Iran Conflict Drives Oil and LNG Prices Higher
Oil, LNG Prices Spike as Iran Conflict Continues Ron Bousso, senior columnist for Thomson Reuters, discusses oil, LNG markets and the likelihood that Middle Eastern tensions will keep prices high. #IranWar #IranIsraelWar https://youtu.be/TyuJU-0pvIo
AI Reaches Level 3: Autonomous Agents Replace Knowledge Work
Howard Marks published a memo arguing AI has hit "Level 3" autonomous agents replacing knowledge work https://t.co/E247Ol9zBc #ArtificialIntelligence #Innovation #Technology #Tech #TechNews https://t.co/qf0jBUHUcx
Premature Optimization Costs Time Across All Teams
Engineers know the phrase: "no premature optimization." And then they go and do it anyway. Not just in code performance, but in design, and in the entire rest of the company. And yet, the principle applies everywhere. You’re wasting time you can’t afford to...
Start with Risk, Not Assessments, to Build GRC
Developing a new GRC platform and I made a mistake. I started with assessments. You should start with risk. Risk first. Then controls. Frameworks and assessments are just ways to organize risk. But this is easier said than done. Most organizations don't really know...
Build Tools that Drive Output, Not Endless Planning
Planning feels safe. Execution feels risky. That’s why people redesign dashboards instead of shipping. A functional system should push you toward output, not hide you inside the eternal wheel of "preparation".
Early Bets Pay Off: Intercom Hits $400M ARR
Intercom was in a bad spot a few years ago. We invested well before that and didn't think we'd see a meaningful return. Now they're doing $400M ARR. @eoghan's message to SaaS incumbents: "I know how scary this time is. I want you...
Segment Pages by Traffic Intent, Not One-Size CVR
Stop comparing your PDP's CVR against your landing pages. Your landing page only gets paid traffic. Your PDP gets organic, email, Google, direct... all of it. Those sources have completely different intent levels, and that changes everything. High intent sources like Google,...
Build Target Lists in 5 Minutes with Claude & ZoomInfo
Most “AI for sales” demos stop at generic copy. This one doesn’t. You can use Claude inside Slack + ZoomInfo data to build a target list and prep an account in under 5 minutes. EVERY @ZoomInfo customer already has access. I’ll show the exact...
Control Vs. Need: Lead, Don’t Dictate
There’s a difference between taking control and needing control. Taking control means taking the helm and steering the ship toward an agreed upon destination. But, those who need control struggle to adapt as they go. It’s “My way or the highway.”
Red Sea Crisis Hits 834 Days, Hormuz Just Three
“Today is day 834 of the Red Sea crisis and day 3 of the Hormuz crisis,” shipping analyst Lars Jensen
March 2026 HR & Talent Newsletter: Research, Vendor M&A Updates
The March 2026 edition of our #HR & #Talent Transformation Newsletter has been published. It includes updates on our research and happenings in the world of HR. It also features important vendor financial results & M&A news: https://t.co/o7mIWElBbi https://t.co/SloDMyQnta
Support Montana's Palladium Mine for Economy and Security
US Senator Steve Daines on Montana palladium mine, in the wake of US tariffs on Russian supplies of the metal used to make semiconductors and other materials:
Stick With It: Try the Third Rep Rule
Every time I start something new, I follow a simple framework. It's called The Third Rep Rule. Give it a try if you always quit something new:
Project Work Demands Energy, Focus, and Sacrifices
Life when you're working on a project looks different from life when you're finishing it. It takes more energy, more focus, more space – important things have to be pushed aside. https://t.co/aJu6egbB44
Oil Market Stays Calm Despite Ras Tanura Strike
Despite the strike on Saudi Arabia’s largest oil refinery, Aramco’s Ras Tanura facility, the oil market remained relatively calm throughout the day. Stay tuned. https://t.co/HzbD8gLZNn
AP Becomes Third Major Publisher Partnering with Kalshi
By my count, AP is the third major news publsher to partner with Kalshi (CNN and CNBC also have deals with Kalshi). Polymarket has deals with WSJ and Barron's parent cmpany Dow Jones as well as Yahoo Finance. https://t.co/BN62xOIVjq
Unlock Hidden Genius to Accelerate Innovation and Results
What are we reading? Title: “Ideas to Action - Unlock your organization’s hidden genius to ignite innovation and accelerate results” Author: Rick Tucci Publisher: FriesenPress, Inc. @friesenpress #Sales #Marketing #Leadership #SocialSelling #Books https://t.co/2NWNAUND5Z https://t.co/W0A5IYpHmB
Iran Commander Declares Hormuz Closed, Threatens Passing Vessels
Iran commander says Strait of Hormuz closed, vows to hit ships trying to pass, report says: CNBC $USO $XLE
Databricks Files Audited GAAPs, Signals IPO Preparation
Databricks today disclosed audited GAAP financials. That's the sort of thing a company does when it's prepping to go public.
Oil Surges 8‑9% as Gasoline Climbs, Yields Steady
Oil jumping to 8-9% gains this afternoon.. gasoline futures up 12 cents. US stocks ~unch with the 10yr 3bps off the HoD.. now near 4.04% https://t.co/XkTx1P5k8G
France Revives Nuclear Buildup, Sparking Arms Race Fears
For the first time since 1992, France will expand its nuclear weapons arsenal. Why expand? France already has the world’s fourth-largest nuclear arsenal, following Russia, the US and China. THE LAST THING WE NEED IS ANOTHER ARMS RACE. https://t.co/khuyfhNe9A
Backing Mission-Driven Founders Defines Version One Ventures DNA
Over the years, we've written blog post after blog post to share how we think publicly and as a tool to refine our investment strategy internally. These 5 posts (link in comments) capture Version One Ventures ' DNA well with...
Earn Fixed Income on Payroll with Rise
Excited for the @Rise_Pay team and especially excited for their customers. Now if you get payroll paid via Rise, you automatically start earning a fixed income % on that balance, putting your money to work for you better.
Block’s 40% Cuts Dwarfed by Bigger Tech Layoffs
To put Block's 40% layoff in perspective... Here are the largest single layoffs by a public tech company: https://t.co/RIuZwREhhC
GTM Engineers: The $500K Solution Replacing SDR Teams
Patrick Spychalski has generated over $100m in pipeline using Clay . Then he sold his Clay agency for a life-changing amount. Tomorrow he's giving away the exact GTM systems being used by the hottest names in tech: Most B2B sales...
From AI Hype to Enterprise Agentic Workforce
Heading to Munich next week for #Nexus2026. ✈️ As we move past the "AI hype" cycle of the last two years, I’m increasingly focused on how the enterprise transitions from experimental pilots to a truly Agentic AI workforce. Specifically, I’m looking...
Musk's X, XAI to Repay $
*ELON MUSK'S X, XAI PLAN TO PAY BACK $17.5 BILLION OF DEBT Looks like private credit* is good again *actually BSL but the media gets it wrong all the time so who cares
ServiceNow Deploys AI Agents for Autonomous Workforce
.@ServiceNow integrates Moveworks, launches Autonomous Workforce, EmployeeWorks https://t.co/Hhj0Ly3qNT ServiceNow launches AI agents designed for specialized roles in service desk, employee service, and security operations. @ldignan #FutureofWork
Charge More for Quality: Best Profit and Pride
Three strategies: 1. More for more (i.e. pay more for the best) 2. More for less (i.e. cheaper, but we still have features, mostly) 3. Less for less (i.e. doesn’t do much, but affordable) All valid, but the first is best for both profit...
First Round Capital Offers Year-End Funding Options
Chris, saw that First Round Capital is backing startups and helping them grow. Any chance your business could make use of some capital options towards the end of the year?
Mortgage Rates Surge After Iran Strike, Ending Recent Decline
#Mortgage rates jump sharply higher after Iran strikes, reversing last week's decline https://t.co/O08aG0nWf9 @mortgagenewsmnd #realestate #realestateinvesting
Standard Public Cloud Risks Long-Term Organizational Agility
Organizations are unknowingly impacting their long-term future by moving to standard public cloud environments. This shift from customized setups to shared spaces has significant implications. #CloudMigration #DigitalTransformation https://t.co/18kCfeKhVj
War Undermines Plans, Makes Predictions Fragile
Profound. No plan is unchanged by war, and all predictions are rendered wafer thin. Bowen’s priceless insight.. https://t.co/h4FDPyZ6Y4
Meta Forces Monthly Invoicing for Ad Spend.
Meta wants you to change your credit card Meta ad spend to monthly invoicing by 1970. https://t.co/lYg0yVpaBO
LEI/CEI Ratio Hits 60‑Year Low, Forecasting Recession
Every recession since 1960 has been preceded by a material downturn in this ratio. Today’s reading is squarely in that danger zone. These charts show the Leading Economic Index (LEI) against the Coincident Economic Index (CEI). The shaded bars...
Hormuz Shutdown Spikes Sulphur, Hikes African Copper Leaching Costs
The cost of leaching copper oxide ore in the Central African Copperbelt is about to get even more expensive. In the past few days a number of Middle Eastern Oil refineries have been attacked / closed. In addition, exports through...
AxeleraAI Secures Record €250M EU Chip Funding
. @AxeleraAI has raised the biggest semi round in EU history at $250 million. CEO Fabrizio Del Maffeo told me investor confidence in European chip companies is growing, and talked about commercial expansion, a next-gen chip and the startup's 500...
AI Must Safeguard Today’s Clients and Build Tomorrow’s Loyalty
When using AI to improve revenue performance, you need to measure two things simultaneously: 1) whether AI is protecting the relationships that fund the business today, and 2) whether it’s earning the loyalty of the customers who will fund it...
Turn Competitors Into Teachers to Sharpen Strategy
RT @VisionEdgeMktg 🎲 Your competitors are your best teachers. Learn from their moves, improve your strategy. https://t.co/18U3uzzFhM #CompetitiveIntelligence #StrategicPlanning #MarketAnalysis
Embrace AEO Now for Upstream Growth Advantage
Twenty years ago, I chose the channel I could measure over the one that could compound. Paid search felt clean. SEO felt messy. Looking back, avoiding SEO early was one of my biggest growth regrets. Today feels similar. AEO is...
Mortgage Rates Drop a Year
BACK TO A 6-HANDLE The average 30-year fixed mortgage rate today: 6.12% Same day last year: 6.74% ------------------ 10-year Treasury yield today: 4.06% Spread today: 206 bps
Google Pulls Both Markup and Og:image for Thumbnails
Google uses both https://t.co/gU44DpGD2b markup and og:image meta tag for thumbnails in Google Search and Discover https://t.co/LiL2uDFGdk
One in Five California Home Sales Are
California’s housing market is officially a landed gentry system. 🏠 New data from the Wall Street Journal: 1 in 5 of CA home transfers are now inheritances—double the US average. Does CA need to end Prop 13 to save the American Dream?...
Generate Every Gmail Dot Variation for Free
We built a free Gmail generator. Most people don't know about the Gmail dot trick. Gmail ignores dots. So j.ohnsmith and jo.hnsmith both land in the same inbox. This tool generates every version of your Gmail so you can test email flows...
Jeff Shell Skips Paramount Brief on WBD Merger
Jeff Shell a No-Show as Paramount Brass Brief Wall St. on WBD Merger https://t.co/HsMvPz26yJ via @sportico @crupicrupicrupi
Every SaaS Business Has a Viable Path Forward.
Big @intercom & @Fin_ai update with numbers from @eoghan There is a way forward for every SaaS business...you just might not like it. Read on...👇
E‑commerce Giants Warn of Slower Middle East Deliveries
Yeah, I know...duh...but still, it's an interesting read - Major e-commerce platforms are warning of longer delivery times to the Middle East https://t.co/bdfVcCHO3R
Design for Breach: Embrace Cyber Resilience Over Security
We need to move from cybersecurity to cyber resilience. Cybercrime is scaling faster than security budgets. At this point it is safe to assume credentials are compromised and someone has been inside your environment before. If you start from the assumption of...
From $600K to $1.29B: A Decade of Growth
Exactly 10 years ago (Jan 2016), I stepped in as CEO. We had just closed out Q4 with a total of $600k in revenue (screenshot from board deck). Fast forward a decade. Q4 audited GAAP Revenue: $1,290M and over $5.4B...
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$TNX Monthly. Another bounce off 4% (40 on this chart) for Rates on 10-Year Note. Long-term continues multi-year narrowing triangle. https://t.co/gUtiLgqcs9