Shift IT Focus From Spend to Real Value Metrics
RT IT is great at tracking spend, not so great at proving benefits. Time to move beyond inputs and measure "honest time savings, productivity gains, and market share." #CIO @Star_CIO https://t.co/qPKuOVY8TH
B2B Attribution Is Dying as Marketers Give Up
B2B attribution was always an impossible task. And finally, marketers and CFOs have simply stopped trying. You’d think a category this hotly and frequently debated would be one B2B marketing leaders actively prioritize and fund. It isn’t. We’ve been watching...
Agentic Systems Redefine Workflows, Merging Talent with Execution
Agentic systems push end-to-end workflow redesign, where roles and decisions stop following fixed paths. Talent and leadership become execution layers, since people and agents now work inside the same process. Source @McKinsey Link https://t.co/9j9AgUCwUt via @antgrasso https://t.co/QilMNzMFO7
SMB Sales Are 10x Harder than Enterprise, Deterring VCs
SMB plays are 1000% harder than enterprise plays. This is why VCs don’t invest in them that often. Doesn’t mean they cannot be successful, but selling to small shops is just really really really hard.
California Hurdle Cleared, PRA Merger Delay Boosts Short
$PRA merger break has been a long one. As noted, nothing was expected until the June 2026 deadline, and here we are. California, as the final hurdle, was always in the thesis. Cutting it this close actually seems like a positive for...
Half of Fed Forecasters Now Expect No Rate Cuts This Year
More sell-side firms and Fed watchers are removing/delaying cuts from their outlook, including a couple forecasters after the April NFP. Half now see no cuts this year (and risks are clearly tilted to this group continuing to grow given inertial...
Oil Spike May Force Fed Rate Hike, Defying Playbook
For the Fed and incoming Chair Warsh, a left tail oil spike could throw sand into the gears of the emerging Warsh-Bessent playbook of lower short rates and easier debt financing. In fact, my various interpretations of the Taylor Rule...
Boat Sales Signal Economy’s Health—Decline Warns Trouble
I think one of the best economic indicators isn’t real estate, it’s boat sales. Boats are the ultimate disposable income purchase. Generally speaking, they only sell in an economy where people are doing very well and have a very optimistic outlook...
Setback Targets Global Tariff, Not US‑China Talks
Will push back a bit against Dr. Prasad's take here, and the NYT headline framing the "122" decision as a set back for the US in the negotiations with China. The actual set back is to any attempt to generate a...
Early-Stage Fundraising Rarely Requires NDAs
What no one tells you about fundraising: NDAs are not standard for early stage raises.
Global Oil & Gas CAPEX Averages $575 Billion Annually (2022‑25)
For scale: The average annual GLOBAL oil & natural gas CAPEX for 2022-2025 was ~$575bn... https://t.co/esWldvX2SQ
Fed Must Address Fiscal Sustainability, Says Mike Levy
The Fed should be able to talk about fiscal sustainability, MIke Levy says (crediting @B_Eichengreen for bringing it up) as it affects monetary policy. @HooverInst
CEO Leads Binary Defense's AI Cybersecurity Revolution
I'm happy to announce that I have officially been promoted to Founder and Chief Executive Officer (CEO) of Binary Defense. With the changes in the industry happening and the shift to artificial intelligence, I have been immersing myself relentlessly on...
Leadership Requires People, Purpose, and Systems Thinking
People, purpose and systems thinking: The leadership layer of the energy transition #energysky -- via pv magazine global: https://t.co/Nyj1axDFjK
Ads in LLMs Spark Need for Trusted Subscription Model
As they add ads to LLMs this will be an even bigger problem. Creates an opportunity for a trusted LLM brand that can deliver on customer value. Maybe it has to be a subscription.
Intel's Market Cap Soars 6x Under New CEO
how Lip-Bu Tan rolling up to Intel’s Friday Happy Hour after INTC market cap has spiked 6x to $623B since he became CEO in March 2025 https://t.co/2QA1OSzLVI
Revenue Soars, Yet CEOs Slash Jobs, Undermining Growth
Revenue up 34% Cutting 1,100 jobs Psychopath CEOs are killing the goose that laid their golden eggs https://t.co/VKPoIy3ctO
Disney Faces Summer Layoffs; CEO Skips Crucial Topics
More layoffs are coming to Disney this summer. That and many important things new CEO Josh D'Amaro DIDN'T say in his debut earnings call: ⬇️⬇️ https://t.co/mWp4ObF0Sf
U.S. Government Debt Swelled Nearly Tenfold Since Magazine Cover
According to @awealthofcs, government debt is up from $430 billion when this magazine cover came out to nearly $40 trillion today. That is almost a 10x. https://t.co/ELdzuCU36y
Party Dismisses Jobs Data, Then Lauds It in Power
Never fails...out of power party says increasing jobs numbers are bogus. Then the party gets in power and touts "incredible" jobs numbers month after month.
Google AI's Bundle Sets New Standard for Subscription Success
.@GoogleAI's subscription bundle is arguably the most successful consumer subscription in history. They bundle Gemini, NotebookLM, Nano Banana, Veo 3, and terabytes of storage—with 150M+ subscribers generating many billions in revenue. Here's the story behind how they designed the bundle, their unconventional...
CEOs Fear AI Missteps, Yet Stick to Pilots
Running AI Pilots or Transformation? Check out the latest article in my newsletter: Half of CEOs Say Their Job Is on the Line If They Get AI Wrong. So Why Are Most Still Running Pilots? https://t.co/W9XRhB24IC via @LinkedIn #Leadership #AI...
Hire a Lawyer Early, Avoid 10x Later Costs
I've worked on deals with a combined value of $1 billion+ and represented 100s of startups through incorporation, fundraising, scaling, and exit. And I can confidently say the founders who hire a lawyer at the wrong stage almost always pay 10x...
Warsh Seeks Fed Balance‑sheet Cuts Post‑LCR Easing
Serious question for fixed income experts: Warsh wants to reduce the Fed balance sheet after bank regulations are eased - specifically the liquidity coverage ratio requirements that forces banks to hold large reserve balances (~$3 trillion). So if/when the reserve requirements are...
Anthropic's New Tools Aren't New—Own the Stack Yourself
Anthropic shipped Dreaming, Outcomes, and Multiagent Orchestration for Managed Agents. None of this is conceptually new. LangGraph + MCP + vector DB + eval loops — you can build all of it yourself. The question is not capability. It's whether you want to own...
Bond Investors, Fed Use Different Treasury Valuation Models
Bond investors and Fed policy makers use different models on how to look at Treasuries, @HannoLustig says. @HooverInst
Platypus Economics Hits Substack's New Bestseller List
Love to see it. Absolutely love it. Platypus Economics launches at the top of Substack's "New Bestseller" list. Come join us! Apparently all the cool kids are doing it: https://t.co/2QEpMRPmd8 https://t.co/XGzaSzbJJb
Manual Updates Reveal Outdated Security Practices
"If your security strategy relies on a sysadmin logging into a server to run apt-get upgrade on a Tuesday morning, you aren't running a modern security program; you’re running a historical reenactment society." #overheard
Boost LinkedIn Engagement with AI-Powered Posts
Trying to get more involved with the @LinkedIn community, but are finding that your posts don't get engagement? Use AI to make 'em more engaging. Here's how to give it a try: https://t.co/y53idal1Jb #linkedin #chatgpt #ai #socialmedia https://t.co/wu3iA3BOjJ
CEO's ChatGPT Gamble Costs $250M Acquisition
This $8 billion company's CEO used ChatGPT to escape $250M in an acquisition deal. Here's how it blew up in his face:
Debt Service Ratio, Not Total Debt, Drives Markets
Eichengreen rightfully points out that total debt is far less relevant than debt service ratio. Large balances make for good headlines, but don't correlate with markets. @B_Eichengreen @HooverInst
Stocks Hit Record Highs Despite Macro Fatigue
What's does the global macro horizon look like over the coming week? Record High Stocks Amid Extreme Headline Fatigue https://t.co/AoxA22S38v https://t.co/L2MqLnfrdM
Management Isn't the Only Career Path for High Performers
Rethinking Career Progression: Why Management Isn’t the Only Path Forward https://t.co/zUedSc25Su Not every employee is suited to/interested in/effective at management. Yet orgs continue to push high-performing individuals into leadership roles to the detriment of individual & co https://t.co/7VbeJ0Ic1h
Low VIX Signals Calm Amid Market Panic
Investor: "OMG what's happening in the Middle East? Are interest rates back up? What about crude oil? Wait the jobs number came in strong, what now?!?" $VIX: "Dude. Just chill out." $VIX < 20 = "Please disperse, there's nothing to see here."...
Dollar's Reserve Role Erodes as Allies Shift Amid NATO Tensions
'US dollar as reserve currency has been in long-term decline. Lists a long list of contributing factors, notably also states that if history is any guide, countries keep reserves with allies, and NATO tensions may negative impact Treasury holdings.' @B_Eichengreen...
Top Reps Win by Reaching Real Pain Fast
I've personally reviewed over 2,500 discovery call recordings. The single clearest difference between top producers and average reps has nothing to do with personality, product knowledge, or closing technique. It's how fast they get to real pain.
Leave the Lectern: Connect Directly with Your Audience
I urge you not to stand behind the lectern throughout your entire talk. It puts a barrier between you and the audience, and they feel it. #stagepresence #presentationskills #keynotespeaker
CEO’s AI‑driven Takeover Backfires, Court Restores Indie Control
This $8 billion company's CEO used ChatGPT to escape $250M in an acquisition deal. Here's how it blew up in his face: Krafton is the South Korean giant behind PUBG. In 2021, they acquired Unknown Worlds Entertainment... a small indie...
Skip the Quick Pitch: Truly Explore Customer Pain
Most reps surface the pain and pivot immediately to the pitch. That's the second biggest discovery mistake I see, right after stopping at the first answer.
Speedy Replies Turn Leads Into Closed Deals
The faster you respond, the more deals you win. You’re losing opportunities you don’t even know existed because you aren’t replying fast enough.
Higher‑base Inflation Risk Echoes 1970s Oil Shock
If this left tail manifests, it would happen at the worst time from an inflation perspective. Since the 9% COVID spike in 2022, the inflation rate has settled down to 3%. That’s better than 9% but it’s not the Fed’s...
Follow Charlotte Henry: Your Go‑To Sports Media Expert
Want to give a Friday shout out to the amazing @charlotteahenry who is an essential go to resource on all sports media and business of media news at her site The Addition. She’s also the author of Streaming Wars....
Target High‑value, Paying Customers, Not Every Segment
Founders: Don't try to boil the ocean with pricing segments. You're not optimizing pricing for every possible customer - you're looking for the ones who: 1) Have the problem badly 2) Can pay to fix it 3) Will get clear value from your solution
10 Questions to Spot Close‑Minded Leadership
RT @JoeContrera How do you know if you have slipped into a close-minded mindset and are in need of a little Windex on your lenses of perception? Here are 10 questions to determine if you are a close-minded leader: https://t.co/LlmLvGIgYC #leadershipdevelopment #perception https://t.co/ofkeORSvYM
Staying in Comfort Is Risk
4 years ago I had a well-paid sexy job in Dubai, a stable salary, and a career most people would have kept. I quit. I had no product. No revenue. No investors. Just a belief that supply chain professionals deserved better learning...
OnlyFans Valued at $3.15 B in Minority Stake Sale
OnlyFans Valued at $3.15 Billion in Deal to Sell Minority Stake to Architect Capital https://t.co/jAaogMQao2 via @variety
After 15 Years, I Abandoned SEO as Growth Lever
The @ecomfuelco podcast today about how I've given up on SEO after 15+ years as my primarily growth lever. Good, nuanced counter take from @Travis_Jamison who knows the SEO world significantly better than I do. Super curious to hear how...
Your 2026 Sales Playbook Is Losing 28% Efficiency
#TimTalk - The 28% Efficiency Drop: Why Your 2026 Sales Playbook is Broken with Guy Rubin https://t.co/3jZXQV2Mq2 @DLAIgnite #SocialSelling #DigitalSelling #Leadership #ArtificialIntelligence #AI #Strategy #Sales #Marketing #MarketingStrategy #MarketingSuccess #SalesTips #SalesLeader
Ben's New Interview Revisits 1987 on Our Channel
Ben, the glue that keeps dampedspring together, just launched his own content on our YT feed. He interviewed me about 1987. It's fun. First installment here. https://t.co/esbKNwEi5s
Private Valuations Inflate; Public Markets Demand Realism
One of the logical mistakes I see people making often is comparing public valuations to private valuations. It is easy to only raise at higher and higher valuations in the private markets. Public markets are much less forgiving.