VCs Forecast War’s Impact on Supply Chains
What are top VCs telling their portcos about the war in the middle east? Today on TWiST’s VC roundtable, we got a look at how industry insiders think about the war. When will it end? What are the most important signals to look at? Is the supply chain going to change forever?
Pay Reveals True Value More Than Mission Statements
Low pay says more about how people are valued than any mission statement ever will.
Timing, Valuation, and Structure Outweigh Strategic Fit in M&A
1/🧵Respectfully disagree with the framing here. The strategic logic of combining Tesla and SpaceX may be sound — but timing, valuation, and structure matter enormously in M&A. A few points worth considering:
Post Right, Not More: Daily LinkedIn Prompt Challenge
The Jobfather LinkedIn Challenge is not about posting more. It is about posting right. One focused prompt a day. No blank screen. No guessing. Free to join. May 19th: https://jupiterhr.myflodesk.com/jobfatherlinkedinchallenge
Hanover Park's 10th Hub Hiring NYC Engineers, Designers, Sales
.@hanoverpark is the 10th one Hiring engineers, design, ops, sales, and fund accountants in NYC
VC Concentration Surge Raises Questions for 2026 Founders
Is venture capital dead? Many argue that the concentration of capital, like we’re seeing right now, could mean the end of the industry. 5 firms committed 73% of all LP commits in Q1 this year… What does this mean for...
Execution Beats New Ideas: Focus on What You're Doing
Daily reminder to self: You don't need any new business ideas You need to better execute the ideas you're already working on
Ask Three Questions Before Pausing High‑CPA Meta Ads
Do your Meta ads consistently spend with high CPA's? Before you turn them off, ask yourself these three questions:
Memory & Architecture Design Crucial for Inference Era
Good discussion here with @MicronTech Chief Business Officer Sumit Sadana, @AMD CTO Mark Papermaster on memory and architecture design needs in the inference era. https://t.co/H5d1zt1KbM
Anduril's Success Credits Brian Schimpf and Friendship
Anduril wouldn’t work without @SchimpfBrian. It is truly the privilege of a lifetime to get to build this company with three of my best friends. @mttgrmm @PalmerLuckey
Puma's Low Valuation Sparks Global Demand
I like the set-up in Puma here. Insides are buying. Int'l Google search queries are rising. 0.88x revenues is a dramatic discount to even Nike. And you'd think that Anta Sports should be able to push the brand domestically within...
VC Returns Rarely Beat Indexes, Retail Investing Risky
People think of VC as this gold rush where once you’re on the inside, you’re set, you’re loaded for life. The truth is that most VC funds don’t actually make money, certainly not enough to outperform something like the S&P....
Radio Reports, TV Entertains: Hockey Coverage Contrast
perhaps, the distinction is radio covers a hockey game whole tv creates an entertainment. thank you @TSN690.
Fund Size Drives Strategy: Align with Investor Goals
Fund size determines strategy. A $50M fund needs different outcomes than a $500M fund. Know what your investors are optimizing for before you take their check.
Supply Chain Managers Underpaid, Directors Overpaid—Show Your Value
Unpopular opinion: Most Supply Chain Directors are overpaid for what they actually do. And most Supply Chain Managers are massively underpaid for what they actually know. Here is why. The Director spends 80% of their time in meetings, presentations, and politics. The Manager spends 80%...
Embrace Failure: Key to Success, Says Nvidia CEO
“If you want to be successful, I would encourage you to grow a tolerance for failure.” — Nvidia CEO, Jensen Huang
65 Companies That Ate Their Own Shares
"Pay close attention to the cannibals – the businesses that are eating themselves by buying back their stock" -Charlie Munger Here are 65 Stocks that have bought back 10%+ of their outstanding shares in the last decade:
Creative Diversity Drives Profitable Scaling Beyond Product Quality
Your ability to scale profitably comes down to how much creative diversity you can produce at scale. If you have a good offer and your product doesn't suck, this is the next largest lever to actually growing.
Quantum Advantage Arrives 2024; Align AI with Quantum
.@IBM CEO Krishna touts quantum computing use cases, quantum-AI continuum https://t.co/FEpY7F817C IBM CEO Arvind Krishna said quantum advantage is here this year and enterprises need to align quantum computing with their AI strategies.
Blue Owl Cashes $117M on SpaceX, Retains 1.7% Stake
Blue Owl sold half of its SpaceX shares in Q1, banking a $117.3 million gain in its Technology Finance private credit fund $OTF It now holds 250k SpaceX shares worth $133 million (1.7% of NAV), an 11-bagger from cost https://t.co/d3kVv11EEc
Saying Yes More Often Unlocks Success
It's super important that people start saying yes more often. Way too many of you say no without ever even trying. People defaulting into no or that I won't like this or this won't work for me is the biggest...
APP Appears 50% Undervalued with Explosive Growth
I think $APP does at least 56% revenue growth in 2026 and at least 42% revenue growth in 2027... which gets them to $12B+ revenues in 2027... assuming 84% ebitda margins... $APP now trading at less than 16x 2027 ev/ebitda...
Own Equity, Earn Wealth While You Sleep
Salary is for expenses. Wealth is making money when you sleep. Equity is wealth. Do not spend your entire career renting your time. Be an owner.
Equity Is Just the Residual After Debt Gets Paid
Most investors think equity is an asset. Graham knew better. Equity is what's left over after everyone else gets paid. Debt holders eat first. Preferred holders next. You're last in line. Leverage doesn't just add risk, it determines whether you survive to collect...
Amy Howe Receives $4.37M Severance, over 4x Salary
Here are details of Amy Howe's severance from @FanDuel: - $4.37 million, which is more than 4x her annual base pay - A bunch of vested RSU and PSU stock options - Up to 12 months health insurance coverage https://t.co/ypr6BJhhzx
Recruiters Won’t Decode Your Experience—Be Explicit
One of the hardest things for experienced candidates to accept right now is that recruiters usually aren’t trying to “figure them out.” If your relevance isn’t immediately obvious, ambiguity starts working against you very quickly.
Dormant Accounts Suddenly Warn Tesla Merger Loss
I am astonished by the aggressiveness of some accounts I never heard about and when I check them out they have hardly posted anything for years. And now they suddenly wake up and already know that the merger is going to...
Extreme Debt Leads Governments to Print Money, Not Solve
When debt levels reach extreme sizes relative to income, governments are left with a limited set of choices. They can cut spending, raise taxes, restructure the debt, or print money. History shows that most systems end up relying heavily on the...
Dutch Bros' Clutch Reopenings Triple Sales, Spark Long Lines
Dutch Bros rebranded and reopened seven Clutch Coffee locations in Q1, generating long lines on reopening and generating more than 3x previous volumes. Sheesh. $BROS
Milei's Fiscal Discipline Stalls Without FX Reserve Growth
Milei's commitment to fiscal balance (aided by a relatively low interest burden) is clear -- His kryptonite has been Argentina's inability to generate a sustained increase in its foreign exchange reserves 1/ https://t.co/yJLGDJnIV8
Dutch Bros Sees Low Turnover, 500 Operators in Pipeline
Operator turnover at Dutch Bros is in the "low single digits." The company has 500 people in its operator pipeline. $BROS
Flutter Taps Former FanDuel President with Law‑academic Pedigree
Christian Genetski, incoming leader of Flutter's US business, was previously President of FanDuel. He has been with the company since 2017, before the company launched its sportsbook. He earned his JD from Vanderbilt law school, per Linkedin, and worked 9...
Only a COVID‑scale Demand Shock Offsets Hormuz Closure
"only thing that could possibly offset the supply lost due to the closure of the Strait of Hormuz would be another exogenous COVID-level demand destruction event" https://t.co/PPzI5Mt2Ni
April Payroll Deposits Hit Two‑and‑half‑year High
"Payrolls growth in Bank of America customer deposit account data was strong in April." "the highest growth in two-and-a-half years" https://t.co/YCyshtAbPV
States Transition From Assistive to Autonomous AI, Says Tennessee CIO
NASCIO 2026 Midyear: States Shift From AI That Assists to AI That Acts, Tennessee CIO Says https://t.co/D0oS5JYk6g https://t.co/xmroPzAtsb
Google's Query Length Claim Overblown; Data Shows <3% Shift
Maybe this is totally innocuous, but it's still weird. Left: Datos numbers on query length in Google (10M+ devices, this is not a small sample set) Right: Public statement by Google's Liz Reid (via SearchEngineLand) Feels like a mild exaggeration by Google, but...
Denmark's Grid Overloaded: Data Centers Demand Optimization
Another country facing issues from data center demand. We need to refocus on optimization over assuming unlimited resources. Denmark faces data center reckoning as power grid overwhelmed by surging demand https://t.co/BNOTqpCMax #CIO #AI #DataCenter
Building Companies Requires Grit, Not Overnight Glamour
While everyone's posting about 'overnight success,' here's what actually builds companies (the less glamorous version)... Because there’s a version of entrepreneurship people post about… And then there’s the version that actually builds companies.👇
Emerging Markets Set to Outpace Nasdaq 100 Gains
As impressive as the Nasdaq 100's charge is as it pushes fresh record highs, there is another asset class that is looking to outperform the market-cap dense/tech oriented index: emerging markets. Here's the EEM ETF overlaid with the EEM-NDQ ratio:...
Ozarks Brace for Summer Betting Boom with New Mobile Sportsbooks
Missouri and Arkansas are the two most recent states to launch FanDuel and DraftKings' mobile sportsbooks. Going to be a big summer for sports bettors in the Ozarks.
Professional Website Crucial for Enterprise‑focused Early Startups
Most early stage don't bother spending money on professionally looking web site. A lot of times, especially if they sell into enterprise, healthcare, fintech, etc. it maybe a mistake. This is not to say that web site is the only way they...
Major iGaming Operators Set for Alberta Launch July 13
Select companies to confirm they plan to launch iGaming and sports betting in Alberta July 13: BetMGM Caesars DraftKings FanDuel theScore Bet Expect at least two-dozen more to join them
FanDuel Expands Prediction Market, Adding Combo Trades Nationwide
FanDuel launched its third-party prediction market - market making in April and plans to expand offerings in the coming months, Flutter reaffirmed during today's earnings call; this means more parlay-style combo trades coming to states without FanDuel sportsbook
Teams Should Fund Workers Amid Sky‑High Concession Prices
This is a fair point and one I’ve thought a lot about @TBob53. If baseball teams slash other sports and entertainment venues are charging this much for concessions, THEY should pay for their workers.
New AI Mode, Answers, and UCP Updates Added
Updated the Algo / AI Changes update list with the changes announced for AI Mode and AI answers and also the appearance of UCP in traditional Search. https://t.co/0KdmuSXKw2 https://t.co/Po4SWV5XZV
Trump Administration Begins Paying IEEPA Tariff Refunds
I've been critical (& skeptical) of the Trump admin's IEEPA tariff refund system, but this is legitimately good news. Much more to do to ensure everyone gets paid, but still... VERY good: "Tariff Refunds Have Started Being Paid by Trump Administration"...
China’s Imports Lag Behind Domestic Demand Since 2012
One important stylized fact about the Chinese economy that doesn't get enough attention -- import growth has lagged domestic demand growth since at least 2012, and arguably since 2007 or so 1/3 https://t.co/K5wsTUcAhf
AI Lets Solo Founders Launch Billion‑dollar Startups
A GLP-1 telehealth company reportedly did $401M in 2025 and could hit $1.8B in 2026 with one employee. That’s the signal. Matthew Gallagher allegedly started with $20K, used AI to write code, produce website copy, generate ads, and scale the operation with...
Shift to Experience‑First Culture to Rebuild Trust and Profit
Employee engagement 101: Rethinking EX in the age of declining trust https://t.co/xdbYxFC31N @CX_Network #EmployeeEngagement & #trust have stagnated, even declined. This 3-pillar framework helps reorg operations, shift from profit-first #culture to experience-first & drive profit https://t.co/5FFfnOqlCA
Great Newsletters Blend Taste, Storytelling, Expertise, and Trust
From @denk_tweets: "Exceptional newsletters aren't built on pure info. They're built on: > Taste > Storytelling > Expertise and analysis > A voice that readers trust"