Japan's IT Talent Gap Stalls Digital Modernization Plans
Japan faces an IT talent crisis: only 66% of demand is met locally, creating a skills gap for modernization. Alarmingly, just 12% of large companies have modernization plans, indicating a lack of urgency among leaders. #ITJobs #DigitalTransformation #Japan https://t.co/pPL0pqan5n
RBI Clears Kotak Mahindra’s 9.99% Stake in Federal Bank
The RBI has approved Kotak Mahindra Bank Limited to acquire an aggregate holding of up to 9.99% of the paid-up share capital or voting rights of Federal Bank Limited. Federal Bank received the intimation from the RBI on May 06,...
Revenue Rises, Profit Plummets as Wine Tourism Hits 100 Cr
Sula Vineyards reported Q4FY26 revenue of INR 142.56 crore, up 7.1% YoY, with Wine Tourism crossing INR 100 crore annually for the first time. FY26 consolidated net profit fell to INR 25.65 crore from INR 70.20 crore in FY25, impacted...
Trump’s New Tariffs Declared Unconstitutional Despite Legal Loophole
Trump's tariffs—the ones he added because the last ones were ruled unconstitutional—were just ruled unconstitutional My crack team has discovered why. This law allows him to impose temporary tariffs to "deal with large and serious US balance-of-payments deficits." Here it is: https://t.co/UDa8Tp7STS
Packaging on YT Matters; Team Delivers Strong Results
A reminder that packaging on YT is a BIG deal. Team did a great job here. To be clear, I’m still a fan of @openclaw and think that @steipete and co will figure it out. https://t.co/NXnC4jql1Z
Padres Thrive on Weeknight Crowds Before School Ends
What is the secret sauce for Padres attendance? They are packed to the gills on weeknights before school is out.
Productivity Outpaces Wages as Profits Soar, Jobs Surge
Productivity just hit 2.9% growth while unit labor costs rose only 1.2%. Corporate profit margins are at record highs, yet jobless claims just touched their lowest level since 1969. 🔒 Members-Only https://t.co/60Jnyrcac0
Arizona Rejects Big 12's Private Capital Proposal
Arizona won't accept the Big 12's private capital option. Statement from athletic dept spokesperson https://t.co/mObhvANx2m
True Building in Public Means Honesty, Not Hype
I’m so naive I thought “building in public” meant honestly sharing the ups and downs, so others can commiserate and encourage and celebrate and even give feedback. As opposed to posturing, going for “viral” posts, and sometimes just lying. Again, naive, I...
Low‑Wage Workers Gained 15% Pay, Not Recovery
This Was Not Recovery. It Was Damage Repair. There is a version of the post-pandemic wage story that sounds almost optimistic. Low-wage workers finally saw real gains. For once, the bottom of the labor market moved faster than the top. For once, the people...
MUEL's $15.4M Tender Offer Signals Massive Expansion
Man, @GeoInvesting model portfolio holding, $MUEL is a beast. Another freaking tender offer... $15.4M at $440 per share, following 3 since 2024 ($80 $250 $485). Can't recall seeing anything like this. Look forward to capcity expansions contributing soon. https://t.co/1X2Mu265Gm https://t.co/wTYuZi6mli
Wage Theft Turns Public Welfare Into Corporate Subsidy
Has anyone figured out what they're talking about when they say that means-tested welfare benefits are a subsidy to companies? Why are the workers more willing to work if they have other income sources? If you cut welfare benefits, do...
Florida’s Sole Hard Rock Sportsbook Spikes Betting Totals
Wonder how much higher it gets when you count Florida where only Hard Rock is legal sportsbook
Free TV Antenna Viewers Surge, Commanders Games Cost Nothing
This @WSJ story has many bogus assertions. Every Washington @Commanders game (home and away, including Madrid) last season was on free broadcast TV in the local market. It literally did not cost the antenna viewer in DC a penny. The...
Korea, US, Canada, Estonia Lead Early-Stage Entrepreneurship
Total early-stage entrepreneurial activity by developed market. Korea / US / Canada / Estonia perform well. https://t.co/SWilej1pRQ
Google Captures Intent; Meta Builds Demand
Google Ads capture existing intent—people already searching for a solution. Meta Ads create demand by putting your offer in front of people before they even start searching.
Cliffwater Borrows $8.5M, Shows No Distress
Not only is Cliffwater one of the largest private credit fund providers, it is also a private credit borrower. As of Q1, Cliffwater (the GP) has an $8.5 million first lien loan valued at 99. Despite the recent negative media headlines,...
AI Turns Sales Into Scalable Human Connection
The “Easy Button” for Sales: How AI is Scaling Human Connection by @Timothy_Hughes https://t.co/mQAoi1QrWL @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #SalesEnablement #RevOps #Marketing #MarketingStrategy #AI #MarketingSuccess https://t.co/unOlmjGGNV
Selling Equity to VCs Isn’t a Sustainable Business Model
back in the day, one of the highest flying consumer startups in london tech was asked: "what's your biz model?" the ceo answered: "selling equity to VCs" ...seems like he was early...
Goodell Contacts Pat Summerall’s Daughter over Payment Demand
Really interesting piece. Four bylines including WSJ D.C. reporters. Great detail about Roger Goodell reaching out to Susie Wiles (Pat Summerall’s daughter) and the “pay us now” detail below. Well worth reading. https://t.co/xMGuJuckVt
Advocacy Groups Demand Records on Alleged CNN Compromise
Scoop: Two press advocacy organizations that hold Paramount stock have sent a letter to the company's chief legal officer demanding to inspect records over concerns the Ellisons have agreed to compromise CNN to secure approval of its WBD merger.
Rare Clean Jobs Report Arrives On Schedule, No Asterisks
Feels like the first time in ages we’re getting a clean jobs report on time and with no asterisks, looking forward to chatting about it with @IrvingSwisher: https://t.co/IBdjzH5es9
Crowdsource Hated Apps, Build Better Indie Clones
Idea: Business owners should crowdsource a list of Most Hated Software and then indiehackers should pick thru and make new clones of them are just "simple" - rewind 10 years of enshittification on them. I hate (and use): - dropbox - gusto - zoom -...
NFL Likely Hands Three Games to Netflix This Season
If you're having trouble following the final NFL TV rights assignments this year, here's my understanding: The NFL has 12 games left throughout the season to divvy up on top of pre-existing commitments. Five are expected to go streamers/broadcasters, while the...
Rupert And
It's Rupert vs Roger over the NFL and the future of broadcast TV. W/@andrewlbeaton, @jdawsey1 & @DanaMattioli https://t.co/2dtCo2quDG via @WSJ
AI Capex Fuels Corning Growth; Buy Now
Macro: AI capex boosts US supply chains. Nvidia’s multi-$bn prepayment plus up to $3.2B equity option funds new Corning glass plants. Risks: execution, cyclical demand. Trade: buy Corning. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
China’s Imports Trail Global Trade and GDP Growth
in volume terms China's imports have lagged both global trade and China's reported GDP growth bigly https://t.co/GytLVBfdJq
Reskill, Not Layoff: AI Yields $1.4B Profit
Deploys AI. Reskills workers affected. 1.4 billion profit & no layoffs. This is what it looks like when you take the long road and not the shortcut.
Truth Erased: US‑Iran Narratives Mask Ongoing Conflict
This is the new reality. The lines between fact and fiction, truth and lies, are not only blurred, they have been erased. I am reminded of Hans Christian Andersen’s classic tale, “The Emperor’s New Clothes”. But the current situation has gone...
Outside Counsel Crucial: NJ's PASPA Victory Highlights Need
New Jersey won the PASPA case because it had Ted Olson on its side. And even he went 0-7 before winning at SCOTUS. It is beyond reckless for the States (besides NV and OH) not to be using outside counsel...
Prioritize Skills Over Titles When Matching Jobs
We use the resume to highlight a specific skill set and tell a specific story. Then we search based on those skills and match it to companies actively looking for that combination. Title comes last, not first.
RMR Stable, Fees Resilient—Buy Dips for FY27 Growth
RMR: operationally stable; fee‑earning AUM resilient despite incentive‑fee timing. Adjusted EBITDA steady; 72% payout coverage. Risk: fee timing/REIT sales. Trade: buy dips into FY27 fees 📈 — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Rial Rebounds Sharply From Lows Despite 10‑day Decline
The Iranian rial’s performance over the last few days: 1. Today, depreciated 0.5% against the USD. 2. Appreciated 9.1% vs. the USD from all-time lows 3 days ago. 3. In the last 10 days, depreciated 9.5% against the USD https://t.co/RcBXFmfctl
Key Sports Business Moves: NCAA, NFL Rights,
The Varsity * Remembering Ted Turner. * Gianni Infantino on price gouging. * Why did the networks OK NCAA Tourney expansion? * Michael Rubin took another step toward building out Fanatic’s collectibles business. * Only about 75 employees remain at Main Street Sports. Plus, news and...
AI Disrupts SaaS Freemium, Demands Resilient Front‑Ends and AI‑Powered Coding
Seroter Daily Reading List – May 7, 2026 (#779): Today’s links look at why SaaS freemium playbooks don’t work in AI, how to design front-end systems for cloud failure, and why coding with AI agents is a baseline expectations for tech...
Data‑center Slowdown Warns of Broader Economic Weakness
Point72 on signaling a weakening consumer. They were bullish last year and sounding more cautious at the moment. AI spending is truly carrying the economy. My 2c: If/when we see a drop in data center buildout we can expect a weak...
Culture Lives in Actions, Not Just Words
We softly opened Mama Lou’s Village Square last Friday. I’m extremely proud of the team. Watching them in action reminded me of something I’ve been thinking about a lot lately. Culture isn’t what you talk about. It’s what you institutionalize. Into hiring. Into training. Into how you...
AI Search Strategy Perfectly Powers Influencer Marketing
Tim gets it, too. AI search strategy (or AEO, or GEO...whatever you want to call it) is a perfect match for influencer/creator marketing work. Take those two programs and combine them into one. https://t.co/JKkeX942Hs
Peter Harrell Nails
Hard to beat Peter Harrell's take on the Court of International Trade's ruling on the section 122 tariffs -- 1/ a few
Speak Publicly to Boost Business Awareness and Growth
Promoting your Business If you're like me, the point of speaking is to increase awareness of your business and expand your client base. Over the years, I've learned a great deal about marketing myself. #publicspeakingskills #businessbuilding #growthmindset
Maryland's Swap Argument Weakens Its Gambling Defense
It went very well at the beginning for Maryland — the panel was hammering the “gambling” similarities and Rule 40.11(a)(1)— but on MD's turn it was all about the broad definition of a “swap” and I’m not sure MD pushed...
Bloomberg’s Personal Call Shows Leadership Drives Adoption
Lloyd Blankfien has a great story of Mike Bloomberg going extra mile on client work. When Lloyd started on Wall Street, his firm had a Bloomberg terminal but no one bothered to figure out how to use it. Lloyd used the screen...
NFL Rights Packages Reach Record-Breaking, Controversial Prices
News and notes on the latest machinations surrounding the NFL’s highly coveted, obscenely expensive rights packages. https://t.co/J76hRBQwrU
Survivors Anticipate Change, Not Predict It
52% of the Fortune 500 from 2000 are gone. The companies that survive don’t predict change. They build the muscle to anticipate it. That’s founder culture. #Leadership #BusinessTok #Strategy #Innovation #FounderMindset #Change #FutureOfWork https://t.co/Wt2IFZa9Yb
Oppose Taxing Startup Share Gains as Ordinary Income
Thanks @PaulBassat @sallyannw @bigyahu for continuing to speak up about the devastating impact of potentially taxing startup shares growth like ordinary income. Policy outcomes should always take priority over treating all assets equivalently. https://t.co/ma4v6wdWhS
Call Out China Threat, Drop “Imbalance” Rhetoric
Hauge to me and Pettis: "Don't hide behind the language of "imbalances." If you think China is a competitive threat and that wealthy nations should actively use industrial policy to keep it at bay, say so" I object to the idea...
Avoid Circular Dependencies: Separate Monitoring From Observed Systems
Your status page or observability system probably shouldn't be using the same system it's supposed to be monitoring. Airbnb found some circular dependencies and made changes to ensure they could do monitoring reliably at scale. https://t.co/rmSAeYTZF2
Your Content Gets Views, Not Credit
Misunderstood Marketing - : Your Content Is Being Read. It Just Isn't Being Credited. https://t.co/gIwpPzEI8o
Debating the Benefits of Expanding the NCAA Tournament
Last week on the Sporticast, @Sportico's flagship pod, @soshnick and I discussed the idea of the expanded @NCAA basketball tournament... https://t.co/8YrDG8Z8m6
Ex-A16z Investor Launches Compute Startup
new pod just dropped with Anjney Midha, ex-a16z investor who is building a new compute co. and teaching a class at Stanford that’s being called “AI Coachella” https://access.show/