Firefly Aerospace Schedules Q4 2025 Results for March 19
Firefly Aerospace to Announce Fourth Quarter 2025 Financial Results on March 19, 2026 $FLY https://t.co/QWqknd6N2Y
AI UGC's Rapid Commodification Shortens Startup Lifespans
AI UGC is a great example of an idea that was groundbreaking in 2023 when HeyGen pioneered it And then got commodified so fast with open AI models being able to do it That just 3 years later anyone can make an...
Choose Platform Simplicity Over Integration Tax in AI Era
The debate is back, but the stakes are higher. Can you afford the "integration tax" of best-of-breed in an AI-accelerated world? Or is a platform your only path to simplification? Decide your strategy for RSA: 🔗 https://t.co/l36K8t0jnp #CIO #TechStrategy #RSAC2026 #EnterpriseIT
AI Pilots Aren't Strategy; Leaders Must Scale Now
Most companies do not have an 𝗔𝗜 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆. They have AI activity. 📉 A few pilots. A few tools. A few excited teams. A few nervous executives. 😟 That 𝗵𝗼𝗽𝗲 𝗶𝘀 𝗻𝗼𝘁 𝗮 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆. Join us for a @WomenInGenAI executive conversation: 𝗦𝗰𝗮𝗹𝗶𝗻𝗴 𝗔𝗜 𝗶𝗻 𝘁𝗵𝗲 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲: What Leaders...
Qualified Health Secures $100M Series A Funding
Scoop: Qualified Health, a health care AI evaluation and implementation startup, is raising around $100M in Series A funds from investors including NEA and SignalFire, sources tell me. https://t.co/F3fDXuYWTo
Sephora Partners with F1 Academy for 2026 Season
Speed, Style, and Strategy: Sephora Joins F1 Academy™ for the 2026 Season — Sports Tech Atlanta https://share.google/PvIlqVTf17OLfj4yG
Responsible AI Starts with Zero‑Trust Data Governance
RT You can't have responsible AI without responsible data. Classify AI data, extend zero trust, encrypt in use, and spell out non-negotiable governance policies from day one. #AISecurity #DataGovernance @Star_CIO https://t.co/aiB5P99ido
January Trade Data Masks Deeper Economic Trends
I can see why the Trump administration likes the January trade data. Imports didn't move much v December and exports bounced back from a December dip. But there is a bit more going on under the hood 1/ many...
Niche Holding Firm Commands 65x P/E via Dominant Acquisitions
There’s a niche holding company trading at roughly 65x earnings (2025 numbers: $234 million in net sales and $38 million in EBITA). The company focuses exclusively on acquiring and developing industrial and service businesses in narrow market niches. Its acquisition criteria are...
From $1.6B Peak to $26.5M Market Cap
Peak valuation was $1.6 B in 2016, went public via SPAC in 2021 at $1.5 B, currently trading at $26.5 Million market cap. https://t.co/e77Em1jwbX
XAI Recruits Two Cursor Execs to Boost Coding Capabilities
.@xAI Hires Two Senior Leaders From Cursor to Catch Up on Coding - @theinformation https://t.co/DV4gM0G5PB
Western Private Credit Crisis Mirrors Economic Involution
In which I argue that the West’s developing private credit crisis is just its equivalent of “involution”. https://t.co/1wAWnParft
Trump Nominates Sarah Rogers to Replace Kari Lake at USAGM
NEWS: USAGM's @KariLake is to have a new boss. Trump nominated State Dept official Sarah Rogers as CEO of Voice of America's parent USAGM. If confirmed she'd hold both roles. Lake had been leading agency but US judge ruled she did...
Solve One Complaint, Sell One Simple Guide
One simple digital product idea: Find a problem people complain about. Write a guide explaining the solution. Package it. Sell it. One problem. One solution. One audience. That's the foundation of many online businesses. MoneyThreads
Fed May Cut Rates If Energy Prices Trigger Recession
"Higher inflation could cause the Fed to eventually raise interest rates. But Sahm said the Fed will also consider what could happen if energy costs rise so high that the economy slows down. “That’s a scenario in which the Fed would...
M&A Promises Efficiency, yet Costs Millions with No Results
It's actually quite shocking how mergers and acquisitions – which in theory are "press button to win" operational efficiency gains – immediately go titsup after spending hundreds of millions of magic money, and nothing happens to anyone involved
Building a Life: Prioritizing Family Over Business Metrics
I’ve spent years building companies. Raised millions. Sold a company for $169M... Then you realize this is the thing you’ve been building for all along.... For most of my career, building meant companies. - Products - Teams - Revenue -...
Your Greatest Venture Is Building Yourself
I’ve spent years building companies. Raised millions. Sold a company for $169M... Then you realize this is the thing you’ve been building for all along.
Early Replit Investment Fuels Coding Access and Nonprofit Funding
We are very proud to have invested in @replit 9 years ago. We invested out of our first $53M fund and re-invested 3x. We were taken with @amasad vision to democratize coding and building. We could see that access to...
US Energy Spending Share Drops Among Consumers
The share of energy-related consumer spending has declined in the US. @soberlook WFC @augurinfinity https://t.co/UrUf2APJn5 https://t.co/4k9Hw8tcSW
Take Back the Conversation: Stop Being Talked Over
You are in a crucial cross-functional sync. A colleague constantly interrupts and talks over you. HOW TO RECLAIM CONTROL:
Private Equity Set to Reclaim SaaS Amid AI Wave
Private equity is about to eat its own software portfolio PE built the SaaS installed base by pushing cloud software into portfolio companies a decade ago. Now AI gives them a reason to rip it back out w/ @jaswu_ https://t.co/70prLKAdaG
IEA's One-Month Oil Buffer Signals Looming Global Rationing
The International Energy Agency (IEA) just authorized a 400 million barrel reserve release to offset oil disruptions caused by the Iran war and the Strait of Hormuz blockade. That stabilizes markets—for now. However, with global demand at around 100 million...
AI Tracks Peer Help, Boosting Gratitude Bonuses at Google
Inside @google, we have a system for sending small bonuses to peers that helped us out. It's used often, and builds a culture of gratitude. We added an AI tool that scans your chats, emails, whatever and generates a report that...
Fit Requires Displacing a Top Customer Priority
Another harsh truth about product-market fit: It's not enough that customers see value. They need to see enough value to displace one of their current top-3 priorities. Which is isn’t, which means you need to already be one of those priorities. Here’s how. https://t.co/ZunSUrdwOP
US Recession Odds Surge to 32%, Highest in 3 Months
US recession chance jumps to 32%.. highest in more than 3 months (and consider there's less time for it to happen in this market) @kalshi https://t.co/rx3rkIwTm6 https://t.co/jCSx2ZLeuK
Orchestrate Wins Instead of Simply Assigning Leads
Stop Assigning Leads and Start Orchestrating Wins by @Timothy_Hughes https://t.co/EPkP2rwW2G @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #SalesEnablement #RevOps #Marketing #Leadership #MarketingStrategy #MarketingSuccess https://t.co/c6IsPe7K4I
Brazil Fears Tighter China Soybean Checks Amid Low Imports
🇧🇷Brazilian trade groups are concerned with the tightening of soybean inspections to China, potentially hampering the top exporters' shipments. Doesn't seem like great timing for China after its Jan-Feb imports hit 7-year lows. Now, Chinese meal futures have hit contract highs....
Dollar Index Hits Three‑month High as Rate‑cut Bets Shrink
The $DXY Dollar Index has advanced to close at a three-month high while also clearing some channel and Fib resistance on the close. Notably, the market's FOMC rate expectations for 2026 have also extended their shift, now only pricing in...
Iran Keeps Flooding Strait of Hormuz with Oil
VIDEO EXPLAINER: The most important map of the Third Gulf War — the oilfields, the Strait of Hormuz, and the bypass pipelines. Plus a look at how, two weeks into the war, Iran is still exporting lots of its oil,...
2008 Oil Surge Crashed Markets, Fueled Inflation, Enriched Energy Giants
Thoughts? The historic oil price spike to $147 a barrel in July 2008, triggered the worst day in Wall Street history with the Dow falling 777 points. Rising oil prices cascade through the economy, causing inflation across all goods...
Inflation Surprise Drives 2026 Portfolio Tilt to Hard Assets
A couple weeks ago, not many were saying inflation was more of a problem than most realized and we probably don't get as many cuts as are priced into things. @sonusvarghese was all over this lonely call. We've constructed our portfolios...
Liquidity for Forced Direct‑Loan Sellers Set to Outperform
Good take below. I agree that a strategy providing liquidity to forced sellers of direct loans, due to elevated outflows, will be one of the best performing investment strategies over the next 3 years.
Key Forces Shaping Global Economy Ahead of March FOMC
A few moments from my recent interview with Asharq Business اقتصاد الشرق 🎙️ We discussed some of the key topics shaping today’s global economic landscape — inflation, oil prices, geopolitical tensions, and the upcoming FOMC meeting on March 18th. Grateful for the...
Core CPI‑PCE Spread Set to Hit -65bps, Third Largest
Tmrw, we'll see the YoY core CPI vs YoY core PCE spread widen to around -65bps, which would be the 3rd largest in four decades. Shelter cooling helped to narrow the spread over the last 18m to about +20bps in...
Merger Arbitrage Yields Still Low, No Arbageddon Yet
While we're seeing panic in certain areas of the market (private credit), it has not translated to merger arbitrage, where the current average yield of 10.8% is far below a March 2020-type environment. Once we see arbitrage yields nearing 20%, then...
Always Disclose Internal Candidates on Job Postings
if an internal candidate is already identified, it should always be disclosed on the job posting
Adobe CEO Shantanu Narayen to Step Down After 18 Years
News: Shantanu Narayen, who has served as CEO of Adobe for eighteen years, has decided to step down and will transition from his position as CEO after a successor has been appointed. Board has appointed Frank Calderon as chair to...
HR Pretends to Hire, Already Has Internal Candidate
how HR sleeps after posting a job they already planned to fill internally anyway https://t.co/m81ts7r23O
Warner Deal Deemed Pro‑Competitive, Boosts Creative Champions
All competition enforcers will find our deal is pro-competitive says Paramount Chief Legal Officer Makan Delrahim of Warner deal. This is opportunity to build a "true champion" for the creative community that can compete effectively global stage and streaming market.
Undefined Market Maps Waste Revenue Before Sales Contact
#TimTalk – How does an ill-defined market map lead to “wasted” revenue before a salesperson even engages with Sandy Yu https://t.co/tSMUwjsDds via @DLAIgnite #SocialSelling #DigitalSelling #SalesTips #SalesLeader #Salesforce #SalesEnablement #RevOps #Leadership #Sales #Marketing https://t.co/nE8ISc998L
Italy Backs IEA's Biggest Emergency Oil Release
Thank you to Prime Minister @GiorgiaMeloni of Italy for her and the Italian government’s support for the @IEA’s largest ever release of emergency oil stocks to address the major market disruptions stemming from the Middle East conflict https://t.co/njWNOSd5hu
Post Playbooks, Not Opinions, for Steady Leads
If you want consistent inbound, stop trying to go viral. Start trying to be useful. Most freelancers post opinions. Few post playbooks. Here is a simple weekly content system that actually drives leads: Monday: Share a specific lesson from a client win (with numbers). Wednesday:...
Paramount Warns Netflix‑Warner Merger Threatens Hollywood Future
Paramount Chief Legal Officer Makan Delrahim says Netflix - Warner deal would have had "serious consequences for the future of Hollywood." A Paramount-Warner deal is about "increasing the amount of content."
Cramer Declares Unwavering Bullish Stance on Oil
Cramer getting sassy about Iran not having the cards to force oil to $200/bbl by citing the US experience in the... Vietnam War? I've LITERALLY NEVER BEEN SO BULLISH. https://t.co/d8799zIp8i
Make Email Copy Memorable with Specific Numbers
Most email copy isn't bad. It's just forgettable. The problem is vagueness. "Thousands of happy customers" could be anyone. "4,312 customers, 74% reordered within 60 days" is you. Go through your last email. Find every line that could have been written by...
Rate‑Hike Pricing Hits S&P, Small‑Caps
As the front part of the curve moves closer toward pricing in Fed rate hikes, SPX is down just 1.2%... and the Russell 2000 isn't getting killed $SPY $IWM https://t.co/ITSA3q3sjN
War Amplifies White House Pressure on the Fed
Military conflicts have driven some of the most intense intervals of White House pressure on the Fed in the past. “I hope the Board will…not allow the bottom to drop from under our securities,” Truman wrote to the Fed chair...
Respect Over Likes: Leaders Must Embrace the Villain Role
You are a manager now. Being liked is secondary to being respected. Sometimes being a leader means being the villain. THE HARSH REALITY:
Fed Trapped: Oil, Jobs, and Yield Curve Crisis
The Fed can't cut because of oil. Can't hike because of jobs. Can't do nothing because the curve is screaming. Monetary policy was built for one crisis at a time. This is three.