SOFI CEO Noto Buys $500K of Stock Post‑short Report
I never seen a CEO so bullish … $SOFI CEO Anthony Noto bought 28,900 shares at $17.32 for $500K today after the Muddy waters short report
Call for Deloitte to Flag Poor Profitability in Audits
need deloitte to start adding “yeah its GAAP but this p&l is dog shit.” to their audit opinion for garbage public companies
Iran Hints at Post‑War Strait of Hormuz Deal
Iranian FM Araghchi is talking of a new "post-war arrangement" for the Strait of Hormuz. Would be interesting to see what other details emerge. Right now, the markets are more focused on what kind of "war arrangement" might fall into place, if...
Cut Vanity Marketing Spend; Focus on Revenue Impact
Marketing spend that deserves more scrutiny: 1. content programs that create activity but not pipeline 2. paid channels with weak downstream conversion 3. SDR-heavy inbound systems with poor efficiency 4. overproduction of assets nobody uses 5. events that look important but do not influence deal...
Trump Announces Xi Summit in Five to Six Weeks
Trump Says Meeting With Xi Taking Place in Five to Six Weeks—President Trump said his planned summit in Beijing with Chinese President Xi Jinping will take place in about five or six weeks. @KThomasDC https://t.co/8gdFGagYZb
Google Deleting Citations on Self‑promoting Listicles: Ultimate FAFO
Imagine if Google actually removes *all* citations for queries that previously showed self-promoting listicles. That would indeed be the ultimate FAFO
Geopolitical Risk Spikes to 21st‑century Worst Levels
This measure of geopolitical risk just hit levels that put the current moment in the same league as the most dangerous moments of the 21st century. https://t.co/7ciy5RuN8b
Fed Rate Call Sets Direction for Stocks and Dollar
My latest on tomorrow FED rate decision and what to expect for stocks and the US dollar
US Blocks Cuban Oil Shipments, Keeps Rubio in Dark
No one told Rubio that the United States is blocking oil shipments to Cuba. Trump wants to keep in the dark on this.
Lower‑income ZIP Codes Outpace Wealthier Areas in Spending Growth
"We can also crudely proxy for consumer spending by income quartile, based on consumer MCC transactions and average income in the ZIP code of the spender...at least on Stripe, lower-income ZIP codes have seen more robust spending growth than the...
Hyperscalers Bet $575B on AI, Need Explosive Revenue
For every dollar hyperscalers earn from AI today, they’re spending twelve dollars to build more capacity. That’s the bet embedded in $575 billion of capital expenditure this year. How fast does AI revenue need to grow to pay back this...
Inflation‑adjusted Loans only Default if Contract Mandates Parity
A default “via inflation” is not a default. For it to be a default the underlying contract would have to stipulate that the money received in the future has the same purchasing power and the money lent today. ...
Multiply Builders by Agents to Scale Teams 100x
The formula is simple: # of builders × # of agents That's your team's real size. Operate it correctly and you 50 to 100x your team. The companies winning right now are thinking in terms of builders and the agents underneath...
One Core Metric Drives Alignment as Companies Scale
As companies scale, they add more metrics. Then metrics for the metrics. Eventually, people forget what matters. Great companies focus on ONE number that aligns everyone. Fewer metrics. More meaning. #Strategy #Leadership #Metrics #BusinessStrategy #growthhacking https://t.co/Nq2uoUOUnl
Boards Demand ROI, Not Pilot Count, for AI
RT Boards are asking, Where is the ROI? not How many pilots do you have? This session is about moving from experimentation theater to outcome‑driven AI portfolios. #CIO #AI @Star_CIO https://t.co/xfrVmpSIJN
Recover 20‑30% Lost SaaS Revenue with AI‑Powered Churn Prevention
I built a skill for Claude Code that designs cancel flows and save offers so you stop losing subscribers you could have kept. It builds the entire churn prevention system — exit surveys that identify why people are leaving, personalized save...
Customer Ready to Buy Fuels Entrepreneurial Vision
Had a customer in my inbox today “Please send me the link to sign up, I’m sold already. and I hope if you’re offering any add ons, I will also be privy to those.” Literally what dreams are made of as...
U.S. Takes First Steps Toward Sovereign Wealth Fund
Could this be the first step on a path to an American Sovereign Wealth Fund? 👇
Oil at $150/Barrel Could Push Inflation to 6% Q2
PANTHEON MACRO: In a $150/barrel oil scenario, “we think inflation would peak in Q2 at about 6% ..” https://t.co/lFerTyCGCR
Rebuild Culture Around Customers with Built‑to‑Win CX
Are you ready to transform your existing company culture and rebuild it in every way around the needs of your customers? BUILT TO WIN - CX Journey™ https://t.co/OkHMIqHOfX #builttowin #culture #customercentric https://t.co/YdJfLrjsVr
Three Bold Moves Needed to Revive Disney Stock
Will Disney CEO Josh D'Amaro Do What Iger and Chapek Would Not? $DIS We believe there are three bold moves that D’Amaro must make to reinvigorate Disney’s lackluster stock price performance over the past decade… https://t.co/caZGmSaw6j
Quarterly Reporting Proven to Destroy Corporate Value
well said. we have good academic evidence that quarterly reporting by itself causes widespread value-destruction
Post‑Fed, Iran War’s Hidden Employment and Income Risks Emerge
When the dust settles after tomorrow's Fed meeting, the potential economic costs of the war in Iran are likely to feel more real. Headlines will be hawkish with a greater emphasis on inflation, but downside risks to employment and disposable...
Allies' Oil Shortage Fuels US Strait Standoff
It should be taken with a grain of salt when you hear European and Asian countries saying they won’t help to open the Strait. Majority of these countries are short oil and will face severe crises if they don’t act....
Gas Prices Surge While Food Inflation Still Lags
An update on a critical chart: Gasoline prices continue to climb, but attention should now shift to food prices, which have yet to follow. Expect policymakers to call it transitory again, even as resource prices — despite volatility — remain elevated by...
California VC Diversity Reporting Rule Temporarily Paused
wait, so that weird CA rule where every VC has to ask their portfolio about diversity stats and submit by April 1st is now on pause? https://t.co/gLKVEsa0wY
Automated Daily Swipe File of Proven Viral Hooks
my new favorite thing to check every morning: the results from my viral content research agent that ran while i slept 1. it searches x for the highest-performing posts in my niche from the last 24 hours 2. extracts the hooks 3. and...
Optimal Organization: Less Depth, More Clarity
Organize one level too deep and you're disorganized again. Just enough, even a little less than you may think is optimal, is usually the sweet spot.
Global Inflation Rates Set to Shift Dramatically Next Month
This chart is going to look at lot different a month from now. Global Inflation Rates... https://t.co/97kgL1q8Hx
OT‑IT Divide Shrinks as Threats Demand Collaboration
Great to be in Houston last week at CS4CA. One thing that stood out immediately: the OT and IT worlds are still very different cultures. But the gap is closing quickly because the threat landscape is forcing it. The conversations here are...
Leaders Must Prioritize Dedicated Time for Managerial Culture
Strategic Questions Leaders Must Answer About Middle Managers https://t.co/eZsbM2ddLv Reality check: most #managers don’t have a single hour in the week explicitly devoted to #culture. They have meetings, tasks, fire drills. Culture becomes what gets squeezed into the margins. https://t.co/k8nXsQMc24
Google Expands Gemini, AI Mode, and Personal Intelligence Globally
Updated the algo update / Google changes list with a few new things including: ⏺️ Personal intelligence rolled out to everyone in US ⏺️ Gemini in Google Maps ⏺️ Gemini in Chrome in more countries ⏺️ Canvas in AI Mode ⏺️ AI Mode shipped to...
Crude Oil's Market Ripple Effects Discussed on Podcast
Plenty to talk about this week as @MrMBrown and I resume our weekly podcast. Amongst other things we'll be looking at crude oil's impact on markets which could well reverberate for some time #oilcrisis https://t.co/B6h8K0JLAj
Banking Leaders Must Keep Learning or Risk Stagnation
The biggest risk for banking leaders today is not disruption. It is standing still. In this episode, I discussed why continuous learning is the key to staying relevant in a rapidly changing industry. Watch the full episode: https://t.co/niO7fXOQML https://t.co/ypX1PHvuCB
Russian Shadow Fleet Set to Vanish, Shipping Shortage Looms
There's a good chance that the entire Russian shadow fleet could be dismantled within months. Beyond the impacts on Russian, Iranian, and other oil supplies, global shipping could be shifting towards a shortage as the vessels are retired. #crude #crudeoil #geopolitics...
DIY Custom Investor Portals Signal New Software Era
just received my first vibe coded "investor update and ask portal" from an early stage startup. the long-tail of DIY highly-tailored software is upon us...
Trump Admin to Loosen Venezuela Oil Sanctions Amid Price Surge
SCOOP: The Trump administration intends to take additional steps to ease sanctions on #Venezuela’s oil sector in an effort to increase crude production as the #Iran war sends prices surging, sources tell me @GaripPatricia @peterbmillard @zerpius. https://t.co/aefUIb9tHJ
AWS Projected to Grow ~7% Annually for Decade
Amazon's AWS growth is expected to be ~7% over the next decade according to CEO. probably should get short... $AMZN
Private Equity Returns to Pivot Defining Market Peaks and Lows
Private Equity back at a weekly pivot that defined the 2022 highs and the 2024 & 2025 lows. Deals get done here. $PSP $BX $KKR $APO https://t.co/LYslqtcmIZ
Choose Speed when Mistakes Are Cheap, Slow when Risky
If a fast decision is wrong, that’s more OK, because you find out fast, and change it fast. Slow decisions, the opposite. If “slow” dramatically decreases risk of it being wrong, make it slow. Else, make it fast. More fast/slow tips: https://t.co/KbLhQOhKZH
Infocom's Text Adventure Legacy Ends with 1986 Activision Merger
#TechTuesday. June 22, 1979. Infocom, the software company that made text role based games famous was ended when it merged into Activision June 13, 1986. (The Deal Dragon) #Vintage #Gaming #JVGpost https://t.co/wxU4o6JWq9
Leadership Trumps Culinary Skill in Becoming a Chef
How about leading a team…? Forget all that other stuff, or at least set it aside. You can have all of the culinary skill in the world, but if you can’t lead a team, you can’t be a chef.
Tomorrow's FOMC Meeting: Most Critical Decision Yet
Tomorrow will be the most imporant FOMC meeting of our lives Until the next one
Australia Raises Rates Again, 25 Bps to 4.10%
Global Central Bank Update: -Australia hiked rates for the second straight month, 25 bps move up to 4.10%. https://t.co/tBFSesl4qo
Public Matches Extra Space After NSA Acquisition, Consolidation Accelerates
So the National Storage Affiliates acquisition puts Public on par with Extra Space as far as total square footage managed. Industry consolidation continues apace. https://t.co/Ce69lYGYsk https://t.co/Rqz8xdySVZ
Persistence Beats IQ: 99 Rejections Built Eight Sleep
99 rejections building @eightsleep IQ gets you in the room, but pain tolerance keeps you there
Sarandos Stands Firm on Final December Offer
Ted Sarandos (Politico interview): "We had a price where we thought this was good for our business. We made our best and final offer back in December and it was our best and final offer. So that’s all."
Elite Success Comes From Peer‑level Leadership
Top talent follows leaders who can work alongside them as peers. The luck of being in that room is what turns you into elite level
Brazil Sends Delegation to China Over Soybean Sanitary Dispute
🇧🇷🇨🇳 Brazilian officials will head to China next week to discuss the ongoing sanitary issues with soybean exports. Brazil's minister said they have stepped up inspection efforts, yet he also said there has been no change in protocol. https://t.co/RrTP0clcZT
Uncontrolled Personal AI Agents Threaten Enterprise Security
Shadow IT just got a major upgrade. Employees are deploying "Personal Agents" with zero oversight, handing over enterprise credentials to unverified 3rd-party plugins. Are you ready for the fallout? Full story here: https://t.co/KfaNBOyWmm #CIO #CISO #AI #Agentic #Cybersecurity #RSAC2026