Get Ready: Upcoming Zero-Hour Contract Reforms
The future of flexibility: Preparing for reforms to zero-hours contracts @HRZone https://t.co/59LYr0gvR9 #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
Manufacturing Grows Third Month Amid War, Tariff Concerns
"Manufacturing sector expands for third consecutive month, but war, tariffs cause worry" "In the last two months, the prices index has increased 19.3 percentage points to reach its highest level since... June 2022." https://t.co/eKASacTNPS https://t.co/rXk8eLwXeb
Running Companies in the AI Era: Insights with Jack
Tomorrow on Long Strange Trip: I get to talk to @jack on how to run companies in the AI era, joined by @roelofbotha https://t.co/p8eKRUDYWA
Skip Template Hunting with Gamma Imagine’s Instant Designs
I used to spend more time hunting for templates than actually designing anything. Open a design tool and scroll through hundreds of templates until you find one that's close. Delete most of it, customize what's left, and realize it still doesn't...
Founders Take Minimal Parental Leave in U.S. Businesses
If you're a founder of a U.S.-owned business, how much parental leave did you take off:
Markets Await Reopening of the Strait of Hormuz
“Markets are forward looking, and they’re just looking forward to a future when the Strait of Hormuz is no longer closed.” Aren’t we all. https://t.co/U9K3hLC2zT
Toll on Hormuz Likely Raises Prices, Cuts Exporter Profits
Question for incidence-knowers: If post ante regime is one where ships can transit Hormuz as long as they pay a toll, will the end result be --higher prices for final consumers --lower profits for non-Iranian Gulf exporters --rough mix (any split within 1/3-2/3 of...
When Y Combinator Might Replace Founders with In‑House Apps
At what point does YC decide they don't need the founders, and can just make the 50 apps they want for demo day themselves and own more? :)
Build Realistic Macro AI Radar for Housing, Debt, Banking
Housing is unaffordable. Private debt is crushing workers. And the TV talking heads explaining all of this are just as lost as the neoclassical economists they quote. For my 73rd birthday, I am running one Macro AI Radar workshop. I will show...
Hiring: Communications Lead & Operations Wizard Needed
We're hiring for a couple of important roles: 1) Communications lead: Seeking excellent writers with big ideas. Talk to me or @maxwellcyoung . 2) An operational wizard to scale the Policy and TAI orgs, working closely with me and Sarah Heck to...
Acquire Smartly, Scale Fast: Boost Valuation Through Strategic Buying
In this episode, Jeremy breaks down the art of buying versus starting from scratch, teaching you how to identify the right businesses to acquire, mitigate risks, and exponentially increase your valuation through strategic scale and financial engineering. Tune in now: 📺 :...
Optimization Masks Attention Commodification in Social Media Strategy
A lot of social media and content strategy "best practices" are built around gaming platforms that were built to commodify your attention, and we just call it "optimization."
Paramount Names Allie McLarty Senior VP of Global Communications
Paramount Appoints Allie McLarty as Senior VP of Global Communications for Studios https://t.co/efdsvdRIAI via @variety
Create Valuable, Engaging Content to Retain Customers
Engaging content can attract and retain customers. Create and share content that either: - resonates with your audience - provides value - entertain - educate to keep them coming back for more.
Send Hundreds, Not Six, to Earn Replies
One of my agency owner students told me they sent 6 outreach messages last week. They were proud of that number. Sure, it‘s better than sending 0 messages. But we’re not here for participation trophies. We’re here to grow a business. Let’s look at...
Gong's Elite Sales Success: Master All Seven Strategies
7 things that made Gong's sales org elite: 1. Sell outcomes, not features 2. Outbound in their DNA 3. Control the sales process 4. Articulate pain better than buyers can 5. Don't compete head-to-head 6. Activate executives on big deals 7. Multi-thread relentlessly Most companies do 1 or...
Profit Every Ad First Purchase, Not LTV
Ridge Wallet hit $200M/year with zero VC funding. Their rule? Every ad must be profitable on the first purchase. No relying on repeat buyers. Meanwhile you're losing money on the front-end hoping 'LTV' will magically save you. That's the gap.
California $20 Fast‑Food Minimum Boosts Pay, Saves Jobs
Contrary to what right-wing media tell you, the $20 an hour minimum wage in California's fast-food industry is raising incomes, without costing jobs. The effect on prices is minimal https://t.co/C2bRzTjwGb
Meta Appoints Instagram Exec to Lead Edits Team
Instagram's Edits team is working overtime this week: 👀 Scalable Pod revealed Meta exec Brett Westervelt would be the head of Edits https://scalablepod.com/p/exclusive-meta-taps-instagram-exec-to-lead-edits 👀 Matt Navarra shared an interview with Matt Simari (Director of Product Management at IG) to unpack the strategy...
Google Forces Ads Due to Negative User Signals
The kiss of death from a Navboost standpoint. Just saw this on a site two days in a row. The negative user interaction signals people are sending Google about the site will be insane. It's forcing me to trigger and...
Is America Really Insolvent? A Simple Economic Breakdown
Is the United States insolvent? Lemme youtubesplain: https://t.co/6Re8YEXmWA I'm trying a few new things on my YouTube channel -- trying to make economics more accessible -- and so I'm also really interested in your feedback.
Quincy Jones Estate Sells MJ Catalog Rights to Investors
The Quincy Jones estate sold a large portion of his music rights to HarbourView Equity Partners, which included an interest in Michael Jackson’s albums: Off The Wall, Bad, and Thriller. Jackson’s catalog is believed to be one of the most valuable...
War and Hormuz Stalemate: Each Blocks the Other
They won’t end the war until Hormuz opens. But Hormuz won’t open until the war ends.🤔 https://t.co/z3QG3m2ZIs
Hire Smarter, High‑integrity Talent to Accelerate Success
Your success boils down to your ability to hire amazing people around you. People with: • High energy • High integrity • High intelligence Focus on building a core team of people that are smarter than you in their area and watch the trajectory of...
Seeking Severance Reveals Weak, Untrustworthy Executives
Executives who want severance packages are worthless and weak — the biggest red flag in hiring. 🚩
Pressure‑Driven Hires Cost Severance; Hire Slowly, Hire Missionaries
Almost every time a founder is pressured by a board member, investor or advisor to make a major hire quickly, typically with absurd demands, it’s resulted in a bad hire — with a giant severance package 🤔 Hire slowly Hire missionaries...
Denies Air Canada CEO Rumors, No Acceptance Plans
PERSONAL UPDATE: I want to address the rumors and media speculation that I recently interviewed for the position of CEO at Air Canada, and the below picture of my response when they asked about my french skills. As it currently stands,...
Leverage Shifts: Attention, Not Ideas, Drives Growth
A lot of founder advice around growth already feels outdated. Not because it was always bad. Because the environment changed faster than the playbooks did. Ideas are cheaper. Code is getting cheaper. Attention is not. Distribution is not. That changes where leverage lives.
China’s Trade Surplus Centralizes Manufacturing,
Because on the economic front they say it, and they have a trillion trade surplus, which is designed to centralize global manufacturing in China. The left just doesn’t pay attention to commerce.
US Bond Market Endures Record 68‑Month Drawdown
The US Bond Market has now been in a drawdown for 68 months, by far the longest in history. https://t.co/iK6GQkwPgq
Career Pages Promise Jobs, Deliver April Foolery
I don’t know why companies put so much effort into April Fools’ jokes…they already have a Careers page that tricks people into thinking they have a chance of being hired.
Why Nike’s New CEO Choice Signals Future Trouble
I am often asked how I use my framework in real-time. Here is what I wrote about Nike just after Elliott Hill was named CEO, and why I wasn't excited about his selection. To be clear, it was less about...
US Oil Output Stays Flat Despite War‑Driven Price Surge
U.S. oil production after the war ends U.S. oil production is unlikely to rise much as a result of the war with Iran and closure of the Strait of Hormuz unless the interruption of oil supplies and rise in prices proves...
Audit Q1, Scale What Actually Delivered Results
It’s officially Q2 ‼️ Tech Founders how did your Q1 go? Quick audit: • What did you ship in Q1? • What actually drove results? • What are you scaling in Q2? Busy ≠ progress. Let’s be honest.
JOLTS Data Shows Pre‑war Job Market Already Deteriorating
The JOLTS data show the job market was looking pretty bad even before Trump started his war https://t.co/LVg2o29UsS It's not likely to be getting better.
Tech Valuations Near Par with Overall S&P
S&P 500 Information Technology forward P/E has declined from a peak of 32x in 2025 to 20.9x, now nearly in line with the overall S&P 500 at 19.9x forward P/E. data from Yardeni Research. Investing
Embrace the Messy Middle for Authentic Connection
If you look at the story structure most movies use, you'll notice that roughly 10% of the time is for the beginning, 10% is for the ending, and 80% is the “messy middle”... which is the part leaders prefer to...
Beyond Revenue: Purpose, Health, and Relationships Drive Founder Happiness
I asked 1000+ Hampton founders (all doing at least 3M ARR): has hitting your career goals actually made you happier? Here's what they said: - Founder A (sold multiple companies): "Revenue milestones felt good briefly, then faded. But being able to buy...
Speed of Iteration Now Beats Idea Quality in Startups
I get asked often what matters most when building a company today. There are a lot of traits that have always mattered, but one has become disproportionately important in this environment: velocity of iteration. Today, products are built in months, markets...
Independent Restaurants Urge FTC to Block Deal
Now, an association representing independent restaurants (the Independent Restaurant Coalition) has come out calling on the FTC to reject the deal. https://t.co/gHLxPAXYqC
USAA's 3 Keys to Behavior‑Changing Campaigns
RT @VoxOptima Courtney Blackann: 3 lessons from @USAA on building campaigns that actually change behavior | https://t.co/qWWPAu7UVN @ragancomms "Provide links, resources, FAQs and social posts where people can ask questions, collaborate or read more to better understand the whole...
US Data Center Growth Stalls Over Imported Equipment Shortage
Almost half of US data centers planned for 2026 are expected to be delayed or canceled. One big reason is the shortage of electrical equipment, such as transformers, switchgear and batteries. US doesn't have manufacturing capacity, forcing it to rely...
Post‑COVID Inflation Surge: More Prices Exceed 3%
New Fed paper showing that underlying inflation dynamics have shifted since COVID. Across countries, a greater share of prices are now rising >3% per year - partly because wage inflation has been persistently higher. https://t.co/1PELesrnc2
Defense Spending Surge Fuels Unseen Innovation Arms Race
I'm proud to launch Sage Road's sixth report, which focuses on "Defense Innovation" (read the Executive Summary here: https://t.co/rRtYxEUTE9). Accelerating global defense spending is poised to run headlong into accelerating innovation with market participants underestimating the breadth of implications to...
Hormuz Closure Threatens Helium, Driving up Chip Prices
The closure of the Strait of Hormuz is choking off about a third of the world’s global supply of helium. Helium is a critical input in semiconductor manufacturing used to cool chipmaking tools. LESS HELIUM = FEWER CHIPS = MORE EXPENSIVE CHIPS....
Milei's Critics Must Abandon Poverty Metric for Real Gains
When Milei took office in Argentina, critics routinely pointed to the poverty rate as proof he was failing (despite slowing inflation, an improved balance sheet, & stronger growth). Still lots of problems there, ofc, but his critics are gonna need...
China's Trade Reliance Makes Sea Lane Disruptions Catastrophic
It might be. But this overlooks chinas dependence on trade. Iran and the gulf sell oil, at any price. They are critical inputs. China’s much larger trade by a country mile is about open sea lanes, no choke points, and...
Buy WMG on Pullbacks After Revelator Acquisition
Macro: music-tech consolidation; Key: WMG buys Revelator to bolster distribution, rights & analytics; Risk: integration execution/valuation mismatch; Insight: buy WMG on pullbacks. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Undervalued RMB Functions Like Massive Trade Tariff
Good Setser thread on a recent report on global imbalances. By the way, if the RMB is indeed 20-30% undervalued, that is the functional equivalent of a 25-43% tariff on all imports and a 20-30% subsidy on all exports. The Trump...
March Core Update Appears to Influence Rankings
GSC has updated as far as March 30 and now I am starting to see some movement that looks like core update impact. Still far too early to investigate or make any conclusions. But yes, it does look like the March...