AI Won’t Replace Complex ERP SaaS Overnight
Think you can just "vibe-code" a custom ERP with AI and ditch your SaaS contracts? Think again. 🛑 The hype says AI replaces SaaS; reality says replicating the complexity of a Salesforce or Workday is a monumental (and expensive) feat. Don't trade stability for hype: https://t.co/tqCcpQvgpK #CIO #Cloud #AI #EnSW
Turn Unhappy Customers Into Your Greatest Learning Tool
"Your most unhappy customers are your greatest source of learning." – Bill Gates Negative feedback is invaluable. 💡 Use it to improve your products and services and turn dissatisfied customers into loyal advocates.
Fix Process Issues, Not Pitch, to Unlock Capital
Every delay has a root cause. Unclear documents. Messy onboarding. Inconsistent updates. Confusing governance. Fix the process, not the pitch. When you do, the capital starts moving again. 🔗Tribevest #structureisstrategy #capitalraising #raisingcapital #fundoffunds
AI Solves Feasibility; You Decide What's Worth Building
The gap between "I can build this" and "this is worth building" has never been wider. AI closed the first one completely. The second one is still yours. Speed has never been cheaper. Imagination has never mattered more.
Finlight and Atrato Aim for 2GW EU Solar by 2030
Finlight, Atrato merge, target 2GW of operational distributed solar PV capacity in Europe by 2030 #energysky -- via pv-tech: https://t.co/4CImn8i29f
US Growth Slows to Third‑Slowest in 14 Years
Last year, the US economy grew at its third-slowest rate in the last 14 years. https://t.co/RDFeuSRfcT
Use Meta's Incremental Attribution to Solve Reach Gaps
If you have a new reach problem -> incremental attribution on Meta is your BFF
Inbox Proof: How to Tell LinkedIn Content Works
How do you know if your LinkedIn content is working? Let me show you what landed in my inbox lately:
Shopify Preps AI Personal Shoppers for Tailored Commerce
Focus on ecommerce? He's referring to a Jarvis-like experience -> Shopify is preparing for AI shopping agents to change everything, exec says “We’re going to begin to use these agentic applications as these kinds of personal shoppers,” he said, adding that...
CIOs Slash IT Budgets to Fuel AI Demand
CIOs cut IT corners to manufacture budget for AI https://t.co/0Wl5G6cPHt IT leaders report “near daily” requests for potent new AI tools, far outstripping legacy procurement + adoption processes + insufficient $ to pay for them. My take: CIOs need a rethought ‘AI...
Rate Cuts and Easing Inflation Mask Everyday Cost Pressures
We've had six cuts to interest rates in a row since the general election, and the markets expect inflation to be back on track this year, but the cost of living at home and the unrest abroad means that it...
Remote Work May Soon Be a Legal Right
Will working from home become a protected right? @HR_Exec https://t.co/yOjCgCRJS9 #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
Capital Gains Outpace Labor, Concentrating Wealth and Power
Take a look at these two charts together. One is income concentration (Top 10% share of consumption v Bottom 80%), the other is equity market concentration (S&P 500 Growth vs Value weight). In the last 15 years, surplus flowed to capital,...
Keep P&L Simple: One Page, Clear Story
I've built P&Ls for 100+ companies. The best ones all look like this. Simple. Clean. Boring, even. And that's the point. I used to overcomplicate everything. 50 accounts. Color coded sections. Fancy formatting. Looked impressive. Nobody understood it. Including the CEO who was...
Marc Lore's Winning Streak Continues with New CFO
"Don't bet against Marc Lore" is an obvious take for good reason. Welcome Gabrielle to @wonder, bringing years of CFO experience from Worldpay, PayPal, and Williams Sonoma. 🍽️🍽️🍽️ https://t.co/mOFAMDKnBY
Private‑Equity Returns Overstated; Accurate Marking Essential
Apollo's John Zito on private equity: "I literally think all the marks are wrong...This next cycle is going to be a big moment in time for the private markets because people are way smarter than I think private-market participants, particularly...
Nvidia’s $20B Groq Deal Set to Redefine AI Hardware
Jensen Huang is on stage right now at GTC 2026. But the real story isn't the keynote — it's the $20 billion move Nvidia made on Christmas Eve that's about to reshape the entire AI hardware industry. Here's why the...
Judge Reinstates Ted Gill, Extends $250M Payout Eligibility
NEW: he judge in the Subnautica 2 court case has ordered Ted Gill reinstated as CEO of Unknown Worlds and extended the period of eligibility for a performance based $250 million payout through September 2026. Also been given control over...
Activist Targets Keep Getting Re‑Targeted, Fortune Brands Example
It's amazing the recidivism rates among activist targets. Fortune Brands was one of the big activist breakups in the 2010s, everyone celebrated. Apparently, it needs another activist now. I guess what happened was like a bad home repair? https://t.co/zISRV2GETa
Co‑operative Bank IT Collapse Exposes Governance Failures
Digital Hubris and the £349 Million Mirage — The Collapse of the Co-operative Bank’s IT Transformation A Masterclass in Governance Failure - Five Lessons to Learn Great read by Frank Schwab https://t.co/sKpx4mOYMF https://t.co/KUTIUvoGyT
LNSR Spread Widens, Credit Line Hints at Deal Delay
$LNSR spread to the $14 cash offer back to ~40% after the latest update. Co disclosed a credit line allowing it to borrow up to $9.2m. Market seems to read this, together with the last update, as a signal that the...
Workday's Restructure Signals Surge in Integration Hiring
🚨 Hiring Signal: Workday Workday spent $303M on restructuring while bringing founder Aneel Bhusri back as CEO. This usually signals organizational redesign and integration hiring. Why it matters: Workday recently acquired Paradox and Sana, creating demand for: • integration engineers • AI product managers • HR tech...
Blueprint for Running Perfect Leadership Meetings
How to run the perfect leadership meeting 👆🏼 If you want to dive deeper on this topic, comment “MEETING” and I’ll send you an article I wrote on Leadership Team Meetings.
Choose the Right FP&A Tool to Avoid Excel Reliance
Six months after go-live, the CFO asks: “Why are we still in Excel?” Most software failures don’t begin in implementation — they begin in selection. Rob Konferowicz shares how FP&A teams can design a selection process that survives messy data and real workflows.
New Social Media Lead Drives Opendoor’s Upcoming Upgrades
Big upgrades coming to Opendoor socials over the next few months. @Y_Malyarchuk just joined my team as the Social Media Lead. He brings experience working at TikTok, across startups and Fortune 500 companies, and already has bold ideas for where we...
LinkedIn's New AI Can Shadowban Profiles—Audit Yours
Your LinkedIn profile might be shadowbanned, and you don't know it. LinkedIn rebuilt its algorithm from scratch in 2026. They replaced multiple ranking pipelines with a single unified AI system (360Brew) that evaluates your profile and content together as one...
Apollo Cut Software Exposure Early, Now a Top Buy
Worth pointing out that Apollo saw the writing on the wall much earlier than the market, and moved to reduce software exposure due to potential AI risks more than a year ago now. If I was buying the dip in these...
Liquidity Crunch Looms as Private Credit Withdrawals Surge
BlackRock restricted withdrawals on its $26B private credit fund. Blackstone got $3.8B in redemption requests. JP Morgan cut lending to private debt funds. When the exits close, the panic starts. https://t.co/OW9SaL4vZA
Okara Launches AI CMO, Replaces Agencies with Instant Traffic Team
Okara just dropped the world’s first AI CMO. Enter your website and it instantly deploys a full team of agents (SEO, GEO, Reddit, HN, X, AI writer + more) to drive traffic and users for you. No more agencies. No more 10K/mo...
War Costs Americans at Pump and Grocery
Pres. Trump and PM Netanyahu's war is TAXING Americans at the pump and at the grocery store. US-ISRAELI WAR ON IRAN = COLLATERAL DAMAGE. https://t.co/l1tQlYx8aS
Deep
The newsletter is almost 1,800 words. We go deep with examples of sourcing and the way they use AI across their 160 portfolio companies. Lastly, we break down their real economic engine in detail: - M&A - Talent - Playbook It goes out in 4-5...
War’s End Won’t End Oil Crisis, LNG Recovery Lags
Ending the war does not mean ending the crisis. We have countries that literally shut down production because their storage is full. To bring back that oil to a pre-crisis level takes time. For [liquified natural gas] in particular, it takes a very...
Trump’s $50 Oil Goal Risks Global Recession
President Trump will get his $50 oil price wish before the elections— but only after triggering a global recession. Or: End the war this week and keep flooding the market with SPR releases in the coming months.
U.S. Soybean Exports Beat Forecast, 57% to China
🇺🇸Last week's U.S. corn export inspections land near the top of trade expectations and soybeans surpass them. 57% of the week's bean cargoes were destined for China. https://t.co/ttZsn3agHO
Automatic Dubbing Lets French Tutorials Reach Global Audience
IACrea just got a game-changer for internationalization: @subclip_app I record a tutorial a video in French, Pick a language in Sub, And got my video translated and dubbed automatically ! I used to record only in French my video (biggest iacrea audience), and...
DXY Bears Inside Day, Mirrors VIX Retreat
The $DXY Dollar Index has put in for a bearish 'inside day' from a technical analysis perspective. Happens to align to the $VIX retreat - though the 10-day correlation is waning. Is the Dollar more aligned as a safe haven,...
Tariffs and Midterms Threaten President's Political Capital
Tariffs and elections are historically a toxic mix for US presidents. Are we about to see history repeat itself in this year's midterms? My latest for @BW & @business: https://t.co/46jYYRwocA
Always‑On AI Automates Workflows, Builds Software, Learns Continuously
Adaptive just dropped a game-changer: an always-on AI computer that automates your workflows, builds software, and encodes what it learns for future tasks. No more manual grinding just drag files, give instructions, and let it handle Square updates, sales reports, everything. This...
AI Success Hinges on Organizational Redesign, Not Engineers
I am not sure "Forward Deployed AI Engineers" are going to deliver on what a lot of companies are hoping for. They are useful, yes, but AI applications are far less of a technical issue, and much more about rethinking...
Organic Creator Humor Drives PetSmart’s Viral TikTok Win
PetSmart got a viral TikTok moment. It was organic, creator-led, genuinely funny, and the responded with "It's Pet Smart. Case closed." (See @AdAge's article: https://t.co/Cumg7M7msL). Case closed on the opportunity. 🧵 https://t.co/7VUIatca6D
Follow These Experts to Boost Your 2026 Brand
Accounts you should to follow to help grow your brand in 2026: Retention Expert: @EricRausch Retention Strategy: @Ferastotle Growth Strategy: @KFragoulias $25M Raised: @MaloneyTyler
First Non‑Iranian Tanker Sails Hormuz Amid Quiet Approvals
Did Iran just negotiate safe passage through the Strait of Hormuz? The Aframax tanker KARACHI just became the first non-Iranian cargo ship to transit the strait with AIS on since attacks on shipping escalated—raising questions about whether certain vessels are...
US Clears Iranian Tankers Through Hormuz as Oil Prices Spike
U.S. Allows Iranian Tankers to Transit Hormuz as Oil Prices Surge and Select Ships Begin Crossing Strait https://t.co/7Cu9sdFEOi
Treat Sales Like Engineering to Scale Rapidly
Making a product is not that hard. Getting it into as many hands as you can? That's what kills most startups. Zhong Xu scaled Deliverect to 80,000 customers because he treated sales as an engineering problem. https://t.co/WlxbWnSSjZ
Strait of Hormuz Threatens Global Supply Chains
Strait of Hormuz. Global supply chain risk. Across product and market sectors. Oil. Fertilizer. Sulfur. Aluminum. Natural gas. From logistics to agriculture. And more. Chaos. https://t.co/bI5EP6euSD
Storytelling Anchors Brand Experiences and Locks In Audiences
“Stories are what are going to make people lock in.” 🎭✨ As the VP of Creative at Agency EA , Joanna Badamo leads the teams behind major experiential programs for brands like Samsung, Hilton, and Molson Coors. She joins the...
Input Cost Surge Won’t Halt Cycle Until 2027
I get why people fear that the input cost spike that we have seen over the past month will end the business cycle, but it is probably more of a 2027 story.. There is a whole "time-line" that we need...
Prove Your Head of Product Worth Before Promotion
Happening today. How to become a Head of Product Monday 16 March 17:00 – 18:00 GMT Hosted by Ed Biden (Hustle Badger co-founder) Register: https://luma.com/0ogtitig Moving from an individual contributor (PM / Snr PM) to a manager (Group PM / Head of / Director) is...
Maximize Founder Leverage After Buyer Diligence, Avoid Early Exclusivity
At what point does a founder have the most leverage in a transaction? The point at which buyers have completed all their diligence, fully understand the business, and can close on a rapid timeline. This is when you can extract...
Anticipate, Rehearse, and Follow up on Pitch Questions
Prepare for the inevitable questions that will follow your pitch. Anticipate potential queries and objections, and rehearse your responses to demonstrate your expertise and preparedness. But if you don't know an answer, it's okay - say that and then follow up via...