Bad strategy pretends to predict the future. Good strategy improves your position every month. Responsiveness is the advantage. : #Strategy #Leadership #Business https://t.co/EAzG89BayF
I've been a financial consultant to millionaires in Singapore and across Southeast Asia for nearly a decade. Here's what I've learned: the most painful financial conversations happen after someone passes away. The ones that could have been prevented by a single...
New Xbox CEO's second interview after the shakeup (Variety had the 1st). Nothing about layoffs, exclusivity, hardware plans, or why Bond left and nobody thanked her. Sharma says she still needs to learn why decisions were made before commenting on them? https://t.co/SjQr6dGwYO
Another major milestone in @wayve_ai's history. Proud to say we’ve secured $1.5 billion Series D investment at $8.6 billion valuation. We started a decade ago with a contrarian technical thesis: that self-driving is an AI problem, and Embodied AI will enable...
RT Layoffs + AI expectations = danger zone. If you're being asked to "do more with less" and deliver AI ROI, you must evolve the digital operating model or you'll burn out your best people before you see results. #CIO #DigitalTransformation...
My view in @FortuneMagazine on Pres. Trump's tariffs: "Only 181,000 total jobs were created in the US last year, down from 2.2 million in 2024. Contrary to the Spinmeister-in-Chief, tariffs are, when it comes to jobs, a flop." https://t.co/LtaB5ShdIl
Today, @ZoomInfo's partnership with @claudeai has reached a new level. 45 seconds is all it took me to fully enrich a list of companies... without leaving Claude. I dropped in a CSV with company names and websites. Asked it to pull headcount,...

If it doesn't challenge you, it doesn't change you. One can choose to go back toward safety or forward toward growth. Growth must be chosen again and again. - Abraham Maslow
The next bull market may not be American. Dollar weakness changes leadership. If the dollar is in a structural bear, global diversification stops being optional. Capital rotates. Narratives lag. Read the full framework: https://t.co/RJWIidZeAI @DynamicAlphaSol
Paramount is waiving Material Adverse Effect clause for cable network biz. In other words, any declines before close won't effect deal price. Also Paramount agrees to put in more $$ to satisfy lenders if necessary to support the solvency certificate....

Companies are spending more of their revenues on capex, and so far, this hasn’t come at the expense of either dividends or buybacks. At the bottom in 2022, companies were spending 5.4% of their revenues on capex, and that has...
My views in @FortuneMagazine on Pres. Trump’s upcoming State of the Union: "With the tariff gun at their heads, the Tariff Man asserts that he can force them to sign on the dotted line, even if it is under duress." https://t.co/rfie6YbkBa

Whoah Nellie. Looks like Ireland's list of its top 3 corporate tax papers will need to be updated for 2025 ... Eli Lilly reported paying $6.6b to Ireland in 2025 (2x its US federal income tax payments) https://t.co/MEw7WMzPft
Multicloud != "just more clouds." It's divergent APIs, IAM models, pricing, and PaaS semantics across AWS, Azure, GCP, Oracle, and others. GenAI introduces a translation layer for configs, code, and policies. #MultiCloud https://t.co/vBzM21vM14
Paramount Skydance raised its bid to $31 per share — Warner Bros. Discovery said the updated bid "could reasonably be expected" to lead to a superior proposal https://t.co/z6F8zlBcky
I think most of the AI writing quirks that marketers complain about are probablyyy better for the average consumer than marketers admit.
Always ask, but never expect. Always ask for what you want. Many people are happy to help—if the request is direct and specific. In a surprising number of cases, something remarkable is possible if you have the courage to ask. Never expect...

The U.S. money supply has soared nearly 5x since 2000, pushing the cost of living significantly higher — yet most people still prefer dollars over gold & silver. That means the precious metals bull market is still very young,

The earnings picture has continuedto provide support for this now 40-month old bull market. With Q4 earnings season soon wrapping up (with 425 companies having reported), 75% have beaten estimates by an average of 773 bps. The dollar estimate has...
My views in @FortuneMagazine on Pres. Trump’s upcoming State of the Union: "The use of tariffs as threats and leverage is nowhere to be found in Dale Carnegie’s 1936 classic How to Win Friends and Influence People.” https://t.co/rfie6YbkBa
Paging President Macron as well -- Old fashioned imbalances are back, as is intervention (now done through the back door) ... which sets the ground work for France to try to actually achieve something at its G-7
I’ve worked with hundreds of founders. I see 2 failing types again and again: A-Heavy Founder: Big vision. Great at selling. Weak at execution. Overpromises → underdelivers → loses credibility. C-Heavy Founder: Strong execution. High quality. Weak at selling. Works 80 hours → earns...
We just launched Monaco. Here’s the exact playbook we used. I hope it's helpful to other founders and startups: 1. The launch video: most launch videos I see orient around some stressed out person at their desk or some philosophical approach...
Why are you running separate AI stacks for your employees and your customers? The "service" logic is the same. Convergence between the Contact Center and ITSM is the only way to achieve true operational velocity. Stop managing silos; start managing...
Another week, another headline bombshell. Such has been the norm during the past year or so. But charts are charts, and there is a lot we can learn from them in order to optimize the signal-to-noise ratio. What do...
Perfect. Never been a better time for me to start a fund. Contrarian, just how I like it! 🤣
Clearly, WBD has been told or is inferring Paramount's $31/shr offer is still not the company's "best and final" offer -- and ongoing saga that still hasn't ended.
Randall Guynn, a prominent Wall Street lawyer, will become the next director of supervision and regulation at the Federal Reserve, effective March 8 w/@AidenReiter https://t.co/WIPFQbILxz
And.... some big Disney news too. Chief of comms Kristina Schake will leave on March 18 to coincide with Bob Iger's CEO departure. No replacement named.
Your biggest productivity leak isn’t screen time. It’s digital clutter. - Unsorted notes - Half written ideas - Tasks with no deadline Every unresolved item sits in the background draining attention. Clean your digital space & you'll see how much you start to enjoy the work.

The mandarins at the PBOC are in a difficult spot -- a faster pace of CNY appreciation against the dollar has convinced Chinese exporters to bring funds back home, and driven the need to buy $100b a month (give or...
“The Board has not made a determination as to whether the revised PSKY proposal is superior to the merger with Netflix. WBD will engage further with PSKY to determine if a proposal that constitutes a “Company Superior Proposal,” as defined...

TEM Q4 2025: • Revenue $367M vs Est. $363M • EPS ($0.04) vs Est. ($0.05) • Diagnostics Revenue: $267M (+122% YoY) FY26 Guidance • Revenue $1.59B vs Est. $1.58B
Para offer —> $31/shr with $0.25 ticking fee…. WBD board says “Could Reasonably Be Expected to Lead to a “Company Superior Proposal””
$AXON Reports Q4 (Dec) earnings of $2.15 per share, excluding non-recurring items, $0.55 better than the FactSet Consensus of $1.60; revenues rose 38.5% year/year to $796.72 mln vs the $755.56 mln FactSet Consensus. Co issues upside guidance for FY26, sees FY26...
I love that biotech has returned to the "data in the morning, raise in the afternoon" way of living its best life. $VIR $PVLA
Tariffs, trade and transatlantic divergence Dr Linda Yueh unpacks inflation splits, Europe’s structural challenge and a landmark US court ruling https://t.co/0yboLoVlmp
We need to stop using industry-friendly PR terms like “age verification” and call it what it is: Digital ID https://t.co/YbejVkq46A
$HELP adds former Pfizer CMO Dr. Freda Lewis-Hall to its board. Big pharma credibility bump. Now the pipeline has to earn it. https://t.co/CK7PsBE9B8

"Trump’s Tariffs Are Adding Steel Mill Jobs, and Crushing American Factories" https://t.co/EdQKmnKPzv You guys will never believe this, but heavily taxing a vital manufacturing input isn't good for manufacturing. https://t.co/6IRvgAXzPH
Building my own AI personal assistant is hard but more fun than I could have imagined :)

A security feature launch tweet by Claude wiped out $15B in cybersecurity stocks. AI is eating SaaS. Here’s what this means for the future of SaaS:

EU sees the US easing impact of metals tariffs in the coming weeks https://t.co/qG2gkI6D64 via @AlbertoNardelli @europressos https://t.co/QmBgb5eFOv
I've teamed up with the team at @MavenHQ to put together a series of LIVE workshops centered around the theme of "The AI-Native PM," featuring a stacked lineup of product leaders: @cohentomer @wes_kao @HamelHusain @petergyang @marilynika @talraviv @amankhan @HilaQu @ViableBen...

GS: Consumer Confidence and Labor Differential Increase The survey’s measure of 12-month ahead inflation expectations edged down by 0.1pp to 5.5%. https://t.co/lrWMlf1pcR
This is an incredibly thought-provoking global macro piece from @infraa_. If the gov't revenue decline from AI disruption of white collar workers isn't counter-balanced by taxation from AI productivity, we could be tip-toeing into a potential Sovereign Bond Implosion....
The best way to go viral on Twitter right now: - Share AI Prompts to make jobs easier - Share more AI prompts to make more jobs easier
RT @VisionEdgeMktg 🔑 Make marketing indispensable. Stop reporting activities and start reporting outcomes. That's the difference between a cost center and a growth engine. https://t.co/ui8BN3gaHE #MarketingROI #Strategy #Leadership
UBS’s Matt Mish lays out a scenario for credit involving “rapid, aggressive AI disruption.” US high yield, leveraged loan & private credit default rates could rise to 3–6%, 8–10%, & 14–15%, respectively: Mish. “Defaults could approach ~$420bn, w/losses of roughly...
A security feature launch tweet by Claude wiped out $15B in cybersecurity stocks. AI is eating SaaS. Here’s what this means for the future of SaaS: Cybersecurity names like CrowdStrike, Palo Alto Networks, and Zscaler fell after Anthropic showed Claude can...