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,...
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