Nothing's Hype Fell Short of Founder's Expectations
Carl Pei left a billion dollar company searching for a blank slate. He called it Nothing, a promise of simplicity in a crowded market. The idea caught fire, and the hype was real. But the story that followed was nothing like he imagined:
Define Operations First, Then Layer In Technology
Don't get lost in tech. Define your operating model first: workflows, roles, and responsibilities. Then, layer in the technology. This approach prevents wasted time and money on unused tech that disrupts operations. #SupplyChain #BusinessStrategy https://t.co/LhPqnk4ZfT
Asian Empty Tankers Queue up From Cape to Gulf
Empty tankers mainly from Asia form long lines from Cape of Good Hope to US Gulf Coast. Find out more in the Chartbook Top Links today. https://t.co/otCxFTFsEp
Paramount‑Warner Merger Threatens Hollywood; Artists Sound Alarm
I like @RaheemKassam, but there's an obvious market power problem with Paramount buying Warner, which is why 4000+ artists and most of Hollywood opposes it. Netflix is a bit player in the dispute now. The populist right needs to see beyond...
Airlines Demand Ratings without Giving Attendants Proper Tools
Airlines don’t provide flight attendants with the tools they need to do the job, but they want passengers to rate crew performance. Tell me what’s wrong with this picture?
Europe's Employee Engagement Lags; HR Must Intervene
Europe ranks last in employee engagement. How can HR help? @HR_Exec https://t.co/9JPJho7YZf #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
Seeing the Full Picture Reveals Need for Support
I chatted with a creative this week who sells bookish products on Shopify and has a physical location. She wanted to do her own books so I walked her through what that looks like. Daily sales entries, recording Shopify payouts correctly...
US‑Canada Crude Surplus Could Drive Prices Toward $40
Lower Prices May Be Top Cure for US+Canada Surplus The recent WTI crude oil surge may add fuel to an incomplete low-price-cure cycle toward $40 a barrel. My graphic highlights a key reason why: the growing surplus in US and Canadian...
Scaling $117M via 95 Acquisitions Inspired by Legends
Doing research and preparation for the podcast conversation with a gentleman who, since 2006, has completed 95 small acquisitions and been able to grow revenue to $117M while maintaining EBITDA of approximately $28M. He does it in a highly fragmented industry,...
Medallia Loan Collapses, Blackstone Marks 60% Value
Blackstone has marked the Medallia loan down another 9 points to 60.3 as of Q1’26. It appears that Thoma Bravo has declined to recapitalize the company and it may be owned by its lenders soon. https://t.co/Duuu08riB1
ChatGPT Ads Launch CPC Campaigns with $3‑5 Bids
Interested in ChatGPT ads? Looks like CPC campaigns are live for some advertisers. @juokaz pinged me with some screenshots. You can select between Reach or Clicks for objective and then enter your Max CPC for the campaign. ChatGPT says to...
Trump Threatens to Cut Federal Funds over Sports Policies
President Trump has shown a willingness to pull federal money from colleges that fail to comply with his preferred policies. He could do that with schools that don't follow his preferred college sports policies. Now that would change college sports:...
Trump Exempts Indian iPhones, Taxes Chinese Ones Heavily
"Tim would call me, but never too much, and I would help him where I could." My CHARTS illustrate one example Though Trump put 20% tariffs in March 2025 on iPhones made in China, he EXEMPTED iPhones made in India...
Recognizing the Overlooked ‘Glue Work’ That Holds Organizations Together
Really great column by @sarahoconnor_ about the revaluation of skills once deemed less promotable such as “glue work” - worth reading if you are one of those people who has kept your organisation together and feel like you have been...
Target Underserved Niches: Pain Drives Early Traction
Don't just find a niche. Find an underserved niche. A niche is a segment. An underserved niche is a segment with a real problem and no adequate solution. The biggest predictor of early traction isn't product quality. It's the acuteness of the...
AI Overviews and Zero-Click Search Redefine SERP
#AI Overviews, Zero-Click Search, and the New SERP: Key Takeaways from STAT’s 2026 Analysis [NEW POST] - B2B Marketing Blog | Webbiquity - https://t.co/IlliieKlqo New #GEO and #SEO research from @getSTAT . https://t.co/RKdz1POwmU
Warsh Confirmation: Will He Follow Trump’s Lead?
Fed chair nominee Kevin Warsh will face many questions in his confirmation hearing today, but for senators, Wall Street and the White House, there’s only one that really matters: How much will he defer to President Trump? w/ @samjsutton & @Jasper_Goodman https://t.co/BuFORAIH0T
War Cuts 1bn Barrels, Threatening Recession if Hormuz Stays Closed
Oil market has experienced a loss of 1 billion barrels due to war, says Trafigura’s Rahim. Oil markets are one month away from tank bottoms AND a recession is possible if the Strait of Hormuz remains closed for three more months,...
Blockade Cuts Iran's Oil Revenue, Offers Sanction Lessons
The blockade is a success. It's crimping Iran's oil revenues materially while barely pushing up oil prices. There's an big lesson here. Had we done this to Russia, it wouldn't still be causing mayhem in Ukraine. Lots of lessons to...
CTAs Flood S&P with $8B Daily, $50B by Month‑End
Price-agnostic CTAs are now strong buyers of the S&P 500 and pump $8 bln /day into the market. Until the end of the month, the total increase in S&P exposure could reach $50 bln. There is currently no scenario, where...
If You Can't Talk to Customers, AI Won’t Help
I won’t become the business Claude AI influencer - because if yall can’t figure out how to talk to your customers, no AI can save you, your idea, or the product you built over the weekend
Supply Shock Doesn't Cause Rate Drop; Leverage Fueled by FOMO
Best section so far is between 35:00-38:00 where both @BobEUnlimited and @AahanPrometheus debunk the absolute nonsense of real rates falling due to a supply shock leading to a TINA like capital flow injection. People can lever up because of Momo/fomo...
US Redirects Fertilizer Overseas Amid Iran War Price Surge
Uh oh: "US buyers redirect imported fertilizer overseas as Iran war drives up global prices" https://t.co/bQZvdTkA8z https://t.co/4gCpKe44yx
AI Overviews Reduce #1 Google Clicks Below 2%
It's hard to describe just how cooked legacy SEO is (and will be). Just look at these stunning numbers: 👉 If you ranked #1 in Google in the late 90s/early 2000s, your click through rate was about 50%. 👉 If...
Musk’s SpaceX Ownership Dips, Voting Power Rises
This story is odd, because Musk's economic stake in SpaceX actually fell from 41.7% to 41.5% during 2025 (his voting stake went up from 79.5% to 80.0% but that's to be expected when others sell supervoting shares) https://t.co/K5sOcpCVK8
Can Bed Bath & Beyond Make ‘Everything Home’ Viable?
Can Bed Bath & Beyond turn its vision of an "Everything Home" ecosystem into coherent business model? I try to unpack it in my latest https://t.co/NgREfyBHwT article. Inside Bed Bath & Beyond’s Grand Vision For An ‘Everything Home’ Ecosystem via...
Tortugas Neuroscience Launches to Develop Brain Disorder Drugs
Tortugas Neuroscience launches with hopes to develop drugs for brain disorders, other conditions https://t.co/zoM69VEQtV via @ADeAngelis_bio
Oil Shocks Barely Dent Global Manufacturing and Supply Chains
Oil shocks get sensationalized, but things don't look bad in global manufacturing. In fact, this shock barely registers in global supply chains. I'll move my posts behind a paywall in coming months, please consider signing up now to lock in...
Master One Channel Before Diversifying Distribution
Don't try to diversify distribution on Day 1. Start with one channel. Solve it. Systemize it. Automate it. When it can keep running on its own, move to the next one.
New Fed Chairs Not Always Tested by Immediate Crises
“There's always been a perception that new Fed Chairs are swiftly tested by significant events shortly after taking office; but the historical evidence paints a mixed picture on that.” - DB’s Reid https://t.co/pwAXXf6spF
Athlete-Run Productions Flood Market, Overwhelming in Quantity
Impossible to keep up with them, to say they are a dime a dozen doesn’t do justice to just how many there are. And they often are made by athletes own production companies.
Turn Notes Into Fully Built Apps Instantly
🚨 How many million-dollar ideas are rotting in your Apple Notes? Traditional app building takes months of briefs, quotes, and waiting. By the time it launches, your excitement is gone. I just tried @ArchitectByLyzr and it changes everything. I typed out an idea...
NBA Likely Anticipated AAF Issues, Sought Early Contact
The NBA might’ve wanted to contact the Alliance for American football league players and executives too . They might’ve seen this coming then.
Tim Cook’s Job: Just Enlarge iPhone, Add Services
Tim Cook had one of the easiest gigs ever. > Make iPhone larger ✅ > More services ✅
Answer DevOps Interview with STAR Methodology
Let’s say for example, I want to hire you as a DevOps/ platform engineer and you are asked, tell me about you and what project have you worked on recently? Please do not jump into this question without pausing, the...
Blindly Following a Deified CEO Risks Market Collapse
FWIW - Nothing against the man, but I can't think of a worse decision. Following a deified CEO is already an impossible challenge. If markets fall and he has his hand on the rudder, he doesn't stand a chance against following board...
Creative Testing Beats Secret Algorithms for Scaling Success
I've hired 20+ media buyers. Here's the pattern: The ones who talked about 'secret algorithms' and 'growth hacks' were useless. The ones who talked about 'creative testing' and 'offer construction' scaled accounts. Your guru's secret sauce is a myth. Fundamentals...
House Settlement May Spark NCAA Conference Realignment
NIL/rev-share strategy is starting to influence competitive balance at the conference level... Could the House Settlement accelerate conference realignment across the NCAA? This is explained in my book NIL 101: The House Settlement Get 40% off https://t.co/yBVisUkFCL https://t.co/jr6m26j2qU
Strategic Buyer Nears Mandatory Offer with 20% Upside
Mandatory offer incoming — 20% upside on the table. Strategic buyer just crossed the triggering threshold. A bid for the remaining minority stake is likely to come within months. Well-protected downside. https://t.co/kdWd6P5ec8
First Customers Arise From Targeted Conversations, Not Mass Outreach
First customers almost never come from broad distribution. They come from very specific conversations with very specific people who have the exact problem you solve right now.
Tim Cook Multiplies Apple’s Value Tenfold in 15 Years
Tim Cook’s 15 years as Apple CEO by the numbers: - 15 years as CEO (Aug 2011–Sept. 1 2026) - $4.0T market cap, up ~10x from ~$350B - +699% profit growth to $112B - 2.5B+ active devices ...
Jet Fuel Shortage Looming; Save for Summer Flights
Even if the Iran ceasefire holds, the world already has a months-long jet fuel shortage baked in. So, start saving for those summer vacation flights. Full Newsletter: https://t.co/RZBrtJ5Ufo #iranwar #jetfuel #geopolitics https://t.co/WaIwrgDGKI
Scale to 20 AI‑driven Articles for Traffic
Watching your organic traffic drop 40% after the latest Google update because you're still doing SEO like it's 2019 while everyone else adapted their AI workflows months ago What you need to do? Compete on volume Forget about 4 articles a month Go...
Unemployment Low as Job Seekers Drop Out
The absolute state of this headline - the reason unemployment is at 3-month low is people have given up looking for work with the economic inactivity rate rising from 20.7% to 21%. Slow handclap https://t.co/IUioq65SEk
Free Forecast Model Puts Headcount at Core, Shows Detailed Variance
I'm giving away my full close to forecast model. Worth $129. Register for my live training on April 23rd and it's yours 👉 https://t.co/iFBeytIbFx Most financial models have a blind spot where headcount should be. They forecast revenue beautifully. They project cash flow cleanly. But...
Warsh's Confirmation Will Be Measured by Powell Standard
My take: A successful central banker, the adage goes, moves interest rates the right way at the right time and looks like he knows what he is doing. If Kevin Warsh is confirmed, he will be judged by...
Visa, TikTok Debut Debit Card for UK Live Creators
Visa and TikTok just launched a debit card for UK LIVE creators. This is way more fascinating than it seems at first glance. To understand that you need to understand LIVE Gifting, and the card business model. https://t.co/6fRWRKaP7Z
Wall Street, FOMC Scrutinize Warsh Amid Trump Rate‑Cut Pressure
The toughest audiences at Warsh's confirmation hearing won't be in the room. Wall Street and the FOMC are watching how he'll manage Trump's pressure to cut interest rates. The president is watching for signs he'll deliver on expectations he set...
Farza's FOMO Magnet Drives Repeat Investment
“Farza drives a type of FOMO that makes you feel like he’s going to be successful with or without you, so you might as well join him for the ride.” That’s why we backed him again. https://t.co/7mQVdPEQ6X
Sapporo Sells Stone Brewing to Firestone Walker, Duvel USA
M&A news: Sapporo is selling Stone Brewing to Firestone Walker + Duvel USA. Link to the story on @Brewbound in the comment below 👇 https://t.co/FNwtffMViK