FDA Staff Predicts Low Morale After Makary’s Departure
Here's the last quote from Politico's piece on Makary's abrupt (reportedly soon) exit: “He will not be missed by a single career person,” said an FDA staffer granted anonymity to discuss Makary’s tenure prior to the news of his pending departure. “And we will only regret it when they manage to find someone worse.” I'm guessing morale is a little low among the rank and file. https://t.co/bRDHmWqpMH
Refresh Your E‑com Welcome Series with 5 Essential Tips
Most ecom welcome series were built a while ago and therefore are outdated. It's time to update yours. Here are 5 things you need to know: → Make email one carry most of the load → Lead with the offer the subscriber signed...
Embrace Relentless Learning to Unlock Your Best Self
Great read. Helpful to think about what people will get out of working with you. For us, it’s stretching our people to become the best versions of themselves. That’s why our number 1 core value is to be a relentless learner. Make sure...
Curiosity and Emotion Turn Listening Into Quiet Power
Listening is a skill nobody teaches. Start with curiosity. Listen for emotion, not just words. Then pay attention to the room. Do that well, and listening becomes a quiet advantage.
Trump Must Renounce Taiwan Support to Pressure Iran
My good friend Chris Wood on Trump’s planned visit to China on May 14: "If Donald Trump wants Beijing to put real pressure on Iran, he may need to agree to make a statement on Taiwan that China has long sought....
Kindness Compounds Like Investments, Buffett Proves
Buffett built Berkshire on one principle: buy what compounds. He applies the same filter to people. Kindness compounds. It costs nothing today. It returns everything eventually. He's been proving it for 94 years.
Private Credit Fund to Adopt Daily Mark‑to‑Market by Year‑End
This week a major private credit fund manager pledged to mark-to-market all positions on a daily basis by year-end. Which means they aren’t doing it now, even internally.
Boring, Small‑TAM Markets Deliver SaaS’s Biggest Returns
The markets that made me the most money looked terrible on paper. They were underserved. Relatively unattractive. The kind VCs pass on because the TAM looks too small. That's the point. Boring means: • Customers who actually need it • Real...
CEO Announces Tough Team Restructuring, Employees Brace
Me on the Zoom town hall when the CEO says “we had to make some hard decisions about our team structure”
Leaders Must Stop Ceding Power to Vendors
Leaders are agreeing to clauses that give vendors ultimate decision-making authority, a false sense of security akin to a child's security blanket. It's time for leaders to develop a stronger backbone. #Leadership #BusinessStrategy https://t.co/jFijnrKUD5
Debt‑Free Lifestyle Enables Fully Self‑Funded Event
TBH, that my business partner and I were able to completely self fund an event for 100 people over three days without a single sponsorship dollar or debt of any kind... Makes me realize the ten years of building my...
Sports Media Shifts: NFL Courts Netflix, March Madness
NEW PODCAST: @paulsen_smw, @Armand_Broady & @derekfutterman return for the Sat. roundtable. Topics: What March Madness expansion means for consumers/media; the NFL vs. Fox vs. Congress; the NFL heavily courting Netflix & big NBA viewership. TO LISTEN: https://t.co/ldSOoKDIvD
Clean Finance Tools Empower Builders Over Admins
two years ago i started screenshotting @pontusab and @viktorhofte's work. two designers in stockholm. 14k github stars. no marketing team. midday looked cleaner than every finance tool i'd ever seen. their obsession: let builders to run their company, not the admin. agents...
S&P 500 Tech P/E Stagnates Mid‑Range Since 2020
The S&P 500 Expanded Tech P/E is right in the middle of its range since 2020... quite boring, actually @wisdomtreefunds https://t.co/7FQmhF8OUY
Top Roblox Developer: The Next Generation's Dream Job
feels pretty clear that being a top Roblox developer is becoming a “dream job” for the next generation
Identify and Fix the Top Sales‑Marketing Failure
The number one reason why your sales and marketing is failing and what to do about it by @Timothy_Hughes https://t.co/zCqpY2mGJm DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #Marketing #Leadership #SocialMedia #MarketingStrategy #MarketingSuccess
Management Rejects $500K Funding; Investors Demand Bigger
Multiple people have told the Koala this morning if that C$500,000 proposed placement that TNR Gold $TNR.V $TRRXF management implicitly rejected by refusing to engage “needs to be bigger” they’d take a piece of it Not sure why a company that...
ReSeed Hits $130M Deployments, Operator Closes $30M Deal
Regular readers know I started a company called ReSeed with an incredible group of co-founders ~3 yrs ago to identify, train, mentor and capitalize emerging real estate operators across the country. One of those operators, a husband-and-wife team in the Midwest,...
Brands' Secret AI Use Tops Social Media Sins
Brands hiding their use of AI in social posts is their biggest social media sin, according to a Sprout Social survey. 28% Unlabeled AI-Generated Content 23% Engagement Bait 14% Political Commentary 13% Automated DMs 12% Posting Too Much
Defining AI COGS: Finance Framework for SaaS
What Belongs in AI COGS? The Financial Framework SaaS Companies Are Scrambling to Build Finance is playing catch-up, but we are also at the edge of what can be implemented now versus what is theoretical. What do we want this...
Private Pre‑IPO Secondaries: Asymmetric Info Drives Reflexive Pricing
In the late 1990s, founders, employees and venture investors sold shares before IPOs through private transactions. It me! Buyers in sales were sourced informally. Private secondaries involve: asymmetric information illiquidity signaling optionality and reflexive pricing. https://t.co/SiLOMFYGJF
Trade Integration Cuts War Risk, De‑risking Limits Peace Gains
"Why ‘de-risking’ may not deliver a large peace dividend" https://t.co/maK8q2CpW8 "Our estimates show that greater trade integration lowers the probability that a dispute escalates to the highest levels of hostility, which involve use of military force and high-casualty wars." https://t.co/NyNiSm6CC6
Transparency Demands Everyone’s Active, Uncomfortable Participation
For transparency to be a genuine value of an organization, it cannot simply be something you join and benefit from. It requires active participation and contribution from every person in the company. This should stretch everyone. It should feel a...
FDEs Boost LLM Competition, Spur Startup Innovation
FDEs are going to be coming in to commercialize the LLMs. This means startups will experience competition. Is this a bad thing? No, it means startups have to compete harder and smarter. Time to make better software, software an FDE...
Ballpark Research Reveals Team-Media Revenue Secrets
Camden Yards in lede. Already hooked. Started my career at Orioles RSN doing distribution + local ad sales. That backstop was inventory we actively thought about. Excellent research x ballpark-by-ballpark visual treatment is genuinely brilliant. Nice work @JacobFeldman4. 👏 Assigning this to every...
Instagram Pivots to Champion Long‑form Creators for Next Years
Instagram’s VP of Product says she’s thinking about how the platform can best support long-form creators over the next 1-2 years — a complete reversal of IG's previous focus on short-form, shareable content https://liahaberman.substack.com/p/icymi-instagrams-return-to-long-form
UK Yields Exceed Italy, Not a Weakness, ECB Cap Effect
The UK's long-term gov't bond yields (lhs) are now far above those of Italy (rhs). This doesn't mean the UK is in worse shape. It's just a reflection of past ECB actions to aggressively cap Italian yields. I talked about...
Healthcare Adds 1.8 M Jobs; Other Sectors Lose 128 K
Insane stat: Healthcare and Social Assistance have added nearly 1.8 million private-sector jobs in the US since the end of 2023 while all of other industries combined have lost 127,800 jobs. https://t.co/LpZ31hL2fD
Initial Claims Plummet Below Historical Seasonal Range
Initial Claims has broken sharply below the 2023-25 range for this time of year @augurinfinity https://t.co/8h7fMZGuVZ
Retail Sales Surge Masked by Inflation Effects
Big Johnson Redbook retail sales lately, but a chunk of the YoY gain is inflation @augurinfinity April Retail Sales next week from the Census Bureau.. watch the "real" numbers https://t.co/CMhuPDSMIQ
Public Failures Accelerate Learning Faster than Private Perfection
You're going to launch things that flop. Offers that don't sell. Content that doesn't land. Products that don't convert. Campaigns that don't succeed. If you can embrace failing in public You'll learn faster than those "perfecting" in private.
AI Founder Shows Personal OS for Emails, Content, Groceries
My next guest, @moritzkremb, is an AI founder who built a personal OS in Claude Code to help with emails, content, and even buying groceries. He walked me through his full setup including all the folders, tools, skills, and routines pictured...
Creator Economy Now Tiered: Elite Signals Drive Success
People think the creator economy is: Post videos that go viral and make money. That was closer to reality in the early days of social media. Today, the creator economy looks more like a layered system. 1- The Elite Distribution Class: Celebrities, legacy influencers,...
60% of Owners Limit Loan Talks to 2‑5 Lenders
Weekend data analysis after speaking with 250 small business owners over the past few months. Here is an interesting pattern around debt financing. One stood out immediately: Roughly 60% of owner-operators only speak with 2-3, max 5 lenders when evaluating financing options. I thought...
K‑Shaped Economy Goes Far Beyond Wealth and Spending
FWIW - What people think the K-Shaped Economy is is just the tip of what the K-Shaped Economy is all about. Wealth, incomes, and spending just scratch the surface.
America’s Debt Crisis Peaks: Credit, Mortgage, and National Liabilities
JUST IN: US credit card debt hit record high of $1.33 trillion. And foreclosure filings jump to 6-year high due to rising insurance, property taxes, and debt strain on homeowners. Meanwhile… US Household Debt = All time high US National Debt = All time...
Community Leaders' "Economic Impact" Numbers Are Usually Fabricated
I often wonder why there hasn't been a big journalistic expose on the ridiculousness of these "economic impact" figures that community leaders trot out. I'm not aware of a single case where the presented numbers weren't totally made-up nonsense. It's...
Ditch Agency Model: Build $1T Software Services
The agency model is dead. If you want to build a $1T services as software company, here’s a starting point: - Reimagining the org chart (with examples) - Going from open loops to E2E workflows to closed loops - Forward deployed employees - and...
Cold Calling Survives 2026 With Six Proven Rules
In 2026, cold calling is dead. Unless you follow the right rules. 6 cold calling tips that work like a charm in 2026 (and why):
Essential First Three Tools Every Startup Buys
You just started your business - what was the first 3 pieces of software you purchased to get started?
ESPN's Tiny Revenue Gains Mask Massive Rights Costs
⬆️ On the top-line: #ESPN paid significant equity (10% @ $30 billion valuation) to squeak out minimal top-line revenue growth in its first consolidated quarterly earnings reports (Q2/FY2026): reporting $4.6 billion I n revenue for its sports division, solely crediting...
Passion Over Money: The Key to Sustaining Ventures
Someone came up to me at this event in the video and asked me why they always quit ventures and ideas and businesses they start … It’s easy … they are JUST Chasing just the money 💰 ..when you chase it...
China's April Crude Imports Plunge Below 2019 Levels
Big drop in crude import volumes out of China in April Imports dipped below 2019 levels Clearly helped stabilize the global market (gas imports also down) https://t.co/XJmsiZkLkp
Isomorphic Labs Eyes $2B Raise, Biotech’s Second‑largest
Great scoop from @RebeccaTorrenc5 & @mhbergen on Isomorphic Labs in "advanced discussions to raise more than $2 billion in a new round of funding" led by Thrive Capital Would be second-largest VC raise ever in biotech, only behind $3B for...
Garware Fibre Buyback Materializes as Warned
Garware Technical Fibre Buyback Strategy Already warned everyone about this buyback. and see same thing happens https://youtu.be/e_1WEpLPYGw #buyback #BUYBACKUPDATES #STOCKSINFOCUS
AI Will Separate Strategic Agencies From Basic Set‑ups
AI won’t kill Meta ad agencies. It will expose the ones that only sell basic setup work. Businesses still need humans for strategy, positioning, creative thinking, and profitable scaling. But agencies ignoring AI will absolutely fall behind, because speed and execution...
Rising Chip Prices Boost Chinese Export Volume Growth
Estimating Chinese export and import volumes is challenging now, as rising chip prices are pushing up export and import prices -- if March prices carried over, April export volumes were around 15% ... and export volume growth is accelerating at the...
SEC's New Accountant Highlights Audit, Conflict, Cost Priorities
Attention #CFO #CAO as #SEC sharing upcoming priorities. Don't miss SEC Chief Accountant Kurt Hohl at #FutureofFinance Summit in Nat'l Harbor Aug 5 - 7th https://t.co/TFcCTRD9MN
Make 1:1s Coaching, Not Data Collection
Great discussion on 1:1s in this thread. To all managers - make them about digging in with your team to help them, not getting you info
Influencers Earn Money Through Brands, Virality, or Division
The 3 routes to influencer $ (v.i.): 1. Brand deals/"human billboard," & usually beholden to (multiple) brands 2. Platform partners/desperate pursuit of virality, usu via clickbait/negative emotional arousal 3. Monetize audience/usually involves cultivating "us vs them" dynamic.