Atrium Launches to Tackle Rare Heart Diseases with RNA
Atrium spins out of Avidity, aiming to target rare heart diseases with RNA https://t.co/xLp2oQDHGy $RNA $NVS #startups
Charter Ends DEI, Pushes Cox Merger and Onshoring
NEW Charter tells @BrendanCarrFCC that it ended DEI, as it continues to pursue its merger with Cox: https://t.co/s4uJ8LIA1d Charter also said it will do some onshoring: https://t.co/JqEELKcoU4 $CHTR
Paramount‑Warner Merger Unites Film, News, and Social Media
Paramount, Warner Bros deal would unite film, news and social media forces in the age of Trump My analysis for NPR: https://t.co/zsdkP7wB8K
Efficiency Revolution: Companies Will Trim Workforce by Half
Could you operate your company with half the people? Jack Dorsey’s announcement yesterday, reducing Block’s headcount from 10,000 to 6,000, should provoke this question in every management team. The stock surged 24%. Dorsey’s memo framed it as inevitable : Within...
Price by ROI Metrics, Not Guesswork
Founders: ROI pricing is powerful but requires clear metrics. If you can prove '1 missed recruiting fee per 500 candidates' or '25% higher win rates,' price against that value. If not, index off competitor pricing and iterate up based on market response.
AI, Private Credit, and US Debt Drive Market Volatility
Having @bethanymac12 on the show to discuss the economy, markets & the issues currently causing volatility like the benefits/consequences of A.I. as well as trends in Private Credit is invaluable. We also hit $FNMA $FMCC. Of course my @Kalshi topic...
New Ideas Must Prove Two Benefits or Stay Ignored
When you put a project on hold for a new idea, ask yourself, How would this make my original course of action easier or more effective? If you can't immediately think of two convincing ways, it's probably a distraction.
Tariff Refunds Spark Unexpected Market Reaction
I run a family account that is very light on profanity, but I'm making an exception here because this is highly relevant re: policy - i.e., the market response to tariff refunds - and is also kinda funny https://t.co/W4w9escVzV https://t.co/5sIpIX72ON
Data‑driven Debate, Not Magical Thinking, Drives Solutions
A “serious and responsible discussion” would start with the data, name the trade-offs, and propose fixes. Magical thinking isn’t a program; it’s an alibi. https://t.co/wtjQL4ly9p
Procrastination Can Be Rational Amid Unclear Goals
Procrastination is often a perfectly rational reaction to a situation with unclear direction and uncertain payoff.
AI Success Demands Dedicated Agent Management Teams
To Thrive in the AI Era, Companies Need Agent Managers https://t.co/5kEKrzEC7v [Reg Req] #ArtificialIntelligence #Innovation #Technology #Tech #TechNews https://t.co/UUV6jamuJD
OpenAI's Record Funding Rattles AI Giants and Software Stocks
There's a new kingmaker in AI... OpenAI raises the largest private funding round in history and two of the biggest backers ($NVDA and $AMZN) are down to flat today. Meanwhile a blog post from Anthropic sends software stocks swinging
CNN Staff Fear Sale to Paramount Amid Shaky Stewardship
Anderson, cooped. Jake, tapped. Erin, burnt. Kasie, hunted. Wolf, blitzed. Fears are running high among CNN staff after parent company Warner cleared the way for a sale to Paramount, which has been a shaky custodian of its own journalism assets https://t.co/c3LvI7HQXl
CNN Staff Fear Warner‑Paramount Merger Will Damage Journalism
CNN Staffers Fear Warner Bros.-Paramount Deal Will Hurt Their Journalism and Network’s Financial Health https://t.co/c3LvI7Hj7N via @variety
New CEO Bullish on Mobile, Convergence Takes Time
Jim Holanda, Cable One's new CEO, is bullish about mobile but warns that the operator's budding convergence strategy will take time to drive results. @Light_Reading https://t.co/aH0YccspLJ
Pandemic Hiring Mistakes Rival AI's Labor Market Impact
AI could be affecting the labor market right now, but it's also important to remember that we're all still living in the shadow of pandemic decisions made years ago. We should treat their downstream effects as at least as strong...
Acquired Nextivity’s HPUE Line to Boost AirG Portfolio
"I'm excited to announce that we recently acquired the HPUE or High Power User Equipment product line from Nextivity." https://t.co/qJSVIM8AGg $AIRG
Ignore Generic Advice; Trust Your Own Startup Journey
So far I’ve built two SaaS companies, and this advice almost killed both of them: “Your TAM is too small, it’ll never be a unicorn” “Drop your tiny startup and join this rocket ship” “Build a full go-to-market platform” Every person who gave me...
Tech Adoption Lag: Most People Resist New AI Tools
The one thing that keeps me from indulging in the AI panic is the sheer reluctance of most people I've met in my life to adjust to new technology. All these wonderful things exist at the fingertips of each human...
Financial Fluency Doubles Owners' Cash Extraction From Revenue
If you don't have financial fluency, your chances of turning business revenue -> personal cash plummet. I have the data to prove it. I surveyed 200+ store owners as part of the 2026 eComFuel Trends Report (full report coming soon). One of the...
Hot PPI Fails to Dent Fed Cut Expectations
The hotter-than-expected headline PPI this morning didn't curb Fed rate cut expectations. The implied cuts through 2026 from Fed Fund futures has edged up a bit. $DXY hasn't taken the fundamental bait for a bearish wedge break though: https://t.co/CgVJLLvWs8
Deal Secures Beloved IP, Expands Monetization, Locks AI Control
The Paramount-Warner Bros. Discovery Bros. deal can be best understood through four objectives. 1. Buying IP that audiences already love — because nobody builds DC or Harry Potter from scratch. 2. Protecting valuable IP—after this deal closes, Netflix will lose "fat tail"...
HR and IT Must Choose Cooperation Over Consolidation
The HR–IT debate in the age of #AI: cooperation or consolidation? @HR_Exec https://t.co/0mcF86H3r7 #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
Shen Announces 10% Workforce Cut for Glo Fiber Completion
"On February 23, we announced a workforce reduction of approximately 10% of our employees to better align our staffing levels with the planned completion of the construction phase of Glo Fiber." https://t.co/GzjBeZOwWx $SHEN
Trump Tariffs Drive Canada to Diversify Global Trade Partners
Thanks to Trump’s threats and tariffs, Canada is looking for new partners everywhere. Carney has already visited China, departed for India today, and will head next to Australia and Japan. TRUMP’S TARIFFS = PIVOTING AWAY FROM THE US. https://t.co/UHsis6akCV
PBOC Allowing Gradual RMB Appreciation, Not Stopping It
The claim by @robinbrooks_j & others that the PBOC is intervening to stop the RMB's advance strikes me as a misunderstanding. This is the 7th month of RMB gains. If PBOC is intervening to "stop" CNY rise, it is not...
Free 6‑Month Claude Max: The New Severance Perk
a free 6mo subscription to claude max 20x is the hot new employee severance benefit
AI Boosts FP&A When Foundations Are Solid
AI can be a powerful co-pilot for FP&A — when foundations are in place. Start small. Fix processes. Keep human judgment central. 🎬Finance leaders from Miele, ETH Zurich, Takeda & Jedox shared practical lessons and real journeys: https://t.co/byNC3xTozV #fpatrends #aiinfinance
AI Job Losses Could Spark Credit and Debt Crisis Soon
The question is NOT "Will AI take all the white-collar jobs or not?" (It won't.) The questions are: 1. "How many white-collar jobs does AI have to take to trigger a consumer credit, & then government receipt & global sovereign...
Know Your 12 Key Ecom Metrics or Fail
Ecom operators are surrounded by data meant to guide them, yet they’re still operating in the dark. Plenty of brands know their ROAS. Far fewer know their: - Break-even ROAS - Blended CAC against contribution margin - CPMs relative to 2026...
Foreign Markets Surge Amid Global Extensions
(PREMIUM) "Tactical Update: February 27, 2026 - Global Extensions..." Foreign markets remain on fire... via The Lyons Share https://t.co/VFNIukbgod https://t.co/jRyXRjyXsc
Policies Need Time; False Optimism or Doom Is Gaslighting
It is gaslighting to say things are rosy; it is gaslighting to say things are terrible. Some govt policies will take months/years to bear fruit -depending on implementation and follow-through which are far from guaranteed.
Banks Fund Equipment, Not Your Business Goodwill
"Most commercial banks will lend against machines & equipment... Do you know what the bank won’t finance? Goodwill… the intangible value of the fact that you’ve built up a great clientele" –12 Things to Do Before You Consider Selling Your...
Time‑Based Productivity Balances Ambition and Personal Life
Ambition and personal time are not enemies. Time-based productivity helps you create boundaries that protect your energy while still driving results. Work well. Rest well. Live fully. Enrol now and build your sustainable system. https://t.co/E53E31bsZG https://t.co/HtWmQNUzZD
Storytelling Beats Metrics in Early-Stage Fundraising
Metrics matter. But in early-stage fundraising? Storytelling matters more. In Ep. 234 of The SaaS CFO Podcast, Helen Hastings shares why vision + narrative win investor conviction. Listen here 👇 YouTube: https://t.co/BnQYh8fzzR #SaaS #Fundraising #Startups https://t.co/zRSXoqqM2z
Ask Rejected Investors for Immediate Feedback to Refine Pitch
Seek feedback from investors who pass on your pitch. In fact, ask for feedback right there on the call (much easier than trying to get it via email later). Use it to improve your approach and strengthen your next presentation. Constructive...
Canada’s Q4 GDP Dips as Inventories Plunge
The Canadian economy ended the year on a softer note as a sharp decline in business inventories drove down real gross domestic product by an annualized 0.6% in the fourth quarter. The decline was partially offset by increased household spending,...
Massive Media Mergers Keep Missing Value Creation
AT&T paid $85.4B for Warner Bros. and failed to create value. Disney paid $71.3B for Fox and has struggled to consistently wring value out of it. Discovery paid $43B for Warner Bros. and failed to create value. Paramount will pay $111B...
IMF’s No‑Bailout Stance Pushes China, Ecuador Back to Markets
Striking that China has taken $2 billion off the table since 2021 while the IMF put $2 billion in ... Talk about not using IMF funds to bailout China back during the pandemic turned out to be just that, talk. You...
Paramount Gains, Ellisons Burdened by Massive Debt
Who really won in Paramount’s acquisition of Warner Discovery? Plus new details on the mountain of debt awaiting the Ellisons. My debate with Bill Cohan @PuckNews ⬇️⬇️ https://t.co/xl4sfxLQQD
Core Wholesale Prices Jump 0.8% in January, Outpacing Forecasts
"Core wholesale prices rose 0.8% in January, much more than expected" https://t.co/LVa2AuC787 "For the full year, core wholesale prices accelerated 3.6%" Big Jan26 drivers: -professional & commercial equipment wholesaling services -Trade services -metals https://t.co/SIuJIRE7bD
Spanish Analyst Warns Gibraltar Shift Would Harm Spain, Morocco
The Blind Spot's resident Spaniard says Brits shouldn't worry about Gibraltar turning Spanish. Were that the case, it would set off a series of dominoes that could devastate both Spain and Morocco. https://t.co/gFok91QaFp
AI Threatens Marketers: Paid Media’s Uncertain Future
The death of marketers, is it over for paid media?, the bear and bull case for AI https://t.co/9NjhfPjOfn
Low Treasury Yields Revive MMT Enthusiasm Flood
Feeling listless and disjointed as I await the inevitable barrage of "#MMT was right all along" posts now that 10-year Treasury yield has fallen below 4%... https://t.co/ANQCCAXJms
California May Counter Warner‑Paramount Merger with Robust State Law
California legislators could hit back at the Warner-Paramount deal by passing a strong state level merger law.
Strong Current Accounts Can't Stop Taiwan, Korea Currency Weakness
Taiwan's currency has depreciated even as Taiwan's current account has soared (to 20% in calendar 2025, with 30% expected in 26). But Taiwan is not alone -- the Korean won is also very very weak even as Samsung...
LLM Boom to Yield $10B Profit by 2031
Can someone make me an analysis for the jcurve being created by LLMs and supporting companies (data centers)… which should be $250b today… Assume $250b more invested over next 4 years Then assume $10b in profits in 2031 and 50%...
Sticky PPI Keeps Rates High, Drives Yield Decline
The PPI is not falling, it has become sticky. It means rates stay higher. That will slow things down. Thus bond yields are falling. Makes sense? God knows https://t.co/XxE0jqRJ3L
Word of Mouth: Byproduct of Growth, Not a Tactic
Word of mouth is not a tactic, but rather a byproduct of growth. This is an important distinction, because we tend to look at things in marketing through a tactical and operational lens, where we can take steps to predictably...
Watch Webinar Linking Top 100 Biotech VCs Insights
Here's the link to watch yesterday's webinar on venture capital, a companion to this year's top 100 biotech VCs list with @ChrisDoko Lots of positive feedback here. Post your thoughts. https://t.co/c16y04mFsD