Prep Claude Once, Let It Code All Day
Hi, so Claude code is crazy. I’m on calls all day so I prepped Claude with all the things I need it to do. It’s literally building for me while I do CEO work. The prep time took about an hour. And it will code for me for the rest of the day.
Personal Guarantees Threaten Your Assets—Test Before Signing
One of the most terrifying moments for @billda happened in a deal we did together. He was sitting in his car in a parking lot, hands shaking, staring at a letter. Our main supplier—80% of the SKUs—was terminating us. And he was...
Risk‑off Sentiment Set to Dis
Risk off upending most auction setups as US Treasury gets ready to dump some serious duration into a strong rally across the curve with belly leading. https://t.co/vNjhvRIzxH
EURCHF Plummets to Record Lows, Yield Gaps Irrelevant
Another FX PSA: $EURCHF has extended its generational slide lower to fresh record lows. Yield differentials don't matter at all here apparently: https://t.co/cHMUxde914
US Energy Secretary Visits Venezuela's Orinoco Oil Belt
Well, I admit that if you have asked me three months ago, certainly I didn't have the following on my 2026 bingo card: "... US Secretary of Energy Chris Wright tours the Orinoco oil belt in Venezuela with the US-installed Venezuelan...
Tiger Cub Founder Built $6B, 15% Returns, Then Quit
This Tiger Cub hedge fund founder built a $6B hedge fund, delivered 15%+ returns for over 20 years, and then walked away.
Sanofi Appoints Ex-Merck KGaA Chief Garijo as CEO
Sanofi, looking for more ‘rigor,’ swaps CEO Hudson for ex-Merck KGaA chief Garijo https://t.co/SDLUYOzPuD by Kristin Jensen $SNY - 4% $MKKGY
Free 7‑Hour Dropshipping Masterclass Drops This Sunday
This Sunday I’m dropping my 2026 FREE Dropshipping Course on YouTube. 7 hours. Step-by-step. Beginner to advanced. This is the biggest video I release every year. Most people pay $1,000+ for this information in paid courses… I give it away for free. If you’re serious about starting...
Headline Inflation Cools, Core CPI Accelerates in January
Wall Street expects a cooler month for headline inflation but a hotter month for core in January Headline CPI: 0.26% m/m, 2.5% y/y (down from 0.31% m/m and 2.7% y/y in December) Core CPI: 0.34% m/m, 2.5% y/y (core m/m accelerating from...
Founder Friends & Rivian Host LA Networking Night Feb 26
Founder Friends is coming to LA on Feb 26! Join us and @Rivian for an evening of networking, learning, and connection with fellow founders and investors. More >> https://t.co/1bltGWHwcQ
Tariffs Fail Without Consensus, Chaos Undermines Industrial Policy
The problem with "give tariffs time" as a plan is that they have been implemented in a way that won't stand up to courts, there is not a bipartisan consensus supporting them, and voters hate them now because they have...
Monthly CEO Talks Launch on BiotechTV Featuring New Leaders
From Kendall Square - @MassBio’s @KendalleOC will be doing monthly CEO discussion shows on @BiotechTV this year. Leslie Williams and Ed Kaye (who both have new companies) are in the house today. https://t.co/MTSeqemxgc
Venture Splits: Platform Funds vs Early‑Stage Specialists
“I don’t understand why we call both things venture capital.” — Dan G. on multi-stage mega funds (or the “big banks” as Nicholas Chirls calls them) vs smaller managers dedicated to the craft of early-stage venture. We had a super...
Excess Wealth vs Limited Cash Fuels Asset Bubbles
Wealth isn’t worth anything unless it can be converted into money to spend. And when there’s a lot of wealth relative to the amount of hard money available — like we’re seeing today — bubbles are created. @nikhilkamathcio https://t.co/iBiRkkv7Ok
Global Wealth Shift: US Cuts, Overseas Gains Ahead
A Massive Global Wealth Transfer Is Coming Americans will consume less, the rest of the world more. Capital is flowing overseas. This isn’t a crisis, it’s a wealth transfer — and there are winners if you know where to look. PeterSchiff #Economy...
Gold Lacks Earnings; Overvalued Compared to Commodities
I managed the largest gold fund in USA. Here's the truth: Stocks have "babies" (earnings). Gold has NO babies. 🍼 Gold's at historic extreme vs. oil/soybeans. You're crazy if you think gold's gonna outperform inflation - @BergMilton https://t.co/bNqmCOVYCt https://t.co/7NJ9NoBZCx
Russia, China Shape Western Leaders' Strategic Decisions
This is not about rhetoric. This is about influence that changes outcomes. This piece explores how Russia and China have shaped the thinking and incentives of Western political leaders in ways that matter strategically. If you want to understand why Western policy sometimes...
Global Equities Surge Far Beyond S&P 2025
Since the start of 2025: S&P 500 +19.5% European stocks +45.3% Emerging markets +50.8% Asian stocks +55.9% https://t.co/lrZrKKIC4x
Older Americans Hold 70% Wealth, Drive Consumer Spending
The least productive part of our economy keeps getting wealthier...If you have a larger balance sheet you've relatively benefitted because of continuous gov't support, while labor has been shoved in a locker. Whatever happened to the party of labor?? hmm🧐🧐 "About 30%...
Dollar Regime Flip: Strong Data Now Weaken Currency
Something big is going on with the Dollar. In the past decade, strong data have pushed the Dollar up, but that isn't what happened yesterday. We're going back to the regime that prevailed before, whereby strong data push the Dollar...
Steepening Yield Curve Could Shift QE Benefits to Main Street
How might the Fed/Treasury do that? One possibility is to cut short rates to steepen the yield curve, and deregulate the banks into buying the long end so that the Fed’s balance sheet can be “privatized.” If those QE assets...
Judgment, Not Coding, Is AI Era’s Most Valuable Skill
What’s the most valuable skill in the AI era? ⛔ It’s not coding. ⛔ It’s not prompt tricks. ⛔ It’s not “keeping up with the latest model.” 💪 It’s judgment. Every time a new AI capability drops, the debate centers...
Fed Treasury to Coordinate
Things have been quiet on the rate side, with the 10-year yield trading at around 4 ¼ percent and expectations for a few more rate cuts (down to 3.1%) holding firm. We will likely soon have a lot more coordination between...
2025 Real GDP per Capita Rises, Energy Cuts Ease Inflation
Today's GDP figures show a much needed pickup in real GDP per capita - 2025 was the first year this measure grew for three years. In April, energy bill reductions from the 2025 Budget will come into effect, tackling inflation...
Grab Buys Stash to Import US AI Wealth Regulator Moat
The Reverse Expansion: East Acquires West 🔄 Singapore's Grab is buying U.S. fintech Stash for $425M — not for the users, but for the AI Money Coach: an SEC-regulated, auditable AI wealth advisor with $5B+ AUM. Super-apps are now importing American regulatory...
Investors Need Massive User Base, Causing Game Sector Exit
You would need like 100 Mewgenics to satisfy the returns these types of investors in games are looking for which is why they are abandoning the sector.
Sanofi's Board Ousts Hudson, New CEO Faces Dupixent Gap
So Sanofi's board strikes again. Paul Hudson gets the old Paris boot 6 years after taking on the task of remaking the pipeline. It hasn't gone well. Next: Belen Garijo. She has a few years to get ready for the...
Choose AI for Purposeful Creation, Not Just Task Automation
Reading this essay made me ask myself a question: am I using this to „do the thing“ or just to „do a thing?“ Interesting nuance here. I personally use AI very much as a deliberate tool, both in building & running a...
FX Market Consolidates After Strong January Jobs Data
Consolidation Featured after Yesterday's Big FX Moves: The general tone in the foreign exchange market is one of consolidation after yesterday’s stronger than expected January jobs data injected volatility into dollar trading. The news stream is light… https://t.co/TEyGQAuZOx https://t.co/b9kn9ngrdN
Price Controls Trigger Chaotic, Uneven Resource Allocation
I'm super excited for my new paper with @ATabarrok and Mark Whitmeyer: "Chaos and Misallocation under Price Controls" During the 1973-74 gasoline crisis, the U.S. had about a 9 percent national shortfall. But that was far from evenly spread out. Over...
EU Parliament Backs Digital Euro to Curb US Payment Dominance
Post-Trump assault on Greenland, the EU parliament delivers a big win for the digital euro as it wins 420-158 backing in EU Parliament straw poll The digital euro couldn't have better timing as the EU looks to the digital euro...
Early‑stage Funds Demand Belief in Future Exponential Growth
I like this trend line. To invest in an early-stage fund you have to believe the outcomes will be much larger in the next decade than they were in the prior. via @daveclark85 https://t.co/p6Njk2pxW0
Makhlouf Predicts ECB Could Cut or Raise Rates
Makhlouf says next ECB move could be interest-rate cut or hike https://t.co/A8bEIJQ2pB via @livfletcher_ https://t.co/Wq9tyTki8q
Bad Tools Drive Talent Loss and Competitor Advantage
Give engineers subpar tools, what could possibly go wrong? a) competitors out-ship AWS (eg Vercel, where Claude Code is used by so many and they are on 🔥) b) frustrated engineers interview elsewhere and take offers at places where Claude Code or...
AI Polishes Everyone, Erasing Unique Voices
Something honestly scared me today. I was scrolling LinkedIn and I couldn’t tell who wrote what anymore. • Same tone • Same structure • Same “smart” voice I use LLMs every day. I love them. But here’s the part nobody says out loud: LLMs don’t just help...
Stash Sold for $425M, Far Below $747M Raised
Ouch. Stash selling for $425MM after raising $747MM As a founder who has met a liquidation preference once in a while, this is PTSD. It is a tough hurdle to raise so much and then return the capital. Am sure the team...
Asian Stocks Outpace US, Shifting Money Abroad
Perhaps the trade this year isn't so much "sell America," but rather something like: "spend a lot more money everywhere else" - at least so far this year. For example, Asian stocks have made their best start over US equities...
AI Safety Lead Quits, Warns World Spiraling Apart
My morning headline: Anthropic’s AI safety lead quits, saying the world is drifting into peril as our values and actions keep diverging. Just a casual day in 2026. https://t.co/xHc7rZBTzE
Founders &
I was at a founders + CTOs event for 10-500 person startups. Founders and CTOs at these companies burn some of the most tokens and increasingly ship a bunch of code to production (when they did ~zero 6 months ago)
Shift From Tech Fixes to Economic Agility with Agentic AI
Most companies don’t have a technology problem. They have an economics problem. That’s why this extract stayed with me. In this conversation with Mike Sutcliff, CEO of Thoughtworks, he names what many leaders feel but rarely challenge. As he says: “𝐖𝐞 𝐧𝐞𝐞𝐝 𝐭𝐨 𝐞𝐧𝐚𝐛𝐥𝐞 𝐚...
Dedollarisation Isn't Driving Yields Lower, Media Misleads
Is Dedollarisation driving bond yields lower or is social media pushing the wrong story? A deep dive into dollar strength, Fed policy, gold, and global trade dynamics. Full breakdown inside 👉️ : https://t.co/qdYNFtTIhV https://t.co/rMDnvdP14u
Own Your Brand, Work It, Grow Exponentially
Kevin Hart built a tequila brand in a declining market and grew it 85% in one year. Gran Coramino sold 300,000 cases, passed $200M in retail sales, and became a top 25 tequila worldwide. He joins weekly sales calls, meets distributors, and...
Treasury’s Cash Boost Saves Debt, Costs SARB
The state accessed funds held in the Gold and Foreign Exchange Contingency Reserve Account (GFECRA). When Treasury spent the funds, liquidity surged through the banking system, forcing the SARB to manage (“sterilize”) the excess cash, so short-term rates didn’t fall below...
Europe’s LNG Hunger Redirects Chinese Shipments to Europe
LNG demand in Europe is so strong that it's taking a shipment *FROM CHINA* ⚠️ An LNG tanker reloaded a shipment at a Chinese terminal and is heading to Europe (China is the world’s largest LNG Buyer) Europe's LNG imports have surged...
LG Electronics IPO Plummets: Profit Falls 61%
LG Electronic - IPO Stock : Bad News Profit Slumps 61% 🚨 Net Profit slumps 61.6% to Rs 89.6 crore Vs Rs 233 crore Revenue down 6.4% to Rs 4,114 crore Vs Rs 4,396 crore EBITDA slumps 42.4% to Rs 196 crore Vs...
CIOs Learn to Extract Value From AI Investments
Our fourth episode together. I'm thrilled to be back on @CXOTalk with # @tcrawford to guide CIOs on getting value from AI investments. Join Friday at 1pm ET -> https://t.co/xTvbca0YxB #CXOTalk #AI #GenAI #CIO https://t.co/K1bs8u1afg
Productivity Gains Are the Real Driver of Inflation
Posted this thread two years ago on the enigmatic relationship between inflation and productivity, and more relevant now than ever—
Trump’s Pipeline Push Could Cheapen Coal Rail Transport
🚂If President Trump is serious about increasing coal exports dramatically, and if he is serious about US energy dominance, he will build oil pipelines and prohibit rail transportation of oil. This will provide the US coal industry with the help...
Insiders Buy Jollibee Shares After Spin‑off Plan
From yesterday's post: insider buying in Philippine fast-food restaurant chain Jollibee, right after it announced that it would spin off its international operations on a US exchange in late 2027. https://t.co/qaFLrM4ucT
Exclusive Investor Mixer at Vegas Hangar, Feb 26
I’m hosting an exclusive investor mixer at this private hangar in Vegas on Thurs 2/26 👀 DM if interested. https://t.co/65LxbH2BJO