Cheaper AI Call Tools Could Replace $10k Gong Subscription
Hive mind: i'm thinking of replacing a mid 5-figure @gong_io subscription (Thousands of dollars per AE per year) with a $19 / month TL;DV or FirefliesIO. our core use case is call recording, AI summaries and CRM integration. Has anyone done this?
Small Teams Offer Growing Long-Term Advantages
the advantages of keeping a team - and company - small will continue to grow
Investment Hinges on Capital Cost, Not Cash Windfalls
The tariff refund issue is fun to follow. But it doesn't matter much for the macroeconomy. Business investment determined more by cost of capital than cash availability. Keynesian multiplier very low on one-time transfers to businesses. And debt impact large...
FnGuide's Index Business Undervalued Amid Explosive AUM
With its index business now >50% of revenues, FnGuide is becoming a KOSPI market proxy on steroids. But I think the index AUM rising from KRW 14 trillion to 50 at 40%+ incremental margins is still underrated. I'm getting to...
Schiff Demands Independent Review of Paramount Merger
Sen. Adam Schiff: “What was true for Netflix is still true now for Paramount. The merger of two of Hollywood's biggest studios must be subject to the highest levels of scrutiny, free from White House political influence, to determine...
Three AI Leadership Moves to Safeguard Teams
Layoffs, hiring freezes, and AI agents everywhere - your teams are anxious. Learn three practical AI leadership moves you can make now to protect people, elevate skills, and deliver outcomes. #AI #CIO https://t.co/O0K0QkTUyt
Nvidia Secures Limited H200 Chip License for China
Nvidia said it secured a license to ship a small number of its less advanced H200 chips to customers in China, inching forward in its bid to return to the world’s largest semiconductor market Small number? https://t.co/qcOey50mOL
Samsung Ditches iPhone Air Rival, Focuses on New Fold
Samsung isn’t committed to releasing another iPhone Air rival - acknowledging subpar sales - or TriFold, its mobile COO tells us. He also says the Privacy Display was supposed to launch a year ago, a revamped stylus is coming and...
Netflix Skips Pricey Bid, Shares Jump 8%
Bottom line: Netflix walked away from an expensive bidding war that wasn't prudent and in doing so, it conveniently leaves one competitor saddled with debt and two competitors burdened by a very long, distracting regulatory approval process — Investors agree. $NFLX...
Fed Sets Reserve Levels; SOFR‑IORB Gap Signals Bank Comfort
No, it tells you there are still very large quantities of reserves in the system as a result of QE. Banks collectively are obliged to hold all the reserves issued by the Fed. The quantity of reserves in the system...
Founders Should Partner With DStrachman – Highly Recommended
Shoutout to @DStrachman, I just really really appreciate her. Also every founder should try to work with her. :) https://t.co/IoNNQu40Tn
AI Threatens Entry-Level Experience, Creating Future Talent Debt
AI isn't just changing senior roles - it's quietly erasing the "learn by doing" years. If we hollow out entry-level jobs now, we'll face a talent debt later. #AI #Hiring #CIO #CHRO https://t.co/W7YbwP6jrL
Fed Seeks to Block DOJ Subpoenas in Secret Probe
The DOJ probe of the Federal Reserve is playing out behind closed doors The Fed, in sealed proceedings, is asking a judge to quash the subpoenas, which could reduce or eliminate its obligation to respond via @cryanbarber @sgurman https://t.co/HvnC5W8ImQ
Google's TPU Rental to Meta Fuels AI Chip Rivalry
Macro: AI compute demand surges. Google rents TPUs to Meta in a multibillion deal, sharpening TPU vs NVIDIA rivalry; AMD also supplies Meta. Risk: Google manufacturing limits. Trade: Buy GOOG. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Get Answers on Paramount‑WBD Deal Impact
Tomorrow’s IN THE ROOM will have answers to all your questions about what the Paramount-WBD tie up means for CNN, CBS, Bari Weiss, etc… Sign up here: https://t.co/aUkyssMv7F
Data Centers Must Fund Infrastructure, Not Expect Tax Breaks
It used to be that municipalities would give tax breaks for factories (jobs), but now the data center developers need to come with bags of money for infrastructure and the tax base.
Democrats Could Block Paramount Merger, Says California AG
Uh, Democrats can stop the Paramount merger. State attorneys general have jurisdiction. California AG Rob Bonta said he’s watching it closely.
My December Take on the Netflix‑Warner Bros. Deal
Here’s what I wrote back in December, the day after the Netflix deal with WBD was announced: https://t.co/aiNBd98ACC
Netflix's M&A Bloodbath Exposes Shareholder, Talent, Political Crises
Hostile M&A is always bloodsport, but I can't remember an acquirer coming out of a process this bloody. Netflix has a shareholder problem (which doesn't understand why it wanted to buy a legacy studio), a Hollywood talent problem (which doesn't...
Sarandos' White House Meeting Ends Warner Bros. Bid
BURNING QUESTION: What did Ted Sarandos learn in his White House meetings today that ended his bid for Warner Bros? @thewrap
Paramount's Full-Asset Bid Keeps WBD Movies and Cable United
So Netflix ending its WBD bid means WBD's movie business and cable channels should stay together. Paramount has sought the whole package even as WBD planned to spin off its cable assets. Lots of sports media angles now with...
From Lender to Fintech: Tapping $13T Mortgage Market
Big quarter for figure: - 50% marketplace → they've become a fintech platform, not a lender - 19% first lien → they've entered a market 32x larger than their original one (HELOCs are $400 billion Market. 1st lien mortgages are $13...
Prioritize Contribution Margin Above All Other Metrics
99.7% to target on CM this month. Great growth teams are committed to a hierarchy of metrics. Every month is going to involve different trade offs to reach your goal. But great forecasting and execution requires being clear on the...
Netflix's Bold Exit Strengthens Long-Term Value
Kudos to management for being willing to walk away. There will be plenty of opportunities over time to keep improving the customer value proposition and the long-term value of the business. This was the right decision by Netflix.
Ellisons Aim to Merge Paramount, Warner as Netflix Backs Out
Confirmed: Netflix pulls offer for Warner Bros Discovery's streaming & studio assets The Ellisons look to roll up Paramount and Warner into a Hollywood behemoth Justice Department antitrust regulators have yet to weigh in... but Trump has warming ties to Ellisons
Joe Ferencz Passes CEO Role to Ricardo Briceno
After seven years, Joe Ferencz turns the CEO job over to Ricardo Briceno. breceno https://t.co/ZjwU1hqAQD
Netflix Slides 30% After Failed WBD Merger, Confidence Restored
Netflix’s stock is down ~30% since the WBD merger drama began. While losing WBD removes the last clear major growth lever, it likely reestablishes some investor confidence. Longer-term, we’ll see if they miss the lost IP. But recent major media...
Triple Win: Netflix, WBD, and Paramount All Profit
As I wrote months ago, there was only one “win win win” here … 1) Netflix gets the break fee 2) WBD gets even more money from Para 3) Para gets the bone it wants
Netflix Rejects Paramount Offer, Cites Brand Stewardship
Netflix declines to match Paramount offer for WBD: We believe we would have been strong stewards of Warner Bros.’ iconic brands, and that our deal would have strengthened the entertainment industry and preserved and created more production jobs in the U.S.
Big Seed Rounds Aren’t Irrational, They Reflect
A mini rant about seed VC models and pricing. Seed VC's lament that rounds have gotten so big and varied and there is no definition of a seed round anymore. They tend to suggest this is a signal of irrational...
Uncover Hidden Customer Concerns to Optimize Pricing
We went into this sales call and found all sorts of weird things that had nothing to do with our product. We asked about it, and learned a 𝘵𝘰𝘯 that allowed us to price and sell our product better. Here’s what we...
Warner Bros. Picks Paramount; Netflix Must Outbid With Cash
Warner Brothers Discover,,,board checked the boxes and declared paramount the high bidder …what will Netflix have to do.. need all cash And bid more ..or in the words of a great ceo say “they won.we https://t.co/BTEFBOV9AI! ‘’
AI-Powered Personalized X Feeds and Real-Time Reports
A little sneak peak at what I am building with @blevlabs using the X API. A new kind of personalized X is now possible. And it comes with many side benefits I haven’t yet shown here. Like feeds for your @openclaw And reports...
Software Hiring Cycle Predicts Slowdown in Next 18 Months
This is the industry cycle I’ve been thinking about re: software company employment over the next 12-18 months: https://t.co/38u2sTZ13o
Qualcomm's New Hire Strengthens Strategy, Not Intel Concerns
Great $QCOM hire. And no, I don’t think this means there is something wrong with $INTC Foundry roadmap or something like that. Kevin brings the experience a company like Qualcomm needs. https://t.co/KQnEDiHZ3o
Paramount Ups Bid, Netflix Faces Critical Decision
Axios Pro Rata on Feb. 11: "It feels like the next act already has been written. The 'Davids' get over themselves, Paramount raises its bid and then Netflix has a decision to make."
Short‑term Gains Ignite the Citrini Doom Loop
This is precisely how the Citrini doom loop begins. The prospect of short term gains like this outweighs concerns over longer term externalities and negative feedback loops.
Warner Says Paramount Offer Outpaces Netflix, Challenges Sarandos
WBD says Paramount bid > Netflix. Mr Sarandos, the ball is now in your court.
Distraction Erodes Deep Work Continuity, Not Just Time
The real cost of distraction isn’t the you lose. It's the depth of the work that breaks. And every time you tap back into the deep work, there's a cost for re entry. Continuity > duration.
900 Companies Sue Over $100B Illegal Trump Tariffs
Almost 900 companies are SUING for refunds from the more than $100 Bn in ILLEGAL tariff revenue Pres. Trump collected in 2025. All Trump's ILLEGAL tariffs have done is MAKE ENEMIES and create LEGAL & FISCAL CHAOS. https://t.co/I1jP900jcz
Warner Backs Paramount's Superior Offer, NLFX Should Exit
*WARNER BROS. SAYS PARAMOUNT OFFER IS 'SUPERIOR PROPOSAL' Seems like a good opportunity for $NLFX to graciously bow out of the $WBD bidding war and take the break fee paid for by $PSKY
Warner Bros Declares Paramount Deal Superior, Challenges Netflix
Warner Bros says the Paramount deal is now superior. The ball is in Netflix’s court.
Block Slashes 4,000 Jobs, Bets on AI Productivity
Ending the month with a bang @jack Block Block is cutting 4,000 employees, reducing its workforce by nearly half as the financial technology firm places a bet on artificial intelligence changing the future of labor productivity. cc @dailyjobcuts @MacroEdgeRes
ChatGPT Lets Users Critique Ads, Pressuring Brands
OpenAI's @fidjissimo explained on the ACCESS Podcast with @alexeheath that the ChatGPT ad experience is will be unique since users could even ask ChatGPT about the ads running. The model will not know about the ads but a user could...
Physical Proximity Fuels Performance, Innovation, and Purpose
In an era of workplace disconnection and declining job meaning, physical presence and proximity still matter. Being together in shared spaces strengthens relationships, boosts performance, fuels innovation, increases engagement, and reinforces purpose.
Telehealth Jobs Booming: Companies Actively Hiring Now
Careers in telehealth are expanding fast. Here’s a look at telemedicine companies actively hiring right now: https://t.co/014CYO1YyX @telespecialists @Zocdoc @doximity @Rula_Health #healthtechcareers #HITSM
FTC Delays Alcon Deal, Closing Slips to H1’26
FTC compliance with the second request is ongoing in Alcon’s $LNSR takeout. Closing pushed again: now H1’26 from Q1’26 (already delayed from YE’25). With an ~18% spread to the cash offer, it’s getting harder to believe this deal closes.
Economic Rebound Fuels Surge in Job Postings
What if the job postings theme was more of a macro story than an AI one and now that the economy is re-accelerating so are job openings?
New Free Guide: Buying a Business for Beginners
We just did a bunch of work to update the free resource page about buying a business over on our website. Lots of links to further resources (videos) great place for a beginner to start... link in comment.
Labor Dept Targets Dominant Employers Over Labor Law Violations
Scoop: Trump Labor Dept. "will give greater scrutiny to employers whose market power permits them to dominate their respective labor markets in ways that can facilitate employment-law violations," labor solicitor Jonathan Berry told staff in a memo today https://t.co/Ctlb1BI9Qx