EU Anticipates US Softening of Metals Tariffs Soon
EU sees the US easing impact of metals tariffs in the coming weeks https://t.co/qG2gkI6D64 via @AlbertoNardelli @europressos https://t.co/QmBgb5eFOv
Free Live Workshops Teach Future‑Proof AI‑Native PM Skills
I've teamed up with the team at @MavenHQ to put together a series of LIVE workshops centered around the theme of "The AI-Native PM," featuring a stacked lineup of product leaders: @cohentomer @wes_kao @HamelHusain @petergyang @marilynika @talraviv @amankhan @HilaQu @ViableBen...
Consumer Confidence Rises, Inflation Expectations Slip to 5.5%
GS: Consumer Confidence and Labor Differential Increase The survey’s measure of 12-month ahead inflation expectations edged down by 0.1pp to 5.5%. https://t.co/lrWMlf1pcR
AI‑Driven Revenue Drop Threatens Sovereign Bonds, Raises Capital Costs
This is an incredibly thought-provoking global macro piece from @infraa_. If the gov't revenue decline from AI disruption of white collar workers isn't counter-balanced by taxation from AI productivity, we could be tip-toeing into a potential Sovereign Bond Implosion....
Share AI Prompts Repeatedly to Go Viral on Twitter
The best way to go viral on Twitter right now: - Share AI Prompts to make jobs easier - Share more AI prompts to make more jobs easier
Turn Marketing From Cost Center to Growth Engine
RT @VisionEdgeMktg 🔑 Make marketing indispensable. Stop reporting activities and start reporting outcomes. That's the difference between a cost center and a growth engine. https://t.co/ui8BN3gaHE #MarketingROI #Strategy #Leadership
AI Disruption Could Trigger $420 Bn Credit Default Wave
UBS’s Matt Mish lays out a scenario for credit involving “rapid, aggressive AI disruption.” US high yield, leveraged loan & private credit default rates could rise to 3–6%, 8–10%, & 14–15%, respectively: Mish. “Defaults could approach ~$420bn, w/losses of roughly...
AI Integration Threatens SaaS Moats, Wipes Out Security Stocks
A security feature launch tweet by Claude wiped out $15B in cybersecurity stocks. AI is eating SaaS. Here’s what this means for the future of SaaS: Cybersecurity names like CrowdStrike, Palo Alto Networks, and Zscaler fell after Anthropic showed Claude...
Strong Teams Thrive on Positivity, Not Toxic Criticism
Strong teams aren’t built by spreading venom, focusing on weaknesses, or dredging up animosity. Real leaders don’t feel strong by tearing down others.
Private Credit Boom Delays Maturity Wall, Now Cracks Appear
What my post from December 2023 overlooked was the massive expansion in private credit. Private credit stepped in aggressively to fill financing gaps, refinance maturities, and provide bridge capital, delaying the "wall of maturities" many buyers were eager to capitalize on. Now...
Will Netflix Counter Paramount’s Potential Walk‑Away Offer?
⚡️ Would Netflix Be Attacking Paramount’s Backers if They Were About to Walk Away? ⚡️ Everyone is asking us the same question: will @Netflix match if the @wbd Board determines @Paramount’s “revised proposal” from earlier today is a “Company Superior...
When Success Sparks Burnout, Questioning Purpose Emerges
Intense work push. Kids stressed about a competition project. House looked like a tornado hit it. Family obligations stacked on top. Everything actually went… pretty well. Once it was over I crashed - and weirdly, instead of feeling relieved, I caught myself wondering: What’s the point...
Delegation Mastery May Blind Us to Core Fundamentals
There will be a weird generation of people who are really, really good at delegating, but at some point won't know what they should actually be delegating to all these systems. And then 10 years later, we'll magically rediscover the concept...
Treat AI Like Critical Systems: Enforce Strict Governance
RT One bad AI release can undo months of trust. Treat agents like critical systems: identity, least privilege, data governance, and safety controls must be non-negotiable before going to production. #AIGovernance #DevOps @Star_CIO https://t.co/1tg10UmJNv
AI Literacy: Blend ROI Roadmap with Realizable Vision
AI literacy isn't about moonshots; it's about pairing a practical ROI-focused roadmap with a bold long-term vision your organization can actually execute on. #AILiteracy #Leadership #CIO https://t.co/aiB5P99ido
Fund 1 Takes 10% Stake, Presses FNKO Sale
Fund 1 pops a 10% stake in $FNKO. Pushing for a sale of the struggling branded collectibles biz. Co trades ~5x Q3 run-rate EBITDA w/ room for further normalization. Staggered board though, so tough to see real movement unless mgmt is open to...
Venezuela Leads Global Inflation Surge, Followed by NK, Iran
#HankeInflationDashboard: By my measurements, this week's top 5 inflators are: 🇻🇪Venezuela — 635.0%/yr 🇰🇵North Korea — 107.8%/yr 🇮🇷Iran— 79.0%/yr 🇱🇾Libya — 56.3%/yr 🇨🇺Cuba — 49.0%/yr https://t.co/22hHl94rWL
Start Every Post with TLDR and Question H2s
Hey marketers, want more wins with AI summaries and citations? Yeah, me too. Here are two simple actions we've seen work really well with clients over the last 90 days: 1. Include a TLDR summary to start EVERY blog article...
Parents Seek Screen‑Free Summer, Traditions Surge 200%
Pinterest released its first-ever Parenting Trend Report 2026 Searches for “screen free activities” are up 200% YOY alongside: 📌 “family traditions ideas” (+200%) 📌 “no phone summer” (+340%) 📌 “digital detox aesthetic” (+95%) https://newsroom.pinterest.com/news/parenting-trend-report-2026/
Selling US Chips to China Fuels AI Competition
tough look for Jensen and @DavidSacks and everyone arguing to keeping the China market open to older US chips (myself included) The case against export controls was always: sell to China so theres no market for their own. But they're...
It Takes About Two Years to Raise Capital
The average GP spends 2 years raising capital. Rough time to be an emerging fund manager.
Internet Economy Outpaces Overall Growth, Becomes Primary Engine
Stripe’s annual letter is out: https://t.co/N0TpoPbs6T The biggest highlight is relatively consistent every year: the Internet economy is growing faster than the rest of the economy. This has compounded for enough years that it is essentially _the_ growth engine in places.
Silos Drain Efficiency and ROI: 10 Critical Reasons
Check out the latest article in my newsletter: 10 Reasons Why Organizational Silos Leak Efficiency and ROI https://t.co/BJ7Lp8BpTC via @LinkedIn #data #digitaltransformation #AI #leadership #businessstrategy
Germany's De‑risking From China Exposes Costly Dependencies
Germany is finding out that “de-risking” from China is painful when dependencies have previously been knowingly created. Chinese price advantages & deliberate dumping are hurting German cos. via @JamesAngelos @Jordyn_Dahl @POLITICOEurope https://t.co/g7oYgu9xEX
Stop Leading with AI; Show Real Customer Value
AI as a part of your messaging is no longer a differentiator, yet so many brands continue to lead with "AI . . . " Unless you can show how AI is going to help your customers address their problems,...
Complex Deals Start with Trust, Not Final Closure
Complex deals aren’t closed at the end — they’re built at the beginning. On Sales Logic, Meredith and I talk trust, decision-makers, procurement realities, and when to walk away. Sales is still a relationship business. https://t.co/2Fyvebn4bC
SEO Traffic Drop Mirrors ChatGPT Citation Decline
Another well-known SEO publisher with Google traffic/visibility tanking fast, and exacerbated by the ~Jan 21 volatility Total citations in ChatGPT follows the same trend line (@ahrefs & @sistrix data) https://t.co/ekgcGumPWz
Choosing Between a $2,100 Burst or $2,100 Spread
Would you rather spend $700 / day for 3 days or $100 / day for 21 to test a new campaign (creative)?
AI Code Reviewers Vary 34 Points; Teams Blind
Most engineering teams have no idea how bad their AI code reviewer actually is. @Entelligence benchmarked 8 tools on real PRs. F1 scores. No demos, no vibes. The gap between #1 and last place is 34 percentage points. THIRTY FOUR. If that doesn't make...
Unexpected SEO/AEO Insight for Argentina Revealed
Preparing for my upcoming talk about SEO/AEO in Argentina and just found this gem 😅 https://t.co/oL1qa35aiV
Macro Data Flaws, Bots Favor Bad News, Calendar Strategies
🔬 Research links: the problem with macro data, why bots love bad news, and how to use calendar-based strategies. https://t.co/gUmyuaWsPO chart: https://t.co/9NGWAEXTU1 https://t.co/QufnB6WSHu
Future Wedbush Take on ABVX M&A Will Be Hilariously Absurd
Looking forward to dusting off some of these absolutely asinine takes from the Wedbush report after $ABVX M&A. It’ll be even funnier then than it is today. Until then, 🥱
Boards Demand Business Impact Over Technical Threat Metrics
📈 The Board is over "Red, Yellow, Green" charts. They want financial risk quantification. Moving from technical metrics to business risk is the #1 theme for CIOs at RSA this year. Stop reporting on "threats" and start reporting on "impact."...
Ask What Would Change Your Mind Before Demanding Data
Before asking for more data, ask this: What would it take to change your mind? If the answer is “nothing,” no evidence is appropriate. If the answer is unclear, no amount of analysis will help. This is why expensive AI...
AI Demands Systems Before You Quit Your Job
I've watched hundreds of founders quit their jobs too early and go broke. They all made the same mistake: No systems. AI now makes that inexcusable. Most founders think the hard part is quitting their job. The hard part is building...
Yield Curve Shifts From 2023 Inversion to 2025 Flattening
Chart shows the shape and evolution of the yield curve (3-Month Treasury yields (blue) and 10-Year Treasury yields (red)) from Feb 2023 to Feb 2026. It's been a wild ride from the extreme inversion in 2023 to normalization beginning Q4 2025....
Free Tool to Verify if an Email Exists
My team just built a free tool you can use to see if an email exists or not: https://t.co/wcWB5zjuEp
Wix Bookings Now Bookable Directly From Google Search
New Wix partnership with Google -> Google Search, Maps, and AI mode can book services through Wix websites "Wix’s new partnership with Google will allow businesses using Wix Bookings to have their services, pricing, and real-time availability shown in Google Search,...
Instant Cash Insight: One Dashboard Beats Spreadsheet Chaos
"How's cash looking?" If that question makes you nervous, you need this dashboard. Every finance leader gets asked this. Most scramble for the answer. Let me show you what I mean. Four KPIs at the top. Revenue, COGS, Opex, Ending Cash. Each one...
Vir Surges After Astellas Partnership and T‑cell Data
Vir climbs on Astellas deal, study results for ‘masked’ T cell engager https://t.co/336c9FJdjt by @Lilah_Alvarado $VIR + 27% $JANX $ALPMY
Entrepreneurs Trade Netflix for Nighttime Retargeting
Everyone at 9pm: Watching Netflix. Ecom founders at 9pm: Setting up a new retargeting campaign for a winning ad. Different mindset. Different life.
US Government Fails to Push Firms Toward Supply‑Chain Security
Great story in the New York Times highlighting the difficulties that the US government has faced in getting the world's most profitable companies to take supply chain security seriously, and reduce their exposure to a crisis in the Taiwan straights 1/...
Stop Delaying AI: Start Small, Involve Legal, Gain Time
I continue to hear from companies and marketing teams that are reticent to lean in holistically on the AI opportunity. So here I've parsed the most common push-backs as well as how I respond to each. 1️⃣ “We don’t have...
2‑Year Auctions Shine During Nasty Treasury Roll Week
2y auctions during roll week are usually more interesting esp when TU (ZT) roll is this nasty
Klaviyo Founders Pledge $6M to Keep Boston Entrepreneurs Local
Klaviyo cofounders Ed Hallen and Andrew Bialecki are donating $6 mil to MIT aimed at keeping more entrepreneurs in the Boston area instead of decamping to California. This is one of several great initiatives designed to make Boston a fertile...
Act Now: Ship, Adapt, Succeed vs Waiting
Entrepreneurs take risks, build products, and commit full-time to a plan. Wantapreneurs talk, wait for perfect timing, and avoid risk. One ships before feeling ready and adapts after failure. The other stays in the idea phase with no product and no market proof. Which...
Europe Must Block Chinese‑Made Cars From Flooding Market
Good points from Thorsten Brenner -- The "car bosses" are tempted to use their Chinese factories to supply the European market. Deindustrializing Europe isn't their concern. European policy makers need a policy framework that makes this impossible...
Investing Strategies Aligned with the Big Cycle
Last week, I shared a chapter from my 2021 book Principles for Dealing with the Changing World Order that details the classic signs to watch for as the world geopolitical order breaks down in a classic progression of events that I call...
AI Accelerates Threat Groups' Attack Speed
Threat groups move at record speeds, as AI helps scale attacks | Cybersecurity Dive https://t.co/frfbUAXzlI
Pullbacks Signal Buying Chance Before 5% S&P Drop
“Markets are at a tactical–fundamental crossroads. Historically these conflicting signals precede >5% S&P 500 drawdowns. Pullbacks are opportunities to add thematic exposure. A clearer equity “index” upturn should follow once policy catalysts materialise lower mortgage rates via falling UST yields,...