PE Capital Floods College Sports, Outpacing Demand
Counter to the narrative, it would appear that as of this moment, the supply of Private Equity capital in the college sports space far exceeds the demand…
Boardroom Firing Feels Like Teenage Crush Drama
Sam talks to his CTO about getting fired in a Board meeting at an almost trillion dollar company like a 13 year old would ask his friend if the girl in study hall is mad at him
VC Rounds Have Ballooned Tenfold in Just 18 Months
Not universally true by far, but a chunk of market has done an ~10x increase in the size of rounds in the last 12-18 months. $2m seeds are now $20m seeds. $20m large Series As are now $200m Series As....
Minimum Wage Was Never Intended as a Living Wage
Minimum wage was never supposed to be a living wage. Is the living wage in the room with us now? I didn’t think so.
Amazon Nails NFL, NBA Streams but Mismanages Crowd Noise
Amazon has overall done a great job with NFL and NBA. But I don’t think they’ve gotten the crowd noise levels right for either yet.
True Flex: Build a Business That Runs Itself
📌The real flex isn’t how much you can carry alone… it’s building a business that no longer requires you to.
Americans Hold More Wealth in Stocks Than Real Estate
Ruchir Sharma, Chairman of Rockefeller International, on Americans’ overexposure in the equity market: “America is the only country where people have more of their wealth in the stock market than in the property market.” https://t.co/fdqVJtKVNJ
Bold Ambition Drives Growth, Inspires Longevity Ventures
Bold ambition pays off, and it tends to lift everyone around it. Elon, have you ever thought about starting a longevity company down the road? If not, what’s holding you back? If so, what would it take to make it happen?
Adopt an AI‑First Mindset: Ask, Automate, Iterate
J-Cal’s framework for how to be "AI first". It’s not just a slogan. 1. Every task… Ask AI first. “How can I do this better.” 2. Every repeated task… Let your agents take care of it so you can do...
Canada Unemployment Spikes;
Canada’s unemployment rate rose to 6.9% in April. Higher prices from the US-Israeli war on Iran caused considerable damage. In addition, the goods-producing sector, most exposed to US tariffs, lost a WHOPPING 26,800 jobs. TRUMP'S ECON POLICIES = A MASTERCLASS IN MAKING...
Anthropic's Potential Round Sparks Massive Demand, Caution Advised
There may be 1T+ of demand for Anthropic for this (potential) round. Seeing so much broker activity claiming to have access (I've gotten at least 30 emails this week). Buyer beware. Companies like this are very tight on their cap...
Hire a Business Architect, Not Just ERP Vendors
Building a house requires a general contractor, not just subcontractors like plumbers. The same applies to ERP implementation: you need a business architect to tie everything together, ensuring your ERP vendor (the 'plumber') fits into the overall plan. #ERP #BusinessStrategy...
One Bye Week Boosts Big Ten Fox Friday Lineup
Key reason there's a bit more meat on the Fox Friday lineup in the Big Ten: one bye week. That will have a greater (positive) impact on the weekly inventory than many realize for all conferences
AI Accelerates Birth of Billion‑Dollar Startups Annually
AI will make it easier and easier to start a billion dollar business every year
AI Productivity Gains Trigger Hidden Work Intensity Creep
The most predictable trap in AI productivity is the hardest to see from inside it. You save an hour. Your brain immediately fills it. HBR calls it work intensity creep. I call it the Refill Trap. https://t.co/JReXSvsFjc
Waller Warns Productivity Surge Could Raise Borrowing Costs
Fed's Waller: starts by trashing Goolsbee's model -- anticipated productivity will be associated with higher borrowing costs if 'everyone' scrambles to invest, acting as a dampener.
When Job Apps Demand Bizarre Video Auditions
job application: “please upload your resume and a video of you folding a fitted sheet”
Goldman Delays Final Fed Cuts to Late 2026, Early 2027
“We are pushing back the final two Fed rate cuts in our forecast by one quarter to December 2026 and March 2027.” - Goldman
AI Hands Off Research at Decision‑Making Stage
In the "Dual Buyer Journey," at what exact point does the AI hand the research over to the human executive? https://t.co/yKDCjPSF60 @DLAIgnite #SocialSelling #DigitalSelling #Leadership #ArtificialIntelligence #AI #Strategy #Sales #Marketing #MarketingStrategy #MarketingSuccess #SalesTips #SalesLeader
1990s Productivity Ambiguity Led Greenspan to Delay Rate Hikes
Chicago Fed's Austan Goolsbee: the productivity again in the 1990s was not clear in the data. Greenspan imputed it based on other data and held back raising rates. It was only clear with hindsight.
Right Message, Right Time Sparks Immediate Bookings
Two of my students have hit pipegen seams this week and are booking a meeting a day now. It's blowing their minds that people who have the problem that they solve are eager to get on the calendar with them....
Enterprises Must Treat AI Tokens Like Budget Line Items
A common trend emerging in larger enterprises is token budgeting as a major topic. As agents can do more and more long running tasks, and thus take vastly more compute, allocation of tokens across teams becomes a very real thing...
CMBlu Secures €50M Series C for Organic Flow Batteries
Organic flow battery company CMBlu closes €50 million Series C #energysky -- via Energy Storage News: https://t.co/596pHjCFaJ
Balanced Bipartisan Budget Safeguards Education and Public Safety
Today I was proud to sign a balanced, bipartisan budget that reflects our commitment to being responsible stewards of taxpayer dollars and protects key funding for education and public safety. I’m grateful to the work of Colorado’s Joint Budget Committee...
Fed Official Questions if Shock Is Temporary or Lasting
San Francisco Fed's Mary Daly: "in a shock, how do you know whether it's temporary or persistent? [...] I'm trying not to use the word 'transitory', but you know what it refers to" 🤷♂️
Fed Seeks Level Playing Field for Banks Vs. Non‑banks
Fed's Michelle Bowman: the regulatory environment has pushed credit to non-bank financial institutions banks. Proposed changes are aimed to have traditional banks better compete.
I Thrive on Long‑term Projects, Not Quick Fixes
I started a Project Management project for a client , now I’m in the org chart making sure ownership is clear. I’ve restructured their team meetings , created 3 Dashboards for leadership visibility , already had 1:1’s with 3 team members...
Turn a Layoff Into Revenge: Build Missed Opportunities
My playbook for if you’ve been laid off: TAKE YOUR REVENGE. Look at your previous employer. What opportunities did they screw up? Which ones weren’t they taking? What could they have done better? Make 3 different products, see which ones...
Even Top Performers Can Feel Misplaced in the Wrong Culture
Culture mismatch is real. You can perform well, be competent, hit your goals, and still feel like you are in the wrong room.
Org Charts Market; Slack DMs Reveal True Hierarchy
Org charts are PR documents. They show what leadership wants to be true. Want to see the real org? Map who's in the Slack DMs when a decision actually gets made. That's your operating reality. The chart is the marketing.
Leaders Shouldn't Demand Questions Before the Interview
Had an opportunity to sit down with Commissioner Makary for BiotechTV earlier this year, but only if I provided the questions in advance, which I don’t do. I say it to everyone who asks…if the person needs the questions in...
Trust Beats Audience Size; Convert, Don’t Just Attract
Everyone's building an audience. Almost nobody's building trust. Audience tells you how many people see you. Trust tells you how many will actually buy. Those are not the same number. For most people, they're not even close. Reach gets you in the room. Trust closes the deal. Stop...
AI Scales Campaigns; Tech Leadership Must Guard Brand Consistency
RT AI agents can now scale marketing campaigns across dozens of channels. But who's enforcing brand consistency? That's a technology leadership problem, not a marketing one. #CIO #AIAgents #MarTech @Star_CIO https://t.co/Vjv8aDlma4
US Stock Market in Bubble Territory, Yield Spread Confirms
My view in @beincrypto on how the US stock market is OVERPRICED, OVERVALUED, and OVERHYPED: “My Bubble Detector says the US stock market is in bubble territory. So does the bond-stock yield spread. Buckle up.” https://t.co/EIcTSXkcsw
WNBA Launches Biggest Season Ever with Expansion, Record Contracts
Tonight marks the start of the #WNBA’s biggest season ever. Literally. New larger media deals with increased exposure. Two expansion franchises. The biggest player contracts in the league’s history.
Prime‑age Male Labor Participation up, Overall Rate Misleading
Sigh. I fucking hate it when people treat labor force participation rate as an indicator of labor market strength. This is just AGING. The prime-age male labor force participation rate has RISEN. https://t.co/irkibPk59k
Fed Briefly Employed Tiered Reserves During 2008 Crisis
🚨 Fed actually used a tiered reserves system temporarily in 2008🚨 — Darrell Duffie @HooverInst monetary policy conference https://t.co/CPW11sBr1e
Regulators Block Bank Liquidity Requests, Scarce Reserves Inefficient
How to shrink the balance sheet? @DuffieDarrell Due to regulatory pressure, large banks have not come to the Fed to get liquidity. Making reserves scarce again would be 'massively inefficient and stupid' (referencing Fed's Chris Waller's recent speech)
Candidate Experience Is Broken—A Critical Business Risk
The Candidate Experience is Broken – Time to Fix It https://t.co/M7fSPvUrih The candidate experience is a mess. Applying for a job is a frustrating dehumanizing exercise that leaves ppl walking away w/worse opinion of brand than when they started. It's...
Consumer Sentiment Misses, Jobs Beat Estimates, Unemployment Steady
📊 Pre-Market Brief | Fri, May 8 ─────── 📅 MACRO DATA Prelim UoM Consumer Sentiment: Act 48.2 | Est 49.7 | Prior 49.8 🔴 Average Hourly Earnings m/m: Act 0.2 | Est 0.3 | Prior 0.2 🔴 Non-Farm Employment Change: Act 115 | Est 65...
Tech Hiring Spikes to Three-Year High, 271k New Posts
Tech job postings hit 3-year high https://t.co/NUHjpucj2y < "... more than 271,483 new job postings and more than 575,000 total active job postings." Seems like good news as companies grow their tech investment.
DeepSeek Secures $7B Funding at $50B Valuation
DeepSeek is raising $7B at $50B valuation. Here is a rare English-language interview with one of the startup’s co-founders following a previous tech exit in the AI space. https://t.co/scR3D4ohM5
Tariffs Harm Economy and Violate Legal Authority
Two things can be true at once: tariffs can be bad economics and bad law. Taxing imports raises costs for Americans; doing it without proper authority also trashes the rules. https://t.co/IIdLA6tjrl
Programmatic Ads Now Drive over a Third of Spotify Revenue
Interesting data point from Spotify’s $SPOT earnings call last week: more than 1/3rd of its advertising revenue is now generated from “biddable” (programmatic) buying. https://t.co/iO6L7ngsmh
Nonprofit Hospital Tax Break Costs $300B in Ten Years
Worth noting: Based on CRFB's "2024 estimates, the tax exemption for nonprofit hospitals will cost the federal government nearly $300 billion in lost revenue over the next decade."
Russia's Desperation: Seeks Trump to Protect Putin
Russia needs Trump to beg Ukraine not to kill Putin if he appears in public The New Russian Empire is absolutely pathetic
AI Turns Services Into $20T Software Market
"SaaS was Software as a Service. I believe it's going to be service as software." @generalcatalyst's Madhu Namburi on the AI roll-up thesis. Services is a $20 trillion market.... multiple times the size of software. not the PE playbook of debt and...
Leaders Chase Metrics, Miss Hidden Cultural Breakthroughs
The Streetlight Effect: Why Leaders Keep Fixing the Wrong Problems https://t.co/XpfWVkTcpi Leaders chase metrics, fixes, initiatives that are easy to measure. The real breakthroughs in culture, EX, and CX are in the shadows, where the real problems and real opportunities,...
Master Working Capital Forecasting with a Proven 20‑Year Model
Why is working capital so damn hard to forecast? And how do it better? In tomorrows edition of Playbooks, I share the model for understanding working capital that has served me for the last twenty years and helped navigate umpteen cash...
AI Roll-Ups Require Elite Engineering, Change Management, M&A
"Three years in AI is actually like three decades of pre-AI" AI roll-ups have hit Wall Street (Amex GBT, Janus). New playbook & exit for public companies that can't make the AI transition on their own. Long Lake CEO @alextaubman on what...