Social•Feb 27, 2026
One Email per Breach May Miss Second Dump
Updated breaches are a bit messy when it comes to sending domain notifications. We only send ONE email per breach to domain subscribers, so you may get an alert for dump 1 but not for dump 2. It's probably worth running the search again if you may have people in both dumps.
By Troy Hunt
Social•Feb 27, 2026
AI-Curated List of Funded AI Firms Hiring Now
Jobs on X. So many people got laid off today, so I asked my AI to find everyone hiring here on X in the AI industry to try to help. And show me who has gotten funding (since they tend to...
By Robert Scoble
Social•Feb 27, 2026
China's True Trade Surplus Far Larger Than Reported
China's surplus is understated after 2022, as China adjusted its BoP methodology to shade its reported surplus down -- and given China's size, its surplus is massive v the global economy (even more true using customs trade) 1/2
By Brad Setser
Social•Feb 27, 2026
Analysts Often Overlook State Merger Review Powers
Even people who write about mergers for a living, have a way of forgetting about the states and their merger review powers https://t.co/txf7WOgAjH
By Tim Wu
Social•Feb 27, 2026
Sarandos Missed Industry‑changing Deal, Netflix Still Ahead
I’d say yes overall, but arguments can be made to the opposite as well. In #TedSarandos case for instance, truth is that #Netflix didn’t need WB, it’s already miles ahead of everyone else even without WB. And he walks away with...
By Luiz Fernando
Social•Feb 27, 2026
Avoid Startups Whose Founders Aren't AI Wartime
there’s actually a whole raft of tech companies where if the founders are not AI wartime you should abandon ship real fast
By Sarah Guo
Social•Feb 27, 2026
HK Inflation Near Target, Currency Board Proves Effective
Hong Kong’s inflation rate comes in at 1.1%/yr in January, JUST A TAD below its de facto 2%/yr inflation target. Hong Kong’s Dollar-Based Currency Board is WORKING LIKE A CHARM. https://t.co/7NNKGjeDXe
By Steve Hanke
Social•Feb 27, 2026
Paramount‑Warner Deal Overlooks Federal Antitrust Scrutiny
Feel like the some of the reporting on Paramount-Warner Bros has kinda forgotten this little thing called federal and state antitrust review
By Tim Wu
Social•Feb 27, 2026
Fix the Root, Not Just the Symptom
You can fix symptoms, but if you ignore the root cause, it returns. In business and life, we chase quick fixes because they feel like progress. But fast isn’t finished if you repeat it next week. A Band-Aid on a deep wound...
By Abraham Kah
Social•Feb 27, 2026
Strategic Lithium Reserve Needed to Stabilize Supply
I’ve submitted formal comments into the docket. My core message: supply diversification alone is not enough. If we want durable investment in allied lithium production and processing, we must address price volatility. Lithium’s boom-bust cycles have repeatedly delayed capital formation and midstream...
By Howard Klein
Social•Feb 27, 2026
US ITC to Study Impact of Stripping China’s Trade Status
Reuters: The U.S. International Trade Commission said on Thursday it would investigate the economic impact of revoking China’s permanent normal trade status over a six-year period, a move that would likely increase tariffs on Chinese imports. https://t.co/T0xSqrLDgN
By Jonathan Cheng
Social•Feb 27, 2026
Weaker Dollar Raises Import Costs, Boosts Export Appeal
"When the dollar falls in value... it takes more of our dollars to buy stuff from abroad." That’s the basic math of a weaker currency: imports cost more, and so do the everyday items with imported parts. The upside is...
By Justin Wolfers
Social•Feb 27, 2026
Korea Faces Speculative Bubbles Approximately Every Five Years
It seems like Korea goes through these speculative bubbles every five years or so https://t.co/jCSmYlbkaj
By Michael Fritzell
Social•Feb 27, 2026
Param
As Paramount Skydance Grabs Warner Bros. and Netflix Bows Out, the Mood Inside All Three: Champagne Toasts vs. ‘Gut Punch’ https://t.co/7WOc11cdK3
By Todd Spangler
Social•Feb 27, 2026
Block Cuts Workforce, Shares Surge 26% Post‑layoffs
Block lays off nearly half the company. Stock jumps as much as 26% after hours… and still isn’t back to the January 2026 highs. $XYZ
By Wall Street Wingman
Social•Feb 27, 2026
Cheaper AI Call Tools Could Replace $10k Gong Subscription
Hive mind: i'm thinking of replacing a mid 5-figure @gong_io subscription (Thousands of dollars per AE per year) with a $19 / month TL;DV or FirefliesIO. our core use case is call recording, AI summaries and CRM integration. Has...
By Larry Kim
Social•Feb 27, 2026
Small Teams Offer Growing Long-Term Advantages
the advantages of keeping a team - and company - small will continue to grow
By Scott Belsky
Social•Feb 27, 2026
Investment Hinges on Capital Cost, Not Cash Windfalls
The tariff refund issue is fun to follow. But it doesn't matter much for the macroeconomy. Business investment determined more by cost of capital than cash availability. Keynesian multiplier very low on one-time transfers to businesses. And debt impact large...
By Jason Furman
Social•Feb 27, 2026
FnGuide's Index Business Undervalued Amid Explosive AUM
With its index business now >50% of revenues, FnGuide is becoming a KOSPI market proxy on steroids. But I think the index AUM rising from KRW 14 trillion to 50 at 40%+ incremental margins is still underrated. I'm getting to...
By Michael Fritzell
Social•Feb 27, 2026
Schiff Demands Independent Review of Paramount Merger
Sen. Adam Schiff: “What was true for Netflix is still true now for Paramount. The merger of two of Hollywood's biggest studios must be subject to the highest levels of scrutiny, free from White House political influence, to determine...
By Joe Flint
Social•Feb 27, 2026
Three AI Leadership Moves to Safeguard Teams
Layoffs, hiring freezes, and AI agents everywhere - your teams are anxious. Learn three practical AI leadership moves you can make now to protect people, elevate skills, and deliver outcomes. #AI #CIO https://t.co/O0K0QkTUyt
By Isaac Sacolick
Social•Feb 27, 2026
Nvidia Secures Limited H200 Chip License for China
Nvidia said it secured a license to ship a small number of its less advanced H200 chips to customers in China, inching forward in its bid to return to the world’s largest semiconductor market Small number? https://t.co/qcOey50mOL
By Paul Triolo
Social•Feb 27, 2026
Samsung Ditches iPhone Air Rival, Focuses on New Fold
Samsung isn’t committed to releasing another iPhone Air rival - acknowledging subpar sales - or TriFold, its mobile COO tells us. He also says the Privacy Display was supposed to launch a year ago, a revamped stylus is coming and...
By Mark Gurman
Social•Feb 27, 2026
Netflix Skips Pricey Bid, Shares Jump 8%
Bottom line: Netflix walked away from an expensive bidding war that wasn't prudent and in doing so, it conveniently leaves one competitor saddled with debt and two competitors burdened by a very long, distracting regulatory approval process — Investors agree. $NFLX...
By Sara Fischer
Social•Feb 27, 2026
Fed Sets Reserve Levels; SOFR‑IORB Gap Signals Bank Comfort
No, it tells you there are still very large quantities of reserves in the system as a result of QE. Banks collectively are obliged to hold all the reserves issued by the Fed. The quantity of reserves in the system...
By Frances Coppola
Social•Feb 27, 2026
Founders Should Partner With DStrachman – Highly Recommended
Shoutout to @DStrachman, I just really really appreciate her. Also every founder should try to work with her. :) https://t.co/IoNNQu40Tn
By Eric Bahn
Social•Feb 27, 2026
AI Threatens Entry-Level Experience, Creating Future Talent Debt
AI isn't just changing senior roles - it's quietly erasing the "learn by doing" years. If we hollow out entry-level jobs now, we'll face a talent debt later. #AI #Hiring #CIO #CHRO https://t.co/W7YbwP6jrL
By Isaac Sacolick
Social•Feb 27, 2026
Fed Seeks to Block DOJ Subpoenas in Secret Probe
The DOJ probe of the Federal Reserve is playing out behind closed doors The Fed, in sealed proceedings, is asking a judge to quash the subpoenas, which could reduce or eliminate its obligation to respond via @cryanbarber @sgurman https://t.co/HvnC5W8ImQ
By Nick Timiraos
Social•Feb 27, 2026
Google's TPU Rental to Meta Fuels AI Chip Rivalry
Macro: AI compute demand surges. Google rents TPUs to Meta in a multibillion deal, sharpening TPU vs NVIDIA rivalry; AMD also supplies Meta. Risk: Google manufacturing limits. Trade: Buy GOOG. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
By Viktor Kopylov, PhD, CFA
Social•Feb 27, 2026
Get Answers on Paramount‑WBD Deal Impact
Tomorrow’s IN THE ROOM will have answers to all your questions about what the Paramount-WBD tie up means for CNN, CBS, Bari Weiss, etc… Sign up here: https://t.co/aUkyssMv7F
By Dylan Byers
Social•Feb 26, 2026
Data Centers Must Fund Infrastructure, Not Expect Tax Breaks
It used to be that municipalities would give tax breaks for factories (jobs), but now the data center developers need to come with bags of money for infrastructure and the tax base.
By Conor Sen
Social•Feb 26, 2026
Democrats Could Block Paramount Merger, Says California AG
Uh, Democrats can stop the Paramount merger. State attorneys general have jurisdiction. California AG Rob Bonta said he’s watching it closely.
By Matt Stoller
Social•Feb 26, 2026
My December Take on the Netflix‑Warner Bros. Deal
Here’s what I wrote back in December, the day after the Netflix deal with WBD was announced: https://t.co/aiNBd98ACC
By Alex Sherman
Social•Feb 26, 2026
Netflix's M&A Bloodbath Exposes Shareholder, Talent, Political Crises
Hostile M&A is always bloodsport, but I can't remember an acquirer coming out of a process this bloody. Netflix has a shareholder problem (which doesn't understand why it wanted to buy a legacy studio), a Hollywood talent problem (which doesn't...
By Liz Hoffman
Social•Feb 26, 2026
Sarandos' White House Meeting Ends Warner Bros. Bid
BURNING QUESTION: What did Ted Sarandos learn in his White House meetings today that ended his bid for Warner Bros? @thewrap
By Sharon Waxman
Social•Feb 26, 2026
Paramount's Full-Asset Bid Keeps WBD Movies and Cable United
So Netflix ending its WBD bid means WBD's movie business and cable channels should stay together. Paramount has sought the whole package even as WBD planned to spin off its cable assets. Lots of sports media angles now with...
By Daniel Kaplan
Social•Feb 26, 2026
From Lender to Fintech: Tapping $13T Mortgage Market
Big quarter for figure: - 50% marketplace → they've become a fintech platform, not a lender - 19% first lien → they've entered a market 32x larger than their original one (HELOCs are $400 billion Market. 1st lien mortgages are $13...
By Rex Salisbury
Social•Feb 26, 2026
Prioritize Contribution Margin Above All Other Metrics
99.7% to target on CM this month. Great growth teams are committed to a hierarchy of metrics. Every month is going to involve different trade offs to reach your goal. But great forecasting and execution requires being clear on the...
By Taylor Holiday
Social•Feb 26, 2026
Netflix's Bold Exit Strengthens Long-Term Value
Kudos to management for being willing to walk away. There will be plenty of opportunities over time to keep improving the customer value proposition and the long-term value of the business. This was the right decision by Netflix.
By Alex Morris (TSOH Investment Research)
Social•Feb 26, 2026
Ellisons Aim to Merge Paramount, Warner as Netflix Backs Out
Confirmed: Netflix pulls offer for Warner Bros Discovery's streaming & studio assets The Ellisons look to roll up Paramount and Warner into a Hollywood behemoth Justice Department antitrust regulators have yet to weigh in... but Trump has warming ties to Ellisons
By David Folkenflik
Social•Feb 26, 2026
Joe Ferencz Passes CEO Role to Ricardo Briceno
After seven years, Joe Ferencz turns the CEO job over to Ricardo Briceno. breceno https://t.co/ZjwU1hqAQD
By Dean Takahashi
Social•Feb 26, 2026
Netflix Slides 30% After Failed WBD Merger, Confidence Restored
Netflix’s stock is down ~30% since the WBD merger drama began. While losing WBD removes the last clear major growth lever, it likely reestablishes some investor confidence. Longer-term, we’ll see if they miss the lost IP. But recent major media...
By Brandon Katz
Social•Feb 26, 2026
Triple Win: Netflix, WBD, and Paramount All Profit
As I wrote months ago, there was only one “win win win” here … 1) Netflix gets the break fee 2) WBD gets even more money from Para 3) Para gets the bone it wants
By Alex Sherman
Social•Feb 26, 2026
Netflix Rejects Paramount Offer, Cites Brand Stewardship
Netflix declines to match Paramount offer for WBD: We believe we would have been strong stewards of Warner Bros.’ iconic brands, and that our deal would have strengthened the entertainment industry and preserved and created more production jobs in the U.S.
By Alex Sherman
Social•Feb 26, 2026
Big Seed Rounds Aren’t Irrational, They Reflect
A mini rant about seed VC models and pricing. Seed VC's lament that rounds have gotten so big and varied and there is no definition of a seed round anymore. They tend to suggest this is a signal of irrational...
By Rob Go
Social•Feb 26, 2026
Uncover Hidden Customer Concerns to Optimize Pricing
We went into this sales call and found all sorts of weird things that had nothing to do with our product. We asked about it, and learned a 𝘵𝘰𝘯 that allowed us to price and sell our product better. Here’s what we...
By Jason Cohen
Social•Feb 26, 2026
Warner Bros. Picks Paramount; Netflix Must Outbid With Cash
Warner Brothers Discover,,,board checked the boxes and declared paramount the high bidder …what will Netflix have to do.. need all cash And bid more ..or in the words of a great ceo say “they won.we https://t.co/BTEFBOV9AI! ‘’
By Mario Gabelli
Social•Feb 26, 2026
AI-Powered Personalized X Feeds and Real-Time Reports
A little sneak peak at what I am building with @blevlabs using the X API. A new kind of personalized X is now possible. And it comes with many side benefits I haven’t yet shown here. Like feeds for your @openclaw And reports...
By Robert Scoble
Social•Feb 26, 2026
Software Hiring Cycle Predicts Slowdown in Next 18 Months
This is the industry cycle I’ve been thinking about re: software company employment over the next 12-18 months: https://t.co/38u2sTZ13o
By Conor Sen
Social•Feb 26, 2026
Qualcomm's New Hire Strengthens Strategy, Not Intel Concerns
Great $QCOM hire. And no, I don’t think this means there is something wrong with $INTC Foundry roadmap or something like that. Kevin brings the experience a company like Qualcomm needs. https://t.co/KQnEDiHZ3o
By Patrick Moorhead