Philips Squandered Semiconductor Potential Under Short‑term MBA Leadership
Philips could have done this and become Europe's biggest company and a leader in semiconductors and GPUs now That is if it wasn't ran by midwit MBA scavengers like Cor Boonstra (1996-2001) who only cared about short term profits He divested ASML and TSMC because he "didn't understand the businesses they were in", truly a midwit of epic proportions Gerard and Frederik Philips (the original founders) are turning in their graves for sure What a fumble
Clear Positioning Beats Product When Targeting Niche Audiences
Just used https://t.co/axM115CdJx to compare @cursor_ai vs @Lovable narratives. 9-4, Cursor. The gap isn’t product. It’s positioning clarity. Innovation-driven + specific audience > transactional + broad market. Every. Single. Time. https://t.co/8jjpQqn99i
China Emerges as Biggest Loser in Grand Strategy
That's a bad/first echelon take. There is a much larger picture. China is the big loser in their grand strategy plans: https://t.co/usYe48iDIM
Off‑Duty Speech on Genocide Must Remain Protected
Employers can punish you for your off-duty speech. That’s the reality. But when that speech is about human rights—about genocide—that shouldn’t be allowed. That’s not politics. That’s conscience. A law that claims to protect human rights but fails to protect the voices defending...
AI Boosts Productivity—Will It Reach All Industries?
The future is already here, it's just not evenly distributed has never been more appropriate. AI productivity gains have gone from a myth to a fact I see multiple examples of at work each week. The question is now more if...
Startup Think Tank Leads Deep China FX Policy Analysis
Really? Name one start-up think tank that analyzes the latest twist and turns in China's fx policy with any depth. I would humbly submit that this blog is at the analytical frontier, ahead of what most of...
Trump Tariffs Raise Prices, Squeeze American Families
Trump’s tariffs aren’t just numbers—they’re hitting American families in their wallets, raising prices, and forcing businesses to close.
US Debt Hits $39 Trillion; Hard Assets Scarce
US federal debt now officially reached $39 trillion. None of us own enough hard assets. https://t.co/9uWJASUd8q https://t.co/EjSvdcj9Gj
Wage Growth and Services Inflation Keep Labor Market Tight
I basically agree. There are genuine anxiety closets in the labor market worth monitoring but the tenaciousness of wage growth & core services inflation suggest its state is still one of net heat overall. Modeling from the @KansasCityFed estimates we're...
Powell Plans Longer Tenure Despite Trump’s Anti‑Fed Rhetoric
Donald Trump has spent months talking about how badly he wants Jay Powell out of the Federal Reserve. On Wednesday, Powell signaled the administration’s own actions have had the opposite effect: He’s prepared to stay longer than he otherwise would...
Saudi Crude Loadings Persist Despite Red Sea Attack Rumors
Lots of chatter in the oil market about whether a Saudi refinery in the Red Sea was attacked or not. One thing, however, appears clear: crude loadings at Yanbu and Al Muajjiz continue as normal, with 4 tankers getting their...
Redefining Sales Metrics for the AI Era
The New Sales Ledger: Measuring What Actually Matters in an AI World by @Timothy_Hughes https://t.co/g7iROwk9n0 @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #Marketing #Leadership #MarketingSuccess #MarketingStrategy https://t.co/btB1kWxorV
Partnering Risks Alienating Employees Seeking Full Control
Bringing in partners may disappoint employees who want to take charge of the full development process. Some may even become detractors. #CIO #Leadership https://t.co/IkMrUQXpxe
Container Congestion Relaxes Post‑Iran Shock, Rates Stay High
Container port congestion eases after initial Iran shock Initial disruption to container supply chains from the Middle East crisis appears to have eased but rates remain elevated. https://t.co/fvMVOw29Pz
Publish a Thesis First; VC Doors Open Automatically
The easiest way to open doors in VC is to be known for something before anyone asks. A sector. A thesis. A point of view you publish. Visibility creates opportunities.
Oil Shock Repricing Begins; Inflation or Slow Growth Hurts Stocks
OUT NOW - how @BobEUnlimited sees it: - the repricing of the oil shock into markets is "just getting started" - higher inflation or lower growth, BOTH scenarios are bad for stocks Apple https://t.co/tA37rAtLtM Spotify https://t.co/wRcaaAtWld YouTube https://t.co/RDM5IJfiVx https://t.co/0Zt9BALTn7
Future Work Means Not Feeling Like Work
The future of work is not realizing you're working. We spend hours a day doing that already. https://t.co/zauZvHDOLj
Worthington Steel's $1.3B Deal Makes No.2 US Metal Center
Worthington Steel to buy Kloeckner for $1.3bn, creating the No. 2 North American metal service center. https://www.metalnomist.com/2026/03/worthington-steel-to-buy-kloeckner-for.html
Oscar Night Cheers, Yet WB Sale Threatens Auteur Vision
Mike De Luca & Pam Abdy had a great #Oscar night, but will their auteur-friendly approach survive WB's sale to Paramount? One insider says David Ellison wouldn't back anything that would 'lose $100 million out of the gate' (a reference...
Oil Price Spikes Historically Signal Upcoming Recessions
This is a remarkable chart. Oil surges like the one we’ve seen recently have consistently preceded recessions. Chart by @thierryborgeat https://t.co/GpMNhNl06Y
Give Humans Credit, Boost Adoption Over Full Automation
thinking: products that help humans get credit for the work accomplished by agents they supervise in the enterprise will have better adoption than agentic solutions that do the work instead of humans. credit feeds ego, drives adoption...and accountability.
Celebrate Small Wins Daily to Reduce Fund Stress
When you're running a real estate fund, there's lots of balls in the air, the stakes are high, and you deal with a healthy level of pressure and stress. Something I came up with to help balance things: I ask my team...
Iran Hits Qatar LNG Hub, Threatening Global Supply
Iran has successfully broken through Qatari air defenses for the second day in a row, this time striking the globally significant Ras Laffan energy complex. The strikes come after Iran’s own natural gas processing plants along the shared North Dome/South Pars...
Demand Collapse Shifts Crisis From Inflation to Growth Shock
Demand destruction started in Asia and spreading to Egypt. The only way this equation will square when supply is short is for demand to fall. Prices higher & demand falling means growth will be a challenge. The crisis will move from...
Powell Could Remain FOMC Chair Until 2026
Remember my Manifesto? He’s legally elected FOMC Chair through December 31, 2026 regardless of who’s Chair of the Fed Board “Powell would also be eligible as a governor to remain in charge of rate-setting FOMC, potentially extending his influence over monetary...
BWET Triples; New Iran Conflict Beta Watchlist Unveiled
Since our January 13th macro memo, our top weighted pick BWET has more than tripled (and seems set to go even higher). Today, we released to subscribers a new list of names that have yet to reprice as violently in...
Iran's Collapse Won’t Mirror Yemen’s Strategic Gains
Turning Iran into Yemen isn't the strategic victory some people may expect if Red Sea shipping is anything to go by.
AI Generates Reply‑Getting Cold Email Sequences Free
I built a skill for Claude Code that writes cold email sequences that actually get replies. You tell it who you're reaching out to and what you're selling, and it builds a multi-touch sequence with personalized openers, value-driven follow-ups, and a...
Fed's Latest Move Hints at Future Policy Amid Iran, Tariffs
Let me be your Fed whisperer. What the Fed decided, what we can infer about it's next steps, how Iran and tariffs factored in, and what it all means for you. https://t.co/3JC756KIAH
Zuckerberg's Daring Bets Showcase Superhuman Corporate Courage
Unpopular opinion: Zuck demonstrates superhuman levels of guts in his willingness to bet the company on entirely new directions, even though (especially since) this bet failed.
AI Threatens Entry-Level Learning, Creating Future Talent Debt
RT AI isn't just changing senior roles - it's quietly erasing the "learn by doing" years. If we hollow out entry-level jobs now, we'll face a talent debt later. #AI #Hiring #CIO #CHRO @Star_CIO https://t.co/W7YbwP6jrL
Apply Quant Trading Rigor to Paid Advertising
ive literally never thought about this before this is an extremely interesting way to think about ad spend: bringing the rigor of quant trading to paid ads
Cut AI API Costs by Using Flex Tier First
If you do AI inference via OpenAI’s API, you should use the flex tier for half price. My requests always try to use flex tier first, and on 429 / 500 errors, I use the default service tier. 95% of my...
Design, Coach, Let Go: Build a Self‑Running Business
Building a business that runs without you requires an obsession to letting go. scaling it requires restraint. Start small: Stop solving and start coaching. Document decisions and set standards. Your job shifts from doing --> designing.
Iranian Missile Damages Qatar LNG Hub, Threatens Global Supply
Qatars industrial complex housing the world’s largest LNG export plant suffered “extensive damage” after an Iranian missile strike 🇶🇦 ⚠️ The plant provides 20% of global LNG supply, and was shut earlier this month. But a delayed restart (due to...
Briefing on Q3 2026 CPI Ahead of Midterms
Did he just get a briefing about what CPI is likely to be in 3q26, just ahead of midterms?
Swap Scrolling for Building: 28 Extra Hours Weekly
If you're in your 20's do this: -Don't watch Netflix (2 extra hours/day) -Uninstall Instagram (1 extra hour/day) -Uninstall Facebook (1 extra hour/day) 4 extra hours/day = 28 hours/week. Spend that time building, marketing and launching your MVP. Try it and see what happens.
Shift to Experience-First Culture to Revive Trust
Employee engagement 101: Rethinking EX in the age of declining trust https://t.co/xdbYxFC31N @CX_Network #EmployeeEngagement & #trust have stagnated, even declined. This 3-pillar framework helps reorg operations, shift from profit-first #culture to experience-first & drive profit https://t.co/BXgJE2sLyg
Export Limits Would Backfire, Raising U.S. Gas Prices
In my latest @ColumbiaUEnergy Energy Explained blog post, Neelesh Nerurkar & I argue that restricting US oil exports, once again reportedly being discussed in DC, would backfire—offering little relief to US consumers while imposing more significant economic and geopolitical costs
Longevity Wins: Outlast Competition in Business
It's really just a war of attrition How many people choose the right game to play (starting a business)? Of those people, how many show up every single day for a full year? 3 years? 10 years? After 10 years, there’s really no...
Fed Should’ve Cut 25bps as Insurance, Not Wait.
Error indeed lest we forget the avg $360 tax refund boost has been more than offset by higher gas prices? “A 25bp cut wouldn’t have been an inflation surrender. It would have been a recognition that the bigger risk is being...
Switch Vendors only if Value or Cost Justifies Disruption
Switching core software vendors is a massive undertaking. The key deciding factor: will a new system offer materially more business value, or cost materially less, to justify such a disruptive move? #TechDecisions #BusinessSoftware https://t.co/bGWwpNk918
FOMC's Dovish Pause Masks Hawkish Stagflation Risks
Participants at the FOMC meeting rounded the wagons around Powell at a difficult moment for Fed independence. What looked like a dovish pause on the surface had hawkish undertones. Risks to meeting participants forecasts were to the downside on growth,...
Tool Delivers 7.5× ROI on Recruiter Efficiency
Founders: Example ROI math that makes prospects pay attention: You have 10 recruiters at $125k fully loaded cost = $1.25M annual spend Our tool makes them 30% more efficient = $375k value created We charge $50k = 7.5x ROI Make the math dead simple.
Thrive and Notable Funds Outperform in VC Returns
VC RETURNS REVEALED: Recent Thrive & Notable Funds in a League of Their Own at UTIMCO @maddierenbarger https://t.co/JRRnZpr6pM
Strong Economy, Weak Job Demand: Fed Should Cut Rates
"Our view is that an economy operating at a strong level, such as it is today, but which isn’t producing nearly enough labor demand should be signal enough to have the Fed cut rates a couple more times this year,...
AI Boosts Sales Efficiency Without Adding Staff
Scaling Without the Headcount: How AI is Redefining Sales Efficiency by @Timothy_Hughes https://t.co/DxLm3lfJ1t @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #SalesEnablement #Marketing #Leadership #ArtificialIntelligence #TechNews https://t.co/pDWip3t8D7
Powell Warns White House, Asserts Fed’s Crucial Leverage
Fed Chair Jay Powell fired a warning shot today, reminding the White House that he holds some pretty important cards. Yes, it's drama, melodrama and soap opera. But it also really matters. And I admire how Powell has handled himself here....
Students Build $50B Business Using Smart Web Scraping
There's a $50B company built on web scraping. No capital. No strategy. Just 3 hungry students solving a delivery problem. Their edge? Smart web scraping to gather restaurant data.
Hormuz Closure Sparks Oil Spike, Not Deficit Monetization
If Hormuz is still closed in a month (it likely will be), this is going to turn into "We are doing more not-QE RMP's into an oil spike, but we are NOT monetizing deficits" so fast that investors heads will...