Failed SaaS Projects Teach More Than Any Promotion
People ask me about those 8 SaaS products. "Did they all succeed?" No. • 3 made $0 • 2 made $1000/month • 1 hit $3k MRR then died • 2 are still growing But here's what nobody tells you: The "failed" ones taught me more than any promotion ever could. Each one: - Sharpened my shipping muscle - Built real users (even if they didn't pay) - Gave me distribution I still use today The corporate ladder gives you titles. Building gives you skills you actually own. Keep shipping.
AI-Generated Deepfakes Threaten Authenticity in Hiring
#Deepfakes in the #talentpool: How #AI is reshaping hiring @HR_Exec https://t.co/fnus5j0LpD #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
India Drives South Asia's 6‑7% Growth; Rest Lags
According to the World Bank, South Asia growth stays near 6-7%. Strip out India, and the region slows sharply. India is the growth story. https://t.co/Q8e7g9b1j3
Tencent's Tiny Wildlight Stake Dwarfed by Massive Cash Flow
Tencent's free cash flow last quarter was US$13B, so the amount they invested in Wildlight is (probably) minuscule for them. They and competitor Netease are in plenty of other deals that are not made public, both in the West...
Air Astana Names Former Wizz Air Exec as FlyArystan President
Air Astana has appointed Johan Eidhagen as President of FlyArystan, effective March 1, 2026. Eidhagen joins from Wizz Air, where he most recently served as Managing Director of Wizz Air Abu Dhabi and previously held senior roles including Chief People &...
China Cuts US Treasury Holdings to Crisis Low
🚨Chinese officials had urged banks to limit purchases of US government bonds, and instructed those with high exposure to SELL their positions. Data shows China’s holdings of US Treasuries fell to $682.6 billion, the lowest since the Financial Crisis.👇 https://globalmarketsinvestor.beehiiv.com/p/is-the-us-dollar-gradually-losing-its-safe-haven-status
Find the Sweet Spot Between Overly Broad and Narrow ICP
One of the Goldilocks problems in B2B startups is defining who you are selling to. On one extreme is the entrepreneur that says "we sell to everyone." That could be every company, every role or both. The challenge is how do...
Indonesia Leads Malaysia in Palm Oil and Economic Growth
What do Indonesia and Malaysia have in common? They are the two biggest palm oil exporters in the world. Since 2008, Indonesia’s economy has outperformed Malaysia’s. https://t.co/mTUct95oZv
Rising Capex May Curb Buybacks, Pressure Valuations
With credit spreads low and profit margins seemingly on the rise, valuations seem OK at current levels. These two variables are important drivers for the equity risk premium, which is currently at 4.0% according to my version of the DCF...
Leadership Is Forged on the Shop Floor, Not in Classrooms
My MBA gave me tools; the shop floor gave me wisdom. 🛠️ Classrooms teach strategy. Real leadership? That’s forged in the world. Leadership happens when you: • Manage uncertainty without a case study. • Lead people who don’t speak in slides. • Decide with incomplete...
North Korea's Inflation Soars to 74.6%, World’s Third Highest
#NKWatch🇰🇵: Today, I measure North Korea’s inflation at 74.6%/yr — that’s the THIRD HIGHEST IN THE WORLD. Kim’s rockets fly, but inflation is what’s truly SKYROCKETING. https://t.co/EbYJ0oBnAW
Korea's Index Slides Below Historical Average After 150% Surge
It’s wild how Korea’s stock index is trading below its historical average following a nearly 150% price rally https://t.co/TyCTVuO5pW
Agent Identities Demand New Sandboxing and Access Controls
Agent identities is going to be a super fun and hard problem for software in the coming years. Most agentic systems today assume that the agent can do everything the user can do, and just operate as an extension of...
IMF: China's Export Growth Harms Its Trading Partners
The latest IMF analysis of China (The staff report/ Article IV) highlights that China's export driven growth has come at the expense of its trading partners. That is welcome, and very necessary message 1/many https://t.co/RTYAzRkFAv
AI's Easy; Scaling Software 100x Faster Is the Real Hurdle
What people seem to be struggling with the most is not the truly novel parts of building with AI, it's the table stakes. It's not the AI part that's so hard (turns out systems have never been wholly deterministic 😉), it's...
Japan Deep‑Value Activism: Why Now Is the Time
It was great to join @alxlowen and Dale Gillham of @Wealthwithin in the studio in Melbourne recently to discuss Senjin Capital’s Japan-focused deep value shareholder activist investment strategy for the The ALx Report and Talking Wealth. Dale brings a wealth...
AI's Rapid Diffusion Outpaces Our Adaptation Capacity
AI is eating industries and jobs. For sure. But new ones will be created. However, we’ve never seen tech diffuse this rapidly. It’s the speed of digestion that we are struggling with the most. https://t.co/KApUVISD5g
AI Boosts HR Efficiency, Yet Demands Human Empathy
The Paradox of #AI in #HRStrategy: Efficiency, Empathy, and the Human Factor https://t.co/LiIGmm7GKI #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
Discomfort Shapes Cohesion and Filters True Commitment
We romanticize comfort and pathologize discomfort. Yet shared hardship is often the forge of cohesion. The point isn’t to chase suffering for its own sake—it’s to understand what it produces: clarity of intent, removal of trivialities, alignment under pressure. In...
TLT Call Skew at 90th Percentile, Expect Shakeout
Yep- Skew on TLT (calls expensive to outs) like 1 month out is in the 90th%tile. Gonna get shaken out before yields go lower. Let’s talk about this tomorrow on @ForwardGuidance
Blue Owl Stops Redemptions, Highlighting Exit Liquidity Risk
BLUE OWL PERMANENTLY HALTS REDEMPTIONS AT PRIVATE CREDIT FUND AIMED AT RETAIL INVESTORS — FT Being long scarcity might lead to illiquidity, but being long illiquidity doesn’t necessarily mean you’re long scarcity You’re long exit liquidity
90% of Govt Money Creation Neutralized by Bond Sales
I've been teaching this for decades, and now the data proves it: 90% of government money creation between 2000 and 2024 was cancelled out by secondary bond sales. The system we have actively destroys the money governments create. EconomicReform
Blue Owl Stops Retail Fund Redemptions, Opts for Asset Sales
Blue Owl is permanently halting redemptions at its inaugural non traded private credit fund for retail investors as part of a plan to instead sell down assets over time. With @EricGPlatt https://t.co/GmiIAdaLVK
Korean Reforms Spark Value Ups, Awaiting IBKR Access
I initially thought the Korean reforms would be ineffective. But on the ground, I’m seeing many companies come up with highly positive value up plans. And valuations remain a fraction of those in Japan. Once IBKR opens access, the focus...
Fed Minutes Omit 2% Inflation Target Date, Signaling Uncertainty
One more note on the Fed minutes: Sometimes it's interesting what they don't say. Last year at every meeting until December, the staff forecast called for inflation to return to 2% by 2027. In December, the forecast pushed this back to...
Even Solid Funnels Can Yield Low‑quality Leads—Iterate
A test I ran flopped. The funnel was solid, the end outcome solid but the first part brought low quality leads. I swung the pendulum too far in my test and my hypothesis was wrong. Now reviewing the data and...
Defensives Hit Dot‑Com Lows, Poised for Rally
Chart of the Week - Defensives With tech in trouble (+a number of macro risks lurking on the horizon), defensives are starting to look interesting… Defensives (i.e. an equal-weighted basket of: Utilities, Healthcare, Consumer Staples) are turning up vs the S&P500 —after...
SPAC Activity Slumps: 21 IPOs, Just One Deal
Month-to-date SPAC statistics: IPOs: 21 Definitive agreements: 1 As Jerry Seinfeld said, "That's not gonna be good for anybody."
Update Governance Now or Drown in Agentic AI Chaos
Agentic AI is rising, but are your governance frameworks still stuck in 2023? Autonomous systems don't wait for committee approval. CIOs: lead the orchestration or get buried by the chaos. 🤖⚡️ Deep dive here: https://t.co/dJs86sTyRD #CXOtalk #AgenticAI #TechLeadership
Momentum.io Showcases Enterprise AI's True Work System
Congratulations to Santiago Suarez Ordoñez , Ashley Wilson , Moiz Virani , and the entire Momentum.io team. It’s been a privilege to support you on this journey. Momentum embodied several themes we consistently look for in native AI companies: -->...
Discover Your Founder Type with Vora IQ Quiz
Check out this FounderDNA quiz we created for our Vora IQ users. What type of founder are you? https://www.voraiq.com/quiz
Entrepreneurial Mindset Now Essential for Venture Capital Success
Thrive just announced a new $10B fund. “[early on] a very prominent endowment passed on Thrive because they thought I was too much of an entrepreneur.” — @JoshuaKushner via @patrick_oshag’s pod I’m biased but believe an entrepreneurial mindset is increasingly important in...
Packed 24‑Hour Macro Calendar: Japan, US, China Data
The global macro docket for the next 24 hours of trade pics up. Japan has machinery orders, mfg activity survey, a 1-year and 20-year JGB auction, Jan CPI. Walmart and Alibaba report earnings. US and Canada trade balance. PBOC rate setting. Start...
US Vaccine Policy Shift Boosts MRNA Stock Appeal
Macro: US vaccine-policy swing heightens regulatory risk; FDA will review Moderna’s flu shot. Key: public dispute, amended filing; decision by Aug 5. Risk: political oversight. Trade: Buy MRNA. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Income Gaps Fuel Migration Across CARICOM Nations
Stark differences in income drive migration within CARICOM (and these are official data). More at today's Chartbook Top Links: https://t.co/DaCnHTI3Wj
Tariffs Inflate Prices and Act Like Hidden Corporate Tax
A) Many studies have examined whether tariffs have been passed through to consumer prices, and they've found significant retail price increases B) Tariff burdens absorbed by US companies are an inefficient corporate tax, paid by Americans via lower wages or share...
Two Red Flags? Move On From That Prospect
Founders: Prospect disqualification criteria: 🚩 Pain described in general terms only 🚩 Complex approval chain with no champion 🚩 First-time category purchase 🚩 'Someday' implementation timeframe 🚩 'We don't share that information' on budget If you see two flags, focus elsewhere.
Trump Unwittingly Shows Entrepreneurs the Physics of Progress
Trump accidentally demonstrated the exact framework I teach every entrepreneur. It's called the Physics of Progress. And most founders would rather stay stuck forever than actually use it.
Finalizing Top 100 Biotech VCs, Join 2026 Webinar
We're wrapping up the fact checking process for our annual Top 100 biotech VCs list and prepping for our companion webinar on VC investing in 2026. If this is a topic near and dear to your heart, be sure to...
Authenticity Wins: People Prefer Doing Business With Those They Like
Many (most?) people pick up on insincerity. Many (most?) people like to do business with people they like. So…
Debt-Based Money Ensures Perpetual Debt, Devalues Assets
Bc of the interest component & exponential function of a debt based monetary system, there is never enough money to pay off the debt. And bc debts are always paid (either by lender or borrower), if they didn’t debase the...
AI Won’t Replace SaaS: Key Misconceptions Clarified
When asking if AI will replace SaaS, here are some very key aspects to consider and questions to ask. I will have more to share, but there is a LOT of misunderstanding and assumptions being inserted into the public conversation that...
US Stock Premium at Risk as Tech Capex Rises
Although global markets have narrowed the gap with the US in recent weeks, US equities still trade at a roughly 40% valuation premium to the rest of the world. That premium could shrink further if big tech companies lose their...
Ebay Sale Sparked Creation of Twitch and Cruise
From tomorrow's @ThePeelPod with @garrytan: A startup in the very first YC batch sold itself on Ebay. This got the attention of Kyle Vogt, who ended up joining them to start their next company, Twitch. Kyle then went on to then...
Zoho Debuts ERP Targeting Manufacturing, Retail, Distribution, Non‑Profit
It’s official: @Zoho launches Zoho ERP. Zoho is stepping into a quickly evolving space focusing on four verticals: manufacturing, retail, distribution and non-profit. #cio #erp #zohoday26 https://t.co/ZHXSetWIbM
Zoho Accelerates Growth After Year of Deliberate Expansion
The amount of growth by @Zoho over the past year is incredible. Historically, Zoho has been very deliberate and measured with their expansion. The past year, they hit the gas...big time. #CIO #ERP #ZohoDay26
Global Growth Slows, Rates Sticky; Shorten Treasury Duration
Macro: global growth slows; rates remain sticky. Key factors: US CPI, China demand, energy. Risks: policy missteps, inflation shocks. Trade: shorten duration in US Treasuries. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Growth Hack 2026: Let AI Agents Recommend You
the best growth hack in 2026 will be to build something so good that AI agents recommend it to users Not word of mouth… word of agent
Lockheed CEO Rules
Lockheed CEO Taiclet says LMT never considered spinning off part of biz to allow for direct DoD ownership stake: L3Harris "didn't have, I guess, apparently, the resource to manage the scaling themselves." If regulators had allowed LMT to buy Aerojet "we...
Dalio Predicts US Will Print Money, Devalue Currency
Ray Dalio, founder of the world's LARGEST hedge fund, on the national debt: "When countries essentially go broke, what they do is... print money, devalue the currency, and create an artificially low interest rate...that is the way the [US] will do...