Build a Mini Hedge Fund Using Python Algorithms
How to create your own "mini" hedge fund with algorithmic trading and Python A thread 🧵
VC Carry Is a Lottery; Startup Equity Beats It
I’ve never seen more Junior VC talent leave VC for tech startups than right now. And it makes sense. 65% of VC investments never return 1x capital. The carry math is tough: GPs don’t see a dollar of carry until LPs get their...
Machine Learning Shifts KPI Focus to Right Signals
How machine learning reframes KPI design: systems optimize relentlessly. So the real leadership question isn’t “Are we tracking performance?” It’s “Are we tracking the right signals?” https://t.co/FfVafJZaUk via @mitsmr #AI #MWC26 https://t.co/qKrkhqgMNN
AdSense for AI: Koala Labs Unlocks New Monetization Channels
There is no consumer AI wave without new monetization channels for consumer AI businesses. @koahlabs is AdSense for AI. In 13 months, they've processed 170M queries and 35M native ad impressions. @nicoleahjohnson led the seed last year and we've now invested again...
AI Fails without Real‑time Data Architecture
"AI makes real-time data table stakes. When an AI system is automating work flows, interacting directly with customers, and making decisions without a human in the loop, it just doesn't work if its running on stale data. It will give you...
AI Cuts Development Costs, Distribution Remains Challenging
AI is makes software cheaper to build, but not easier to distribute This is the core conflict for years to come
Goolsbee Flags Stubborn Core Service Inflation, Questions AI Growth Boost
#NABE2026 Chicago Fed Pres Austan Goolsbee third day of policy meeting. More worried about the risks to inflation, especially the persistence of core service sector inflation, which shouldn’t be affected by tariffs. This is after stripping out shelter costs....
Own One Idea, Become the Authority Shortcut
Experts don't get known for being good. They get known for the one idea they own. An ownable idea is an authority shortcut.
Tariffs Spike Costs, Crashing DTC ROAS
Your ad account looks fine: - ROAS is holding - CPMs are manageable - Conversions are flowing But your spreadsheet is screaming. As of February 2026, the average US tariff rate sits at 17% on all imports. For DTC brands...
Buffett Chooses Companies with Durable, Layered Foundations
Vic Keller on Warren Buffett and Berkshire Hathaway acquiring three of his companies, and what he looked at in his companies: "Mr. Buffett acquired businesses that I was fortunate enough to be part of founding. I don't think anybody sells a...
Lean Teams and Outsourcing Drive Higher Profits
One store owner in @ecomfuel had 35 people on payroll. He made some hard calls. Hired a 3PL. Replaced most full-timers with freelancers. Today he has one employee and eight contractors. His profits have never been higher. And his management stress is...
One‑Third of Managers Keep Secret Flexible Work Deals
Microshifting trend: 33% of managers have ‘covert’ #flexibleworking agreements with employees @HRZone https://t.co/t3F1l5DxkH #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
Annual
Working on my self-eval. I know what I've done. My boss knows what I've done. If any manager doesn't know what their team's contributions have been over the past year, then they're a shit manager. I will forever be against...
Memory Chip Prices Surge 50% in Two Weeks
Wow, a respondent to the Dallas Fed's Service Sector report said that the prices they're paying for memory chips have jumped 50% in the last two weeks https://t.co/RdULT0epp4
NYC Cyber Leaders: Private Dinner on Dataverse Protection
If you’re a cybersecurity leader in NYC, join me this Thursday for a roundtable dinner focusing on New Strategies to Protect Your Expanding Dataverse. Private dinner, peer conversation, no vendor pitch. These are the discussions where the real issues come...
Personalized Landing Pages Drive Conversions, Flint Automates Them
Your targeting is personalized. Your copy is personalized. But your landing page is not. That’s why you’re not closing the deals you want. If this is you, you need @tryflint. It’s a platform built for marketers to create tailored pages for...
We Overestimate Sharing: Science and Solutions Revealed
What if we systematically misjudge how much to share? A great new book by @proflesliejohn, titled "Revealing" unpacks the science behind that question — and what to do about it. Get it here: https://t.co/VzTPq1dtdj https://t.co/T9BNPA9Vre
Industrial Sector Hits 30‑year Valuation Peak Amid Optimism
S&P 500 Industrials’ forward P/E, at 26.5X, matches sector P/E in 2021, when earnings were impaired by the pandemic, and at 1.24X the index, is higher than at any point in the last 30 years. EV/Forward EBITDA, Price-to-Sales and Price-to-Book...
Assess Need: Core S/4HANA Often Suffices Over Add‑Ons
Do you really need those extra tools like SuccessFactors or Ariba? Often, the core functionality of S/4HANA might be enough. For sales reps, consider if your purchasing and HR processes are complex enough to warrant these add-ons. #SAP #ERP #BusinessTech...
Boomers Command 45% Spending, 74% Wealth—Shaping Markets
Americans 55 & older now control: 45% of consumer spending 74% of the wealth What does this mean for the next generation, the housing market or the stock market? Some thoughts: https://t.co/tnQSK0khDB https://t.co/7BBPkFGnml
Redirect Chinese Savings to Gold to Preserve USD Dominance
“The goal is to keep the USD as the world's transaction rail without agreeing to absorb unlimited foreign savings into USTs” Exactly. Separating from China & re-shoring requires redirecting Chinese surpluses into a neutral reserve asset (gold)…and that requires 5-figure...
Federal Deficit Swells to Historic 8% of GDP
US Federal Budget Deficit as a % of GDP... 1950s: -0.4% 1960s: -0.7% 1970s: -1.9% 1980s: -3.8% 1990s: -2.1% 2000s: -2.3% 2010s: -4.8% 2020s: -8.3% https://t.co/W7GwqCkcBx
Structure Your Week to Beat Constant, Costly Distractions
Distraction is rarely dramatic. It’s small, constant, and expensive. Learn how to structure your week so your attention stays where it matters most. Not reactive. Not scattered. Intentional. Secure your place and enrol now. https://t.co/E53E31bsZG https://t.co/6wFxt0eCHi
UK Adds
Nearly 300 entities linked to Russian energy and military production have been added to the UK’s sanctions lists, including a network of oil traders whose vast reach was identified by the FT as the result of an IT blunder. https://t.co/Bky4oWVd2S
CRM Alone Is Outdated; Let Sellers Focus on Selling
For years, I've been the guy in the room saying CRM alone is a horrible way to run a revenue org — and people looked at me like I had two heads. Pretending that CRM is to "better understand our...
Ukraine Sabotages Pipeline, Cuts Oil to Slovakia, Hungary
Yesterday, Ukraine turned on Slovakia and Hungary. Ukrainian operatives blew up the main node of the Druzhba oil pipeline that supplies 100% of Slovakia's oil and 86% of Hungary's oil. UKRAINE = TURNS ON TWO MEMBERS IN NATO. https://t.co/ItvWWCVJb5
Cannabis Refinancings Signal Imminent Rescheduling and Rally
The largest multi state cannabis companies have announced meaningful refinancings (with relatively good terms - interest rates and maturities) over the last two weeks - presaging, in our view, a much anticipated and favorable rescheduling decision by the Administration. The "refinancing...
Economy Accelerates Sorting of Winners and Losers
For @stripe's 2025 annual letter released today, we dug into a ton of macro data. One pattern jumps out: the economy is sorting winners and losers faster than before. As @collision put it—”the sorting machine is whirring faster”. /1
Pitch User Research to BAs as Risk Mitigation
I've watched so many user researchers try to win over business analysts by talking about understanding users, empathy, better experiences. And I've watched those same BAs completely ignore them. Because BAs fundamentally don't care about users. At least not in the...
AI Now Powers Half of All Jobs
A year ago, 1 out of every 3 jobs had at least 25% of their job showing up in Claude conversations … now it’s 1 out of 2 jobs. https://t.co/uqD3SD1cqQ
Live Shopping Boom Awaits India: Seize Early Opportunities
On a previous #TeawithGaryVee I was asked how someone could take advantage of the opportunity presented by live shopping on platforms like WhatNot, since India is "not in yet" If you have a question for me, drop it here https://t.co/QjOodl7fTy so...
Cheap AI Cognition Fuels a Vibrant, Efficient Market
AI will unleash the most vibrant new market there could be. Cognition becoming cheap means we will do more with less, emphasis on doing more. https://t.co/jGKgs06jTi
SPAC IPO of $
I hadn't realized that $OWL came public via SPAC. It's now right back to its original price. Turns out it was all priced in. EMH undefeated https://t.co/Q6eyG9hYLM
Big SEO Tool Traffic Spikes Rarely Last.
General rule of thumb: if there is a popular SEO/GEO tool out there that promises a big surge in traffic, it 99% won't last forever and will probably crash within a few months.
Get 100 Customers in 90 Days with RB2B
If I had zero customers and just signed up for RB2B, this is exactly how I'd get to 100 in 90 days: https://t.co/2a10Hfmnj0
Precise Positioning Drives Pipeline, Vague Messaging Costs Sales
Here's a quick exercise: Open your homepage. Now answer: 1. In one sentence, who is this for? Not “teams.” Who exactly? 2. What specific problem does it solve? Is it the same one Sales hears daily? 3. What makes you...
Grab Attention: Proven Thumbnails That Drive Clicks
Thumbnails that made us stop 👀 Tiger chaos, a “cheating?” reveal, and pure Red Bull adrenaline. Get our free YT Thumbnails Hack Pack with 100 more top thumbnails: https://t.co/H5zQZBPsBe https://t.co/fNTUlQxN3l
CIOs and CHROs Must Co‑Lead AI Literacy for Scale
AI democratization is a change management problem. CIOs must partner with CHROs on AI literacy, "vibe then verify" cultures, and on-the-job learning that turns pilots into scaled outcomes. #ChangeManagement #AI #CHRO #CIO #AIDemocratization https://t.co/8OLLAWNSNL
AI Robots Set to Outnumber Human Workers Within Decades
AI robots could outnumber human workers within a few decades, according to a former Citi executive. Humanoids are already on the market with a payback period of under 10 weeks compared to human labor. McKinsey expects its own workforce to reach parity...
Venezuela's Bolivar Plummets 86%, Calls for Dollarization
On this week's Hanke's #CurrencyWatchlist, the Venezuelan bolivar ranks as the WORLD'S WORST currency. The bolivar has depreciated by over 86% against the USD in the past year. VENEZUELA NEEDS DOLLARIZE NOW. https://t.co/HI0TlTBYyv
Market Fueled by Doomers and Boomers, Says Nomura
Charlie McElligott at Nomura says that the market is being driven by 'Doomers and Boomers' https://t.co/PbuzHGo8VF
ETF Inflows Hit $304B, Doubling Record Pace
ETF inflows up to $304b YTD, which is DOUBLE the all-time record pace from last year. $VOO at $30b, also ahead of its record pace by 6b while Vanguard as whole is already at $100b, a $3b/day pace, and double...
PMMs Still Skipping Essential Customer Research in 2026
I asked 9 PMMs at a recent Product Marketing Alliance event how they use customer research at their companies. Their honest answers were painful. "we don't have a dedicated person" "I'm the one doing it but I'm drowning in launches"...
Importers May Front‑Load Amid Flat Trump Tariffs
Countries and export options other than the US. Trump flat tariff. Will importers front load like before? Five years and continuing supply chain importance.
KKR Co‑founder Relaxes Poolside, Scouting High‑debt Deals
A perfect weekend for George R. Roberts, the co-founder of KKR. > Sit by the pool > Read annual reports > Look for deals in the high-debt world https://t.co/MfCdQn4Ba1
February Discover Update Extends Past Expected Timeline
We are now almost three weeks into the February Discover core update. Google said it could take up to two weeks to rollout. We are beyond that now. It's a tougher one to track since Discover data is personalized and...
Join 5-City Tour Securing the Age of Agentic AI
📍5-city tour with @cequenceai engaging in timely conversations about Securing the Age of #AgenticAI 📍Bellevue WA -Feb 26th 📍Plano TX - March 5th 📍NYC - March 12th 📍Chicago - April 16th 📍Atlanta - April 30th 📍📍Request your invite 👇 https://t.co/DjzQMjpsJE #AI #CISO https://t.co/LoNKw65bCh
Gold Poised for Higher Leg; Buy Near 5080‑5100
Gold ( XAUUSD ) : Macro picture remains the same as told earlier. Current move is simply a small profit taking move before next leg higher , which is common after such quick bullish moves. I remain bullish. 5080s - 5100s looks...
WBD Pauses, Reviews Paramount Bid; Netflix May Renegotiate
After months of noisy fighting in public, these talks are once again quiet. WBD will take some time to assess the latest Paramount bid and Netflix will have a chance to amend its current agreement (if necessary).
AI Startups Accelerate Growth, Redefine VC Strategies
I just published How AI-Enabled Startups Are Moving Faster — and Rewriting the VC Playbook https://t.co/q79JMDzaab