Own Your Advantage: Invest in Platforms, Not Just Apps
Take back control from vendors by investing in platforms, not just apps. Build your own competitive advantage with customizable capabilities you define and manage. #TechStrategy #DigitalTransformation #Business https://t.co/ptqH8hiBUd
S&P Threatens Downgrade Unless Funds Cap Redemptions
S&P to Cliffwater: if you keep honoring redemptions above 5%, we might downgrade you. So the choice is: gate your investors and keep your rating, or pay your investors and lose it. The product design is now working against itself.
EU and Australia Near Trade Deal Completion Next Week
The world moves on: "EU, Australia set to conclude trade talks early next week" https://t.co/0QuEvOaog1
US Shale Producers Unenthusiastic About $100 Oil
‘One day chicken, one day feathers’: why US shale producers are not cheering $100 oil. This and more in the Chartbook Top Links today. https://t.co/cEMRj6MyHl
Oil Price Spikes Can Boost US Economy
People assume oil shocks are bad. But is that true for the US? After all, we are net exporters. This week's newsletter works through some simple models and calculations https://t.co/wohddXGXAR
AI Search Rewards Specific Answers Over Domain Authority
I continue to see major differences between AEO and traditional SEO. Here's a perfect example of something that just happened: One of my companies launched a hyper-targeted "Best of" post for our niche. Within 48 HOURS, a large franchise found...
IEA Releases 400 Million Barrels, Initial Supplies Arrive
Following @IEA Member countries' decision to release 400 mln barrels of oil stocks to counter disruptions, initial volumes have already been made available Thank you to countries for their stock contributions & to Canada & Mexico for increased production: https://t.co/CjYXygzQpG https://t.co/sUGUpkuuU0
Verily Secures $300M, Ends Alphabet’s Majority Control
Major scoop from @ShelbyJLiv: Verily has raised $300M, ending Alphabet's majority control over the company https://t.co/6kjuC2FND7
U.S. Administration Confirms No Oil Export Restrictions Planned
Important - U.S. admin says it has no plan to enact an oil export restriction
Mid‑Revenue Brands Need Data‑Driven Roadmaps
The $500K-$1M range is where most brands stall out. Too big to keep running on gut calls. Too small to justify a $15K/month retainer. Every dollar has to work and you don't have the infrastructure to know if it is. That's the...
EU and UK Listings Now Live on Fiscal AI API
I am thrilled to announce all EU and UK listings are now live in the @fiscal_ai API. They roll into the Terminal shortly. The complexities of making this happen, the edge cases, the quality control, the source material ... extremely hard. So proud...
Beehiv Founder Shares Blueprint for Creator Publishing Success
Tomorrow on The Grill Room: Beehiv founder @denk_tweets This, imho, is a must-listen for creators and would-be creators thinking about building their own publishing businesses... Follow here: https://t.co/OUrgd2dr7a https://t.co/7uSZkENSc8
CIOs Must Reframe IT as Product, Not Project
To shift to Product Management methodologies, CIO must get business leaders to see IT delivering capabilities as products rather than managing projects and platforms. #ProductManagement #CIO https://t.co/6TfJK0ds6m
Leaders Must Model Change, Not Just Talk About It
Leaders, you can drive change – lasting change – when you do a few simple, yet often forgotten, things >> Leaders Need to Show, Not Just Say - CX Journey™ https://t.co/9GgsXW8eLN #change #leadership https://t.co/0pVU68ZkNV
AI Speeds Delivery Cycles, yet Decisions Remain Sluggish
#CIOChat Q1: AI has tremendously compressed delivery cycles to weeks while decision cycles can still take months. Where are your biggest decision bottlenecks today: Architecture, risk, funding, uncertainty, or stakeholder alignment? What’s really slowing them down most? https://t.co/36VxyMlKVk
Use YC‑style ‘Vertebrae’ for Stronger Demo Day Pitches
I'm glad she chose this excerpt about how to make a convincing Demo Day presentation. Founders would be so much more effective at fundraising if they gave their pitches YC-style "vertebrae".
NBIS Holds $1.3B in Future Customer Pre‑Payments
"$NBIS is not getting customer Pre-Payments." Just because they didn't announce it doesn't mean they aren't. Clues are in the balance sheet. $1.6B in deferred revenues. $1.3B of that is non-current, revenues that won't be recognised in the next 12 months. Customers paid $NBIS $1.3B...
Stories Sell; Feature Lists Make Investors Tune Out
Most startup pitches fail for one reason. Founders list features while investors hear 850 pitches a year and feel nothing. Story works better because the brain runs it like a flight simulator, letting investors rehearse the customer’s struggle and win. Show the world...
War Stalls UAE Gold Trade, Pushing Prices Down
Gold and Silver are down in what is a very interesting move in how the war is changing markets. In Gold, UAE is one of the largest importers (#1 in 2024, $105bn) and exporters (#2 in 2024, $78bn) of gold...
Restructured Deal Paves Path for DirecTV‑Dish Merger
EchoStar's restructured agreement with Dish DBS unit creditors could clear the way for another attempt to combine DirecTV with Dish's video business. @Light_Reading https://t.co/mfCCgX4u8a
Accountability Means Understanding, Fair Expectations, Not Micromanagement
Holding people accountable means understanding them and their circumstances well enough to assess whether they can and should do some things differently, getting in sync with them about that, and, if they can't adequately do what is required, removing them...
Prioritize Fresh Creative, Precise ROAS, and Margin‑based Budgeting
You don’t need weekend plans. You NEED to: • Launch net-new creative concepts (not iterations) • Pull your 7-day ncROAS, not blended • Spend 7-10x AOV before killing a creative • Move losing ads into a Zombies campaign • Audit your creative angles, not just...
Ecom Founders Spot Systems; Others Blame Luck
Everyone when they see a successful brand: 'They got lucky.' Ecom founders when they see a successful brand: 'What system did they build to make that repeatable?' Different mindset. Different perspective.
Markets Flip: From Rate Cuts to Rate Hikes
2 days ago, markets were still pricing in a (diminishing) bias towards imminent rate cuts. Now we are pricing in a (small) bias towards imminent rate hikes. Folks were not paying enough attention to the rise in the Fed's own inflation...
Oil Must Hit $138 for Recession Odds over 50%
How high does oil have to get for recession probability to top 50%? $138. That's the average answer in our latest survey of economists, who generally see an increase in inflation but little impact on growth from the Iran war....
Ecolab Nears $5B Acquisition of CoolIT Systems
SCOOP: Ecolab is nearing a deal to acquire data-center cooling company CoolIT Systems from KKR for between $4.5 billion and $5 billion. $ECL https://t.co/1tDHzEKlYQ
Global Fossil Fuel Markets Fuel Domestic Energy Insecurity
Energy insecurity starts here. Fossil fuels are traded through systems where price is influenced not only by supply and demand, but by conflict, sanctions, and speculation. That means households and utilities can face higher costs even when local production remains...
US Debt Surges to $39T, Bond Market Turns Edgy
Bond Market Gets Edgy as US Treasury Debt Hits $39 Trillion, Spiking by $2 Trillion in 7.5 Months and Not Slowing Down. But debt doesn’t exist in a vacuum: The Debt-to-GDP and Deficit-to-GDP ratios provide (ugly) context https://t.co/0XZ6rkEoI5 https://t.co/ZYPLRQgVkY
Shift Your Mindset, Not Your Script, for Sales Success
Most prospecting challenges aren’t really about what to say—they’re about how you’re thinking going into the conversation. Sometimes the biggest shift isn’t in your script… it’s in your mindset. Build a Stronger Sales Mindset in 10 Steps https://t.co/iFAnhMWh7e
Growth Rate Focus Reveals Early Signals for Product Switch
Another advantage of focusing on growth rate rather than absolute numbers is that it makes it easier to switch to a new variant of the product if you discover one. It makes it easier to see tails that will eventually...
Personal AI Agents Pose Massive Data Leak Risk
If a personal agent works "on your behalf," it has your agency. That means it sees every file, email, and system you do. One bad extension is all it takes to leak the "crown jewels." Is the risk worth the reward?...
Build Your Pipeline Daily: 2 Hours, No Excuses
Pipeline generation isn't a quarterly sprint. It's a daily discipline. 2 hours every single day. No exceptions. No excuses. Your future self will thank you when everyone else is scrambling and you're closing deals from seeds you planted months ago.
Show Core Price First, Then ROI, Then Discounts
Founders: Your deck should have these 3 pricing slides: 1. Core pricing (what you tell everyone) 2. ROI justification (why it's worth it) 3. Special" pricing (10-20% off core) Never show special pricing first. Makes negotiation way easier.
Fed Underestimates Pre‑war Inflation, Mislabels Risks
New at THE OVERSHOOT: The Fed is Misreading the Inflation Risks https://t.co/NIh6rJDQhK Inflation was getting worse *before the war* across a broad range of categories. Yet Fed officials are still blaming "one-time things". https://t.co/xbrposAsbQ
January New‑home Sales Plunge to Lowest Since 2022
Temporary Freeze or Deeper Chill? New home sales fell sharply in January to 587K (vs. 722K expected), marking the slowest pace since Oct 2022 and the steepest monthly drop since 2013. https://t.co/W9Fwrwtvjb
June ECB Rate Hike More Likely than April
ECB sources suggesting they could hike in April, but if it goes that far I think June is more likely. ECB meeting: 30 April Consumer Expectations Survey (27 March, too early) Survey of Professional Forecasters (4 May, but they’ll get hints) Corporate Telephone...
ECB Officials Hint at Possible April Rate Hike
ECB officials see possibility of rate hike at April meeting https://t.co/p0GjFZzqz2 via @jrandow @Alemrome https://t.co/WN1EPwWl0Y
B2B Marketing Meets Generative AI in Smart Conversations
Smart Conversations by Ian Howells: A Must-Read Book on Where B2B Marketing Strategy Meets Generative AI https://t.co/UnC81GtcYd
Bearish Pressure Threatens Previously Bullish Deal Market
The best news may be in the rearview... Bears encroach on bullish dealmaking market https://t.co/Gc2v7KSjbQ
Cerebral Valley Show Explores Future of Innovation
The Cerebral Valley Show https://lnkd.in/e8mdEjnq with Max Child and James Wilsterman
Dollar's Short-Term Risks vs Long-Term Strength
The U.S. Dollar: Short vs. Long Term Watch Full Video on YT ➡️ https://t.co/vgIHgyjagj #usd #useconomy #geopolitics
Cybersecurity Talent Shortage Requires Sustainable Long-Term Pipeline
Cybersecurity talent is in high demand. But the real challenge is building a sustainable pipeline. With only 14% of organizations confident in their cyber skills, we must start treating cybersecurity as a long-term strategy. https://t.co/LM4JRaOLzk
Meta's Slow Rollout of Ad Spend Allocations Sparks Doubt
Meta is rolling out per ad spend allocations. Very slow roll out - do you think this will be useful or is it providing people more than they need/will use? https://t.co/x2ezS2RsvK
US, Allies Push De‑Escalation as Iran Escalates; Hormuz Closed
The US and its allies are making a concerted effort to de-escalate the oil/gas war, having witnessed that Iran was willing -- and able -- to climb the escalation ladder very quickly. To be seen whether Tehran plays ball. Whatever the...
China's Actions Could Cripple Global Fertilizer Supply
As with fuel, so with fertilizers. If maintained, China will remove a major global fertilizer exporter (second largest in 2024) from the market already slammed by the closure of the Straits https://t.co/ecZOLrSkBL
Stagflation: Prices Rise While Economy Slows
By the way, this is what stagflation feels like. Prices are going up, even though the economy is slowing down. It’s the worst economic indicator.
Deel Unifies Worker Lifecycle on New Platform
We just wrapped The Big @deel 2026 - and this one felt different. 🚀 Today is also Deel's 7th birthday. 7 years, 40,000+ companies, $22B in payroll processed. This year we connected every stage of the worker lifecycle into one platform. Here's...
Tina Turner's Music Rights Switch to Pophouse
Tina Turner's music rights have switched hands for the second time in five years. 2021: Turner sold catalog + NIL rights to BMG for $50M 2026: Pophouse bought majority stake from BMG Pophouse launched the ABBA Voyage show in London. Let's see what...
Align with Real Conversations, Not Just Fresh Keywords
If Reddit ranks above you, check the publish date. In 62% of cases we reviewed, the top thread was 2+ years old. It’s not freshness. It’s alignment. Google trusts pages that: • match conversational intent • answer follow-up questions • include multiple perspectives Quick win: Add an FAQ section...
BoC Holds Rates; War Fuels Rising Inflation
Bank of Canada won’t be cutting rates anytime soon. Inflation is rising because of the war 🇮🇷