CFP's Logo Tweak: Barely Noticeable, yet Intentional
Takes subtle to a new level 👇 Why the College Football Playoff Decided to (Barely) Change Its Logo https://t.co/gYv2sWPIRp via @sportico @DanielLibit
Podcast Appearance Urges Urgent Debate on Fixing Imbalances
Thanks Michael -- I hope my appearance on the podcast of the great @SoumayaKeynes puts some urgency back into the debate over how to fix imbalances --
AI Defies Disruption Theory: Startups Must Rethink Strategy
Disruption Theory's been a staple of startup strategy, but it does not apply to AI. Incumbents do not regard AI as “just a toy,” and are not waiting around while startups to disrupt them. So, startups need a new strategy. https://t.co/9zku0mmxLZ
Gulf Oil Loss Hits Half‑billion Barrels, 900M‑barrel Cost
As of today, just more than a half billion barrels of oil that were supposed to be produced in the Gulf this year have not been thanks to the closure of Hormuz and forced shut-ins. Using the optimistic assumption that Hormuz...
Leadership Must Evolve Amid Ongoing Human‑AI Work Redistribution
Existing firms, especially those not yet digital-first in any deep sense, will not simply install autonomy as though it were an upgrade to a software package. They will have to live through a prolonged re-distribution of work between humans and...
Tin Prices Surge, Prompting Barons to Eye Cash Flow
If the Strait is open does that mean the tin barons can chill on studying East African diesel logistics and inventories and just stare at the simple cash flow model at these tin prices for AlphaMoon $AFM.V and smile? Asking for...
Google's Dan Taylor on AI Mode & Evolving Marketing Measurement
In this week’s episode of the Mobile Dev Memo podcast, I speak with Google’s Dan Taylor about AI Overviews, AI Mode, the evolution of marketing measurement as platforms like PMax have gained a greater share of spend, Google’s UCP protocol,...
Accelerators Often Not Worth It; Consider Before Joining
I went thru an equity + capital focused accelerator and frankly, I’d advise most people not to do it. If you think an accelerator is a good fit for you , happy to answer questions from my perspective.
Saudi Arabia Accelerates Sports Investments, Sells Al Hilal
Saudi Arabia doubles down on its sport ecosystem development as asset disposals commence Al Hilal has been sold, LIV Golf could be next, will Newcastle United follow? https://t.co/D7nWjAQ9l9 @Fire_and_Skill #Geosport https://t.co/EuFvnPPD0q
Netflix's TikTok‑style Feed to Boost Engagement and Ads
All the $NFLX bears are not pricing in a addictive TikTok-style video feed coming out at the end of April. This means doomscrolling clips from shows, movies & video podcasts. How it benefits Netflix: • ad revenue (big one )...
Achane Poised for $59M, Four‑year Extension
Coming off of a career year (1,838 scrimmage yards, 12 TDs) and entering a contract season, #Dolphins RB Devon Achane currently projects toward a 4 year, $59M extension according to Spotrac's model. https://t.co/FCnmzzKA0s
Private Equity's College Sports Deal: Profit Mystery, Not Hype
blogged about the learfield sale, which I don't think warrants a OH MY GOD PRIVATE EQUITY IS COMING TO COLLEGE SPORTS type reaction but I do kinda wonder how this becomes profitable for everybody https://t.co/q2bQ1lNVca
Oil Prices Plunge 9% After Iran Reopens Strait of Hormuz
Oil prices tumble more than 9% as Iran declares Strait of Hormuz open: CNBC https://t.co/mYD8fplFVa
Bet365 Expands to Michigan, Now Active in 17 States
With today's bet365 sports betting launch in Michigan, the book is live in 17 states: Arizona Colorado Illinois Indiana Iowa Kansas Kentucky Louisiana Maryland Michigan Missouri New Jersey North Carolina Ohio Pennsylvania Tennessee Virginia
Germany's Trade Deficit Deepens, Hurting Growth
Hello from Germany, where foreign trade remains a drag on growth, w/the trade balance with both China and the US continuing to worsen. https://t.co/q2j2YDHBdM
Analyzing Crisis Outlook,
The world's greatest macro podcast is back. This week: 1) Is the market right to look through this entire crisis? 2) What are the longer-term implications? 3) What do central banks do next?
Diversify Globally for Outsized Returns Beyond the US
Start of 2025: ‘Why should I own anything outside of the US?’ 15 months later: South Korea +179%, Peru +121%, Poland +98% … S&P 500 +18%. The future is unknown. That’s why you diversify. https://t.co/FgV3vruQ0G
NorthStar E&S Targets $300M Valuation in SPAC IPO
Space-based space situational awareness co @NorthStarEandS to IPO on @NYSE via merger with SPAC #VikingAcquisition. Minimum gross proceeds of $30M, pre-money valuation $300M. @SpireGlobal @LuxSpaceAgency @CartesianCap. https://t.co/coJbF6PboG https://t.co/leePWtbfAm
US Offers $20 B to Iran for Uranium Surrender
FinancialJuice @financialjuice · 5m https://t.co/jyvyxdXqey US and Iran are negotiating over a three-page plan to end the war, with one element under discussion being that the US would release $20 billion in frozen Iranian funds in return for Iran giving up its stockpile of...
AI Empowers Financial Advisors, Not Replaces Them
Why ChatGPT Is No Threat To Real Advisors: The most likely legacy of ChatGPT and AI for financial planning is not to replace financial advisors, but to help them increase their productivity by streamlining more of the middle and back...
Influence Is Everywhere, Yet Brands Can Still Connect
Brands are competing for influence. At Marketecture Live, Joanna O'Connell, Chief Intelligence Officer, @OmnicomMediaGrp , broke down how consumer decision-making has fundamentally changed: - Influence now comes from everywhere: friends, creators, AI, communities - Trust is shifting away from institutions toward people and...
From Speaking to Advisory: Prioritizing High‑Value, Low‑Volume Business
I rarely do this, but I thought I’d try a short business update and share what’s working, etc. For the last 3 years, I’ve rebuilt my business from a road-heavy speaking business (which was the largest thing I’d ever built...
Netflix Slides 8% as Hastings Exits, Growth Doubts Rise
$NFLX dropped 8% after hours: Reed Hastings announced his departure. Guidance disappointed. When the architect of a business exits at all-time market highs, the market asks — is the easy growth behind us? https://t.co/PEVEHLTezO
Meta Editor Auto‑adds Related Media, Risk Unintended Publishing
Meta media buyers, LOOK OUT 👀 If you go to EDIT an ad, even just to look at an ad's setting without changing anything, the system automatically adds Related Media. It won't publish automatically, buuuut, it will queue to publish the next...
Immersive Map View Videos Revolutionize Google Ads
If you focus on the ad side of Google, you should be following Anthony. Here's just another great find, which is super interesting. "Immersive map view videos in ads".
Shift to a Career, Then Launch a $40k Side Hustle
I escaped Wall Street when my little side hustle reached $40k/month. Here's how you can do the same: First, there are 3 ways to earn money in the world. 1. Jobs A job is where you trade dollars for hours. For example, you're a Starbucks...
Simple Spreadsheet Turns $600K Biz Into Scalable Growth
My digital business generates $600K/month. And I run it with this simple spreadsheet: It takes me less than 10 minutes per week to fill out. But in my first 3 years of business? I made EVERY decision based on "vibes." This works for a while. But...
Use Cash Flow Forecasts, Not Past P&L, for Future Decisions
Here's the question I want you to ask about your financials. Can you actually make next month's decisions from them? Your P&L and statement of cash flows both look backward by design. They tell you what already happened last period. For next...
Netflix Q1 Solid, Stock Dip Overreacts to News
My Thoughts on $NFLX The Q1 results are generally solid, although revenue growth has slightly slowed to +16.2%, which is still a strong growth rate. The stock dropped 9.6% after the earnings report, and in my view, this is an overreaction...
Exploring Economic Forces in Planet Money’s New Book
NEW ODD LOTS - THE PLANET MONEY/ODD LOTS CROSSOVER EPISODE @TheStalwart & I speak with @planetmoney's @mdc and contributor Alex Mayassi about their new book "Planet Money: A Guide to the Economic Forces That Shape Your Life" https://t.co/no4aqQgefa
Validate Your Market Thesis Free with Kimi AI
Kimi AI can now pressure-test your market thesis like Chamath Palihapitiya picks his $1B bets (for free). Most founders think they have a big market. Almost none have actually stress-tested the TAM math. Here are 12 Kimi AI prompts that expose whether...
Closures to Save $233M, Yet $87M Maintenance Backlog
AAFC is projecting the closures will result in annual operational cost savings of $27 million within three years, and a total of $233 million in savings over the next decade. Affected sites also have around $87 million in backlogged maintenance requirements.
Building Community Over Numbers: Impact Beats Revenue
4 years working on Exit Five (the worst feature on LinkedIn is how anyone can spam DM me congrats on your work anniversary so I’ll see you next year) We will reach 12M marketers through our content this year. Two...
Embrace Competitors in Deals to Boost Win Rates
I actively try to get competitors -included- in the evaluation. For almost all sales teams, win rates are lowest when it’s you vs. status quo. Win rates actually go up in competitive deals as it means the buyer is committed to...
Transparency About AI Boosts Client Trust and Value
Stop hiding the fact that you're using AI to your clients. Tell them you use it, show them how you use it, and make it clear you've got the best trained AI in your space to perform the services you...
YouTube Mobile App Now Supports Timestamped Video Sharing
Small, but great addition -> You can now share a timestamped video via the YouTube *mobile* app - finally https://t.co/Oh7r8BfN1b https://t.co/47TfWrfyHM
NorthStar Satellite Analytics Secures $30M PIPE, $405M Valuation
NorthStar / Viking Acquisition I deal overview Space and satellite data analytics company $405 million enterprise value $30 million PIPE Closing Q3 Symbol $NSTR PR: https://t.co/v61y0ElAJP IR deck: https://t.co/mosqCqKlMZ Disclosure: Long $VACI shares + warrants in $ARB.to https://t.co/CTqRus69vb
LIV Circuit Relies on P
So is this now the generally accepted reality here for LIV? The circuit is funded via PIF for the rest of the season then it's either raise money or fold up shop?
Seeking Startup Scaling Experts for Equity Partnerships
If you have experience scaling high growth startups and want to help me buy out companies you can run and want to own a big chunk of the equity, DM me. We are going to cash flow the shit out of...
Record Earnings and Baby Boomers Sustain Spending Despite Negative Savings
Record earnings and resilient consumers keep the economy humming. Even a negative saving rate won't derail spending thanks to Baby Boomers, while rent inflation finally cools. 🟢 Open https://t.co/XJbCE5qL7q
Pixelworks Uses $5M Buyback to Signal Licensing Pivot
Pixelworks $PXLW announced a $5m buyback, roughly 14% of its market cap. The company recently closed the sale of its semicon sub, which adds $51m to its $11m balance sheet. Not bad. Pixelworks is pivoting towards a ‘technology licensing specializing...
Cobb County Figures Misused in Rays Stadium Debate
So, it appears that some Cobb County financial assessments are being injected into the Tampa Rays stadium discussion. Here's your reminder that the folks pushing these numbers are not reliable reporters of the evidence, even though it might seem like...
IMF’s U‑turn on US Growth Fuels Market Exuberance
Most frequently asked question from policy makers is why markets are so exuberant. It's this: one year ago, after "Liberation Day," the IMF downgraded US growth sharply (blue), but had to reverse itself fully 6 months later (red). It'll be...
Clari and Salesloft Turn Forecasts Into Real-Time Action
HOT TAKE: Clari + @Salesloft (with MCP) makes revenue intelligence actionable. Forecast insights now live in execution → faster decisions, no context switching. Add LLMs like OpenAI & Anthropic, and pipeline data becomes real-time workflows. More from @CR_MSchneider: https://t.co/sHMVwbXD4X
Stendr Secures $5.4M to Build AI Drone-Tracking Tech
MyPOV: Stendr snags $5.4M in pre-seed funding to develop AI-native drone-tracking tech https://t.co/n6JlqaMl2E @SiliconANGLE @Mike_Wheatley “It’s good to see a startup from allied nations entering the drone defense industry, which is a brand new field and already sorely needed,” - @holgermu...
Engineers Still In Demand: Product Goes Beyond Code
Don’t you find it ironic how on one hand we hear we need a lot less engineers yet hottest hires are forward deploy engineers? Product is a lot more than code. And also, there will be more engineers not less...
Foreign Capital Floods US, Markets See Unmatched Growth
Foreign flows into the US are at eye-watering levels. There never was a "sell America" trade and there's no "Hedge America" trade either. Markets ignore much of the political volatility and continue to see the US as the single best...
India Slips to Sixth in Global GDP Rankings
India has dropped from 4th to 6th in the global GDP ranking 1. 🇺🇸 United States ~ $32.38 trillion 2. 🇨🇳 China ~ $20.85 trillion 3. 🇩🇪 Germany ~ $5.45 trillion 4. 🇯🇵 Japan ~ $4.38 trillion 5. 🇬🇧 United Kingdom ~ $4.26 trillion 6. 🇮🇳...
Peace Hopes Boost Turkey's Gold Reserves Amid Costly Peg
Prospects of peace are helping Turkey. The central bank's gold holdings rose for the first time in data for the week of April 10. Gold holdings are now down 123 tons since the start of the conflict, which is worth...
Low R* Tied to Declining Labor Share, Growth Raises Both
Blog post from New York Fed president John Williams (and co-author Sophia Cho): "Future periods of very low R* are likely to be accompanied by low levels of the labor share, while increases in the trend growth rate of the...