Founders Overpay Employees, Undervalue 24/7 AI Agents
A lot of founder are okay with paying 30k/mo for employees but not okay with paying 3k/mo agents which work for 24/7.
Amazon's $50B AI Bet Boosts NVDA Play
Macro: Big-ticket cloud/AI capital flows concentrate. Key: Amazon pledges $15bn now, $35bn tied to IPO/AGI. Risks: valuation/tech execution. Trading insight: Buy NVDA on AI infra demand. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Technology Drives HR Evolution, Not Just Support
How #Technology Shapes HR, Not Just Enables It @TalInCollective https://t.co/ZIlkWiKtVM #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
Nuanced Take: BoP Deficit Matters,
I actually don't think Mark and I are that far apart (tho I wouldn't start by arguing that a BoP deficit is meaningless, as I certainly find value in some cuts of the balance of payments + get annoyed when...
Securely Connect Box to OpenClaw for Agent Collaboration
Agents need access to their own file system, and they need to collaborate with other people and agents securely. Here’s how to setup Box with OpenClaw so it has a place to store and share its work. This skill is...
Credentials Signal Sameness, Not Standout Selection
When you answer a differentiation question with credentials, you're actually saying: "I am as good as the others." That's the argument you make when you don't want to be eliminated. It is not the argument you make when you want to be selected.
Global Equities Rise as India Volatility Falls
Global Market Update: Gift Nifty +53.00 (0.21%) 25,672.50 DowJones +307.77 (+0.63%) 49,482.27 Nasdaq +288.40 (+1.26%) 23,152.08 India Vix -0.6875 (-4.86%) 13.4625 S&P 500 +56.07 (+0.81%) 6,946.14
Success Attracts Talent; Failure Repels Potential Partners
In this case, the founders achieved something pretty remarkable. So imagine what he would do if the founders actually failed. Who would want to work with someone like that? https://t.co/mCAucKKUoo
Handshake's Pivot Targets $1B Revenue in 2024
Incredible founding story and astonishing pivot into a new business at Handshake. A conversation in Dec 2024 led to a new business that will do $1B+ this year. CEO @GarrettLord with Upfront’s @nickbkim https://t.co/MRUtbjzcA1
Flawed yet Genius Method to Decode Customer Intent
This both genius and massively flawed. And I love it. Depend song on the average communication skill level of your customers, we might finally have found a way to truly understand customer intent. Placeholder should have been “I want X so...
SaaS Apocalypse? Market Hype Meets Skeptical Reality
Is the SaaSpocalypse upon us?! Markets went bananas after this Citrini article was published — but is this legit? Deedy Das isn’t so sure… Which businesses do you think are going away?
Learning From Palantir’s $200M Sales Leader
Unreal first Closed Won Club masterclass with Palantir’s former head of commercial sales (KSA). $200M+ in career revenue closed. Hands down… I learned an insane amount getting to grill John with questions for 45 minutes. Excited to line up the...
Snapchat Launches Inaugural Snappys Awards for Creators
Snapchat announced The Snappys Awards Show, its first-ever awards show dedicated to celebrating the creators shaping culture on Snapchat.🏆 Hosted by Matt Friend, the event will take place on March 31 at Snapchat’s Santa Monica headquarters and will bring together creators,...
Metals Rally yet to Spark Inflation, History Warns
A very compelling chart. The recent rally in metals and mining has not yet evolved into a material inflationary impulse, in my view. Markets still seem to be dismissing that possibility — even though history suggests otherwise. https://t.co/FhHZJUOI67
Robertson‑Patman Act Still Alive, Impact
The Robertson Patman Act,, sometimes rumored to be dead, alive and kicking Costco (or sellers to Costco) in California
Investors Question Netflix's Push for WBD Amid Skepticism
Netflix CEO Ted Sarandos will say he looks long term, but if Netflix ups its bid for WBD, investors who clearly are skeptical about the deal — even as is — may get even more concerned: why does Netflix want...
Ten Years to Profit: Turning Deep Red Into Success
It took “just” ten years for them to be profitable. It’s easy to look at this graph and have vitriolic thoughts. But ultimately, profitability is one of the hardest things to ever reach. Series J or bootstrapped. It’s amazing to have turned...
Trump’s IEA Threat Spurs Canada to Build Own Data
Trump's Bullying of IEA a Wake-up Call for Canada Energy Sec Chris Wright: Stop promoting net-zero or US will pull out of iea. Canada needs data, modelling for trade negotiations, policy. Where will Mark Carney Carney get it? Our own economists. #cdnpoli https://youtu.be/DhE1Gfoh-yY
Master Discipline: Calendar First, Max Three Daily Flags
Most people don’t struggle with focus. They struggle with discipline around two simple things: 📅 Your calendar 🚩 Your flagged tasks If you’re double-booking yourself or carrying flags from three weeks ago… that’s not productivity. That’s silent chaos. In this video, I break down: • My...
Anthropic Launches Claude Cowork for Banking with Data Plugins
Anthropic is taking its magic tricks to financial services.... Claude Cowork for banking. - Plugins tailored for investment banking, private equity, equity research, and wealth management. - Integrations with financial data providers like FactSet, MSCI, S&P Global, and LSEG. https://t.co/pRISD6broy
Privacy Must Be Built Into AI Data Workflows
RT High-level policies aren't enough. It's time for audits, training, DSPM, and privacy-by-design in AI workflows. If privacy isn't built into how data moves, you're hoping - not leading. #DataGovernance #AI #CIO @Star_CIO https://t.co/Naq82FuMWZ
Meta Cuts Credit‑card Payments, Hurting DTC Cash‑back Rewards
So Meta is getting rid of the ability for DTC brands to pay using credit cards. They are saying the process is easier and more flexible, when in reality this is going to cause a lot of headaches for brands...
Home Prices Stay Sticky Without Massive Supply Shock
The history of homeprices going back over 80 years. It's rare for nominal home prices to fall; it's super rare to have a massive nominal housing price crash. Home prices are sticky unless you have massive supply and distress sales...
Massive Buybacks Signal Shrinking‑to‑Grow Strategy
You know who has a buyback of more than 25% of their equity market cap? A company that is shrinking to "grow". Like $EK back in the day. Return of capital style buyback $CRM
Basic Security Issues Outpace Complex Threats, Says CXO Advisor
One of the big advantage we have here at CXO Advisor is threat intel. We talk to security leaders across industries every week and the same concerns surface independently. Interestingly, it's not the complex theoretical threats, it's the basics: AI...
Credit Card Delinquencies Hit Multi-Year Low Despite Consumer Worries
Credit Card Delinquencies, Balances, Burden, Credit Limits, and Collections in Q4 2025. Despite the wailing about tapped-out, struggling and cracking consumers, the credit card delinquency rate dropped to multi-year low https://t.co/gJZVHiZnW4 https://t.co/tWcbzsEi0k
CEO Remains Bullish as Shares Plunge 70%
"The best days of @TheTradeDesk are ahead of us. I want to thank our employees, our clients, and our Partners for their trust and support throughout 2025. I am as confident as I have ever been in the opportunity in...
Major Brands Launch ChatGPT Ads, Activity Rises
Update on ChatGPT Ads: Adthena is seeing an uptick in activity. Their CMO posted more examples this afternoon on LinkedIn of ads they are seeing and pinged me there. Advertisers spotted so far: 🔹 Best Buy 🔹 AT&T 🔹 Pottery Barn...
Paramount and Netflix Execs Hit White House Amid Deal War
Paramount's David Ellison was at POTUS State of the Union address. Netflix's Ted Sarandos headed to the White House as politics takes center stage as Paramount submits new offer for Warner Bros. Discovery. @latimes https://t.co/KSrhSdUCjY
Big‑Cap S&P Leaders 50% More Volatile Than Index
The top 10 largest stocks in the S&P 500 are 50% more volatile than the S&P 500 itself right now. Important for risk... but more important for alpha right now. https://t.co/yqBR2QU8nK
Avoid Judging Beginners; Growth Feels Uncomfortable
“Everybody knows what it’s like to be a beginner” - I disagree. I think some find the feeling of growth so deeply uncomfortable they do as little of it as possible. Their belief that success only ever looks like mastery...
Tariff Hikes Boost Inflation Expectations, Curb Durable Purchases
New @ClevFedResearch paper finds US tariff hikes & tariff uncertainty increase consumers' inflation expectations, while uncertainty "strongly discourage[s] consumers from buying durables, especially cars and big-ticket items." https://t.co/IhbQU2Pc4M https://t.co/6C1XUPmqch
Small Steps Build Foundations for Grand Achievements
You have to collect bricks before you can build a cottage. You have to build a cottage before you can build a fortress. Tiny actions -> Big plans 🧱 -> 🏠 -> 🏰 https://t.co/Uy2b9Xh7rV
Five Simple Rules to Supercharge Your Productivity
The 5 Tenants of Productivity: - Timeblock deep work. - Kill phone notifications. - Track inputs, not moods. - Ship before you feel ready. - Design your days before they start.
Turn Shiny Objects Into Strategic Multipliers, Not Distractions
Shiny Object Syndrome: New ideas waste effort Shiny Object Strategy: New ideas multiply effort https://t.co/ih5duOIBiU
Google to Display Rival Vertical Searches in Europe
Will soon be rolled out across Europe -> Google plans to test search changes in Europe, displaying results from competing vertical search services next to its own, seeking to avoid EU fines "The previously unreported changes to its search...
Nvidia News Set to Shake Global Markets Amid KOSPI Slump
Just a reminder. With the KOSPI all but a semiconductor ETF in drag, tonight's Nvidia news will have serious global ripples.
Leadership, Not Data, Drives Effective Decision-Making
Most companies don’t lack data. They lack the courage to accept what the data tells them. More measurement won’t fix bad framing. Better leadership will. #Leadership #BusinessStrategy #CEO #Innovation #DecisionMaking #ExecutiveLeadership https://t.co/r0gaUrC7bj
Ukrainian Attacks Thrive as Russian Forces Fragment
The Ukrainians remain outnumbered. However, since Russian units are scattered, isolated, and unable to communicate, they are left vulnerable. So, organized Ukrainian offensives are finding success…for now. #ukrainewar #starlink #geopolitics https://t.co/C4sJyTga9A
VRE Buyout Offers 5% Cap Rate, Minimal Downside
Good outline of the $VRE buyout. There’s probably a small chance of an overbid here. But, to be honest, probably close to zero, at a 5% implied cap rate. But we’ll see. Downside is only ~10% and the buyer isn’t walking, so...
Economy Shifts From K-Shape to Emerging “E” Shape
Is this still a K-shaped economy? This was a hot topic of conversation at the #NABE conference this week. In 2026, I told @hdubroff that I see more of "E" shaped economy. https://t.co/rYUsXmGuCy https://t.co/JHiwnPutqZ
Bridge Marketing & Sales: Align Mindsets for Growth
The misalignment between marketing and sales often stems from the different mindsets that each team brings to the table. Although both teams share the same overarching goal of driving business success, their approaches to engaging prospects can differ significantly. If...
Leadership's Future: Deeper Human Connection Over Automation
In this episode, Dov Baron and I discuss why the future of leadership isn’t more automation — it’s deeper connection. “If you use AI, you cannot exclude human connection.” If you lead teams — especially across generations — this one is essential. 🎧...
Sky‑high Prices Strain Americans, Exposing Trump's Affordability Flaw
Americans are exhausted by prices that remain far above pre-pandemic levels. From a year earlier: Coffee +18.3%. Ground beef +17.2%. Electricity +6.3%. AFFORDABILITY = TRUMP'S ACHILLES HEEL. https://t.co/b1uvKYJPHt
Flatbed Rejection Spike Signals Bullish Industrial Growth
This is an extreme spike in the SONAR Truckload Rejection Index – Flatbed (STRIF.USA) from 2018–2026. A 40% rejection rate means: * Strong industrial throughput * Tight labor + equipment capacity * Improving pricing power in physical economy * Early/mid expansion phase dynamics It usually leads: *...
Targeted Cold Emails Tap Existing Mindset, Feel Warm
Cold email that's super-targeted, enters the conversation already taking place in their mind, and simply works to get them to continue that conversation with you, is much warmer than you think.
Decoding Congress's 1975 Balance‑of‑Payments Language
This is a thread that only Adam Tooze, a few international economist and a couple of very well paid trade lawyers are likely to enjoy … The basic question is what did Congress mean back in 1975 when they wrote about...
Verizon Leverages FWA to Expand Sustainable Subscriber Base
"with FWA ... we're building a long-term sustainable business. We have over 5.7 million subs in our base...and we see a lot of room to grow there. So we can do both and we have the capacity and the network...
Validate Demand Before Scaling, Not Just Chasing Network Sales
Revenue does not equal product-market fit. If sales rely on your network, do not scale. Churn drops, retention holds, 40% of users say they need it, and your team repeats the sales process without you. Build, test with users, iterate, and prove demand...
Beyond Crawl‑Walk‑Run: A More Realistic Implementation Framework
Having sat through thousands of crawl-walk-run presentations in my life, I thought it might be helpful to expand the model a bit to cover more, um, realistic implementation paths. https://t.co/fGXlclB0Qi