S2P Fundamentals Are Simple Despite Varied Practices
“The Source-to-Pay (S2P) cycle is poorly understood partly b/c different orgs. adopt different practices for different types of spend. However, the fundamentals of an effective S2P process are straightforward.” 🔗 https://t.co/gy1EdLmJwM #procurement #purchasing #supplychain
MLS Clubs Rank Among Top 50 Valuations
Here are the first @MLS team mentions in this year's list of most valuable soccer clubs. Where were they in the top 50? Click below to find out: https://t.co/iJ4UwR0kR9
Government Bailout Turns Into Spirit Airline Stake
This administration taking an ownership stake in Spirit Airlines in exchange for a $500 million bailout loan is the most Spirit Airlines thing I’ve ever heard.
Trump's Spirit Stake Highlights Endless Airline Bailouts
Trump is likely to take a stake in Spirit, another bailout for an industry that keeps getting bailouts. Just re-regulate the airlines so it's a profitable and reasonable industry instead of a play for market power and subsidies. https://t.co/tiEtOKouPz
Seize Generational Chance to Own American Spirit Branding
generational opportunity to acquire american spirit IP and create the greatest airline branding of all time https://t.co/izCJIJiPz5
Fed’s Rate Tightening Always Ends With Credit Cracks
The Fed's core dilemma: inflation requires higher rates. Credit breaks at higher rates. Every tightening cycle ends when something cracks — not when inflation hits target. 1982: S&L stress. 2007: housing. 2023: banks. Always the same story. $TLT https://t.co/Ogvr0NZVik
Seeking Your Questions on College Sports Scheduling Guarantees
I've got like, 1,000+ game contracts now across FB, MBB, WBB, softball, baseball and WVB to work on a EP newsletter about game gaurentees. Is there anything else anybody is curious about re: college sports scheduling? I'll try to...
Gumroad Offers SaaS Sales with 5% Fees
Gumroad is getting into helping people sell SaaS. We're a Merchant of Record (handle all sales taxes) and can reduce our fees from 10% to 5% if you're selling downloadable software. Email me if you're interested: sahil@gumroad.com
Public Venture Fund Opens to $500 Investors
Announcing my new thing: I'm launching a new public venture fund USVC is built by AngelList with @naval shaping our investment strategy in the technology companies building our future And unlike traditional venture funds, everyone can invest along with just $500:
Originality Trumps Quality: Mediocre Content Can Still Rank
High-quality content is no guarantee of SEO success. Sometimes, mediocre content is good enough. New research unpicks the impact of originality on rankings. https://t.co/ekjjFaGVnk via @sejournal
Turning the NFL Draft Into a Profitable Business
Plus, I'll also be speaking with @dpbrugler about his annual The Beast and how he's helped make a business around the NFL Draft.
SaaS Branding Crisis: The Term Is Fading
SaaS has a branding problem... Conferences don't even want the 4 letter acronym in their name anymore When did 'SaaS' become a dirty word? Me and Kyle Poyar explore the death of SaaS our latest episode of Mostly Growth https://lnkd.in/e5V-Canp
Traders Bet $430M on Oil Drop Pre‑Trump Ceasefire
Traders placed bets worth $430 million on a drop in crude prices just 15 minutes before President Trump said he would extend a ceasefire with Iran, which sent the market lower @a_coops1 https://t.co/v167motouv
Hire by Asking: Would Losing Them Kill Us?
ICYMI: Fresh new article dropped: When judging hiring candidates: Here’s a fear-based test I actually like: If they were to join your competitor, do you think “Uh oh, now we’re dead”? https://t.co/lywMRtGXYV
Hiring in Japan 2026: Key Strategies Unveiled
Brainfood Live On Air - Ep375 - How to Hire in Japan in 2026 https://t.co/IZMjqpcA5q
Gold Surges when Monetary Regimes Shift, Not Just Inflation
Gold doesn't shine every year. It shines during monetary regime changes. 1971: Bretton Woods collapses → gold 10x'd by 1980. Post-2008 QE era → gold 6x'd by 2011. The driver wasn't just inflation. It was confidence in the system itself. $GLD $GDX https://t.co/LTB2CfST8r
Claude Code Unlocks Previously Impossible Feats for 67% GTM Operators
New data: 67% of GTM operators say Claude Code enabled something previously impossible. Not "saved time." Impossible.
China’s Influence Extends Beyond Two Nations in LATAM, Middle East
If folks really think China's entire "standing" in both Latin America and the Middle East hinged on just two countries, they have not paid sufficient attention to the diversity of China's offerings, the local "pull" instead of just Chinese "push"...
Royals' Stadium Site: Lease, Tax, or Purchase Debate
Would the Royals lease a Crown Center stadium site and it would pay property tax? Or would the Royals or a government body buy the land, and if so who pays for it? And what of John Sherman's desire for...
Build a Business That Grows, Not Just Survives
Staying in business isn’t the same as building something that truly works. Too many founders wear survival like a trophy—pushing through slow months, thin margins, and constant stress as if endurance alone equals success. But a business that only “hangs on”...
Retail Control Group Surges 7.6% Annualized, Excluding Gas Stations
Diving into yesterday's retail sales, the control group is up a very impressive 7.6% annualized the past 3 months. Yes, gas station sales are up a lot, but remember, they aren't included in the control group. https://t.co/PLg5UQX8Ah
China Appears to Be Offloading US Treasury Holdings
China's been selling treasuries, it looks like. At least from what the https://t.co/2NINP4wNc9 data seems to be saying. https://t.co/fPbYm8T3Wf
Iran War Sparks Massive Commodity Price Surge, Markets Stable
Since the start of the Iran war... Jet Fuel: +60% Sulfur: +53% Urea: +49% Heating Oil: +46% Diesel: +46% Brent Crude Oil: +36% Fertilizer: +35% Gasoline: +35% WTI Crude Oil: +35% European Natural Gas: +33% Palm Oil: +14% Coal: +12% Iron Ore: +8% Rice: +6% S&P 500: +3% $VIX: -4%
Inflation Surges Across Everyday Items, War Not Sole Cause
Even before the war, we were in the camp that inflation was a bigger issue than most realized. Really neat table from @sonusvarghese that shows various common goods and services we all use, but broken down by annualized inflation over certain...
ReSeed Deploys $125M, Launches Cohort 3 GPs
ReSeed Cohort 3 Launch Week: Boulder, CO Rhett came to me with the idea for ReSeed ("y-combinator for real estate GPs") in '22. We started the business with a fantastic team of co-founders and an incredible anchor investor in early '23. Since...
Master AI SEO with TTO: Track, Talk, Own
How to make it in the AI SEO era: TTO. 1 TRACK your LLM traffic 2 TALK to your customers 3 OWN the query fan-out ↓ Let's dive in! https://t.co/8Fjprzc5p1
Fed Balance Sheet Debate Mirrors Religion, Yet Intriguing
The Fed balance sheet convo often feels like debating religion or philosophy, but it’s a fascinating storyline
Ask for Recommendation, Then Prescribe Confident Next Steps
6 most powerful words to close out any call. (started using this 3 years ago) Main part of call ends. 𝗠𝗲: "Are you open to a recommendation?" 𝗧𝗵𝗲𝗺: "Sure." Now you have the right to prescribe next steps with confidence. 𝗠𝗲: "Given you shared...
Consumer Confidence Plummets Even as Economy Remains Strong
Well, @sonusvarghese might still be in X jail, but that doesn't mean he can't write. Here he dives into why consumer confidence is historically low, even though the economy is pretty good. https://t.co/T6HvtKfWLo
Spurs Lose Value, Arsenal Gains 20%
Tottenham lost 5% of its club value from 2025 to now. It'll go down further if Spurs are relegated. (meanwhile Arsenal's value grew 20%) https://t.co/9wL4UdaHEk
ECB Fuels US‑payment Paranoia to Accelerate Digital Euro
ECB's Piero Cipollone is currently being grilled by Nicolas Veron on the digital euro in a refreshingly sharp way. Veron just pointed out that the ECB's paranoia about the US payment companies pulling out of Europe is somewhat far-fetched, to...
EU Unlocks €90 Billion Loan for Ukraine After Veto Lifted
"Ukraine will finally start receiving a €90 billion ($106 billion) loan from the European Union after Hungary lifted its veto, ending months of wrangling over the vital cash injection for the war-torn country. EU ambassadors gave preliminary approval for the loan’s...
Build Structure, Not Effort, to Lighten Growth
Growth starts to feel heavy when your business relies on your effort instead of your structure.
Non‑coders in GTM Embrace Claude, Achieving Impossible Results
NEW: GTM operators without formal coding skills are now among the most enthusiastic Claude Code users out there. Here's how they use it ⤵️ I set out to survey 200 GTM operators about how they're using Claude Code and Cowork...
Stop Duplicate Processes, Unify Your Tools
If your staff is drowning in duplicate processes, disconnected tools, and manual workarounds, this article explains why...and what to do next. Check out my guest blog with @follett_software to see my take on this conundrum.
Markets Already Discounted Trump's Post‑2025 Tariff Threats
Not sure I follow you on this one. After April 2025 markets largely discounted Trump‘s tariff threats. See my ebook, World War Trade https://t.co/WUh40aRFn0
Top Soccer Clubs Slip Down Global Valuation Rankings
Here's a crazy stat ⚽️🤯: In 2016, soccer teams were the No. 2 (Real Madrid), No. 3 (Barca), No. 5 (Man U) and No. 12 (Bayern) most valuable sports teams in the world. Ten years later, they're at No. 15 (Real...
DOJ Probes Sports Streaming Pricing Competition and Bidding
Antitrust attorney Charlie Beller hints at what DOJ is looking at in its probe of sports moving to streaming. "The key antitrust question is whether the process by which those prices are set remains competitive. Are multiple parties able to...
Startups Thrive Using Used Machines with Noah Graff
Discover inspiring success stories of startups that began with used machines and grew into thriving businesses with 𝐍𝐨𝐚𝐡 𝐆𝐫𝐚𝐟𝐟! Stream now: 🔗 https://t.co/2CnEZKJAMq 📽️ https://t.co/LgvpTRVQXi 🔗 https://t.co/DmYp21N5Kv #MachineShop #Entrepreneurship #UsedMachines https://t.co/KYs2v0pobs
Workers Adopt AI Learning, yet 65% Doubt Its Accuracy
Workers are using AI to learn on the job, even though 65% worry about accuracy https://t.co/GgYCcU2OpZ
Former FOMC Insider Says Warsh Lacked Independence at Hearing
This is quite a comment from someone who served on the FOMC for nearly four years with Kevin Warsh. He says Warsh failed to project independence at his hearing.
NFL Takes Fight to FCC Over Sports Streaming
As federal regulators scrutinize the migration of sports to streaming, the NFL is going on the offensive. Top execs make trip to DC for meeting with senior FCC staffers. https://t.co/8qAgNq0k3L
DTC Brands Face Rising Meta Fraud, Must Self‑Defend
We are seeing a higher rate of fraudulent orders on a DTC site all coming from Meta. It's gotten so bad that for every 5 orders, roughly 2 are fraud. Meta doesn't really have an answer here that we're not already...
VP Marketing's Routine Tasks Belong to AI
If the job of VP Marketing is to send outbound email and create endless ad variations, then yes. Please. Replace the VP Marketing with AI.
Treat Scaling Your Business Like a Winning Game
Scaling an online business feels like playing a video game This is how you play to win:
Reliability Beats Talent: Show Up When You Promise
How to get ahead of 99% of people: Show up when you say you will
Optimized Warehouse Layout Turns Space Into Strategic Advantage
A well-optimized warehouse is more than just storage space—it's a strategic asset that drives efficiency, speed, and cost control across the supply chain. Successful warehouse optimization begins with detailed visual layouts that clearly map how space, inventory, and workflows interact. Key Elements...
US Cuts Iran Oil, Delivering Sharp Economic Pain
The best way to deal with a belligerent oil exporter is to cut off its oil exports. The West dropped the ball on Russia in 2022, but the US is now doing this right with Iran. Iran faces severe economic...
One Prompt, 30 Editable Assets—No Photoshop Needed
GPT Image 2 just dropped on ChatGPT. Everyone's hammering it for single images. I ran it inside @lovart_ai instead. The workflow isn't on the same planet. One prompt. 30 campaign assets. Editable text layers. Zero Photoshop. Here's what happened 🧵 https://t.co/iTxSgC27L9
Wall Street Overlooks Escalating Middle East Tension
⚠️ STOCKS ARE IGNORING WAR RISK ⚠️ Here's what Wall Street is NOT telling you today: 🔴 Iran seized 2 ships in Hormuz 🔴 Tested the US blockade with supertankers 🔴 Trump extended the ceasefire (good) 🔴 But Tehran is...