YC Team Turns Week‑Long Research Into 12‑Minute Live AI Sprint
Holy shit... a YC-backed team just compressed 1 week of research into 12 minutes. It's called Spine Swarm, and it runs a team of AI researchers on any question while you watch them work and steer in real time. No black box. No blind trust. No dead-end chats. Here's how: ↓
SCOTUS Overturns Trump Tariffs, Global Markets Surge
Trump Tariffs (most of them, not all) struck down by SCOTUS. Immediate reaction on stocks: •US higher (Mag7 up led by GOOGL +4%). •Europe higher: London, Paris, Amsterdam at ATH. •Asia likely positive, but on the contrary the front loadings...
FP&A Software
Once you use an FP&A solution, you never want to go back. Spreadsheets always have their place, but FP&A software dramatically increases FP&A productivity. Here are the highlights from my latest tech stack report. - 37 forecasting and budgeting solutions...
Plan First, Then Let Vibe Coding Amplify Thinking
Vibe coding doesn’t replace thinking — it amplifies it. Vibe-coding outputs are different because most people start without a plan. Want better output? Do this first: 1️⃣ Define the problem 2️⃣ Set the product goal 3️⃣ Outline core features 4️⃣ Define backend needs (auth, APIs, database...
Sustainable Growth Requires Focus, Systems, and Data-Driven Hiring
Growing fast is a problem most founders want. I hit it last year and it broke our ops, cash flow, and hiring plan. Here’s what fixed it: refocus on your core offer, build repeatable systems, track CAC and LTV weekly, and hire...
IEEPA Threat Raises Tariff Ceiling, Shifts Negotiation Dynamics
While 15% is close to what many countries ended up negotiating with Trump, he invoked IEEPA to threaten much higher rates, providing powerful leverage. If 15% is an effective ceiling (outside 301/232 actions), that changes the bargaining dynamic.
GomSpace Posts Sharp 2025 Profit Rise Despite Payment Dispute
Smallsat builder @GomSpaceGroup: Revenue, profit up sharply in 2025; CEO confident that invoice nonpayment by major customer will be resolved soon, says deliveries on the 18-sat contract continue. @UnseenLabs @KpsZSU. https://t.co/vmIO8qFe9l https://t.co/owCDCmRzCj
Thrive Secures $10B, Benchmark Lands Altman Deal
Big Wins for Two of Venture's Most Envied Firms: $10 Billion for Thrive & an Altman for Benchmark https://lnkd.in/eeuCamvv
AI Swarm Beats Top Models on GAIA Benchmarks
A swarm of AI agents just beat Gemini, OpenAI, and Anthropic on GAIA benchmarks. Not one model. Not one thread. 300+ models working in parallel on a visual canvas - while you watch and steer in real-time. The "human manages AI team" future...
Accounting Rules Reveal Shutdown’s Massive Real GDP Loss
A fun(?) 🧵 on how nerdy government accounting rules had a big impact on Q4 GDP. And how they reflect how wasteful the 43-day government shutdown was. TL;DR: Small reduction in nominal federal spending in Q4. But a big decline in...
Cooling Volatility Triggers Machine Re‑Leverage, Expect Upward Grind
Volatility is cooling. 30D realized volatility (yellow line) just rolled over and is now below 90D (blue line). When short-term vol drops, the machines re-lever. Vol control funds start buying. Right now, the signal says grind higher until proven otherwise.
IMF Report Reveals Critical HR Trends for Leaders
International Monetary Fund: Key learnings from the latest report for #HRleaders @UNLEASHgroup https://t.co/9mnBKR8WTT #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
Supreme
Here is my write up of all the data and the Supreme Court ruling on tariff legality. https://kpmg.com/us/en/articles/2026/december-2025-pce-and-gdp.html
Hire a CMO Only After Reaching $50M Revenue
One of the most common questions I get asked is "Do I need a CMO?" My answer is always that you don't need a CMO until you’re pushing $50M/year minimum. They’re the most fired role out of any C-level suite...
NYT’s SCOTUS Tariff Blog Offers Live Global Coverage
The @nytimes #SCOTUS tariff decision blog is a thing to behold. Reporting and graphics from around the world --including, of course, Canada. Head over there for your live updates: https://t.co/fO09GrdVlu
Xi's Consolidation Will Prompt China to Seek Cheaper Imports
Once Xi shores up his political base at home, I expect China to go back to buying cheaper commodities elsewhere, as the U.S. is not the low-cost producer of grain and oilseeds. #oatt
US Has 12‑18‑month Window to Sell Commodities to China
The United States has a window of opportunity to sell commodities to China over the next 12 - 18 months while President Xi tries to shore up his support at home, while seeking favorable access to the U.S. consumer market...
China Pays Premium for US Grain to Leverage Trump
Only China had put retaliatory tariffs on U.S. grain and oilseeds, and China is now buying U.S. commodities at a higher prices than the alternatives (without the tariffs) to get more favorable treatment from Trump on other issues. #oatt
Trace Each Hop: Faster Debugging in AWS EKS
🌐 From Route 53 to Pod : The Real Network Flow in AWS + EKS Understanding Kubernetes networking isn’t optional in production. This diagram shows the complete request journey: Route 53 → IGW → ALB → Security Groups → Private Subnets → Ingress...
Netflix: Paramount‑Skydance Deal Lacks DOJ Approval, Misleads Investors
Netflix says Paramount Skydance’s prospective Warner Bros. Discovery takeover has *not* received DOJ approval. “Paramount Skydance continues to mislead stockholders and distract from the facts,” Netflix chief legal officer David Hyman said in a statement https://t.co/NiKkflro8J
Customer Concentration and Founder Dependency Hide SaaS Risks
Customer concentration + founder dependency = hidden SaaS risk. In Ep. 233 of The SaaS CFO Podcast, Luca Cartechini breaks down what acquirers really look for beyond growth and EBITDA. 🎧 Watch here: https://t.co/CvZiAzWspt #SaaS #AI https://t.co/NnzH4dkR4I
Transparency with Investors Fuels Trust and Ongoing Support
Keep your existing investors updated with your progress. Transparency builds trust and can lead to further support and referrals. Regular updates show your commitment and keep investors engaged in your journey. 🤝
Expert Questions Reports of China, Russia Arming Iran
Geopolitics expert Alexander Mercouris on Chinese and Russian aid to Iran: “There are all kinds of rumors and reports ... that Iran is receiving important military aid from China and from Russia as it prepares for the conflict with the US.”...
IEEPA Tariff Ruling Limits Trump’s Broad Tariff Options
The Trump administration is sure to use other authorities (122 maybe, 232, 301) to raise tariffs now that the court has struck down the IEEPA tariffs. But striking down IEEPA still matters, particularly for China/other countries that aren't heavily hit by...
Geopolitical Shocks Spark Volatility,
With tensions high around Iran, here's an updated table of major geopolitical events and how the stock market did after. Yes, some of them definitely caused volatility, but the longer-term median returns are fairly normal. https://t.co/477EvHtgAn
Inflation‑Adjusted Dollar Down 10% Yet Remains Strong
The inflation adjusted dollar is only down ~ 10% v its q4 2024 high (it was driven up by the initial Trump trade). The inflation adjusted dollar is more or less back where it was in 2023 and...
Jobless Boom Creates a Fire‑and‑ice Economy Despite Slowing Growth
My write up coming soon of GDP, inflation, employment and the Supreme court ruling IEEPA tariffs illegal. Curb your enthusiasm. Refunds are not guaranteed & the logistics to quote the Court are a “mess.” Moreover, the admiration has other levers to...
Venezuela's Offshore Gas Stuck Under US Sanctions
Venezuela sits on vast offshore natural gas reserves that could be developed quickly. But NOTHING will happen as long as US sanctions are imposed on Venezuela. It's time to LIFT SANCTIONS. https://t.co/RrlrOxXGDy
Mastering Uncertainty: Transient Advantage in Portfolio Decisions
A little behind the scenes from recording the Profit Streams Podcast with Luke Hohmann, discussing transient advantage and how you manage uncertainty in portfolio decision-making. #Podcasts #TransientAdvantage #profitstreams
Trump 2.0 Boosts Banks, Revives Citi’s Fortunes
We don’t talk about banks much any more, but Trump 2.0 has been good to them, notably Citi the principal casualty of 2008. More on this and other fascinating topics in the Chartbook Top links today. https://t.co/saPWxJgDju
Human Empathy, Not AI, Will Drive Brand Advantage
Several thought provoking statements from @svembu speaking at @zoho's analyst conference. The idea that “the economy is going to be human operated” even as AI takes over predictable tasks. The prediction that brands will soon compete almost entirely on the empathy and...
Falling CPI‑PCE Spread Signals Declining Inflation, Defying Q4 GDP
When the CPI-PCE spread heads lower (the spread is cyclical), it is because inflation is going lower. CPI is what matters.. End of discussion The economy is currently doing the opposite of that Q4 GDP report https://t.co/xBUcAxE1EP
Yield Curve Inverted 43 Months, Recession Still Unseen
The yield curve inverted 43 mos ago ... still no recession Nearly everyone told us a recession was coming. If you didn't, you were mocked and told it was Quad Four People say the NFC winning the Super Bowl being good for...
Delrahim's Gambit Could Save Ellison Billions, Seal Merger
If this gambit works then Makan Delrahim saved the Ellison family many billions of dollars and potentially closed the merger.
Supreme Court Destroys Trump Tariffs, Supply Chains Reset
With the Supreme Court striking down Trump’s tariffs, how will supply chains and logistics reset?
SCOTUS Issues 6-3 Ruling Against Administration on Tariffs
1/ We have the #tariffs opinion from #SCOTUS. Bottom line: a 6-3 loss for the administration. LINK to opinion: https://t.co/ITOB5aymTt
Supreme Court Blocks Key Tariff Components, Administration Must Seek Alternatives
Update on US tariffs: The Supreme Court has ruled 6-3 against components of the administration's tariff policy. The ball is now in the administration’s court—specifically the willingness and ability to impose tariffs under alternative legal authorities. #economy #tariffs #markets
Conservatives Embrace Carbon
Very interesting that Thomas, Alito, and Kav would sign up for carbon border adjustments under the President's emergency authority. Key question is whether the liberal wing can find space between tariffs and carbon border adjustments. https://t.co/TyTuDsECLC
Court Blocks Trump Tariffs, Military Eyes Iran: Brace for Volatility
US Supreme Court Ruling Against Trump Tariffs + US Military preparing for an operation in Iran. Well , that's going to be a crazy end to the week. Embrace yourself for volatility.
AI Tool Buzzy AI Disrupts Viral Video Industry
Holy shit...Buzzy AI just killed the entire "viral video" industry. It uses AI to research what's actually going viral, then generates videos that match those patterns with your brand. This changes everything for content creators. Here's how it works↓ https://t.co/FGWGX9AUam
Sarandos Reaffirms Netflix Commitment to Warner Bros Theatricals
Takeaways from my interview with Netflix’s CEO Ted Sarandos, specifically his detailed commitments to theatrical releases for Warner Bros movies ⬇️⬇️ https://t.co/y6Ya3j2nWi
Yield Curve Ste
USTs for now reacting to the loss of tariff revenue, but it remains to be seen how this plays out. Curve steepening https://t.co/ZMjLP2vbxi
Capital Shifts From Tech to Real Assets Amid Deglobalization
This is what happens when export $ recycling slows in a world that is deglobalizing. I.E. When the movement from Capital to Labor shifts, the flow of equity flow moves from digital to real things, from software to hardware, trade...
MFA: Simple, High-Leverage Security for SMBs
Multi factor authentication is still one of the highest leverage security controls for SMBs. It is not flashy, but it closes real doors. Simple controls done consistently still win. https://buff.ly/jk1Ucgh
US Q4 Growth Stalls at 1.4% Amid Shutdown
The US econ grew less than expected in the fourth quarter, weighed down by a record-long govt shutdown, weaker consumer spending, and softer trade. GDP expanded at an annualized rate of 1.4% in Q4, down sharply from 4.4% in Q3....
U.S. Debt Surge Demands Immediate Fiscal Brake
While the U.S. private sector repaired its balance sheet after 2008, the government did not. Gov’t debt to GDP ratio has climbed from 40% in 2007 to almost 110% today. THE U.S. NEEDS A DEBT BRAKE. UNSUSTAINABLE DEBT = FISCAL CRISIS. https://t.co/38NJYDyJgP
Turn Cybersecurity Into Competitive Advantage with Proactive Leadership
Cybersecurity leadership today goes beyond defense. We need to turn security from a barrier into a business advantage. We do this by building teams and systems that anticipate threats before they disrupt operations.
Adjusted Q4 GDP Shows Stronger Growth, Q1 Rebound Expected
Real GDP rose at a 1.4% annual rate in Q4. But the "truth" is better because shutdown-induced real Federal spending cut subtracted 1.15pp. Expect much of that to be added back in Q1. Consumer spending (+2.4%) and business fixed investment (+3.7%)...
Weak US Data, Traders Brace for Geopolitical Risk
US GDP, PCE comes in weaker, why no market reaction? Stocks remain lower. Gold is pushing higher. The dollar remains firm. Problem is - Traders are pricing in risk. With growing fears of a potential conflict over the weekend, positions are being...
Core PCE Inflation Ends Year Elevated, Near 3%
A strong finish to the year for core PCE inflation. And not "strong" in a good way. Annual growth rates. 1 month: 4.3% 3 months: 3.1% 6 months: 2.9% 12 months: 3.0%