Google Ads Mandates Passkeys for Sensitive Actions July 15
Google Ads to require passkeys for certain sensitive actions starting on July 15 https://t.co/ERPAYU10eg https://t.co/q4LeLR7byl
Polyfunctional Robots Outperform Humanoids in Business Value
🤖 Humanoid robots get the headlines, but the robots that create the most business value may look very different. In this video, I explain what polyfunctional robots are and why they could become far more important in real business operations...
AI Resurgence Revives Demand for Legacy IT Infrastructure
The AI boom may be reviving parts of the tech industry many thought were obsolete. As AI moves deeper into enterprise adoption, older infrastructure like servers, storage, software stacks and general-purpose chips are becoming relevant again. The pendulum is swinging. AI may...
Dig Deeper: Find the Need Behind the Need
"Need behind the need." This is the most important concept in discovery, and most salespeople never get there. Every buyer's first answer is vague: better pipeline, more visibility, improved rep performance. Those answers don't close deals.
Research-Backed Content Earns Links and Authority
If your content is not earning links, ask why. Research does. It gives writers proof. It gives journalists sources. It gives your brand authority. Tools matter. Research dominates. https://t.co/PNytCOQeuq
Strong Jobs Market Lets Fed Target Iran‑driven Inflation, Delaying Cuts
A stable labor market has given the Fed more flexibility to focus on mounting inflation risks stemming from the war in Iran, which have weakened the case among officials for rate cuts https://t.co/k8VoRWUSjB @nytimes
U.S. Choice on Hormuz Determines Global Future
Everyone is watching. Will the United States win or lose? Will it leave or take away the control of the Strait of Hormuz from Iran? Will it leave or take away the nuclear material from Iran? Will it leave or take away the deadly...
Fragmented AI Costs Fortune 500 $161 B Annually
Non-strategic AI implementations are costing the Fortune 500 an estimated $161B a year in what researchers call the "fragmentation tax" - duplicative work, misaligned priorities, & coordination chaos eroding productivity gains. #AtlassianTeam26 #CIO #AI https://t.co/X27BnHM7xc
Finance Ignores Strait Closure, Prioritizes Abstract Reality
Financiers do not seem to care if the Strait is open. Their financial reality precludes physical reality.
Guindos: Hormuz Status Crucial for June ECB
ECB’s Guindos says the status of Hormuz will be key for the June meeting (at which point he will no longer be in office) https://t.co/mviPQJ2pQ4 via @MacarenaMunozM https://t.co/4oMA54Kjhz
Kevin Warsh Struggles to Push Rate Cuts At
It’s getting harder for Kevin Warsh to come into the Fed and push for rate cuts, if he even still wants them…
April Workweek Rises; Private Payrolls up 4% YTD
From the April payroll report: INCOMES: The average workweek ticked up in April after falling in March. The index of aggregate weekly payrolls for private-sector workers (which combines hiring, wages, and hours) was +4% for the year. https://t.co/brQvF8k1Xw
AI Turns Blindfolded Exit Multiple Guesswork Into Precision
"Modeling exit multiples has always involved a lot of guesswork, but now it feels like throwing at a dartboard blindfolded." Anonymous PE veteran (Bloomberg coverage of AI's impact on PE models, 2026)
AI Investment Surge Fuels US Trade Deficit Despite Tariffs
Despite record tariff levels, the US trade deficit is widening in large part because of the boom in AI-related investment. More featured on today's Chartbook Top Links in the comment below. https://t.co/e7hFtYSr2M
AI Operating Partner Drives Dialogue, Not Unwarranted Adoption
"An AI Operating Partner will force AI conversations at portfolio companies, which is useful as long as it does not create pressure to adopt AI without justification." Korn Ferry institute commentary on the AI Operating Partner role Korn Ferry Institute commentary on...
SiTime CEO Forecasts Near Triple-Digit Growth After Renesas Acquisition
On the back of some stellar financial numbers this week, I sat down with @SiTimeCorp CEO Rajesh Vashist for an annual update on the $11b timing market, their recent Renesas clocks acquisition, and why they have near triple-digit growth. $SITM https://t.co/egnZjy5Im5...
Wendy's Interim CEO Stalls Revitalization Amid Shareholder Uncertainty
As a reminder: Wendy's is currently operating with an interim CEO and its largest shareholder may or may not want to buy the company, which probably thwarts CEO-finding efforts, not to mention the revitalization as a whole. $WEN https://t.co/8ZdjlwthJz
AI and Traditional Operating Partners Remain Distinct, Recruiters Must Adapt
AI Operating Partners and traditional Operating Partners are different roles. They won't converge. "Maybe long-term. But this week's data shows them being recruited under the same headline title at similar comp bands at firms with similar AUM. Berkshire and Tayeh both...
HR Must Lead AI Era with Human‑First Courage
I'm thrilled to be recognized among the Top 25 HR and People Leaders Shaping the Profession for 2026. HR is at a critical inflection point as AI rapidly reshapes the workplace. The balance between technology and humanity has never...
April Jobs Data Frees Fed to Focus on Inflation
The April jobs report allows the Fed to sweat over inflation (as opposed to inflation *and* jobs) https://t.co/6iYFTTwKfI
Stop the Toxic Hate and Bullying in LegalTech
amen. obsessive hate and bullying within legaltech needs to stop. as nir points out, it’s toxic
AI Talent Gravitating to Tech and Finance over Pharma
NEW: The next gen of AI talent is overwhelmingly looking to tech & finance, not pharma. It's about money, but it's also about more than pay. Across dozens of conversations with PhDs, postdocs, and industry scientists at #ICLR2026, my latest: https://t.co/horMCZIO9U...
Hormuz Tensions Threaten Supply Chains, Risk Demand Collapse
US, Iran Clash Near Hormuz as Response on Proposed Deal Awaited. The longer this goes on, the greater the global economic and supply chain disruption. What about the US? Is there a tipping point from supply shortage to demand destruction?...
Disney's 6‑Month Buyback Nears 7‑Year Total
Disney repurchased ~$5.5 billion of stock over the past six months (1H FY26) By comparison, they had repurchased ~$6.5 billion over the prior seven years https://t.co/5jwsluX54g
Healthcare and Education Jobs Surge as Finance Declines
If you look under the hood of the US labor market, you find a lot of healthcare and education jobs being created. There are outright job losses in the financial and information industries. A chart of jobs in the education...
Gundlach Pushes Demand for His Own Holdings
Already taken 3x calls this morning on this nonsense story. Just Gundlach trying to generate demand for something he already owns. Create liquidity and get lower coupons bid up on the spline.
Wendy's Teams Up with Minions for Banana Frosty
Wendy's has a Minion collaboration coming up that will feature a banana Frosty. $WEN https://t.co/JiX3et5iv8
Fed Watchers Favor Chair's Post‑FOMC Press Conferences
Guess what? Fed watchers really like the Chair's press conference after every FOMC meeting. We asked them. via Hutchins Center @BrookingsInst https://t.co/j6s9M3Cyc4
Business Adds 115K Jobs, Unemployment Steady at 4.3%
Biz shrugs off #Iran War, higher gas prices, creates 115K jobs. Unemployment unchanged at 4.3%. Numbers are from mid-April, w/employers still evaluating what w/going on. #realestate #CRE #interestrates #Trump #DOL #BLS #AI https://t.co/WERxgWvnVU
Charge for First Meetings to Filter Serious Prospects
My take on paid vs free initial client meetings. Charging for consultations can reduce tire kickers, improve lead quality, protect your calendar, and reveal whether prospects are serious about working with you. A free 30 minute fit check...
AI Hasn't Sparked Job Crisis; Unemployment at Historic Lows
Everyone is waiting for AI to take all the jobs but it's not happening yet The unemployment rate was higher than the current level (4.3%) from March 1970 to March 1998 Prime age labor force participation ratio is essentially at the all-time...
Being Pleasant at Work Beats Talent for Opportunities
One of the most underrated traits: being pleasant to work with. Most people assume success goes to the most talented person in the room. In practice, opportunities go to the people others trust, respect, and enjoy collaborating with. "Pleasant to work with"...
Founders Reveal
You’re a founder - what is the most underrated tool you use? No Anthropic answers allowed. It’s also not underrated.
Buyers' Power Peaks in 2026—Secure Better Deals
Buyers got a lot more power in 2026… Take advantage of it and get a lot better deals this year. Below are the questions I am asking and things I am doing https://t.co/FLxg2Navyh
New Model Shows Average Tariff Rate of 11.7%
We have updated our tariff modeling with estimates for the pharma tariffs and tariffs on steel and aluminum derivatives. We estimate an average applied tariff rate around 11.7% for all tariffs currently in effect. https://t.co/sonu5UHL54
From 5‑cent Tonic to $40 Billion Empire
On this day in 1886 the inventor of Coca Cola sold his first glass of the cocaine infused “brain tonic” meant to cure headaches and addiction at a pharmacy in Atlanta. His name was Dr. John Pemberton. - He sold a glass...
NewsCorp CEO: AI Licensing Beyond Transaction, Protect IP
More about AI and publishers -> NewsCorp CEO Robert Thomson touted its recent AI content licensing deal with Meta as greater than “purely transactional,” though he warned of other firms illegally scraping the company’s content “IP powers AI,” he said. “IP is an...
Employment Stability Could Boost Record‑Low U‑M Confidence Index
Let's see if the stability in employment trends helps lift the UofM confidence survey off its record low when it updates later...
Wendy's First Agency Switch in 18 Years Coming Soon
Wendy's media agency change was the first time the company did that in 18 years. The change will be evident at the second half of the year. $WEN
ECB Relieved by EURUSD Rally, Fears Below 1.05
It won't move the needle for the ECB in June, but it's a relief for the bank that EURUSD is rallying, all the same. Nightmare for them would be a trap door to 1.05 or lower exacerbating imported inflation.
US Jobs Surge, Defying Slowdown; Fed Rate Hopes Rise
US NFPs beat expectations and pushes back against economic slowdown concerns. April net jobs +115K vs +62K expected and +185K previously. Jobless rate holds at 4.3% That will further boost Fed expectations but wont dissuade the President from calls of cuts to...
Stunning Cohort Success Yet Feeling Detached After Airbnb Exit
My three cohorts this year have had stunning results: - 98% customer satisfaction - 6 billion tokens burnt - 18% of students have already seen a career change (reaching this milestone in 3 months is wild) - 3 different startups funded - ~300 unique capstone...
April Unemployment Hits 4.3%, Jobs Surpass Expectations
US Unemployment Rate remained at 4.3% in April, the lowest level since last August & well below the historical average of 5.7%. 115k jobs were added vs. 63k expected. February/March were revised down⬇️16k. YoY wage growth: +3.6%. Overall: strong report,...
Hormuz Disruption Fuels Inflation, Boosts Commodities Amid Stubborn Rates
Market seems to be missing the fact that things will not be "normal" in the Strait of Hormuz for a long, long time. Inflation is on the rise and I like commodities here. Pain trade is going to...
April Adds 115k Jobs, Unemployment Still Rises
April's jobs report not at all consistent with the idea that breakeven job growth has plummeted to around zero. We got 115,000 new payroll jobs, and the unemployment rate went UP, from 4.26% to 4.34%.
Agencies Overspend Because Their Positioning, Not Leads, Fails
Most agencies don't have a leads problem. They have a positioning problem they keep outspending.
Inflation Outpaces Wage Growth, Squeezing US Workers
Inflation is wiping out wage gains. This is the big Achilles Heel in the US economy. April wage growth: 3.6% April inflation expected to be ~4% Wages are being eaten up by inflation due to the war in Iran. This is a big...
Wendy's System Upgrade Costs $15‑20M, Aims Long‑Term Gains
System optimization is a "net headwind of $15 million to $20 million" to Wendy's revenue, but company believes it's better for the long-term health of the system. $WEN
Restaurant Wages Outpace Inflation with 4.4% Rise
average hourly pay up 3.6% YOY, not much above inflation, but low-paid restaurant workers are doing better, 4.4% YOY increase
Jobs Beat Expectations, but Wages Remain Weak
This is a better jobs report than I expected but AHE was weak. This needs to improve.