AMC Refires $2.5B to Trim Maturity Wall
AMC moving to clean up its maturity wall. $2.5B package taking out 2027 notes (12.75%) and 2029 TL If it prices well, decently lower interest burden. $AMC
SEO's Alive: Prioritize Quality, Update for AI
Stop thinking SEO is dead. It's just different. You're not ranking mediocre AI content anymore. Update legacy pieces, embed expert quotes, target LLMs AND Google. Quality > Quantity. https://t.co/LbqxucBTcZ
Rent to Your Business Tax-Free—Only With Proper Paperwork
Influencers: “Rent your house to your business and boom — tax-free money.” What they don’t tell you: 📂 Fair market rent. 📝 Real agendas and minutes. 👥 Actual humans in attendance. 💼 A separate legal entity. 📸 Documentation that doesn’t look like it was created during...
Paramount Skydance Open to Talks, No Bid Increase Confirmed
Paramount Skydance ‘Prepared to Engage’ With Warner Bros. Discovery on Takeover Talks, but Doesn’t Indicate Whether It Will Raise Price of Its Hostile Bid https://t.co/UtIQUrAntR via @variety
Ford Pays Millions in Tariffs After Supplier Fire
"Tariffs, supplier fire continue to batter Ford" https://t.co/3FKQwD9ycE That Ford is having to pay millions in aluminum tariffs simply bc its domestic supplier caught fire is one of the better/stupider examples of US tariff policy today: https://t.co/eOL1o1zgXf
Central Banks Amass Record Gold, China Adds 357 Tonnes
Central banks around the world have spurred one of the largest gold-buying waves in history. The top 15 buyers added ~2,000 tonnes. China alone added over 357 tonnes since 2020. BUY GOLD, WEAR DIAMONDS. https://t.co/8Gm9M05oo3
Executive Ownership Drives Successful Business Transformations
Business transformations require strong executive ownership and decisive decision-making. Don't delegate all choices; leaders must guide consensus to navigate the inherent risks and ensure success beyond just a tech upgrade. #BusinessTransformation #Leadership #ChangeManagement https://t.co/3eDHQ4CWSO
Unfocused AI Experiments Waste Time, Trust, and Money
RT Chaotic AI experiments feel exciting, but they're quietly burning time, trust, and budget. Without focus, governance, and integration into real workflows, "innovation" becomes noise, not value. #AI #CIO #DigitalTransformation @Star_CIO https://t.co/VtuS5rQ0ZG
AI Firms, Data Centers to Issue $220B Debt, Outpace Banks
AI cos and data centers are expected to issue $220 billion of debt this year, making up 15% of JPM's high-grade bond index (and making them bigger issuers than banks) https://t.co/LPkxfJGhNK
UK Unemployment Peaks Since COVID, Youth Jobless at 16%
#UKWatch🇬🇧: UK unemployment levels have reached their HIGHEST LEVEL since COVID. Youth unemployment ROSE TO 16.1%. RUSSOPHOBE STARMER’S GOVERNMENT IS FLOUNDERING. https://t.co/4jk4KQ1Q5I
Stop AI Lies: Four Prompt Tricks for Accurate Research
Everyone's using AI to do data analysis. Almost everyone is getting answers full of lies. Made-up quotes. Invented evidence. Completely wrong conclusions—all presented with total confidence. Today post by UXR veteran Caitlin Sullivan shares four prompting techniques that will prevent...
Iranian Rial Crashes as US‑Iran Nuclear Talks Begin
Today, US-Iran nuclear talks began in Geneva. As the talks start, the Iranian rial is in the tank. It has depreciated by over 43% against the dollar in the past year, making it THE SECOND WORST CURRENCY IN THE WORLD. https://t.co/PORIO6lGtc
Human Judgment Essential Amid Algorithmic Authority
Beware #Algorithmic Authority: Why #Ethics, #Fairness, and #Accountability Still Require Human Judgement @ABPsychologists https://t.co/OLLiMUIGOx #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
AI Power, Compute, Algorithms Multiply to Shift Leverage
I have a simplified conjecture about AI progress. Your mileage may vary but here it is. f(i) = p × c × a where i=intelligence, p=power, c=compute, a=algorithms, multiplied together. This means neglecting any variable creates a ceiling and any breakthrough compounds...
Design Hybrid Work Intentionally; Leadership Shapes Future
Last month I had the pleasure of speaking at the Vienna-based International Organizations HR Network (VBIO) at the United Nations in Vienna on rethinking hybrid work. Three reminders: • There’s no one-size-fits-all hybrid model. Design it intentionally. • Hybrid isn’t an HR issue,...
Ex-Altera CEO Leads Vsora to Challenge Nvidia, AMD
Former Altera CEO Sandra Rivera has joined French AI chip startup @vsora_dsp as chair of the board. I had a chat with her about raising Vsora's profile, raising funding, and competing with Nvidia, AMD and the entire landscape of startups...
Labor Market Dynamism Drives Real Competitive Advantage
Labor market dynamism is the real differentiator. I make sure to stress it in my public talks https://t.co/jO6lNyPm8W
Daily Habits, Not Promotions, Drive Lasting Success
Don’t obsess about getting promoted. Embrace daily attitudes and activities that earn promotions. Don’t concentrate on living a fruitful life. Practice life-giving habits. Dreams frustrate until they distill into daily habits. From: https://t.co/JXkB2kNxzc
Fed Says AI Boom Won’t Prompt Rate Cuts
Fed governor Michael Barr's latest speech contains 1) A short part on the current policy outlook. The key guidance: "Based on current conditions and the data in hand, it will likely be appropriate to hold rates steady for some time." 2) A...
Leaders Already Possess AI Skills—Just Unlock Them
One reassuring thing about teaching leaders to work with AI: They've been building AI skills their whole careers... without realizing it. The trick is unlocking what they already know so they can level up with AI. Judgment, context, and institutional...
AI Adoption High, Measurable Value Still Rare
88% of organizations use AI, but only 5% see measurable value. 📉 The era of "playing with ChatGPT" is over. Boards want results, not experiments. Is your 2026 agenda a strategy or just a wishlist? Watch: https://t.co/dJs86sTyRD #CXOtalk #CIO #AI #DigitalTransformation https://t.co/FgDryZSMhb
600,000 Black Women Displaced—Community Must Build Solutions
Story: I recently shared that over 600,000 Black women have been pushed out of their roles across multiple sectors. This news is devastating, and it is targeted. Now that we see what’s happening, the real question is: what are we going...
Sanctions Spawn Shadow Fleet, Aging Tankers Scrapped in India
US sanctions squeezed Russian and Venezuelan oil shipping out of mainstream markets. A shadow fleet emerged. Now aging dark fleet tankers are arriving at Indian scrapyards at a record pace. SANCTIONS = WORKAROUNDS = UNINTENDED CONSEQUENCES. https://t.co/GddyWzZwZd
Wheat Export Inspections Outpace USDA Target by 59M Bushels
Marketing year to date #wheat export inspections exceed the seasonal pace needed to hit USDA's target by 59 million bushels, versus 61 million the previous week. #oatt
Nvidia, Khosla Invest $200M to Power Instant Multilingual AI Agents
Nvidia and Khosla just put $200M into @polyaivoice, and looking at the stats, it makes sense. They already handle 500M+ calls for giants like Marriott & PG&E. Now, you can build a 45-language agent in 5 mins just from a URL. Massive...
Iran Shuts Hormuz for Drills Amid US Nuclear Talks
"Iran says it temporarily closed the Strait of Hormuz as it held more indirect talks with the US." https://t.co/Ek0ckZEw6N Iran announced the temporary closure of the Strait of Hormuzon Tuesday for live fire drills in a rare show of force as its...
Boards Pivot to Recovery as Breach Assumption Grows
As more companies “assume breach,” I am seeing a shift from prevention to recovery. Boards are starting to ask different questions.
Third-Generation Auto Bailouts: How Long Until They're Considered?
How many years away are we from the third generation of auto bailouts being on the table?
Deep Questionnaires Boost Dates Tenfold over Tinder
Tinder feels broken. A Stanford grad built Date Drop to send one match per week based on deep questionnaires and real date data. 5,000 students joined, and matches turn into dates at 10x the rate of Tinder. He raised millions and now aims...
Own a Compelling Idea, Not Just an Audience
Don't "build an audience" Find an idea you can own that people want to buy into
Retention Beats Acquisition: Tight Onboarding Drives PLG Success
I sat down with Melissa Kwan, founder of eWebinar, and one line stuck with me: “Getting customers to sign up is the first date. Not the last day with you.” Melissa has built eWebinar to just under $2M ARR. No...
A Concise Summary Transforms Generic Resumes Into Impact
Something small we worked on recently that made a big difference: the summary section. A lot of resumes I review are well-written… but too broad. They sound strong. They just don’t say enough.
Joining Benchmark: Passion for Series A Venture Investing
I’m really excited to share that I’m joining Benchmark. The past two years as a full time investor have been the most rewarding of my career. I really love venture capital, which is not something I ever imagined I’d say when...
Big Tech Cuts Buybacks, Shifts to AI Spending
‼️The largest US stock buyer since 2009 is STEPPING BACK: Combined buybacks by Amazon, Alphabet, Microsoft, Meta, and Oracle fell to $12.6 billion in Q4 2025, the lowest in 7 YEARS. This marks the 3rd quarterly decline, a -70% DROP from the...
Amy Armitage Explores Future of Work & Human Capital
Directionally Correct Podcast #158 - Amy Armitage - The #FutureofWork, #HumanCapital, & The Conference Board https://t.co/OV3Xj5RfMu #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
Built Rails Infrastructure for Per‑Customer SQLite, Even When Plans Shifted
The original plan for Fizzy was to ship the SaaS version with one sqlite database per customer. That didn't end up happening, but we built all the Rails infrastructure needed to make it possible. Mike goes through it all here:...
Business Inflation Expectations Return to Pre‑Pandemic Levels
Two different measures of business inflation expectations have essentially returned to pre-pandemic levels. The Atlanta Fed survey (dark line), which asks businesses how much they expect their own unit costs to change, is back at 2%—right where it was in 2019....
TLT Seen as Lower High, Still Hating Treasuries
I think I might be the only person in the world who still hates US Treasuries here. $TLT is just another lower high imo until proven wrong.
IT Teams Prioritize Scalable, User‑Friendly, Manageable Infrastructure
IT teams prioritize scalability and ease of use for technology, aiming to simplify stacks and build a manageable, growing infrastructure. Their focus is on technical efficiency. #ITManagement #TechStrategy https://t.co/UHwoWoB1Q6
Chinese State Banks Boost FX Securities by $90B Monthly
Notable acceleration in the fx securities book of the Chinese state banks (And their reverse repo/ other funding of global financial institutions) in January -- consistent with the $90b monthly increase in the reported fx balance sheet https://t.co/PNDncW2w2s
U.S. Corn Inspections Surpass Expectations, Soy Exports to China Strong
🇺🇸Last week's U.S. corn inspections easily beat all trade expectations (though they weren't a weekly record). FYI the previous week's corn volume was hiked significantly. Soy inspections were near the top end of estimates - 57% of the beans were...
Mistaking Short‑Term Labor Shortage for Full Employment Undermines Jobs
I disagree, but I don't think David is alone in this. To me, the biggest risk of confusing a temporary labor supply shortage that drives up inflation with full employment was that it would undermine actual full employment. We are...
IEA Paris Meeting Tests Net‑Zero Shift Against US Oil Priorities
For energy policy making, a key week in Paris as @IEA energy officials gather Feb 18-19 for a biennial ministerial meeting. The IEA’s drift toward net-zero advocacy and overtures to China will be tested as US officials push to a return...
Swiss Market Hits Record High as US Stocks Slide
Switzerland is hitting a new all-time high again today as U.S. stocks break down to new 6-month lows relative to European stocks. https://t.co/z6UH4K1Vfo
Brain Health Becomes Decade‑Long Priority Through Daily Habits
The next decade is the brain health decade, as I discussed with Bristol Myers Squibb (@bmsnews) CEO Chris Boerner at their Global Town Hall last week when @Thrive Global launched our brain health partnership to their 34,000 employees. BMS is...
Nowcast IQ Predicts US Growth Despite Market Pessimism
A few of our weekly inputs have come in for US growth. We continue to rebound hard cyclically. EURUSD down, US assets (soon) up, and ISM PMI towards 60 by summer. Our Nowcast IQ is telling a VERY contrarian story to...
Disciplined Rotation: Spot AI Victims, Winners, and Priced Risks
We’re in a consolidation phase with growing cross-sector AI disruption fears, weakening tech leadership, falling yields, and increasing dispersion. This is the environment where you have to be disciplined, look at your portfolio honestly, and ask: – Is this company a potential...
SPY Poised to Break November Range Amid Key Data
Is it finally the week $SPY breaks this range? Stuck here since November. Reports scheduled this week: - U.S. Trade Deficit Report (Thu) - GDP (Fri) - Inflation Report (Fri) - Consumer Sentiment (Fri)
Prioritize Bold, Visible Marketing Levers Over Subtle Nudges
Instead of chasing subtle subliminal effects that get wiped away by ambient noise, we should focus on big, non-subliminal impacts in marketing. Like the home page, pricing, positioning, promises, competitive dynamics, and customer segmentation. https://t.co/KUXMFIswTZ
Chinese AI Firms Double, Hitting $35B—West Should Follow
china’s two ai model company minimax and zai have grown 2x in public markets in the last month they’re now $30-35b companies surely that should prompt western labs to go public already