears now is being created by...
Historic Energy Shock Threatens AI-Driven Economic Boom
The largest energy supply shock in history just hit as the entire global economy had been riding high on the most energy intensive tech ever (AI), @Rory_Johnston argues. "I hope I'm wrong." Apple🔊https://t.co/hBJ1sBFqgN Spotify📽️https://t.co/fnf6ENfHbf https://t.co/OJPNLB003V
Skip Brokers, Beat Competition: Go Off‑market
off market only: on market: – broker markup 10–15% – 50 buyers competing – full price or walk off market: – no broker – no competition – motivated seller – you control everything
Trump Declares Victory While Troops Surge to Gulf
Trump claims that the US has “won” the war, and that Iran is “finished.” IF WE WON THE WAR, WHY ARE WE RUSHING THOUSANDS OF US TROOPS TO THE GULF? TRUMP = DELUSIONAL. https://t.co/g5aB73R1CU
10‑Year Yield Climbs to 4.38%, Highest Since July
1/6 The 10-year yield was up 13 bps yesterday, closing at 4.38%, the highest level since late July The bond market's view changed in the last few days. 🧵 https://t.co/QnAMwCkKch
Automate Financial Model Checks to Prevent $2M Mistakes
Your financial model has an error right now. You just haven't found it yet. I know because I've been there. I once spent days building a model for a client. Board meeting. Next 12 months of projections. Felt great about it. Then a...
Trump May Abandon Hormuz Crisis, Leaving Others to Fix
Why shouldn't the presumption be that they will just negotiate deals with Iran and accommodate the regime the United States flirted with trying to change? India, Japan, Pakistan, others are already negotiating Hormuz passage directly. Why not presume they will "clean...
Validate, Reinvest,
Starting a business brings fear. Prove your offer, reinvest profit, and scale with intent. Use debt with care and protect your equity. Listen to customers, repeat daily actions, and take the first step today.
Clear Business Value Prevents Engineering Distractions
My POV: Without clear communication of business value creation, you will bleed engineering capacity vibe coding distractions. It's less about AI slop it's about opportunity cost. Step 1 is to be VERY clear what problems you need to...
Volcker Stays Firm on Inflation Fight Amid Recession
"Despite political pressure and a painful recession, [Volcker] held firm to his commitment to bring inflation down. In a speech at the Economic Club of Chicago on May 19, 1982, with unemployment above 9 percent and critics calling for him...
Political Clout Now Trumps Antitrust in M&A
There is a new meta for merger arbitrageurs, such that traditional antitrust analysis is outweighed by the acquiror's political clout. In particular, if the acquiror employs Mike Davis, their M&A deal is getting done. https://t.co/B0QuYUxxv2
Anyone Can Code, Only Rare Founders Can Disrupt SaaS
Dharmesh (Founder + CTO of Hubspot) is right — nobody's going to vibe code Hubspot. Want to know why SaaS stocks are getting smoked? I’ll tell you why. It’s not that Lovable (or any other company) will start vibe coding...
IBM Hires Youth, Citing AI Savvy over Experience
IBM is hiring MORE entry-level employees because young people are better with AI than older generations.
23‑Year‑Old Leads Innovative Machine Shop, Shares Success Secrets
𝐑𝐲𝐚𝐧 𝐌𝐜𝐆𝐞𝐡𝐞𝐞, a 23-year-old legend who is running an innovative machine shop as part of a larger company. He shares some insights on how he's managed to get where he is at 23. Stream now 🔗 https://t.co/iF2u1anbBd 📽️ https://t.co/JDCjWExpS3 🔗 https://t.co/DmYp21NDA3 https://t.co/MzmMMoMTEr
Google Penalizes Spammer Who Topped Discover Update
The biggest (and unexpected) winner of the Google Discover Core Update (via @GrowOnDiscover) has since been manual action’d The site was doing all types of spammy stuff so it was surprising they came out on top. Until Google took notice....
Fed's 2026 Forecast Ignores History's Inflation Lessons
1973 oil embargo: inflation went from 3.6% to 12.3%. Fed's current forecast for 2026: 2.7%. Brent is at $110. Up 54% in a month. Either this time is genuinely different, or the Fed is the most optimistic institution on earth. History doesn't care about...
Cut Fees, Buy Back Shares, Avoid Nontraded BDCs
My thoughts on how private credit mangers can rebuild investor confidence in this weekend's @barronsonline: First, they should cut fees: "A lower fee structure would go a long way toward improving managers’ standing with investors". Investors will return to the asset...
YC’s Quick Vetting Means Fraud Isn’t Their Fault
It's not fair to blame YC for backing apparent frauds like Delve. They only spend 10 minutes with founders over zoom before investing. It's a cursory screen. They're not trying to deeply vet founders -- they're trying to give as many founders...
Credibility Packet Showcases Board Expertise and $300M Track Record
the credibility packet that replaces capital: – board roster with bios – 250+ years combined experience – $300M+ in prior transactions – NBIO template ready
Family Office Patience Fuels 100x Acquisition Asset Class
Lacey Wismer has been investing in ETA since 2010. She has backed 100+ entrepreneurs and completed over 65 acquisitions. Family office patience with A-player urgency. Search funds. Holdcos. Serial acquisition. Fundless sponsors... These used to be separate lanes. Now they're merging into...