Governments Subsidize Oil for Bottom 70% Starting 27th
Governments around the world are providing subsidies to help mitigate impact of higher energy prices. Such efforts counter recessionary pressures, but to what extent and for how long? Government Launches High Oil Price Support for Bottom 70% Starting 27th https://t.co/EWO71DrdHN
MacGregor Claims Israel Aims to Turn Dissenting Regions Into Gaza
Col. Douglas MacGregor on Israel's plan for the Middle East: “Israel has a plan to turn most of the region that doesn’t submit to its dominance into Gaza.” https://t.co/VBNw0VQftf
Brand Culture, Not CEO, Creates Lasting Products
Google's culture built gmail and google maps. Not the CEO. Your brand's culture is your standards, your systems, and your voice. All replicated by your team. If your brand only works when you're in the room, you don't have a brand. You...
Substack's In-App Payments Set for Global Rollout by Mid‑2026
Substack in-app payments haven't become a big thing yet, as they're only available in the US and a few other countries. But I think they'll be rolled out globally by mid-2026 https://t.co/iHQrkcgbb6
Rising Costs Force Southeast Asian Rice Farmers to Skip Planting
The war in the Middle East hits food staples ⚠️ 🌾 Rice farmers in Southeast Asia are deciding to skip planting for the next season due to rising fuel & fertilizer costs Some Thai farmers are leaving the crop in the ground...
SaaS Buybacks Soar While Companies Remain Deeply Underwater
software is trying to catch a falling knife SaaS companies have announced >$70B in buybacks this year… almost all are underwater
Two‑Month Hormuz Reopening Too Late for Global Economy
Two months: that’s how long it might be before the Strait of Hormuz opens and resumes transit akin to before the war (from National Economic Council Director Kevin Hassett). Translation: We F’d up so bad and had zero plans to deal...
Future Workplaces Will Become Flatter, Faster,
What is going to change: 1. Org structures (flat to round) 2. Compensation structures (steeper) 3. Hiring pace (slower) 4. Hiring profile (experience to taste) 5. Decision makers (the system) 6. Pace (faster) 7. Planning cycles (short) 8. Focus (less) 9. Paranoia (up) 10. AI leverage (indiv to org) Tweet below...
Support Sam Altman: Influential AI Leader Worth Backing
Just a note that @sama has been one of the biggest influences on me over the years and I’m lucky to have him in my life. He works on things he cares about, takes real early risk on people...
PLTR Overvalued: True Worth $128, Watchlist Only
#PLTR Scorecard My Full Deep Dive Thesis on $PLTR Beat the Market to the Real Value And I Still Disagree With Wall Street On March 24, when $PLTR was trading at $160, my full thesis already uncovered its true Expected Value at...
Fans Disappointed Mike and Clyde Miss MSG First Round
Very upset we won’t get Mike and Clyde calling the first round on MSG https://t.co/6WHGODkxM3
Make AI‑Generated LinkedIn Comments Feel Authentic
When you use an AI teammate that generates comments on LinkedIn - How do you ensure those comments don't sound generic? https://t.co/RQDmR8BMQn via @DLAIgnite #SocialSelling #DigitalSelling #Leadership #ArtificialIntelligence #Tech #TechNews #AgenticAI #AIAgents #AI #FutureOfWork #Strategy #Sales #Marketing
Ukraine Ready to Open Strait of Hormuz if Ceasefire Collapses
If the ceasefire fails, Ukraine has a plan to unblock the Strait of Hormuz https://t.co/n300ozshow
China’s Low Inflation Reflects Sub‑golden M2 Growth
China’s inflation rate comes in at 1.0%/yr in March, BELOW its 2%/yr target. China’s money supply (M2) is growing at 9.0%/yr, BELOW Hanke's Golden Growth Rate of 10.0%/yr, a rate consistent with hitting its inflation target of 2%/yr. THE INFLATION STORY =...
US‑Iran Talks Aim to Boost Hormuz Traffic Soon
Will the US-Iran negotiations starting today be able to secure a material increase in the Strait of Hormuz transits early on? Courtesy FT: https://t.co/SLCKkZ5fdc
Test 100+ Variants Before Any Real User Visits
Most companies are still A/B testing with live traffic like it's 2019. You can score 100+ variants before a single person hits the page. Here's how:
China's AI Scene: Youthful
Observations about Chinese AI work culture: 1. Many arrive at work late (11 am) and work until late at night (11 pm). 2. Due to the schedule above, many employees are young. Hard for parents to sustain the same schedule. 3. Everyone...
Don’t Blame Ads—Optimize Post‑click Funnel Performance
Way too common for brands to ignore issues with their funnel (poor ATC, high bounce rate etc…) Easy to pump more creatives or blame the ad account for bad performance. It’s super important what they do after the click as well.
Russia Profits as Europe’s Sanctions Hinge on Energy
Europe might sanction Russia, but when push comes to shove, it depends on Russian energy. As I’ve been saying since Day 1 of the US-Israeli war on Iran, Russia is a big winner. https://t.co/boFO4l8cc7
Oil Futures Lag Behind Spot Prices Amid Supply Shock
From The New York Times : “The futures and spot prices are rarely exactly the same, but the gap between them has grown unusually big in the past few weeks, so much so that oil executives and analysts say futures prices...
Iran War Will Boost U.S. Reindustrialization, Outweigh Tariffs
I've said this a few times, but it needs to be reinforced. The Iran war will do far more to balance trade and drive American reindustrialization than the tariffs ever did.
Workday Says Updates Too Powerful, Stays 1986 Version
JUST IN: Workday claims updates to their product have been “too powerful” to be released to the public, has not changed its software since 1986 to protect humanity.
Apple's MLB Broadcast Impresses with Crisp Visuals, Strong Commentary
Apple is doing a nice job with its MLB production--crisp picture, cool graphics, good commentary--at least judging by tonight's Giants-Orioles game so far.
China Halts Jet Fuel Exports, Triggering Global Shortage
Jet fuel supply disruptions continue. China has halted jet fuel exports; Asia is running out of fuel. Major shortages could soon spread to Europe and the US. THE US-ISRAELI WAR ON IRAN = MAJOR DAMAGE. https://t.co/1BeaFpUw8i
Disney to Cut 1,000 Jobs Across Marketing, Media
Friday afternoon scoop with @adamchitwood: Disney Layoffs of 1,000 to Begin Next Week Across Marketing, Awards and Publicity - including brands like Hulu, FX, ESPN, ABC News and Marvel. https://t.co/zT6twu2kWU
Energy Price Surge Drives up U.S. CPI Inflation
First Wave of Energy Price Spikes Hit CPI Inflation. Energy that Americans pay for directly: Gasoline, propane, fuel oil, other fuels, utility natural gas, and electricity https://t.co/SiGQSZV2zn https://t.co/uO9XHnvFt8
5th‑Year Options Often Precede Bigger Extensions
Public Service Announcement: Picking up a 5th-year option is not an indication that an NFL team does not deem that player "extension-worthy". In most instances, teams exercise the option as a precursor to the extension, factoring in more guaranteed cash to the...
Falcons Secure Bijan Robinson Early, $15M Deal
The #Falcons are exercising RB Bijan Robinson's 5th-year option for 2027, putting the 24-year-old on a 2 year, $15M fully guaranteed contract. An extension near or at the top of the RB market ($20M+) is largely expected in the coming weeks.
Eagles Land Wicks, Packers Gain Future Picks, Cap Relief
#NFL TRADE #Eagles Acquire WR Dontayvion Wicks #Packers Acquire 2026 5th-Rd Pick 2027 6th-Rd Pick Wicks signed a 1-year, $12.5M extension as part of the move, joining Philly on a 2 year, $16.1M contract. Green Bay frees up $3.6M of cap space.
Without WTO, Regional Blocs Create Economic Imbalances
Without the WTO, the world will revert to regional trading blocs. The issue is that this leaves several regions without balanced economies (you need production and consumption, and only a handful of areas have that). #trade #wto #geopolitics https://t.co/2TTZ38I9KL
Operating Model, Not EX‑CX Link, Needs Fixing
The EX–CX Connection Isn’t Broken. Your Operating Model Is. https://t.co/kaYj6NTYPw #Leaders don’t ignore the EX–CX connection cuz they're ignorant; they miss is for a variety of reasons & ignore it because it forces a harder conversation. #employeeexperience #customerexperience https://t.co/x5YFak0B6E
Prioritize Big Priorities Before Smaller Tasks
Put the large rocks in first ... really? by @Timothy_Hughes https://t.co/jNGXZwMkzF @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #Marketing #Leadership #SocialMedia #MarketingStrategy #MarketingSuccess https://t.co/KJt6MfG2Ha
WSJ Publishes Our Correction to Greer’s Institution Claim
Happy to see @WSJopinion publish my and @clark_packard's corrective to USTR Greer's recent lament re: the death of an institution the US helped kill: https://t.co/PSNtjzxlnu (🎁) https://t.co/WrWZYci8rl
China’s 41‑Month Deflation Streak Ends, PPI Up 0.5%
China’s deflation streak is FINALLY OVER. Yesterday, after 41 straight months in the red, China’s Producer Price Index (PPI) finally ended -- barely -- at 0.5%/yr. https://t.co/Ysgkv6ogB2
Sports League Reimagined as Tech‑First, AI‑Driven Platform
Imagine building an entire sports league like a tech company — software + AI — at the heart of all the operations, running lean, running fast, building for the athletes first, then fans. That’s my vision for @athlos — you...
AI Agents Cloned and Improved My Site Overnight
A very unusual pitch. I am at @NinjaTechAI in Mountain View. @babakph founder had his AI agents reverse engineer my site https://t.co/8L5xphk0qQ and build a better one. Basically the first time a founder said “we copied everything you did in one night...
Most Sub‑$400M VC Funds Will Vanish, Megafunds Thrive
When Lux started 20+ years ago the number of VC funds spiked then plunged precipitously Again today, as we predicted, the vast majority but not all “minnows” (subscale funds under 400M) will go extinct while a few “mega” raise AUM and...
Patience and Persistence Turn Side Hustle Into Dream
Stay patient. I worked a day job at a restaurant for 10 years while working on my dream job on the side. Washing dishes, then hosting, then bussing tables and then waiting tables. Just a friendly reminder to keep grinding. 👊 💯
FedEx Freight Adopts AI-Driven Stack for Growth
.@FedEx Freight eyes AI, simplified stack to unlock growth as independent company https://t.co/PzcG5kJdZ4 The technology and AI strategy will simplify operations, reduce customer friction and create an architecture that can leverage AI today as well as future advances. @ldignan
Conservative Debt Use Prioritizes Balance Sheet Comfort Over Short-Term Gains
"We use debt sparingly. We will reject interesting opportunities rather than over-leverage our balance sheet. This conservatism has penalized our results but it is the only behavior that leaves us comfortable." Warren Buffett
Global Oil Trade Hits Record Amid Saudi Disruptions
🇺🇸US crude oil exports to increase to highest on record 🇮🇳India's Imports from Russia are Near Record High 🇸🇦Saudi Arabia's damaged oil facilities: What is the impact? Daily Energy Report https://t.co/pyGKWXbmpg
Policy Blunders: Self‑Inflicted Economic Shock via Rake
Usually economic shocks are called things like pandemics or oil embargoes. This version is more: bloke walks into the policy room, sees a rake, and steps on it repeatedly. https://t.co/Lzh723GjsJ
HR’s Reporting Line Reveals True Organizational Priorities
Who HR Reports To Says More Than You Think | @CustomerThink https://t.co/ufWjWV7nAk #HR #culture #leadership https://t.co/wZzMsJGaUu
SPAC DAT Merger Ends, PIPE Investors Breathe Relief
PIPE investors breathe a sigh of relief as we get the first big SPAC DAT merger termination. Dynamix $ETHM terminates its business combination with The Ether Machine, which is awkward after already changing its ticker. Also, who gets the $50 million break...
Founders' Freedom Formula: Control When, Where, What, Who
Remember why you got in the game. For most founders it comes down to one word: Freedom. And it comes down to controlling the 4 Ws in life: • Work WHEN you want • Work WHERE you want • Work on WHAT you want • Work with...
Cut Cognitive Biases, Boost Agribusiness Decisions & Sales
Upstream Ag Professional - The Big Three Stories of the Week ◼︎◼︎◼︎ A look at what agribusiness leaders will find in this weekend's edition of Upstream Ag Professional: 1. Cognitive Biases and Improved Decision Making for Agribusiness Professionals Often we focus on making...
USPS Faces Bankruptcy; E‑commerce Parcels Could Be Salvation
USPS. Run out of money in 12 months. Must deliver to every address. Big drop in mail volume, especially first class. Still has discounted junk mail. Wants parcels. Logistics infrastructure for mail vs parcels. Can #ecommerce be the savior?
Implement AI in Strategy: A Step‑by‑Step Guide
Step-by-Step Guide To Integrating #AI into Your Strategic Execution by @Khulood_Almani #ArtificialIntelligence #MachineLearning #ML #Technology https://t.co/TdVIVQEGGz
Start Leading Like a C‑Level: Align Tech, Mentor, Brand
Start acting like a C-level leader now: build your brand, mentor others, clarify priorities, and relentlessly align tech with strategy. #Leadership #CIO https://t.co/XJxhEl8zHL
Guide AI Like a Genius Intern, Not Replace Thinking
Think of an LLM like this: A genius intern with access to the world’s knowledge… and zero common sense. You wouldn’t blindly trust that intern. You’d guide them. Add context. Challenge their answers. That’s how to work with AI. It’s not a replacement for thinking. It’s a...