Trust Your Instincts, Boldly Defy the Crowd
Take all the guidance and insights with a grain of salt. Only YOU know what is right for your business. Often times the boldness to do your own thing and not listen to the crowd is where the real magic happens. ✨
Validate Sales Organically Before Spending on Ads
'Just run Facebook ads' is the worst advice for beginners in 2026. Build a simple funnel. Get 10 people to buy it organically. THEN run ads. If you can't sell it without ads, you won't sell it with ads.
Map Risk Allocation to Portfolio to Avoid Surprises
High level suitcoining here. This is how you talk to Boomers. Mapping risk allocation to port allocation is smart/ prudent, limits nasty surprise potential and helps behavior.
ECB Holds Off April Rate Hike Amid Uncertainty
🇪🇺ECB unlikely to hike in April. @Lagarde: « This double uncertainty about the duration of the shock and the breadth of pass-through argues for gathering more information before drawing firm conclusions for our monetary policy. » https://t.co/nkISsCK5gz
Fastest 5G Hype Fades; Reliability Now Wins
Telecom is still selling “fastest 5G.” That era is over. When every network “just works,” speed bragging becomes expensive marketing, not a moat. 🚨🧵 #Telecom #5G
Snapchat's Growth Hacking Sparks DAU and Engagement Concerns
⚡️ Snapchat Growth Hacking Raises Concerns on DAUs/Engagement ⚡️ $SNAP Ever since becoming a public company, Evan Spiegel, Snap’s Co-Founder, has been critical of growth hacking... https://t.co/cUVqO01ZFu
Warsh: Fed Independence Rests with Itself, Inflation Its Duty
Kevin Warsh is set to tell the Senate at his hearing Tuesday that "Fed independence is largely up to the Fed" and that inflation is the Fed's responsibility "without excuse or equivocation" https://t.co/tzi2zEeXj8
NCAA Budgets Hide Individual Coach Salaries; We Archive Contracts
An NCAA MFRS Report budget document will say how much a school spent on coaching salaries in a given FY, but won't always break that down by coach. We have (most) head coach contracts in PDF form in the Library,...
AI Video Now Creates Full‑length Stories without Editing
Say goodbye to short-clip hell. AI video just made its biggest jump yet. Seedance 2.0 on Medeo can now generate 5–10 minute videos with a full narrative arc setup, build, payoff. No editor. No timeline. No technical skills. Just describe the story, and Medeo...
Personalized PageRank Reveals High-Impact Nodes in 9M-Edge Graph
So... "ai, explain what I just did": we ingested 9M+ directed edges from X into a weighted influence graph, then ran a personalized PageRank variant — tuned for human accounts — to surface eigenvector centrality at scale. once you know the...
Apply Now: A16z Speedrun Offers $1M Funding & $5M Credits
ok - dropping big dates/news for a16z speedrun: - starting TODAY, founders can apply for the 2026 program that runs July 27 to Oct 11 in SF here's the link: https://t.co/opkX4cIaCF - we will be investing up to $1M and funding 70+ companies...
Ford Announces Budget EV to Compete with Tesla
Ford CEO confirms affordable EV to rival Tesla Model Y and Model 3 Read on EVwire: https://t.co/FugjL3OJuU https://t.co/ygQgcEpz2T
Iraq’s SOMO Secures Modest Oil Trucking Contracts
Iraq trucking oil to market. "SOMO awarded contracts to supply about 650,000 metric tons of fuel oil per month from April to June to be trucked overland via Syria." Still modest flows, though—that's only ~150-160 kbpd vs ~3,600 kbpd of pre-war Gulf...
Dan Loeb Dumps CSGP, Citing Reckless CEO Spending
Dan Loeb sells out of $CSGP "CEO Andy Florance has continued what can only be seen as a reckless drain on a majority of the company's operating income into Homes,com and related acquisitions even as the share price has continued to...
Gymnastics Expenses Surpass Revenues, According to Data
I do, but it's not easy to spit those out in newsletter format. But those tables are easy to produce in the Extra Points Library: https://t.co/abtb281rM5 I will say: reported expenses outpace revenues in gymnastics.
LLY's Second in Vivo CAR‑T Deal via Kelonia Buyout
Kelonia turns #ASH25 late-breaker into buyout, with $LLY's second move into in vivo Car-T. Via @ApexOnco -> https://t.co/NPhdnuhPu3 $AZN $GILD
AI Mode's Side‑by‑side View Could Boost Publisher Traffic
Good to know that AI Mode's new display (opens the page side-by-side with AI Mode) includes Scroll-to-Text highlighting (which is better for analysis in GA4, rank tracking tools, etc.) ALSO this is likely a hot take but I don't think this...
Amazon Prime Video to Stream All Six NBA Playoff Games Thursday‑Friday
Amazon Prime Video is scheduled to have all six NBA playoff games this Thursday & Friday. https://t.co/OQK3tw5f0L
Inside the $3.25B Eli Lilly Acquisition: Memo and Deck
Read the memo and slide deck that led to th creation of the company Eli Lilly bought for $3.25 billion today https://t.co/cNoTs7M4YM
U.S. Experiencing Hidden Surge in Manufacturing Output
America Is in the Middle of a Stealth Manufacturing Boom, as shown in this visual from the WSJ. More featured on today's Chartbook Top Links in the comment below. https://t.co/RLtkQKVSdm
Understand Workflows Before Choosing Any Software
When I step inside a business, I’m not starting with tools, platforms, or systems. I’m looking at how the business actually functions. How decisions move, who owns what, where workflows hold, and where they don’t, and how the team executes without...
Fed Stuck Between Rate Hike and Cut Amid Global Strain
Debate within the Fed about whether its next move is up or down intensifying. Fed is in an uncomfortabke holding pattern on rates. Its inflation-fighting credibiity is eroding. War distributions creating COVID like supply chain problems - emerging Asia hit...
Deep‑tech Founders Shift to Physical World for Lasting Impact
The venture industry spent a decade perfecting SaaS. Meanwhile, the physical world: automotive, manufacturing, construction, logistics, just sat there. Trillions of dollars. Barely touched by software, just waiting. @Bznotes didn't wait. In Episode 3 of Deployed, he breaks down why the...
Scheduling Posts Doesn't Hurt Reach—Stop Believing the Myth
The "I won't schedule my content becuase it decreases reach" conversation is one I'm tired of having... ... but I'm having it again because I keep seeing people stay stuck behind this idea.
War Premium Mispriced Both Ways, Market Clings to Wrong Script
The war premium trade is mispriced in BOTH directions. US seized an Iranian ship Sunday night. Ceasefire expires tomorrow. WTI jumped 5.5% to $88. And yet defense stocks are RED today — LMT -1.3%, RTX -0.3%, NOC -0.8%. The market is still...
IEA and Nigeria Strengthen Ties Amid Global Energy Crisis
Excellent meeting with Nigerian Minister Ekperikpe Ekpo We discussed the international energy crisis & I thanked him for Nigeria's exports of jet fuel to markets facing difficult times & efforts to supply more. We also agreed to take a new step...
Clear Mental Clutter with the COD Method
If your brain feels like 37 tabs open… same. You’re not lazy. You’re just holding everything in your head. That’s the problem. The fix is simple: Collect → Organise → Do Get it out of your head. Decide what matters. Actually finish something. That’s how you go from overwhelmed...
Switch ESP Fast, Keep Revenue Steady with Omnisend
Nobody wakes up excited to migrate their ESP. Because historically, it sucks: → Weeks of setup → Broken flows → Revenue dips @omnisend's angle is different: → Flows live fast → Data moves clean → Revenue doesn’t stall Switching tools shouldn’t cost you money. If anything it should make you...
AI Security Shifts to Governance, Data Control, Real Risk
Great roundtable in NY last week with Zscaler on securing the next wave of AI in financial services. The conversation has changed. Less hype, more focus on governance, data control, and real risk.
UAE's US Backstop Request Reveals Hidden War Fallout
The WSJ reports that the UAE has requested a US financial backstop. As a former member of the UAE's Financial Advisory Council (2008–14), it’s clear to me that the UAE’s request signals that the collateral damage from the US-Israeli war on...
Val Ackerman Retires After Reviving the WNBA
Well deserved no one fought a better fight in today's challenging business. @BIGEAST commissioner Val Ackerman retiring after years reviving league https://t.co/YfuaPOP1LE via @usatoday
Warsh Vows Strict Rate Independence, Reaffirms Price‑Stability Mandate
Warsh commits to being strictly independent on rates Also Warsh: price stability Fed mandate without excuse
Even $6.6B Valuation Can't Secure a .com
HOLD ON you’re telling me Lovable just hit a $6.6 BILLION valuation... .. and they still couldn't secure the .com? https://t.co/HBFKHlT5IF
Highlight Personal Impact, Not Just Dates, in Change Communication
Communication goes beyond dates. Focus on 'What's in it for me?' – how job roles change and what employees can expect. A robust plan addresses individual impact, not just broad announcements. #ChangeManagement #InternalComms https://t.co/DGtCGVAsJ5
Canadian Inflation Cools, Yet BoC Likely Cuts Twice
Canadian inflation cooler than expected. Growth picture remains ugly. i continue to think the BoC will cut ~twice this year, despite expectations for hikes. https://t.co/OrvZgNfD90
Top Six Online HR, Payroll, Scheduling Tools Updated
The Six Best Online HR, Payroll, and Employee Scheduling Tools [UPDATED] https://t.co/FjIH5BsqNp Adds @joinhomebase .
Early-Stage Startups: 10 VCs Offering $250K+ Funding
Entrepreneurs: If you’re EARLY, here are some VCs that can give $250K+💰 - 1752vc - Right Side Capital Management - WestWave Capital - FirstMile Ventures - Motivate Venture Capital - Cortado Ventures - NuFund Venture Group - Everywhere Ventures - Boost VC - Grand Ventures Check sizes, sector focus, and...
Free Cash Flow Reveals Stock Valuation Truths
The Odd Lots episode on stock market valuations and free cash flow was one of those ‘aha’ moments. @TheStalwart @tracyalloway are the best there is in the political economy podcast game. https://t.co/3kX71fxfbF
Detailed Lead Dossiers Drive Higher LTV and Revenue
One simple thing our revenue agents do is a full on dossier on all inbound leads. Company size, company news, best questions to ask as it relates to what we do and one of my favorite - recommending potential angles for...
Seasoned Steering Group and Sponsor Essential for Complex Change
“A dependable steering group with seasoned members is indispensable for complex or extensive change initiatives. And it must include a project sponsor/champion who knows which way is up.” 🔍 https://t.co/TR9SgSUXwm #changemanagement #organizationalchange #digitaltransformation https://t.co/UiyO6HoaCc
Simple Systems to Scale Female Founders to $1M
For those of you who are new here, hi, I’m Amy 👋 I help female founders grow predictable revenue from $150K to their first million without burning out. If scaling feels inconsistent or exhausting, you’re in the right place. I’m all about...
Rebranding TKerLLC: Investing Newsletter for the Reluctant
I think this is a sign I should rebrand @TKerLLC as the investing newsletter for people who don’t like investing 📈📈 https://t.co/2VkhAvguUw
Founders Need Rest to Unlock 10X Ideas
I think it is really important to rest. Top athletes, top musicians - they all rest and that is what allows them to stay at peak performance.  But in founderland, we do the exact opposite. Pure adrenaline can keep you...
AUSL's Wonka‑style Promotion Surprises Invited Players
This is pretty genius. The AUSL sets up a Wonka-like promotion and surprises players who have been invited to join the team. Cool story.
Investing in MTS: Real-Time Multi‑Angle News on X
Thrilled to announce our investment in MTS. Beginning today, MTS will be monitoring the situation across technology, business, politics, and culture, interviewing the main characters of the moment all day long on X. We’re seeding it alongside other angel investors such as...
Three Mistakes Blocking Your Leap to $1M/Mo
What got you to $300k/mo WONT get you to $1M/mo There are 3 mistakes holding you back… ➡️
Free Premium AI Feature Drives 24% Trial Conversion
Most SaaS founders gate their best features behind a paywall. Karel Papik does the opposite - gives away his most expensive AI feature for free. Result: 24% free trial conversion. https://t.co/hxJwGLTs1M
Every Rejection Brings You Closer to Funding
Don’t be discouraged by rejections. Every 'no' brings you closer to a 'yes'. Learn from feedback and refine your pitch, using each interaction as a stepping stone toward securing the right investment.
Arbitrage 1% SSI Merger Spread, Free CVR Optionality
New CVR play just dropped on SSI. Arb the 1% merger spread over the next 60 days and keep the CVR optionality for free. https://t.co/42wEktiVwN
R
Fun fact: The Rangers' majority owner co-founded Energy Transfer, which operates the Dakota Access Pipeline. Rangers players wear Energy Transfer logos on their jerseys as part of a sponsorship deal. Energy Transfer is currently on the verge of bankrupting Greenpeace in...