Agile ERP Missteps Cost Major Companies Millions
Major companies like Spar, Ford, Revlon, and Avon have faced massive losses and project failures by attempting Agile ERP implementations. Sales reps couldn't even log in. Is Agile the right approach for large-scale ERP systems? #ERP #Agile #BusinessFailures https://t.co/Apaylga3aB
China, Iran Weaponize Economy, Outmaneuver U.S. Sanctions
China, Iran weaponized the global economy to beat the U.S. at its own game US...expanded export controls to cover an estimated 20,000 Chinese companies, and tightened controls over advanced chipmaking equipment and jet engines to China. Yes, that is economic coercion. https://t.co/Kd7ckEDhaE
Google Update Favours Brands Over Aggregators, Directories
📊 Google March 2026 Core Update Visibility Shifts & Patterns In the US - I’ve analyzed the biggest US domain level visibility shifts in @sistrix , along with the top keyword changes behind them. One of the clearest early patterns...
Warren Brands Amazon-MGM $40M “Melania” Deal as Bribery
Elizabeth Warren Calls Amazon MGM’s $40 Million ‘Melania’ Bid ‘Bribery in Plain Sight,’ but Studio Says It Did Nothing ‘Improper’ https://t.co/lHn0OlZupf
Google Engineer Proposes Unified Agentic Engine Optimization Stack
New post from @addyosmani (a Google engineer working on Gemini and Cloud). And yep, he has a new version of the acronym AEO -> Agentic Engine Optimization (AEO) I think at some point, Google needs to come out with an official...
Goldman: Oil Price Drag Neutralizes 2025 Fiscal Boost
GOLDMAN: “.. we now expect the drag on growth from higher oil prices to roughly offset the boost to growth from the 2025 fiscal bill.” #OBBBA https://t.co/tjt1bVV0cv
StepFun Dismantles Offshore Structure to Enable IPO
Chinese AI startup StepFun to unwind offshore structure to pave way for IPO, sources say https://t.co/92y5pk6rlV
Be Top‑of‑Mind: Buyers Choose the First Idea
Your buyer’s brain is lazy. That’s why your positioning can’t be. Have you lost work to someone you’re objectively better than? It stings. Maybe you found out later. Maybe you just suspected. The thinking was shallower, the track record thinner—but they got...
Saudi Crude Shipments to China to Halve Amid War
Saudi Arabia’s crude sales to top importer China are set to halve next month as the war in the Middle East upends flows and lifts prices, according to traders familiar with the matter https://t.co/P8mgp5is3N
Pershing Square Launches Road Show for Combined IPO
Today, we announced the launch of the road show for the combined IPO of Pershing Square USA and Pershing Square Inc. You can read the official announcement here: https://t.co/4ffeQZm9ZL. I wrote a letter to explain the combined offering in detail that can...
Stop Buying Supplies Blindly—Track Profitability First
Something I see creatives doing all the time is overspending on supplies without knowing if they're actually making money. They keep buying new stuff but never check if their product or service is profitable. That's not me judging because if I...
Hiring’s Translation Gap: Visibility Grows, Recognition Stalls
Do we have a mass translation problem? Hiring managers: looking for a "future outcome" but writing JDs for "past specs." Candidates: taking their magic and compressing it into "credential language" no one recognizes. We scale visibility, but we've lost the ability to scale...
Trump Announces Hormuz Blockade, Oil Jumps 7%
Trump says the US Navy blockade of the Strait of Hormuz begins at 10AM ET Oil already up 7% and we haven't even started. I'm watching response from China 🇨🇳 How much pain are you pricing in for stocks today? 👇 $CL $USO...
Gold Fails as Inflation Hedge When Most Needed
Gold is widely regarded as the ultimate inflation hedge. But how reliable is it? As 126 years of data and a live geopolitical crisis both show, the gold inflation hedge fails precisely when investors need it most. My latest for #TEBI...
Future‑Focused Hard Work Means Building What’s Missing
Paul Graham’s essay on hard work is full of gems, but this one really stuck: 'To do hard work, live in the future, then build what's missing.' What comes next shifts your whole perspective. Here’s what he had to say:
Agentic AI Identity Needs Integrated Control System, Not One Solution
Great roundtable in Boston last week with Okta on identity for agentic AI. The biggest takeaway for me is that no one really knows how to solve this challenge yet. People are looking for a single solution when the reality...
Snap‑Perplexity Deal Valued at 7% of 2025 Sales
Curious indicator for the Snap / Perplexity deal. Perplexity’s $400MM payment to Snap (undisclosed mix of cash / equity) would have represented ~7% of Snap’s 2025 sales. Snap noted in Q4 earnings that the integration had been delayed due to...
Shah Capital Challenges Novavax Leadership; IVVD, REPL Updates
13April: What does @Novavax's 2d largest shareholder @ShahCapitalMgmt say is its case against company leadership? Read Shah's criticisms and $NVAX's response, plus updates on $IVVD and $REPL in my latest StockWatch for @GENbio: https://t.co/0a3pUN9sD2
Gig Workers Surge as Unemployment Benefits Remain Limited
It’s the demographic divide I highlight. There are 80 millionUS gig workers because only one-in-four of the unemployed collect unemployment benefits (can’t cover the basics with what states pay). The cost of doing business for millions of these gig workers just...
Build an Unreplicable Moat: Story, System, Trust
Your moat is what competitors can't replicate: your story, your system, your audience's trust. What does your brand win on?
Admired Leaders Excel Through Feedback, Behavior, Followership
Leadership is shaped by behavior, feedback, and followership. A conversation with Randall Stutman, founder of @AdmiredLeaders, on what admired leaders do differently, giving feedback, and the behaviors that drive results. https://t.co/UAyXtb5Nqq With thanks to @AlphaSenseInc, Canoe, and Ridgeline.
Hyperscalers' Capex to Consume Over 90% Cash
BofA: Hyperscalers’ capex as % of operating cash flow was 70% in 2025 and is expected to be >90% in 2026 https://t.co/GP7k2xG8rb
Key Issues to Watch at IMF‑World Bank Summit
5 things to watch at the IMF-World Bank meetings this week https://t.co/8BcEucTx0N via @CecileDaurat https://t.co/UDyXcKlsEk
NBA's Woes Trace to Overpaid Media Rights Deals
On some level I think the NBA’s problems stem from the league getting overpaid for media rights because streamers were desperate for content and agreed to uneconomic deals, which made the owners rich and reduced the financial pressure on them...
Lifetime NIL Deals for College Athletes Are Unrealistic
It would be crazy for a school to offer a lifetime NIL deal to a student-athlete... How long can an NIL agreement between a school and athlete last? The full explanation is in my book NIL 101: The House Settlement Now 40% off https://t.co/yBVisUkFCL...
Trump’s Hormuz Gamble Fuels Inflation, yet Demands Rate Cuts
Trump is trying to block the Strait of Hormuz. Oil is up. Inflation is climbing. And he still wants the Fed to cut rates. That’s not a policy position. That’s a contradiction. The war didn’t create the inflation problem. It made an...
WNBA's Top Draft Pick Set for $500K Salary
WNBA’s No. 1 Draft Pick Will Earn $500,000. But Who Will It Be? https://t.co/hdNoRVXXB8 via @sportico @germanotes
Truthful Humility Fuels Grounded Confidence on the Court
Don’t lie to yourself. Grounded confidence begins with truth-telling. Grounded confidence requires courage to act and humility to learn. “When I stepped on the court, I wasn’t out there hoping I could win.” Larry Bird https://t.co/JDFyAiGggc
UK Living Standards Set to Decline Over Iran Conflict
Britain faces another lost year for living standards due to Iran war https://t.co/MuGg4NBJB6 via @tomelleryrees https://t.co/nPivyrmAQc
Regulation Cuts Bank Risk Premiums, Raises Unemployment
New @nberpubs: "The Macroeconomic Effects of Bank Regulation: New Evidence from a High-Frequency Approach" https://t.co/g4pjlheA4f "A 10 basis point regulation-induced peak reduction in bank risk premiums is accompanied by a 15 basis point peak increase in the unemployment rate." https://t.co/sclisI5Km5
90% of 2025 Tariffs Shift to U.S. Importers
New @nberpubs: "Tariffs in 2025: Short-Run Impacts on the U.S. Economy" https://t.co/Du7yk49H5l "90% of the tariffs are passed through to tariff-inclusive prices paid by U.S. importers" https://t.co/kMhPTPkojL
Building a Fully AI‑Native Marketing Organization
Office Hours with Tomasz Tunguz & Lena Waters: The Fully AI-Native Marketing Organization https://t.co/obhGQqsFeo via @YouTube #ArtificialIntelligence #Innovation #Technology #Tech #TechNews #SocialSelling
War Unpriced: Ignoring Inflation and Recession Risks
Wars are inflationary and recessionary. War was not priced in. Recession is not priced in.
AI Product Imports Surge 73% as Tariffs Stay Low
New @nberpubs: "Trade in AI-Related Products" https://t.co/HKvnAGrO6D "imports of these products have grown by 73 percent since 2023... Trade policy has treated these products lightly with product-level exemptions shielding much of AI-related imports from tariffs." https://t.co/HNy3aXAeMU
Google Denies New “Still Processing” Sitemap Status
Google has nothing to announce about a new "still processing" status for XML sitemaps https://t.co/zCxzSN0Lv8 https://t.co/DppnVvBaTL
ECB Confident of Another Soft Landing Amid Oil Shock
Yes, the ECB achieved a soft landing after the last inflation shock which suggests that it believes it will be able to do so again as it tightens into the oil price shock. Let's hope so.
Tight 10‑Day Constraints Drive Our Best Work
Before heading out to Lisbon, @vitaliidodonov told me that the greatest work gets done when there's a tight constraint. That's why we've decided on 10 days. From "idea/vision" to finished product in that short time span forces us to do our best...
Google May Disregard Links From Spam‑violating Sites
Google's @johnmu reiterates that Google may ignore links from sites that violate its spam policies https://t.co/uXnMAKuuWg https://t.co/82ekVwtzSX
Energy Markets Stay Calm Amid Third Gulf War Lull
We're in the "no-fighting, no-peace, and no-oil" phase of the Third Gulf War. The energy market remains incredibly sanguine: despite Monday's rally, oil and European natural gas prices are below a week ago.
Extreme Fear Fades as Markets Weather Hormuz Tension
Trump ordered a full naval blockade of the Strait of Hormuz overnight. Oil surged 8% above $100. The UK refused to participate. France is forming its own mission to reopen the strait. And Bitcoin dropped... 1%. After 12 straight days...
Scale Culture, Not Just Assets, for Sustainable Growth
Growth isn’t always about building more, it’s about spreading what already works. When you’ve built a strong culture, the next step is taking that impact beyond your own walls. Great companies don’t just operate well, they influence how others lead, manage,...
Roundhouse Capital Settles £251m Loans, Pays Moshiri £67m
Everton new parent company Roundhouse Capital publishes accounts. It paid Farhad Moshiri £25m up front with a further £42m due at future dates, as well as paying off £251m of existing loans. https://t.co/pS7qY8I1Wl
Limit Content Review to Two People for Speed
I work on a lot of website projects, and one of the most reliable ways to stall the content phase is to involve too many people in deciding what each page should say. I mentioned this to a client today...
Clear Tagline Boosted Olipop to $200M Revenue
Olipop doubled revenue to $200M in one year by changing their tagline from "A Sparkling Tonic" to "A New Kind of Soda." Meanwhile you're using confusing niche jargon on your packaging and wondering why you can't scale past your early...
XPOF Spikes 30% as Activists Force Sale Exploration
$XPOF continues to run up; up 30% over the last month. Two activists with a major combined stake are pushing for a sale. And most importantly, mgmt caved in and started exploring strategic alts.
Iran Conflict Triggers Oil Shortage, Reshapes Market Winners
The Iran war has slashed oil exports from the Persian Gulf, creating a global supply shortage that's just starting to hit markets. As prices are driven up and broader economic impacts unfold, winners and losers will begin to emerge. Full Newsletter:...
Embrace Slow Tech for Deeper Focus and Greater Productivity
«Slow Tech» is slow in the moment, but increases productivity in the long term. It does so by slowly processing information, which makes you focus and creates more insightful outcomes. It lets you do more meaningful and deep work.
Iran's 13-Day Oil Shutdown Signals Permanent Damage
The sharpest Iran economic analysis out there right now comes from @miadmaleki, Iranian-born former US Treasury official. 13 days. That's when Iran shuts off its own oil wells. Hormuz blockade = nowhere to store oil. Can't restart them easily. Permanent damage. Not a...
US‑Iran Talks Collapse; Blockade Threatens Trump‑Xi Summit
US-Iran negotiations failed over the weekend. The risk-off moves today though have mostly been mild. US blockade of Iranian ports could disrupt next month's Trump-Xi meeting. Bab-el-Mandeb Strait may also be brought into play. See https://t.co/13UStEpBOS https://t.co/1u6Xn5BKh9
Community Beats BigTech: Nomads Gains Value Post‑AGI
Yep BigTech/BigAI can't touch things likes community or audience (yet) For me personally that's why my site Nomads will become more valuable post-AGI I think