Social•Feb 27, 2026
Paramount Pays Netflix $2.8B Termination Fee for WBD Deal
Netflix, in SEC filing, says Paramount 'on behalf of WBD, paid the $2,800,000,000 termination fee owed to Netflix in accordance with the terms of the Merger Agreement.'
By Brian Steinberg
Social•Feb 27, 2026
People Skills Matter More than Technical Expertise
Your lack of people skills cost you more opportunities than your lack of technical ones.
By Ed Latimore
Social•Feb 27, 2026
Private Credit’s Worst Deals: Aggregators, Roll‑ups, Soccer, Education
The worst segments of private credit (hint: it's not software*): Amazon aggregators Dental roll-ups Veterinary roll-ups Soccer teams Education *except for Pluralsight, which may be the worst private credit deal of all time
By Julian Klymochko
Social•Feb 27, 2026
David Ellison Secures Warner Bros Deal After Netflix Backs Out
Last Saturday, Netflix was the heavy favorite to buy Warner Bros. What changed? How did David Ellison pull it off? Why did Netflix back off? Behind the scenes of one of the biggest deals in business history with @MichelleF_Davis and @joshua_sisco...
By Lucas Shaw
Social•Feb 27, 2026
Factory Construction Down 13%—Trump Misreads the Data
Trump has to stop reading charts upside down. Factory construction is down around 13% after adjusting for inflation. https://t.co/YNFjjiLWfV That's only a boom in Trump's skull.
By Dean Baker
Social•Feb 27, 2026
CEOs View AI Agents as Automation Catalyst, Demand Expert Engineers
I talk to Fortune 500 CEOs and CIOs all time that are starting to think about all the new things that they’re going to build software for, and automate. Agents are the first thing that makes this viable for them....
By Aaron Levie
Social•Feb 27, 2026
Scale Empathy with Unified Service Management, Not Chatbots
The CMO wants "empathy," but the CIO needs "architecture." You can't scale empathy without a unified platform that connects front-office engagement to back-office execution. Don't buy a chatbot; invest in a Service Management ecosystem. Details: https://t.co/ajGMKZ1mkJ #CIO #CMO #CX #CCaaS #AI #ServiceManagement
By Tim Crawford
Social•Feb 27, 2026
Free Trials Work When Value Triggers Prompt Payment
Founders: Free trials are fine, but they need clear value triggers. Like Yesware limiting free email tracking volume - when pros hit the cap, they're seeing enough value to pay. Don't give away your core value indefinitely. Gate it behind reasonable limits.
By Pete Kazanjy
Social•Feb 27, 2026
US Ignores China AI Threat to Corporate Profits
Notable IMO b/c thus far this sell-off narrative seems to be focused solely on how US AI could disrupt the US. No one seems to be worried yet about what happens to US corporate profits if China AI disrupts the US. If...
By Luke Gromen
Social•Feb 27, 2026
SPAC IPOs Raise $10B in First Two Months
Just two months into the year and there have been 51 SPAC IPOs, which have raised a total of more than $10 billion, exceeding the total blank check IPO issuance in all of 2024. https://t.co/qkcICZwFet
By Julian Klymochko
Social•Feb 27, 2026
UPS Cuts 78,000 Jobs: Strategic Restructuring or Survival?
UPS . Layoff of 78,000 employees. There had better be more to this. Is it strategic? Stave off a dark cloud? A significant restructuring? Redefining itself? To? Why—the back story?
By Tom Craig
Social•Feb 27, 2026
Global Rotation From US Assets to Rest of World Begins
The 15+ year breakout is sending a very clear message: The global rotation out of US-based assets and into the rest of the world has officially begun, in my view. New macro presentation is out: https://t.co/GY7oyQol42 https://t.co/rypcHQGugR
By Tavi Costa
Social•Feb 27, 2026
U.S. Home Prices Stagnate, Punta Gorda & Austin Plunge
Freddie Mac House Price Index Decreased in January; Up only 0.4% Year-over-year Punta Gorda House Prices Down 22% from Recent Peak, Austin Down 18% https://calculatedrisk.substack.com/p/freddie-mac-house-price-index-decreased
By Bill McBride (Calculated Risk)
Social•Feb 27, 2026
Small Force Wins Through Cohesion, Momentum, Empowered Leadership
“A thousand soldiers took down a city of 6 million. Not by magic. By cohesion, momentum, sustainment, and leaders who empowered initiative under fire." General (ret) David Perkins discussing the 2003 Battle of Baghdad on my @WarInstitute UWP podcast. https://t.co/Icc6ylRqaQ
By John Spencer
Social•Feb 27, 2026
Early Bets Win; Amazon’s Late Entry Costs Billions
Early positioning beats late capital every time. Amazon just invested $50 billion in OpenAI for 6 percent ownership and distribution rights. Microsoft invested $13.8 billion starting in 2019 and owns 23.5 percent with exclusive IP, revenue sharing, and API control locked through...
By Hiten Shah
Social•Feb 27, 2026
Google Experiments Adding Web Mentions to Retailer Reviews
ICYMI: Google tests web mentions in the reviews section of retailer store pages https://t.co/SuUPYs3fu4 https://t.co/2sQKHp9rT9
By Barry Schwartz
Social•Feb 27, 2026
Prioritize Growth and Brand Over Early Profit
Profitability shouldn't always be the primary goal in the early stages. Sometimes, investing in growth, user experience, and brand reputation is more important than immediate profits. Play the long game. ✨
By Gale Wilkinson
Social•Feb 27, 2026
JPMorgan, Not Stripe, Seen as Viable PayPal Buyer
.@ShenLucinda argues that Stripe isn't a logical buyer for PayPal. But JPMorgan may be. https://t.co/5mg3m05s44
By Dan Primack
Social•Feb 27, 2026
Amazon Bets Low-Cost Strategy to Dominate AI
.@WSJ: Amazon Tries Its Low-Cost Approach to Winning the AI Race. < My quote within the post. https://t.co/Z8Y3jv0mqC #CIO #AI
By Tim Crawford
Social•Feb 27, 2026
Druzhba Pipeline Remains Vital Amid Disputed Repairs
The Druzhba pipeline, which supplies 100% of Slovakia's oil & 86% of Hungary's oil, remains FRONT & CENTER. Hungarian PM Orban & Slovak PM Fico have both asserted that the pipeline is functional, while Ukraine asserts that the pipeline has not...
By Steve Hanke
Social•Feb 27, 2026
Weekly Chartbook Offers 50+ Slides for Forward Guidance
50+ slide chartbook to go along with our @ForwardGuidance episodes - posted every week. https://t.co/BewBom4N6L
By Quinn Thompson
Social•Feb 27, 2026
Companies Rebrand Routine Restructuring as ‘AI’ Overhype
Block built two parallel company structures during COVID and is now collapsing them. That's a management correction, not an AI story. Worth watching which other companies use "AI restructuring" as branding for decisions they would've made anyway. Expect a...
By Lex Sokolin
Social•Feb 27, 2026
Company Secures Record Private Funding Amid Cofounder Lawsuit
Remarkable that a company raises largest private round ever, while in the midst of being sued by a cofounder who also happens to be the world' richest man.
By Dan Primack
Social•Feb 27, 2026
Revenue Growth Trumps Profit as Companies Form Interlinked Borg
I take @sama point on circular dealmaking concerns -- that the revenue growth is key metric. And will leave profit concerns for another day. But also true that these companies are becoming something of a borg. If one goes down, it's...
By Dan Primack
Social•Feb 27, 2026
Warner Execs Stunned by Paramount Deal, Consider Sale
Warner Town Hall: Management sounds shell shocked about the Paramount deal. Do they really want to sell? https://t.co/XWnrLMB7zM
By Claire Atkinson
Social•Feb 27, 2026
CEOs Must Prioritize Talent over AI Rollout Hype
“AI rollout is the focus for most leaders at the moment—but it may not be the right priority.” CEOs should be scrutinizing “the capability of the people who are going to be dealing with the AI.” Many good points here via @FT. #technology...
By Sigi Osagie
Social•Feb 27, 2026
ChatGPT's 900M Users vs 50M Paying Subscribers
900M+ weekly active users, but 50M consumer subscribers? For some reason I was expecting more -> OpenAI says ChatGPT has 900M+ weekly active users, 50M+ consumer subscribers, and weekly Codex users have more than tripled since the start of the...
By Glenn Gabe
Social•Feb 27, 2026
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
By Ben Fidler
Social•Feb 27, 2026
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
By Mike Dano
Social•Feb 27, 2026
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
By David Folkenflik
Social•Feb 27, 2026
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...
By Tomasz Tunguz
Social•Feb 27, 2026
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.
By Pete Kazanjy
Social•Feb 27, 2026
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 $FMCC. Of course my @Kalshi topic...
By Danny Moses
Social•Feb 27, 2026
New Ideas Must Prove Two Benefits or Stay Ignored
When you put a project on hold for a new idea, ask yourself, How would this make my original course of action easier or more effective? If you can't immediately think of two convincing ways, it's probably a distraction.
By David Kadavy
Social•Feb 27, 2026
Tariff Refunds Spark Unexpected Market Reaction
I run a family account that is very light on profanity, but I'm making an exception here because this is highly relevant re: policy - i.e., the market response to tariff refunds - and is also kinda funny https://t.co/W4w9escVzV https://t.co/5sIpIX72ON
By Scott Lincicome
Social•Feb 27, 2026
Data‑driven Debate, Not Magical Thinking, Drives Solutions
A “serious and responsible discussion” would start with the data, name the trade-offs, and propose fixes. Magical thinking isn’t a program; it’s an alibi. https://t.co/wtjQL4ly9p
By Justin Wolfers
Social•Feb 27, 2026
Procrastination Can Be Rational Amid Unclear Goals
Procrastination is often a perfectly rational reaction to a situation with unclear direction and uncertain payoff.
By David Kadavy
Social•Feb 27, 2026
AI Success Demands Dedicated Agent Management Teams
To Thrive in the AI Era, Companies Need Agent Managers https://t.co/5kEKrzEC7v [Reg Req] #ArtificialIntelligence #Innovation #Technology #Tech #TechNews https://t.co/UUV6jamuJD
By Tim Hughes
Social•Feb 27, 2026
OpenAI's Record Funding Rattles AI Giants and Software Stocks
There's a new kingmaker in AI... OpenAI raises the largest private funding round in history and two of the biggest backers ($NVDA and $AMZN) are down to flat today. Meanwhile a blog post from Anthropic sends software stocks swinging
By Deirdre Bosa
Social•Feb 27, 2026
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
By Brian Steinberg
Social•Feb 27, 2026
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
By Brian Steinberg
Social•Feb 27, 2026
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
By Jeff Baumgartner
Social•Feb 27, 2026
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...
By Ernie Tedeschi
Social•Feb 27, 2026
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
By Mike Dano
Social•Feb 27, 2026
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...
By Adam Robinson
Social•Feb 27, 2026
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...
By Arvid Kahl
Social•Feb 27, 2026
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...
By Andrew Youderian
Social•Feb 27, 2026
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
By John Kicklighter
Social•Feb 27, 2026
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"...
By Andrew Rosen
Social•Feb 27, 2026
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
By Dave Millner