No Accountability, No Realized IT Value
Part of IT's value problem: no one is clearly accountable for making sure benefits materialize. Without owners, expected value becomes assumed value. #CIO https://t.co/qPKuOVY8TH
Immediate Discounts Cut Distribution Costs, Hotels Love Genius
Why Booking Holdings Genius program reduces costs and why hotels are happy to pay for the discounts: "Loyalty is definitely a way to save distribution costs, so loyalty is crucial. I think Booking created a smart system. Instead of making travelers...
Valuations Rising Isn’t New Normal; VCs Need Steady Strategy
The other day, @lucasbagnocvaz posted how VCs need to change their portfolio construction because valuations are going up and this is the new normal. While I respect Lucas and he's a fantastic investor, I respectfully disagree and here's what's really happening More...
New AlphaMoon CEO Eoin Reveals Must‑Read Insights
Eoin, new CEO of AlphaMoon $AFM.V, with some bangers in this interview every shareholder should read https://t.co/oDa6V3DDyx
Healthcare Benefits Typically 5% of Revenue
For all the consultants and experts out there. As a percentage of sales, how much do you think healthcare benefits are, annually So a company with 1m in sales and 50k in HC benefits is 5 pct. Etc
United CEO Negotiating Purchase of Rival Airline Assets
United CEO Says He’s In Talks To Buy Assets From Another Airline - View from the Wing https://t.co/Ow68rGKOE9
Demand Destruction Is Permanent; Demand Decline Can Rebound
For the 100th time, demand destruction is one thing, demand decline is another. The first is gone for good, the second is recoverable. https://t.co/f9EpuJ1EP4
Tennis Revenue Mostly From Camps, Gifts, Not Ticket Sales
Only about 15 or so public schools report any tennis ticket revenue at all. The bulk of tennis revenues (besides tuition, of course) come from sports camps, donor/corporate gifts, licensing, and court rentals.
A16z Obsesses over Launches, Forgets Long‑term Resonance
My biggest quibble with a16z's media playbook: they LOVE a launch. Future, MTS... but content either resonates with an audience over months of publishing or it doesn't.
Global Markets Post Strong Gains Across All Indices
Pretty good year for the stock market (again): S&P 500 +5.0% EAFE +5.9% Nasdaq 100 +8.2% R2000 +12.6% EM +16.3% https://t.co/2fOSfjOrBp
Guard Your First 90 Minutes for Unstoppable Focus
I protect the first 90 minutes of my day like my life depends on it. No phone, no noise, no distractions. Just deep work on one thing. Trust me, win those 90 minutes and focus handles the rest mate.
Securing VC Funding Is Today’s Toughest Founder Challenge
The biggest challenge for a startup founder raising VC $ nowadays…
FedWatch Shows 84% Chance of 2026 Rate Cut
FedWatch now pricing 84% odds of a rate cut in 2026. I am old enough to remember when the market was pricing in 0% in March, and I won't be surprised when this goes back to zero. Time will tell.
MacBook Neo Ads Redeem Apple’s Ad Disaster
the craft behind the Macbook Neo ads makes up for the complete disaster known as the Apple Intelligence ads https://t.co/QRwtVKkYkF
Paramount CEO and Ex-President Earn $60‑$63M in 2025
Paramount CEO David Ellison’s Pay in 2025 Was $63.2 Million, Former President Jeff Shell Had $60.7 Million in Compensation https://t.co/if4LrnH3gG via @variety
Invest in Proven Canine Cardiac Reversal Biotech
I co-founded @RejuvenateBio & have enjoyed the science from day one. Cardiac disease reversal in dogs. 3 years of safety data. Zero safety signals. They’ve opened a unique opportunity for the biotech community to invest & secure equity at this early...
Owners Are Primarily Recruiters, Not Just Managers
An owner’s job is to be a recruiter. They are in the business of finding, convincing, employing, and nurturing new people/talent to come work for them and help them do what needs to get done. https://t.co/eie20BbnMg
MLB's Virtuous Circle Is Moneyball on Rich Teams
"works within the resources"... "it’s never a bottomless pit" ... "there’s still only so much pie to go around." Apparently, what Terry McGuirk described as a "virtuous circle" is playing Moneyball with a top-third MLB payroll. https://t.co/dGgeOVKzSQ
SAP Flop Costs Lamb Weston $135M, Erodes Trust
A failed SAP implementation cost Lamb Weston $135M in lost sales, reduced net income by $72M, and dropped their stock price 20%. Customers lost trust due to unreliable supply. A costly lesson in project management. #SAPFailure #BusinessLessons https://t.co/QNMRcdyOOB
Strategic Success Comes From Deliberately Ignoring the Rest
Real strategy isn’t about doing more, it’s about choosing less, on purpose. The hardest decisions aren’t what to pursue, but what to deliberately ignore. Like sculpting, clarity comes from removing everything that doesn’t belong. If the choice isn’t difficult, it’s...
Central Banks Pivot to Demand‑driven Liquidity, Warsh Aligns
With Kevin Warsh's nomination locked in, here's my recent take on central banks' growing shift from supply-driven ample reserves to demand-driven liquidity frameworks. The best version of Warsh's balance sheet ambitions would follow this trend.
Lip‑Bu Tan Leads Intel to 4× Market‑Cap Surge
how Lip-Bu Tan rolling up to Intel’s Friday Happy Hour after INTC market cap has spiked 4x to $414B since he became CEO in March 2025 https://t.co/2QA1OSzLVI
AIO Click‑Through Rate Doubles to 2.4% in Feb
Looks like CTR for AIOs is coming back from a low of 1.3% CTR in Dec 2025 to 2.4% in Feb 2026. We looked at about 2 Billion impressions... check the whole study: https://t.co/5uV6BgoOsx https://t.co/qB32orXAkD
College Football Landscape Shifts: Media Rights, Bowl Signals
new Hotline mailbag: - momentous NFL media rights - Holiday Bowl as coal mine canary - Big Ten + CFP = 24 - MW, Pac-12 expansion options - loads more -->
Founders Deflect Criticism Instead of Validating Their Product
Why is it that founders these days when confronted with negative feedback always turn to snarky deflection? If a ton of people are saying your work is sus, would it not be prudent to actually check if it is? Unless the...
War Sparks Global Hoarding of Gulf Supply Chains
As with all wars, the US-Israeli war on Iran has brought HOARDING back into fashion. Terrified of supplies being cut off from the Persian Gulf, nations are racing to build precautionary inventories. https://t.co/M7B9qN4okG
Pay $2K/Month for Human Coding to Fix Vibe Failures
I'm thinking about a $2000 per month service where you exchange tokens for human coder time to get passed vibe fails.
Leadership Requires Focus, Not Busywork
If you are doing everything, you aren’t leading; you’re just busy. And "busy" is the enemy of "impact." #edchat #edutwitter #educhat #edadmin #edleadership #suptchat https://t.co/vPnubWzfFa
GitHub's CEO Vacancy Reveals Microsoft’s Internal Power Struggles
If Microsoft wanted GitHub to thrive as a business, it would have a CEO. GitHub has had no CEO, close to a year. This is no mistake, but internal political battles inside of Microsoft. Welcome to corporate politics where a business unit...
Comcast Exec Pay Spikes, Co-CEO Jumps 154%
Comcast’s Brian Roberts 2025 Pay Rises 4% to $35.1 Million, Co-CEO Mike Cavanagh Sees 154% Bump to $71.8 Million https://t.co/1dZGYycEXg via @variety
Your Worth Isn't Defined By Your Employer
I am a Leadership Coach and Associate Professor of Organizational Communication. I teach Professional Sovereignty™ — your value is not determined by the institution that employs you. Knowing your value and being valued are two different things.
US Stocks Surge Post‑War, Outperform Global Markets
American stocks had been underperforming the rest of the world for several months. And the very bottom was of this was on February 27th, right before the war started. The US started a war, and since then its stock market...
Gemini Models Handle 6+ Trillion Tokens Monthly via ADK
"More than six trillion tokens are processed monthly on Gemini models through ADK." https://t.co/OcL9RxiiKq < quite the little nugget snuck into this broader post about the new @googlecloud Gemini Enterprise Agent Platform. ADK 2.0 looks pretty great.
IHeart and SiriusXM Explore Merger of Radio Giants
NEW: IHeart and SiriusXM are discussing a deal that would combine the largest radio station owner and the largest satellite radio company in the US. Scoop with @ashleyrcarman and @MichelleF_Davis https://t.co/7NEFbCv6jz
Funding Shifts to Top Three Revenue Sports, Others Threatened
The money will be focused on the three revenue sports. All other are at risk.
Repurpose Top Content During Low‑Energy Days
You need a content plan for low-energy periods because they WILL happen. I repurpose old content that performed well instead of forcing new creation when I'm running on fumes.
Iran Conflict Cuts Oil, Boosts US Petrochemical Edge
The global petrochemical system is built on oil, and the Iran war just pulled a massive chunk of that supply off the table. With roughly 13 million barrels per day knocked offline, countries that rely on refining crude into naphtha...
Zero‑Cost Customer‑Driven Tactics Every Solo Entrepreneur Can Replicate
#TimTalk - What’s one customer-driven move that a solo entrepreneur or small business can replicate on a $0 budget? with Fab Giovanetti https://t.co/eWCe4jyWhM via @DLAIgnite #SocialSelling #DigitalSelling #Marketing #MarketingStrategy #MarketingTips #Marketing101 #Branding #DigitalMarketing
AI Rollups Must Drive Revenue, Not Just Cut Costs
The secret to pulling off a successful growth buyout / AI rollup strategy: "I could not be more aggressive about this statement. Cost synergy does not create durable growth in M&A. Any application of AI to an old-world business that focuses only...
NBA Set to Reveal Clippers Salary‑Cap Probe Findings
Likely after the season ends, the NBA will announce findings of investigation into whether the Clippers circumvented the salary cap by using Aspiration to funnel money to Kawhi Leonard. Both Steve Ballmer & top NBA investigator submit new, key letters:...
Young Non‑college Workers Lose Jobs as College Peers Gain
Since @ngoldschlag and I wrote our piece, the situation has only gotten worse for young non-college workers. Young college workers have actually seen an uptick in employment. Does this look like AI to you? https://t.co/MSlKuOfnK4
Instant Transcripts, Summaries, and Action Items via Hypescribe
I stopped scrubbing 2-hour podcasts for quotes. Now I just paste a link into @Hypescribe. In seconds, you get: → Full transcripts → Bulleted summaries → Action items Works with video/audio files, YouTube, IG, Zoom, live mic across 100+ languages 💥 3 great use cases 🧵↓ https://t.co/zVEY30WL7w
Inbound Is Dead; Focus on AI‑resistant Traffic Moats
The term INBOUND is now considered POISON. ☠️ HubSpot changed their flagship conference name from INBOUND to UNBOUND -- what does that tell you about where SEO is going? Think about how many meetings were called. How many hours of...
Supply Vs. Demand Oil Shocks: Asymmetric Realities
Oil demand shocks are one thing; oil supply shocks are another. Nothing is symmetric. Even government policy responses are different. Comparisons among various shocks in the last 50 years are not an easy task. They require detailed knowledge of: 1. history 2. geography 3....
No Recession Yet, Just Fear and Hallmarks
There is no recession - it just seems to have a number of the hallmarks of one and there seems to be record levels of concern around one... #recession https://t.co/HBGocSyWzf
UAE USD Swap Lines May Fund China Investments
So…will the USD swap lines Bessent is going to give UAE going to finance the UAE’s newly-signed investments in China? Or are the USD swap lines so UAE doesn’t have to sell USTs to make these investments in China? Or do the...
Oil Slump Signals Waning Demand, Not Bullish Optimism
The narrative is that oil crashing is bullish — inflation cools, the consumer wins, rate cuts come sooner. Maybe. Or maybe oil is crashing because global demand is quietly rolling over and nobody wants to say it out loud. Energy...
One‑take Videos Are My Most Profitable Skill
The fact that I can rip off a 60 second video talking to the camera in one take is proving to be my most monetizeable skill. Scripted is much harder.
Agent‑building Hype Ignores Need for Real Engineering
This is the same “start XYZ, get rich” pitch repackaged every 3 years. Every non-engineer who’s ever tried building agents gets them working a little bit…then they break. Because vibe coding is still just vibe coding, and this is a SOFTWARE...
Google Pours $40B More Into Anthropic, Boosting Stake
Gemini seeing news that Google is going to invest another $40B into Anthropic on top of the 14% it already owns of the Claude maker https://t.co/FgakP1jAzD