Acquired Nextivity’s HPUE Line to Boost AirG Portfolio
"I'm excited to announce that we recently acquired the HPUE or High Power User Equipment product line from Nextivity." https://t.co/qJSVIM8AGg $AIRG
Ignore Generic Advice; Trust Your Own Startup Journey
So far I’ve built two SaaS companies, and this advice almost killed both of them: “Your TAM is too small, it’ll never be a unicorn” “Drop your tiny startup and join this rocket ship” “Build a full go-to-market platform” Every person who gave me...
Tech Adoption Lag: Most People Resist New AI Tools
The one thing that keeps me from indulging in the AI panic is the sheer reluctance of most people I've met in my life to adjust to new technology. All these wonderful things exist at the fingertips of each human...
Financial Fluency Doubles Owners' Cash Extraction From Revenue
If you don't have financial fluency, your chances of turning business revenue -> personal cash plummet. I have the data to prove it. I surveyed 200+ store owners as part of the 2026 eComFuel Trends Report (full report coming soon). One of the...
Hot PPI Fails to Dent Fed Cut Expectations
The hotter-than-expected headline PPI this morning didn't curb Fed rate cut expectations. The implied cuts through 2026 from Fed Fund futures has edged up a bit. $DXY hasn't taken the fundamental bait for a bearish wedge break though: https://t.co/CgVJLLvWs8
Deal Secures Beloved IP, Expands Monetization, Locks AI Control
The Paramount-Warner Bros. Discovery Bros. deal can be best understood through four objectives. 1. Buying IP that audiences already love — because nobody builds DC or Harry Potter from scratch. 2. Protecting valuable IP—after this deal closes, Netflix will lose "fat tail"...
HR and IT Must Choose Cooperation Over Consolidation
The HR–IT debate in the age of #AI: cooperation or consolidation? @HR_Exec https://t.co/0mcF86H3r7 #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
Shen Announces 10% Workforce Cut for Glo Fiber Completion
"On February 23, we announced a workforce reduction of approximately 10% of our employees to better align our staffing levels with the planned completion of the construction phase of Glo Fiber." https://t.co/GzjBeZOwWx $SHEN
Trump Tariffs Drive Canada to Diversify Global Trade Partners
Thanks to Trump’s threats and tariffs, Canada is looking for new partners everywhere. Carney has already visited China, departed for India today, and will head next to Australia and Japan. TRUMP’S TARIFFS = PIVOTING AWAY FROM THE US. https://t.co/UHsis6akCV
PBOC Allowing Gradual RMB Appreciation, Not Stopping It
The claim by @robinbrooks_j & others that the PBOC is intervening to stop the RMB's advance strikes me as a misunderstanding. This is the 7th month of RMB gains. If PBOC is intervening to "stop" CNY rise, it is not...
Free 6‑Month Claude Max: The New Severance Perk
a free 6mo subscription to claude max 20x is the hot new employee severance benefit
AI Boosts FP&A When Foundations Are Solid
AI can be a powerful co-pilot for FP&A — when foundations are in place. Start small. Fix processes. Keep human judgment central. 🎬Finance leaders from Miele, ETH Zurich, Takeda & Jedox shared practical lessons and real journeys: https://t.co/byNC3xTozV #fpatrends #aiinfinance
AI Job Losses Could Spark Credit and Debt Crisis Soon
The question is NOT "Will AI take all the white-collar jobs or not?" (It won't.) The questions are: 1. "How many white-collar jobs does AI have to take to trigger a consumer credit, & then government receipt & global sovereign...
Know Your 12 Key Ecom Metrics or Fail
Ecom operators are surrounded by data meant to guide them, yet they’re still operating in the dark. Plenty of brands know their ROAS. Far fewer know their: - Break-even ROAS - Blended CAC against contribution margin - CPMs relative to 2026...
Foreign Markets Surge Amid Global Extensions
(PREMIUM) "Tactical Update: February 27, 2026 - Global Extensions..." Foreign markets remain on fire... via The Lyons Share https://t.co/VFNIukbgod https://t.co/jRyXRjyXsc
Policies Need Time; False Optimism or Doom Is Gaslighting
It is gaslighting to say things are rosy; it is gaslighting to say things are terrible. Some govt policies will take months/years to bear fruit -depending on implementation and follow-through which are far from guaranteed.
Banks Fund Equipment, Not Your Business Goodwill
"Most commercial banks will lend against machines & equipment... Do you know what the bank won’t finance? Goodwill… the intangible value of the fact that you’ve built up a great clientele" –12 Things to Do Before You Consider Selling Your...
Time‑Based Productivity Balances Ambition and Personal Life
Ambition and personal time are not enemies. Time-based productivity helps you create boundaries that protect your energy while still driving results. Work well. Rest well. Live fully. Enrol now and build your sustainable system. https://t.co/E53E31bsZG https://t.co/HtWmQNUzZD
Storytelling Beats Metrics in Early-Stage Fundraising
Metrics matter. But in early-stage fundraising? Storytelling matters more. In Ep. 234 of The SaaS CFO Podcast, Helen Hastings shares why vision + narrative win investor conviction. Listen here 👇 YouTube: https://t.co/BnQYh8fzzR #SaaS #Fundraising #Startups https://t.co/zRSXoqqM2z
Ask Rejected Investors for Immediate Feedback to Refine Pitch
Seek feedback from investors who pass on your pitch. In fact, ask for feedback right there on the call (much easier than trying to get it via email later). Use it to improve your approach and strengthen your next presentation. Constructive...
Canada’s Q4 GDP Dips as Inventories Plunge
The Canadian economy ended the year on a softer note as a sharp decline in business inventories drove down real gross domestic product by an annualized 0.6% in the fourth quarter. The decline was partially offset by increased household spending,...
Massive Media Mergers Keep Missing Value Creation
AT&T paid $85.4B for Warner Bros. and failed to create value. Disney paid $71.3B for Fox and has struggled to consistently wring value out of it. Discovery paid $43B for Warner Bros. and failed to create value. Paramount will pay $111B...
IMF’s No‑Bailout Stance Pushes China, Ecuador Back to Markets
Striking that China has taken $2 billion off the table since 2021 while the IMF put $2 billion in ... Talk about not using IMF funds to bailout China back during the pandemic turned out to be just that, talk. You...
Paramount Gains, Ellisons Burdened by Massive Debt
Who really won in Paramount’s acquisition of Warner Discovery? Plus new details on the mountain of debt awaiting the Ellisons. My debate with Bill Cohan @PuckNews ⬇️⬇️ https://t.co/xl4sfxLQQD
Core Wholesale Prices Jump 0.8% in January, Outpacing Forecasts
"Core wholesale prices rose 0.8% in January, much more than expected" https://t.co/LVa2AuC787 "For the full year, core wholesale prices accelerated 3.6%" Big Jan26 drivers: -professional & commercial equipment wholesaling services -Trade services -metals https://t.co/SIuJIRE7bD
Spanish Analyst Warns Gibraltar Shift Would Harm Spain, Morocco
The Blind Spot's resident Spaniard says Brits shouldn't worry about Gibraltar turning Spanish. Were that the case, it would set off a series of dominoes that could devastate both Spain and Morocco. https://t.co/gFok91QaFp
AI Threatens Marketers: Paid Media’s Uncertain Future
The death of marketers, is it over for paid media?, the bear and bull case for AI https://t.co/9NjhfPjOfn
Low Treasury Yields Revive MMT Enthusiasm Flood
Feeling listless and disjointed as I await the inevitable barrage of "#MMT was right all along" posts now that 10-year Treasury yield has fallen below 4%... https://t.co/ANQCCAXJms
California May Counter Warner‑Paramount Merger with Robust State Law
California legislators could hit back at the Warner-Paramount deal by passing a strong state level merger law.
Strong Current Accounts Can't Stop Taiwan, Korea Currency Weakness
Taiwan's currency has depreciated even as Taiwan's current account has soared (to 20% in calendar 2025, with 30% expected in 26). But Taiwan is not alone -- the Korean won is also very very weak even as Samsung...
LLM Boom to Yield $10B Profit by 2031
Can someone make me an analysis for the jcurve being created by LLMs and supporting companies (data centers)… which should be $250b today… Assume $250b more invested over next 4 years Then assume $10b in profits in 2031 and 50%...
Sticky PPI Keeps Rates High, Drives Yield Decline
The PPI is not falling, it has become sticky. It means rates stay higher. That will slow things down. Thus bond yields are falling. Makes sense? God knows https://t.co/XxE0jqRJ3L
Word of Mouth: Byproduct of Growth, Not a Tactic
Word of mouth is not a tactic, but rather a byproduct of growth. This is an important distinction, because we tend to look at things in marketing through a tactical and operational lens, where we can take steps to predictably...
Watch Webinar Linking Top 100 Biotech VCs Insights
Here's the link to watch yesterday's webinar on venture capital, a companion to this year's top 100 biotech VCs list with @ChrisDoko Lots of positive feedback here. Post your thoughts. https://t.co/c16y04mFsD
True Strategy Demands Choosing, Not Embracing Contradictory “Both”
ICYMI: Fresh new article dropped: The Opposite Test: "Good design" isn't strategic because "bad design" was never smart. But “all-in-one” vs “small core + ecosystem” is real because both result in beloved, successful products. If both sides work, "both" is incoherent. “Strategy” means making...
OpenAI Poised for $10 B Infusion, $850 B Valuation
As noted in Axios Pro Rata: OpenAI expected to add another $10 billion to the round, which would bring it to $120b at an $850b post-money valuation. Would be from sovereigns and other fin investors (including existings). https://t.co/xDMSkiZRiR
Private Credit BDCs Plunge From Premium to Deep Discount
In just 12 months, private credit went from red hot to ice cold One year ago, the average BDC traded at a +6.2% premium to NAV Now, the average BDC trades at nearly a -20% discount to NAV, a level only exceeded...
Thin Retail Margins Force Sellers to Pass Tariffs
"Many sellers simply don’t have much of a choice but to pass on the cost of tariffs. 'At a certain point—because retail is, as you know, a mid-single digit operating margin business—if people’s costs go up by 10%, there aren’t...
Amazon CEO Warns of Bleak 2026, Economists Concur
Amazon’s CEO has a scary prediction for 2026, and some economists think he is right (Starting with Peter Orszag and me) https://t.co/dkUBiqQG6C
Inertia Poisons Judgment, Halting Progress.
From Clouded Judgement: The Poison of Inertia https://lnkd.in/g_HwrFac
Fed's Massive Balance Sheet, Not Warsh, Needs Trimming
"Kevin Warsh Isn’t Crazy, the Fed’s Big Balance Sheet Is" The obvious path to shrink the Fed's balance sheet is to go back to a corridor system. It worked for over 100 years as @josephsternberg points out. The problem: the establishment...
Major M&A Moves: NATL, KORE, RNA/NVS Deals Announced
Today's M&A notes $NATL to be acquired by $BCO for $30.00 cash + 0.1574x shares, 22.6% premium, $6.6 billion $KORE to be acquired by Searchlight Capital / Abry Partners for $9.25 cash per share, 132.4% premium, $726 million $RNA / $NVS deal closed https://t.co/J7D2HirSUh
AI Turns Heavy Work Into Scalable Advantage
The graveyard isn't full of SaaS companies. It's full of "asset-light" companies that confused information with truth. Carvana beat Beepi. DoorDash killed Grubhub. The winner was always the one willing to do the dirty work. Now AI makes "heavy" infinitely scalable. That changes...
Ellisons Pull Off Record LBO of Warner, CNN
The Ellisons nab Warner and CNN in the biggest leveraged buy-out in history. Who's going to run it? https://t.co/KOQeZ3NQTy
Producer Prices Surge, Profit Margins Hit Record Highs
🔥 My colleague Meagan Martin-Schoenberger has updated the producer price index data released today. The index showed the largest increase in core goods (wx food and energy) prices since early 2022; profit margins soared to their highest on record, with...
Founders Overlook Core Messaging, Fuel Misaligned Growth
We surveyed 50 SMB founders on their marketing priorities and pain points. Buried in the data is a pattern nobody's talking about: Founders know their messaging is broken. And they're not fixing it. Direct quotes: "Our messaging is inconsistent and unclear. Docs site doesn't...
AI's Asset Demand Shifts Money From Tech to Commodities
The framing here just seems so clear to me. AI buildout requires a ton of real assets and commodities to complete Cyclical re acceleration is bullish commodities Everyone is overweight tech and AI is now questioning the validity of the multiples...
Deal Masks Circular Financing, Smells Like Ponzi
It’s not actual cash raised, this deal adds to the thicket of circular financing from the biggest companies in the worlds. A whiff of Ponzi.
Fast Followers Win: Learn Quickly, Execute Better
First movers fail 47% of the time. Fast followers win by learning faster, spending less, and fixing early mistakes. Google beat Yahoo. Facebook beat MySpace. Slack refined chat tools. Timing drives 42% of startup success, but execution decides who owns the market. Are you...
China's Central Bank Eases Dollar Purchases to Curb Yuan Rally
China Central Bank Moves to Tame Yuan Rally—China’s central bank on Friday moved to combat a rally in the yuan by making it cheaper for importers to buy dollars and sell the Chinese currency. @RebeccaYFeng https://t.co/uVx5NuUmDE