US Political Will to Aid Venezuela Near Zero
Distinguished Columbia Univ. Professor Jeff Sachs on Venezuela: “The will to run Venezuela other than maybe in Marco Rubio's and Donald Trump's head is zero in the United States… a year from now, Venezuela is a forgotten issue in the United States.” https://t.co/P1tVOem1LW
Future Teams: PMs Code, Architect Manages Infrastructure
anyone with theories on how software teams will evolve? today: 1 eng, 1 PM, 1 designer (EPD) tomorrow: 10 PMs who vibe code all day + 1 eng architect (the architect creates the scaffolding and writes adversarial agents to manage tech debt, security, scalability issues) Thoughts?
Historical Base Rates Reveal AI Growth Realities
We have a new report out today, "Bayes and Base Rates: How History Can Guide Our Assessment of the Future." -We place projected sales growth rates of some artificial intelligence (AI) businesses in the context of history. - We review...
Climax Top Signals Bear Market for Precious Metals
OUT NOW - @BergMilton on: - clear sign of "climax top" in gold & silver - why he expects a precious metals bear market - S&P 500, Bitcoin, Software + Korean stocks & more Apple🔊https://t.co/bNqmCOVqMV Spotify📽️https://t.co/mnN6Dn02hi 1/3 https://t.co/U3F0Pxojhy
New BLS Commissioner Signals Positive Economic Outlook Amid Trump
I'm trying something new: Video essays exploring recent economic developments. There's... a lot to talk about these days. Here's the first one: Thoughts on Trump, the BLS, and the new BLS Commissioner. Spoiler: This is a good news story. https://t.co/M4NltoNXJR
Falling Software Valuations Demand 409A Repricing Decisions
Software valuations are falling which means 409As that are getting updated now will fall too. Should you reprice underwater stock options? Here is everything to consider: https://t.co/VumYhlVzRr
Join Free Hands‑on AI Workshop for Finance, Sales, Ops Leaders
If you lead a finance, sales, service, or ops team and you're still trying to figure out where agentic AI fits, this is the room you want to be in. I'm keynoting at Microsoft Times Square on Feb 26 with...
PE Overvalued Saa
Entrepreneurs: private equity firms OVERVALUED SaaS companies during 2020-21. NOW, those “overvalued” companies are getting marked down 30-60% 🤯 If you’re an investor = BUY distressed assets LOW If you’re a startup founder = CASHFLOW CASHFLOW
U.S. Stocks Under Pressure as SPX/VEU Hits Near Two‑Year Low
The 'sell America' trade pressure seems to be picking up again. The SPX-VEU (rest of world equity ETF) ratio is the lowest since April 22nd. A little further and it is a two year low. Adding the DXY Dollar Index in for...
AI Personas Deliver Instant Strategic Product Feedback
Out of all the things we've shipped recently, this one has been my biggest wow moment. Instant feedback from any type of user... → Create a persona that matches your real users and buyers. → An AI agent takes on...
Unemployment Rises to 4.5%, Signaling Market Underperformance
"So what does the job market data say to you?" "It says that we're underperforming right now... The thing that matters most to people's lives is the unemployment rate. Can you find work? And that was as low as...
UAE’s GDP per Capita Fell, Saudi Arabia Modestly Rose
The headlines from the UAE always scream “Hot Growth.” But when compared to its arch-rival, Saudi Arabia, the UAE looks dreadful. Since 2008, the UAE’s GDP per capita shrank while the Kingdom’s grew modestly. https://t.co/aXuH6QU5nj
AI Threatens S&P's Analytics, Not Its Core Ratings
About 65% of $SPGI's (down >20% over past month) pre-tax earnings come from ratings & indices. The potential challenge that AI poses to S&P's analytics/consulting/intel business is something I get. But I don't understand AI's bear case for ratings & indices,...
Master One Product, Not Many, to Drive Growth
When @benfrancis was first building @gymshark , he was encouraged to expand its product range to reach a broader audience. More appeal equals more growth, right? They found the opposite. Growth isn’t always about adding more. Sometimes it’s about becoming lethal...
Mexico's Inflation On Target, Money Supply Within Golden Growth
Mexico’s inflation rate is ON TARGET at 3.65%/yr Mexico’s money supply (M4) is growing at 7.91%/yr, WITHIN Hanke's Golden Growth Rate of ~7.3%-9.3%/yr, a rate consistent with Mexico’s 2%-4%/yr inflation target. THE INFLATION STORY = A MONEY SUPPLY STORY. https://t.co/4w05Yr94Mz
Pre‑AI SaaS Loses Appeal as Costs Rise
When was the last time you were excited to buy a pre-AI SaaS tool? When was the last time you felt like you were overpaying on a renewal for a pre-AI SaaS tool, and thought about cancelling? Hence, the markets
CEOs May Flee Taxes, but California Retains Talent
This take might age like milk, but I'm calling it: the tech CEOs might move their domicile to other states for tax reasons, but they will keep their teams in California. The chicken-and-egg of talent density is so difficult to replicate...
Dollar Weakening as Diverging Policies Boost Global Assets
I keep playing through the potential outcomes over the coming months and I have a very difficult time painting a bull case for the dollar. I expect: 1. Monetary policy divergence widens (more dovish US vs RoW/Japan) 2. Capital flight risk as...
Candle Media Sells ATTN Back to Founders, Retains Minority Stake
Exclusive: @candlemedia sells ATTN: back to founders Matthew Segal & Jarrett Moreno —Candle will maintain a minority stake —Segal and Moreno acquiring majority stake alongside a new investor group that includes Shari Redstone, Paul Wachter & more @axios https://t.co/MvQQNtTm26
Winning Products Focus on the Critical Last 20%
We’re about to be flooded with: – average MVPs – look-alike products – tools with no point of view – software that works but doesn’t matter What actually wins now isn’t speed to “something.” Today, anyone can prompt their way...
Paramount Raises WBD Bid, Adds $2.8 B Fee
NEW: #Paramount updates hostile takeover bid for @WBD —Will pay the $2.8 billion termination fee WBD would owe Netflix if deal collapsed —Will pay a $0.25 per share "ticking fee," to WBD shareholders for each Q transaction has not closed after...
Weak Retail, Slowing Wages Hint at Poor NFP
Bad retail sales, falling wage growth and now Hassett and Navarro comments implying bad NFP tomorrow...
Stripe Eyes $140B+ Tender Offer Valuation
Stripe is in talks to launch a tender offer that could value the payments company at more than $140 billion, Axios Pro has learned from multiple sources. https://t.co/ZdKZhv7qn6 https://t.co/uSM0o6lKUo
Earn $1 Now, Not $1M Dreamed Inaction
Making $1 beats planning to make $1M and doing nothing. Seen this too many times with aspiring founders.
Excel Pros Must Learn Python to Trust Copilot
I've been doing analytics for 14+ years. And I'm a Microsoft Excel MVP. It's 2026 and top Excel users know better than making this mistake: Ignoring Python. Because Copilot in Excel uses Python to work it's magic with your data. Even if it doesn't tell...
US Stocks Look Strong, Yet Lag Global Peers
"The US stock market, while it looks strong, is actually much weaker than almost any other industrialized country.... So while we're doing well… everyone else is doing even better." https://t.co/7KavXe5LXh
Airwallex Hits $1B Run Rate, Finally Gets Noticed
Airwallex just crossed a $1B rev run rate and feels like no one talked about them until late last year. Crazy.
Prepare Detailed Financials to Impress Acquisition Buyers
I talk with a lot of founders who want to go to market on @acquiredotcom unprepared to save some time and see if it's worth it. The problem with this is how buyers evaluate startup acquisition opportunities. Most will require and expect,...
SpaceX Workers Lose NLRB Protections Under NMB Jurisdiction
Federal law offers workers covered by the NLRB the right to engage in a wide range of collective action about their working conditions, with or without a union. But NLRB’s enforcement arm now says SpaceX workers are under purview of...
Dollar Stabilizes, Still Strong vs G10; Yen Diverges
Greenback Consolidates after Yesterday's Shellacking: After yesterday’s sharp losses, the US dollar is mostly consolidating with a firmer bias against the G10 currencies. The yen is the exception. The unexpected post-election gains have been extended… https://t.co/s4awtQJ5o7 https://t.co/Xlf89Ydd1E
Locked Forecasts Crumble Under Pressure, Not Spreadsheets
When the ground starts shaking, FP&A doesn’t break at the spreadsheet. It breaks at the table—when the forecast is “locked.” Sahil Kamani and Pablo Gómez Valle unpack judgment under pressure. What disappears first: challenge, range, or time? 🔗 https://t.co/TeOVII8YZf #fpatrends https://t.co/Z7EzyDozdi
AI Cheapens Services, Cutting Vendor Profits, Boosting Productivity
That little market freakout is a real mechanism: if AI makes it cheap to do what a vendor used to sell you, the vendor’s future profits fall—even as the rest of us get more productive. https://t.co/HE7npk5km7
Ship Imperfectly, Let Users See Your Vision
Flo Crivello , founder of Lindy told me he gave early users a product that was oily, half-broken, and rough around the edges. His no-code AI automation platform wasn't ready. Not by traditional standards. The first people through the door...
Gold Surges Past $5,000 Amid Debt Monetization Fears
Gold is back above $5,000. The rise in gold is one manifestation of the debasement trade, which is about markets seeking safe havens from debt monetization. Big thanks to @DavidWestin from @BloombergTV for all the right questions and a great...
Alphabet's Sterling Bond Hits Record £4.5bn Demand
#Alphabet sterling bond raises a record £4.5 bn, with £24 bn in bids. They may start borrowing on behalf of Bessent if it continues like this $GOOG
Dollar Steadies, Yen Rebounds; US 10‑yr Dips Below
The greenback is a little firmer against the G10 currencies but the yen as it consolidates yesterday's sharp losses. JGB yields are softer. Meanwhile this could be only the 2nd session since mid-Jan that the US 10-year yield...
Dollar vs EM Hits New Low, Signaling Further Weakness
The Dollar versus EM today is down to a new low, which is below its level 2 weeks ago at the height of Greenland headlines. It's the Dollar versus EM you want to watch for future direction. The signal it's...
Yield‑Driven Value Replaces Price Focus in Malaysian Plantations
POC2026 Verdict: The industry pivot from price-driven growth to yield-driven value. Fixed Land —► Capacity Ceiling Efficiency Gains —► Margin Defense Based on current analyst consensus and preliminary sentiment from POC2026 (Day 1), the market is pricing in a...
Make Cold Requests Count: Profile or Relevant Message
Most cold connection requests say NOTHING. 2 ways to fix this: 1. Don't send a message (let your profile talk) 2. Send something relevant Both take seconds. Neither is ingenuine.
Macron Urges EU to Adopt Eurobonds Now
Emmanuel Macron: « Now is the time for the EU to launch a joint borrowing capacity, through eurobonds. » https://t.co/NqqbjjecXk
Build What People Want, Not Just a Good Product
Most solopreneurs don’t fail because their product is bad. They fail because they build things nobody wants. If you start with “what should I build?”, you’re already late. Comment “YES” if this hit home.
Khazanah Review Reveals Massive Shift in Malaysia’s Capital Trajectory
Khazanah just dropped their 2026 Annual Review today, February 10, 2026. And the numbers signal a massive shift in Malaysia’s capital trajectory. If you’re tracking the Ekonomi MADANI agenda or the RM100 billion GEAR-uP initiative, this is the breakdown you need. ↓↓↓
Share Your Side Project, Get Featured Monthly
If you have a side project, share below. I'll retweet some interesting ones to give you more attention 😄 I'll do this every month to encourage more people to build side projects and escape 9-5.
Markets Could Slip If Data Undermines Fed Cut Hopes
Stock markets may sour if this week’s US economic data casts doubt on Fed rate cut speculation. #stockmarkets #Fed #Economy #InterestRates #USD #Macro #trading https://t.co/ZEfchApMC0
Capital Returns Outpace Growth, Driving Wealth Inequality
There’s a formula that explains wealth inequality, and it has nothing to do with how hard you work. French economist Thomas Piketty studied 200 years of data across 20 countries and found that returns on capital almost always exceed economic growth. We...
AI Tools Match the Skill of Their Operators
A corollary for AI tooling: its outputs will only ever be as good as the person wrangling them from it. That's really all it is. Yet another powerful tool (like a compiler, or k8s) that can only be run effectively by...
Tech Founders Forced Into Management Find Solace in Warhammer
yeah I guess technical founders never had to deal with being (self-)promoted to management. Those who never wanted to work for a boss again now are becoming the ultimate pencil-pushers. I'm going through the same sobering realization. The antidote? Painting Warhammer.
Opening VC Doors: Democratizing Wealth Through Entrepreneurship
Entrepreneurship is one the greatest means to wealth creation and venture capital is one of the levers that fuels that, yet it’s gate kept by insiders… My goal has always been to change that.
Join AI Startup Founders at Conviction's Mixture-of-Experts Event
hi! if you want to work at some of the most interesting startups in AI, come to our next mixture-of-experts event at @conviction and hear from the founders of Harmonic, Worktrace, Sunday, Treehouse and Trajectory https://t.co/ZL7mdnszUl
Foreign Stocks Surge 9.4% Early 2026, Outpacing US
Foreign stocks are off to a scorching start in 2026, continuing their outperformance from 2025: Foreign developed stocks: +9.4% US stocks: +2.2% Will it continue or is this a blip in the otherwise longer underperformance?