Only Elite Lawyers Join Our Global Support Team
We mostly hire support staff around the world, but we also have a select few staff lawyers. Only the best of the best get this opportunity.
Inflation Hits 35‑year High While Jobs Stay Strong
Here's the big picture of today's US CPI reading and last week's unemployment rate - the Fed's dual mandate. The 2.8% reading isn't high relative to the 2022 pandemic peak, but it is highest relative to the past 35 years....
Niche Banking Solution Scales to $250M ARR
2021: Building credit cards for sneaker resellers 2026: Hitting $250M ARR in 5 years Here's Slash 's $1.4B wild growth story👇 Victor Cardenas, a Venezuelan immigrant, dropped out of Stanford at 19. Kevin Bai left Waterloo the same year. They...
Leaders Trust Teams; Babysitting Signals Wrong Fit
Your team doesn't need a babysitter. They need a leader. If you don't trust your team to manage their own time, you either hired the wrong people or you're the wrong leader. Most likely both.
AI Fuels Younger Founder Surge, Reshapes Seed Investing
My guests on Uncapped this week are @kevinhartz and @BennettSiegel, co-founders of the early stage VC firm A*. They've backed companies like Notion, Mercor, Ramp, Decagon, Similie, and many more. They also announced a new $450m fund today. We discussed the state...
Google AI Overviews Now Ignore Self‑promotional Listicles
I believe Google recently changed how it answers some "best" queries in AI Overviews. Previously, using a listicle that ranked your own company as #1 was often sufficient to get recommended in the answer. Now, it looks like Google may be using...
Turn AI Agents Into Your Team's Priority Dashboard
Most people are building with agents faster than their team can keep up. So the bottleneck becomes communication. If you're running 5, 10, 20 agent-led projects in parallel, your team should not have to dig through Slack like raccoons in a dumpster...
China Ramps up Dollar Swaps to Curb Yuan Rise
Bloomberg is reporting a $3b (CNY 17.4b) increase in the use of PBOC swaps in Q1 ... Que forecasts of dollar doom In the first quarter China (PBOC and state banks) bought $180 of fx to keep the CNY from rising --...
Netflix Declines NFL’s Full‑season Streaming Package
“We're not bidding on whole seasons of sports, including the NFL.” Netflix head Ted Sarandos tells Fox Business his company doesn’t have interest in those sorts of packages. As @SBJ noted, NFL reportedly pitched Netflix on a Sunday morning package, but...
UK’s Rentier Economy Relies on US Approval
It is soon going to be revealed the degree to which the UK’s financial rentier model which subsidises the entire country is dependent on America’s cooperation and blessing.
High Inflation, Oil, Strong GDP: Bonds Remain Unattractive
Inflation running above expectations, oil holding above $90, Atlanta Fed GDPNow pointing to +3.7% GDP for 2Q'26 (thanks data center buildout)...difficult to make a bull case for bonds (or rate cuts) for the foreseeable future.
ESF Funds Favor Wealthy Allies,
if the $212b (counting ~ $175b in SDRs that Republicans historically haven't liked using) Exchange Stabilization Fund is going to be given to allies without a financial need (like the UAE) not everyone is going to be able to get...
Rapid Customer Acquisition Is the Core Lesson for Serial Founders
Almost all of my serial founders have figured out how to get customers super quickly, even sometimes pre-product. They learned from their first business that that was the primary problem.
Brand Values: Non‑negotiable, Public, and Consistently Lived
Talking about your brand values in your content is not some weird corporate values statement. They are what you refuse to compromise on... in public.... consistently.
Game Startups Demand Clear Customers, Tiny MVP, and Luck
My reply to someone considering starting a video game company: The distribution of possible rewards for starting a video game company are generally not very good today. The market is well served, and gaining a foothold requires strong execution on both...
Consistent Branding Signals Confidence and Credibility
I get this question a lot: "Why do you always wear your logo?"
How I Lost $50 Million and What I Learned
Here’s the wild story of how I lost $50,000,000
Turkey's Deficit Growing Pre‑Oil Shock, Targets $50B
I think the underlying issue that Bloomberg highlighted is that Turkey's current account deficit was rising even before the oil shock -- it stood at $35b in the 12ms to February, and was on a trajectory toward $50b even if...
Cleveland Fed Median CPI Jumps, 12‑month Rise Hits 2.8
The Cleveland Fed's median CPI was +0.40% in April, or 4.9% annualized. The 12-month median CPI ticked up to 2.8%, the first such increase since last summer. (The median CPI looks at the price change of the item sitting in the...
BLS Adds Secondhand Apparel to CPI Amid Rising Demand
Given consumer preferences shifting toward secondhand goods & expanding availability & improving quality control of secondhand apparel, BLS incorporated secondhand apparel into the CPI in early 2025 & is researching including other secondhand goods. https://t.co/VsgPCYfAYR
CIOs Shift AI Funding to Production, Reallocate Budgets
New report with our newest CIO survey data: How CIOs and CTOs are funding AI, where deployment is moving into production, and which vendor categories are exposed as AI shifts from experimentation to budget reallocation https://t.co/q8I4QW5HCo
Sanjay Mehrotra: From NAND Inventor To
Sanjay Mehrotra legendary LinkedIn work experience: > co-invents tech for NAND flash memory > co-founds SanDisk and runs for 28 years > sells SanDisk to Western Digital for $19B in 2016 > becomes Micron Technology in CEO in 2017 and market cap since grown...
U.S. Inflation Stubbornly Above 2% for Six Years
Crafting headlines is notoriously challenging, particularly when trying to balance competing considerations and objectives. With that important qualification in mind, it is improtant to note that America’s inflation challenge isn’t just about the gas pump. The economy is now in its...
Analyzing Upfronts, NFL Broadcast Push, and World Cup
I joined @PeterHamby's excellent The Powers That Be to dissect the upfronts, the NFL's broadcast push and the upcoming World Cup. #AmericasPodcastGuest https://t.co/IHDe5VRLRa
Series B Secures $50M, Paving Sales Future in Monaco
We're announcing our $50M Series B led by Benchmark. Founders Fund and Human Capital are tripling down in the round. We gave Benchmark a sneak preview of our upcoming GA release. They saw the future of sales. We had a term...
Pitch Insights, Not Products: Customer Acquisition Remains Key
I'm seeing a lot more businesses pitch multiple apps and even ideas, but the problem is still the same as in all prior decades: customer acquisition. Those are the insights to pitch, not the product.
From Twitch to $7.5M: Maya Higa’s Global Impact
Maya Higa's TED Talk is now available. The 10-minute talk covers how she got started on Twitch, has raised over $7.5M, reached millions globally, and how @alveussanctuary is the wildlife sanctuary you can visit from anywhere.
Scale AI Content Wisely: Avoid Penalties and Quality Pitfalls
Enterprise brands want to scale AI content, but data shows penalties and quality issues are real. Here's what to understand to scale the right way. https://t.co/a5RVSJXToq via @theshelleywalsh, @sejournal
AI's Potential Outpaces Funding: Altman's For‑Profit Miss
One of the things Musk vs Altman shows is how much more promising AI is than anyone expected. Sam could have started it as a for-profit company. His life would be much simpler now if he had. But he didn't...
Run Entire Email Campaigns Using Only ChatGPT & Claude
I literally cannot wait to build emails and run my entire email channel all from within ChatGPT and Claude. Right now, my email creation process is: - Write/edit my emails inside Claude - Create images for my emails inside ChatGPT - Take the copy...
Xi Holds the Cards as US Bravado Masks Weakness
✍️ Gideon Rachman 👉 US president’s trademark bravado will be used to obscure the weakness of his position. Chinese are unlikely to rub his nose in it. 💥The reality, however, is that it is Xi Jinping who “has the cards”...
PRTH Q1 Beats; Stock Undervalued Below 5x FCF
$PRTH just delivered strong Q1 results. Bid is clearly way too low. Without a raise, this is a steal. Revenue up 9%, adj. EBITDA up 13% YoY. FCF matches Q4 levels, confirming the new baseline. Run-rate FCF at $1.34/diluted share vs a...
ESPN to Air Two Spanish Super Bowl Broadcasts
Just in: ESPN says it will provide two different Spanish-language telecasts for Super Bowl LXI -- one on ESPN Deportes and one sublicensed to Univision...
Trump, Xi Secure Fragile Trade Truce, White House Seeks Stability
After a bruising trade war consumed most of 2025, Donald Trump and Chinese President Xi Jinping agreed last fall to an uneasy economic truce. The White House, struck by Xi’s demonstrated willingness to push back hard on Trump’s tariffs, now...
AI Citation Patterns Reveal Sub‑Vertical SEO Strategies
💰 Ecommerce AI Search Optimization: What Citation Patterns Across 5 Subverticals Tell Us About Optimizing Beyond PDPs and PLPs 👇 My latest analysis. For this research, I reviewed AI citation-source and cited-page data for 25 leading ecommerce sites across five...
Inflation and Hormuz Tensions Force Supply Chain Rethink
US inflation. Strait of Hormuz. What will retailers and manufacturers do? And their supply chains? And logistics?
Serial Entrepreneurs Thrive on Creation, Not Just Profit
Had a short in-person meeting with a true serial entrepreneur in his 50s. He had an early exit 20 years ago, and another one a few years ago. You can say the motive for profit and quality of life is...
CPI Inflation Signals Rate Hikes Despite Trump’s Calls
Despite Trump’s demands for lower interest rate, CPU inflation looks like a raise in rates is likely.
Independent Sponsors Turn PE Gaps Into Higher Multiples
Independent sponsors are arbitrageurs of professionalization. Buy before PE-ready. Make it PE-ready. Sell to PE. Find (and know) the things that PE hates. Do the work to fix said things, and get rewarded (with a higher multiple).
Core
Seen some say that ex-rent & OER the core was moderate, but not sure this is the case. Median CPI likely 0.40% and 16% trimmed likely 0.44%. Core ex-rent&OER was 0.26%, 3.1% SAAR. YoY rose to 2.3% vs a 2017-19...
Arbitrator Ruling Escalates House NIL Dispute
What Does It All Mean? Here's @McCannSportsLaw Nebraska-Playfly Arbitrator Ruling Raises Stakes in House NIL Fight: https://t.co/1ajGvLvGXR via @sportico
CPI Shows Record Rent Surge, Contradicts Private Data
A truly bizarre CPI shelter inflation reading for April. CPI shows the fastest month-over-month ACCELERATION in rent and OER since 2023. There's zero evidence of this in any of the higher-quality private sector datasets. https://t.co/ylVrh5TORW
Iran Negotiates as Trump Seeks Exit, Shipping Bottleneck Worsens
Iran playing the negotiation game while Trump wants to get out of mess he made. And the ships stuck in the Strait and the supply shortages?
Domestic Airfare Growth Slows, Upside Remains Strong
Airfares were up 6.3% NSA (2.8% SA vs my 1.2% est). About 1.5pp of that includes baggage fees. Without those, fares were up closer to 5.0% NSA. That includes a surge in int'l fares and a much more subdued rise...
Advertisers Crave Broader Agentic Tools, Will Boost Spend
Performance advertisers are seeing results with Agentic advertising, but they want more. Advertisers want more agentic options outside of search and social, and they would invest a lot more if the right agentic tech existed. Great insight from a new study...
Small Business Leadership Mirrors Team Captain Experience
Much of running a small business is stuff you learn as the captain of a high school sports team (or, in Rich's case, leading men in combat)
CTT‑DHL JV Generates €64M Cash, €35M EBIT Lift
$CTT - Holding Equity Small Caps FI CTT, DHL complete joint venture, netting CTT EUR 64 million * CTT completed strategic joint venture with DHL, closing transaction first announced on Dec. 19, 2024. * Deal structure includes CTT Expresso purchase of DHL...
SEO Expands Beyond Google: Leverage Reddit, Podcasts, YouTube, PR
Everyone says "GEO" and "AEO" are the same as what we've been doing... But LOTS of SEOs slept on these ideas for years: 1) Reddit as a growth channel 2) Podcast optimization 3) PR & review sites 4) YouTube for SEO 5) News releases 6)...
RoadrunnerAI Reimagines CPQ with AI‑Native Deal Desk
CPQ is one of those enterprise categories everyone complains about and almost no one wants to rebuild. That’s why @RoadrunnerAI stood out. @Joubinmir, @ajnatarajan, and @eshao18 are rebuilding CPQ from first principles, starting with an AI-native deal desk and aiming at revenue...
Mortgage Rates Hovering Between 7% and 7.6% Now
Hug a mortgage spread today, because Mortgage Rates in the past few years would have been between 7.05%- 7.65% today