Bad News Signals Market Bottom Amid K‑Shape Divide
🆓 Monday links: bottoming on bad news, the K-shaped economy, and the rise of GDP jamming. https://t.co/W6jd47jqkH chart: https://t.co/sRyFpUbgLf https://t.co/oOvSgydCoj
Open‑source AI Projects Can Fetch $10‑100M per Engineer
btw if you can build a category leader open source project in ai engineering right now the market acquihire rate is ~$10-$100m per ai engineer. you do not need to figure out a business model, you do not need GTM, you...
EU Think Tank Warns Market Weaponization Needed to Counter China
Weaponise EU market against China or face manufacturing collapse: official think tank EUISS study urges bloc to “preserve and create technological chokepoints”, diversify markets away from China – in both instances mirroring long-term moves made by Beijing – to give it...
Fame ≠ Clarity: AI Reveals Hidden Brand Value G
Being well known does not mean being clearly understood. 💡 I used SocialBrilliance to run a simple AI test on @ServiceNow messaging. What it surfaced is something many marketing leaders feel but rarely quantify: A brand can be highly respected, widely recognized, and...
Simplify to Five Essentials for a Sustainable Knowledge System
↓ If your knowledge system feels like a second job to maintain, you have too many moving parts. I've coached hundreds of people through building these systems and the pattern is always the same. Too many tags, too many databases, too...
Rising Oil Prices Threaten U.S. Recession Amid Middle East Conflict
Surging oil prices have sparked fears that a prolonged conflict in the Middle East could inflict steep financial costs on Americans "I am very concerned this could tip us into a recession if it persists," one economist tells @nytimes https://t.co/VkqGBNMgAR @TonyRomm...
50 Proven Email Campaigns Power Most Ecommerce Revenue
The same 50 email campaigns drive the majority of ecommerce email revenue. Every time. Across every brand we've worked with. @yojimmykim and I finally put all of them in one place. Real examples, AI prompts, copywriting frameworks, and welcome flows from...
AI Boosts Solo Founders, Corporations Remain Bureaucratic
AI Superpowers the Solo Founder—But Corporations Stay Stuck AI is massively empowering individuals who know how to use it—especially builders, perfectionists, and technical solopreneurs who can now ship products faster than ever. But inside large corporations, the bottleneck isn’t productivity—it’s bureaucracy,...
ChatGPT Traffic Mirrors Google Organic Rankings
Screenshot 1: Grokipedia - projected organic traffic 2. Grokipedia ChatGPT citations 3. Grokipedia AIO citations 4. Grokipedia AI mode citations Interesting how closely ChatGPT aligns with Google organic traffic 👀 All data from @ahrefs https://t.co/insLf5sN2u
Crude Spike Turns Market Binary, Leaders React Predictably
In this episode, we discuss how the recent spike in crude has created a “one-variable market,” where leadership becomes highly binary. We also discuss how leadership typically behaves during and after an exogenous shock. https://t.co/bvqWT3unbt
AI Shifts to Execution, Redefining 2026 Martech Budgets
Is AI finally moving from experimentation to execution inside marketing ops? How are martech budgets changing in 2026, and where is that money going? And what does the shift away from agencies mean for marketing leaders? Find those answers and more...
Live Substack Chat on Defense Tech & Fundraising
going to go live on Substack with @MichelleVolz in 13 minutes at 2p ET. we'll talk big themes in defense / industrial tech, emerging vs megafunds, and her lessons from raising a new fund in this environment. @NewcomerMedia subscribers will...
Japan Weighs IEA Oil Release Amid Middle East Turmoil
Very good discussion with Japan's Minister of Economy, Trade & Industry Ryosei Akazawa @ryosei_akazawa about recent developments in the Middle East and the implications for Japan's energy security We discussed the available options, including a possible @IEA stock release https://t.co/rCnXYDGIHK
Scale Computing Acquires Adaptiv, Uniting Edge and SD‑WAN Expertise
Scale Computing is an Austin-based edge computing and managed network solutions provider backed by Oaktree Capital Management, and has now acquired Adaptiv Networks, a cloud-native SD-WAN and SASE vendor headquartered in Canada. The deal brings together two channel-driven businesses with...
Understanding Startup Failure: A Risk‑Focused Path to Success
Most startups still fail, despite all the advice, insightful ideas, and crazy hard work. Here is a risk-oriented theory of “why,” and how to improve your chances of success: https://t.co/xKPhWzGrMK
Big Data Boosts Facebook Ad Campaign Effectiveness
RT @VoxOptima How big data is affecting social media metrics and Facebook ad strategies, Elianna Hyde | https://t.co/LO7kUfX8DB SmartData Collective "Facebook’s own advertising platform allows the marketers to maximize their campaign effectiveness, by utilizing big data analytics indirectly."
AI Agent Hiring Signals Major Paradigm Shift for SaaS
This SaaS company posted a $60k job listing… for an AI agent. Here’s why this shift is bigger than most founders realize👇
Authentic iPhone Shots Boost Conversions, Not Pricey Studio
I spent $8k on a professional product photoshoot. The photos flopped. I took some raw, authentic photos with my iPhone. Conversions went up 30%. The market doesn't care about 'professional'. It cares about 'real'. Test everything.
AI Collapses Agency Cost Structures, Not Jobs
Forrester just said 15% of agency jobs will disappear in 2026. The headlines are framing it as "AI replacing humans." That's not what's happening. AI isn't replacing roles, it's collapsing cost structures. The labor that used to justify a $60K/month team now runs through...
Constructive Talk with India's Energy Minister on Market Stability
Very constructive meeting with India's Minister for Petroleum & Natural Gas Hardeep Singh Puri @HardeepSPuri We discussed the latest developments in energy markets amid the conflict in the Middle East and the options on the table. We agreed to continue to...
Execs Praise AI, Employees Unprepared for Implementation Gap
Executives: AI is great, and will serve nicely as co-workers to humans. Workers: Okay, but please tell us how this will work. Accenture research finds a yawning gap between executives’ plans for AI, and employee readiness. via @forbes https://t.co/ryb4hnwrws
Brazil's Market Near Historic Lows, Poised for Capital Influx
Brazil’s CAPE ratio is approaching one of the most undervalued levels in its history. The Brazilian equity market is nearly as cheap as it was at major historical bottoms — the early 2000s and the political crisis of 2015–16. This is a...
AI's Real Power Lies in Boosting Organizational Efficiency
The "how does AI improve individual productivity" discussion is much less interesting than "how does AI improve organizational efficiency?" We have a lot of answers to the former, but it will always get eaten by the latter if we don't...
Ellisons' AI Story Can't Hide Overleveraged Media Fire‑sale
The question isn’t what the Ellisons will do with Paramount and WBD, but who will acquire those assets at fire-sale prices when their AI synergy narrative can no longer provide cloud cover for their pair of overleveraged legacy media companies.
Analytics + Marketing Ops Drive Accelerated Growth
RT @VisionEdgeMktg 📊 Analytics + marketing operations = growth acceleration. Measure everything. Here's your toolkit: https://t.co/erhl8XtQN3 #Analytics #MarketingOps #DataDriven
Polish Central Bank Gold Buys Likely Fund Wartime Plans
I've just done a deep dive on how the Polish central bank's gold purchases may have been intended for wartime financing from day one. When you look at promo NBP materials, the dog whistles were pretty brazen in retrospect. That...
Putin Urges Russia to Capitalize on Soaring Oil Prices
Putin says Russia should take advantage of the sky-high oil prices after US-Israeli attacks on Iran. Russia should redirect supplies to Europe elsewhere, he adds. “If we shift our focus right now to the markets that need more supplies, we might...
Iran Conflict Accelerates Shift to Electricity, Threatening Oil
How the Iran War Will Kill Oil and Gas O&G now have a competitor: electricity. High prices + volatility encourage consumers to buy check out the competition. Especially in the Global South. Buckle up, Canada. MarkJCarney #cdnpoli #abpoli #bcpoli https://youtu.be/dDbCM-M2UWA
Target Early Adopters or Risk AI Obsolescence Quickly
Wondering if the pace of AI progress changes how early-stage startups should think about early ICP. If your early customers are a bit further right on the adoption curve, you might end up building something that looks outdated in 1-2...
Trump Administration Shifts From Layoffs to Hiring Spree
After firing thousands of workers, Trump admin now on hiring spree. “We probably have some skills that we now need to hire back, quite frankly,” says head of the Office of Personnel Management. https://t.co/LzqxsR63AM
Investigating Senja's Stalled Revenue Growth with AI
Why is Senja's revenue growth stalling? I've shipped my own MCP server for @ChartMogul and connected it to Claude Code to find out Cannot wait to start acting on this data https://t.co/hsq519MDck
Human Capital Is Risk Management in Empathy's Clothing
"Human capital work is risk management disguised as empathy." - @katelin_cruse (EP.490) With thanks to @AlphaSenseInc, @MorningstarInc, and Ridgeline.
Cultivating Senior Stakeholder Ties Fuels Career Growth
“The ability to nurture positive relationships with senior-level stakeholders not only impacts your immediate workplace activities, it can also influence your long-term career development.” — #SweetStakeholderLove #productmanagement #projectmanagement https://t.co/o7DdbhrKir
Michelle Volz Launches Pax Ventures with $50M Fund
EXCLUSIVE: Ex-a16z Partner Michelle Volz Launches Pax Ventures with $50 Million First Fund to Bet on 'Industrial-Scale Markets' https://t.co/qADKBFz8lm
DSX Raises Offer, Poison Pill Hinders GNK Takeover
$DSX isn’t giving up on acquiring $GNK - New bid at $23.50/shr (~14% above the rejected offer) - Spread ~7% - DSX (owns 14.5%) brought in $SBLK as a deal partner - Might be interesting at these levels - But keep in mind management...
Greg Abel Vows Annual Share Purchases to Match Compensation
Greg Abel: "Absolute alignment with our shareholders is critical. The goal [in buying Berkshire shares with 100% of his after-tax compensation] was to continue to demonstrate alignment… I’m committed to doing this every year going forward, as long as I’m...
Women Exhibit Higher Engagement Even With Greater Burnout
Women Show Stronger Employee #Engagement Amid Higher #Burnout @Gallup https://t.co/sh05Qb7eSs #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
Yield Curve Decoupled, Then Flattened After 10‑year Spike
Curve shape (white) was completely uncorrelated with level of rates through first week of Iran conflict. That trend changed overnight when 10s peaked ~4.20%. Since then, have seen notable flattening. 1/ https://t.co/zHYcDKsXG6
Higher Oil Prices Just Shift Relative Prices, Not Inflation
My take on the effect that increasing oil prices have on inflation: "There is a lot of narrative being spun in the newspapers saying that oil price increases will cause inflation. No. It simply means that the price of oil will...
Record Corporate Debt Signals Potential Credit Bubble
IS THE CREDIT BUBBLE HERE? Record Corporate Debt Explained | Trading Zone Ep. 94 https://t.co/saPNeSSafk
Record Corporate Debt Sparks Credit Bubble Concerns
IS THE CREDIT BUBBLE HERE? Record Corporate Debt Explained | Trading Zone Ep. 94 https://t.co/22SJSkFetj
Putin Warns Iran War Could Shut Hormuz Oil Flow
MOSCOW, March 9 (Reuters) - Russian President Vladimir Putin said on Monday that the Iran war had triggered a global energy crisis and cautioned that oil production dependent on transport through the Strait of Hormuz could soon come to a...
Sanchez Challenges Trump over Iran War Policy
Why Spain’s Sanchez is standing up to Trump on the Iran war https://t.co/Jq0rQAMH0R via @rorihuela https://t.co/sF1Tq53V7f
Systems, Not Hustle, Scale Capital Through Reduced Friction
You don’t scale capital with hustle. You scale it with systems. Systems reduce friction at every step. Reduced friction lowers hesitation. Lower hesitation accelerates commitments. Over time, that compound effect is enormous. 🔗 Tribevest #structureisstrategy #capitalraising #raisingcapital #fundoffunds
Private Credit Market Poised for Next Major Collapse
BDC stocks down 24% from their July 2025 peak. Private credit defaults running 3-5%. PIK financing near post-pandemic highs. The $2 trillion private credit market is the next shoe to drop. Nobody's watching. https://t.co/sa91wkf10G
IPO Market Open Now, but Could Close Fast
Feb. 4: "The IPO window is wide open, but it can slam shut quickly." https://t.co/ojxYOaYx7R
NVIDIA Leverages Cash to Dominate Entire AI Ecosystem
.@nvidia participated in @nscale_cloud 's $2B Series C at a $14.6B valuation, led by Aker ASA and 8090 Industries. @DellTech, @Lenovo, Nokia, Citadel, Jane Street, and Point72 also came in. That is a significant number for a company founded in...
Iran Warns Oil Tankers to Tread Carefully in Hormuz
Oil tankers transiting Strait of Hormuz ‘must be very careful,’ Iran foreign ministry warns: CNBC $USO $XLE
Qualified Candidates Still Endure Bizarre Interview Requests
Story time: I'm beyond frustrated and tired. I applied for a job that I'm 100% passionate about and very qualified for, I'm talking 13 years experience in this field qualified. The recruiter who interviewed me was wonderful, she was super...
Simon & Schuster Appoints Ex-Amazon Exec Greg Greeley as CEO
Simon & Schuster names former Amazon executive Greg Greeley as CEO, succeeding Jonathan Karp https://t.co/nv36ksKxlV