Meta‑tools Flood Market, Targeting Self‑coding Creators
Now everyone’s trying to sell vibe-coded tools to people already vibe-coding their own tools. 🫠
Iran's Inflation Hits 122%, World's Third Highest
Today, I measure Iran's inflation at a punishing 122%/yr. That is the WORLD'S 3RD HIGHEST. Only two countries have higher inflation rates: Venezuela (1st) and North Korea (2nd). I REMAIN THE ONLY ACCURATE SOURCE FOR INFLATION MEASUREMENTS IN IRAN, VENEZUELA, AND NORTH...
Investing in Employees, Not Efficiency, Boosted Starbucks $20B
Misunderstood Marketing - : Starbucks Spent $500 Million on Employees Instead of Efficiency. The Stock Added $20 Billion. https://t.co/df0XXKkAMi
Keep FAQs: They Still Boost SEO Without Rich Results
You may have heard by now that Google is dropping support for all FAQ rich results So, should you remove all FAQs from your content? No. No. And probably not. Google previously stopped showing FAQs for the vast majority of publishers in August...
How a CEO, Sting, Secured a Seven‑figure Deal
The CEO, the Sting, and the Seven-Figure Deal by @Timothy_Hughes https://t.co/35eooKOvFX @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #Leadership #Marketing #MarketingStrategy #MarketingSuccess #SalesEnablement https://t.co/O0wsMf86TV
Trump's Potential Navy Withdrawal Threatens Global Supply Chains
Is Trump going to have the Navy get out of the Strait? Or not? The longer this drags on, the harder on economies. Even the US. Will there be supply shortages meeting demand destructions?
AI Speeds Work; Stop DIY, Delegate Smarter
When AI can do in 2 hours what used to take a week, why delegate? That’s the DIY Trap — keeping you inside work that should leave your plate. I confessed it. My whole mastermind recognized themselves. https://t.co/JReXSvsFjc
Think Long-Term, Not Short-Term, for Tough Decisions
The best ‘MIND HACK’ I’ve learned for making hard decisions is to shift from thinking short term, and start thinking long term.
Careers Evolve when Jobs Match Strengths and Challenge
The evolutionary process is about discovering people's likes and dislikes as well as their strengths and weaknesses; it occurs when people are put into jobs they are likely to succeed at, but in which they have to stretch themselves. Each...
Seeking Experienced Internists for High‑Touch Concierge Care
I’m in the middle of a very tough search for a primary care physician for a low‑panel, high‑touch concierge practice in SF and Miami. Think ~100 patients, 45–90 minute visits, UHNW families, full-time, in-person. I’m looking for clinically serious internists/family physicians...
Customers, Not Companies, Make Billionaires Through Value
the only people allowed to create billionaires are customers you create and organization that adds $10b in value to customers, you get to be a billionaire
OpenAI Skips Agency-First Mistake, Learns From Google
OpenAI Read the Google Playbook. The Question Is Whether Marketers Did Too. Misunderstood Marketing - : Every Ad Platform That Went Agency-First Had to Walk It Back. OpenAI Didn't Wait. https://t.co/4yvevGcvYH
China's Central Bank Adds Gold for 18th Month
After adding 5 tons of gold to its war chest in March, the People’s Bank of China purchased another 8.1 tons in April. This marks the 18th consecutive month that China has increased its gold reserves. BUY GOLD, WEAR DIAMONDS. https://t.co/jPZkT7Ljpc
AI Fuels US Inflation: Electronics, SaaS, Power Strain
Macro: AI lifts US inflation via electronics, software price rises and data‑center power. Key: memory/battery tightness, SaaS hikes, grid strain. Risk: persistent core PCE. Trade: OW utilities.— Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Judge Seeks Two‑week Extension Amid Packed Schedule
FWIW: He's also incredibly busy. He just asked the DC Circuit for an unopposed two-week extension to reply to an @FCC motion in the @NXSTMediaGroup-@TEGNA merger case because his schedule is so jammed ... https://t.co/iuOViZGyxK
NESN App Costs $1.41 per Sox Game, Extra Fees Looming
So, @Dave_Dyer @PressHerald: @NESN app has 145 @RedSox games in 2026 (at 89.5%, isn't that a super-majority?) The app is $29.99 a month, which comes to $205.03 for the seven-month @MLB campaign. Not bad, at $1.41 a game. (Do MLB...
Focus on Interest Coverage in Normal Years, Not Booms
Graham had one rule most analysts skip: interest had to be covered, not in a good year. In a normalized one. Because the good years take care of themselves. That's not conservatism. That's the entire game.
Enterprise Software Spend Hits $6‑7K Per Employee, Likely Rising
So today the average enterprise pays $6-7,000 per year per employee on software and services. Once token budgets get sorted, which tokens will be used in that figure, I do think this annual spend per employee goes up. Question...
Higher Revenue, More Staff ≠ More Advisor Vacation
More revenue and staff don't always lead to more vacation: We examined how an advisor's work habits impact their wellbeing and, with summer just around the corner, how important sustainable work hours and vacations are for advisors to maintain healthy...
Stop Creating Endlessly; Focus on Distribution Too
The old way: Create. Create. Create. Create, The new way: Create. Distribute. Distribute. Distribute. https://t.co/ZmtqSYSZyQ
Brazil Sets Record Soy Exports to China Amid Chinese Shortfall
🇨🇳China's soybean imports fell short of expectations again last month, but an armada of Brazilian soybeans is charging across the Atlantic. 🇧🇷Brazil exported more soybeans in April than in any month on record, with most of them destined for China. https://t.co/rLkRDdvjst
European Battery Firm Morrow Declares Bankruptcy
European ESS battery company Morrow files for bankruptcy #energysky -- via Energy Storage News: https://t.co/DKqq8cJ2ve
Demonstrate Skills, Not Credentials, to Prove Value
Skill defines a qualified candidate, not experience. Show proof of mastery - illustrate what you can actually deliver. Credentials and experience is insufficient proof. A degree or certification merely signals that you studied something and job experience says how long you've...
Analysts Predict Gas Prices, Miss Strait of Hormuz Reality
Wall Street analysts keep giving us gas price predictions for Memorial Day and end-of-year. They seem incapable of escaping the news cycle which is purposely avoiding the real truths on what's actually happening in the Strait of Hormuz. A thread....
High‑non‑citizen Sub‑industries Drive Recent Job Gains
Great post from @mtkonczal. 1st, immigration: he finds 20% sub-industries with largest non-citizen % have led job gains since November. Supports my thesis a pickup in immigration could explain faster payroll vs household job growth (& higher breakeven)
Big Pharma Exit Ends Sonoma’s Startup‑to‑Corporate Dream
I spent two years early in my career working with some amazing people at this Medtronic site in Sonoma County. MDT had just bought a coronary stent start-up called AVE (Arterial Vascular Engineering) for $4b when I joined -...
Strait of Hormuz Traffic Remains Unsafe, Normalcy Delayed
Economist Jeff Currie on reopening of the Strait of Hormuz: “If I’m the crew guy, I’m not getting on that boat. If I’m the insurance guy in London, I’m not underwriting one of these ships going through there either.” STRAIT TRAFFIC WILL...
Start Charging Now, Adjust Price Based on Feedback
Founders: Don't obsess over pricing too early. Start by charging something - even if modest. If prospects don't blink at your price, raise it next time. Keep pushing up until you see it impacting close rates. Better to capture less value early...
No Clear Owners, IT Benefits Remain Assumed, Not Realized
RT Part of IT's value problem: no one is clearly accountable for making sure benefits materialize. Without owners, expected value becomes assumed value. #CIO @Star_CIO https://t.co/qPKuOVY8TH
Boost Revenue by Optimizing Offer, Not Ad Spend
If I had to take a Shopify store from $500K to $2M without increasing your % spent on ads, here's exactly what I'd do: 1. STOP OBSESSING OVER TRAFFIC. Brands pump money into ads and chase new channels. But if your site...
100 Years Experience Signals Aging Founders, Limited Future
When you see a slide that says the team has “100 years of experience,” it’s a signal that the founders don’t have much time left.
Real Conviction Means Persisting When All Funding Vanishes
I don’t ever give up. I’d have to be dead or completely incapacitated.” In 2008, SpaceX was on the brink of bankruptcy after 3 failed launches. His childhood heroes, the men who inspired him to build rockets publicly told him he...
Reserve Currency Shift Drops DJIA 45% Amid 10× Debt Rise
Agree, on both the impact of going broke in the reserve currency & "denominator blindness": Since the March 1972 date of that article, DJIA (which benefits from survivorship bias) is down 45% in terms of the prior world reserve currency (gold,...
Apple Could Unlock iPhone Value by Acquiring Wispr Flow
Apple built this whole buggy Apple Intelligence thing and all they needed to do to make the iPhone infinitely more valuable was acquire Wispr Flow
Employment Shifts Are Natural Amid China, AI Shocks
When worrying about China shocks and AI shocks it is worth remembering that shifts in the structure of employment are inherent to the process of modern economic growth. Featured in today`s Chartbook Top Links. https://t.co/ZVFw6lleGb
Niche Strategy: 95 Deals Targeting $2‑10M Companies
Hyperfocus on one industry. Only acquire companies with $2-10 million in revenue. Repeat the playbook with 95 acquisitions. https://t.co/PXAPSDRwed
Weekly 5‑Minute Kill Session Clears Unnecessary Tasks
Have a 5-minute “kill session” every Friday. Open your to-do list and delete what’s no longer valuable. You don’t need to finish it to prove it shouldn’t be done. Stopping is strategy. #Kaihan #Outthinker #Leadership #Productivity #Strategy https://t.co/tq3eX80Yn9
Future Scrutiny Will Expose Overlooked Debt and Profit Warnings
Questions people will be writing about in the coming years: • Was it a Ponzi scheme? • Why didn’t more people worry about the circular financing? • Why were investors so blasé about the lack of profits? • Why wasn’t all the debt a bigger warning sign?
Commenting on LinkedIn Drives Pipeline and Meetings
Stop overcomplicating Linkedin. If I didn't have 150,000 followers, I'd spend 80% of my time commenting. In Q1, Michael Kurson booked 299 meetings + $2m in pipe from this strategy. Here's his social selling playbook (and how he tracks it):...
ChatGPT Reveals Key Insight on Attribution Modeling
Nice little gem ChatGPT popped out during a conversation on multi-touch attribution (MTA), marketing mix modeling (MMM), and incrementality testing. https://t.co/aBXe4iLE3u
China Urges France to Push EU for Open Markets
China says it hopes France will play an active role in encouraging the EU to keep its markets open https://t.co/FZXFix0KRq https://t.co/K0oLTDpdnR
Nvidia Pledges up to $40 B in Public-Company Investments
Nvidia $NVDA has signed commitments so far this year to invest up to $40 Billion into different public companies - CNBC
Master Managing Up: Align with Your Manager’s Priorities
Questions you should know the answer to: -What are your manager’s goals at your org? -Exactly what do they need to get promoted? -Outside of revenue, how is your sales leader measured? -Where does your manager think your team’s greatest area of opportunity is? -What’s...
Private Sector Research Receives $150 B in 2024
I have no idea what impression you are under. I am aware of the data on private sector research, the BEA put it at $150 billion in 2024 https://t.co/JdUycxACHJ
Limit Free Trials to Highlight Core Value
Founders: Free trials are fine, but they need clear value triggers. Like Yesware limiting free email tracking volume - when pros hit the cap, they're seeing enough value to pay. Don't give away your core value indefinitely. Gate it behind reasonable limits.
Turn Discovery Calls Into Valuable Skill Analyses
We don't call our first calls "discovery calls" at pclub. We call them skill analyses. In 30 minutes, the buyer walks away with a clearer picture of their team's skill gaps than they had before we spoke. When your discovery creates genuine value...
Star Power and ABC Boost WNBA Viewership Surge
If you want an early line on WNBA viewership, as my guys @AustinKarp and @paulsen_smw will attest, watch out for the @IndianaFever-@DallasWings viewership number when it comes out next week. Caitlin Clark is back healthy. Paige Bueckers is a TV...
Treat Your YouTube Channel as a Business, Define Your Why
Treat your YouTube channel like a business from day one. 👀 Not a hobby. Not a side project. A business. Because your why shapes everything. Know your reason for starting. It's what keeps you going when it gets hard. 🎯 https://t.co/yVK0NH1UeH
Close the Loop: Real Traffic Validates AI Experiments
You need to close the loop. Most of you aren't. Everyone's using AI to spin up 50 landing pages, 150 ad variations, entire feature sets in a weekend. It feels like you're testing everything. But you're not. You're just guessing at scale. If you...
Oil Inventories Plummet, Raising Spike and Shortage Risks
Bloomberg: “The world has burned through oilinventories at a record speed as the Iran war throttles flows from the Persian Gulf… The rapidly shrinking stockpiles mean that the risk of even more extreme price spikes and shortages is getting ever-closer, leaving governments...