Social•Feb 23, 2026
We Can Cushion Job Losses, Yet Resistance Persists
This is why I think the @Citrini7 scenario is plausible: We demonstrated that we have the power to minimize employment disruptions associated with big supply shocks and shifts in demand... ...but everyone decided they hated it.
By Matthew C. Klein
Social•Feb 23, 2026
Open Cosmos Seeks $200M for European Ka‑band Broadband
.@Open_Cosmos seeks ~$200M in financing ahead of June & Sept deployment deadlines for its Liechtenstein-licensed Ka-band broadband constellation. Co says Europe should rally around it. @defis_eu @aee_gob. https://t.co/0cbcoHxGVq https://t.co/OZBFODhK9v
By Peter B. de Selding
Social•Feb 23, 2026
Beyond ARR: Key Metrics for Usage‑Based SaaS
What financial metrics do usage-based companies track when ARR isn’t the North Star? From revenue growth to NRR, AI adoption signals & RPO — here’s what truly matters 📊 Watch the full breakdown ➡️ https://t.co/g5IoWwadNz #SaaS #UsageBasedRevenue #SaaSMetrics https://t.co/hz15OquSg6
By Ben Murray
Social•Feb 23, 2026
HZO Faces Activist Pressure, $35 Bid and Strategic Review Demand
$HZO continues to face pressure from Donerail. - Activist/bidder is opposing the CEO’s re-election at the upcoming AGM. - Donerail has reiterated its $35/share offer. - Levin Capital (~3%) is also calling for a strategic review after HZO failed to capitalize on...
By Dalius – Special Sits
Social•Feb 23, 2026
Chinese Investors Surge Gold ETF Holdings by 52%
The Chinese are buying gold ETFs like HOT CAKES. According to the World Gold Council, China’s gold ETF holdings rose from 188.8 tonnes at the end of August 2025 to 286.3 tonnes by the end of January, a 52% increase. BUY GOLD,...
By Steve Hanke
Social•Feb 23, 2026
AI Boosts Engineer Efficiency, Driving Higher Demand
It is becoming clearer that Jevons paradox applies to competent human software engineers. If AI makes them more efficient and more productive, demand for their work will increase.
By François Chollet
Social•Feb 23, 2026
Wispr Flow Delivers Near‑perfect, Instant Multilingual Transcription
Holyshit.. when did Voice Al get so good? This voice Al called Wispr Flow just transcribed Eminem's fastest without missing a single word. It has >> 90% zero edit accuracy >> 500 ms response time >> works in 100+ languages >> works in all apps >> understands...
By Hasan Toor
Social•Feb 23, 2026
Gilead Deal Validates FDA One‑Trial Path, Boosts IMMX
$GILD $ACLX $7.8 billion acquisition 68% premium, Ph3 just starting. Validates new FDA policy for a single pivotal trial validated by BLA acceptance. Large pharma moving faster, de-risked. $IMMX thesis and data grows stronger, 95% (CR), same parallel strategy, and clear...
By BowTiedBiotech
Social•Feb 23, 2026
Strategic Choices, Not Platitudes, Uniquely Align Your Company
ICYMI: Fresh new article dropped: Strategy is an integrated set of choices that uniquely positions your company. But what kinds of choices? Not the crappy platitudes like “We put customers first.” The kind that actually aligns everyone in the company to win,...
By Jason Cohen
Social•Feb 23, 2026
Seena Labs Defends Against LLM Prompt Injection Attack
Very proud moment of our architecture so far at Seena Labs. We got someone asking the Seena interviewer agent to reveal some code and attack us and this was Seena's response. If anyone has good advice/ resources on how to...
By Dr. Axali (Seena Labs)
Social•Feb 23, 2026
AI Hype Overstates Marketing Team Replacement Potential
I am bullish on AI but let's call a spade a spade: these silicon valley pricks promoting "we replaced 80% of our marketing team with AI agents" are full of dog shit. Sure, this is a buzzy "cool" thing to...
By Gaetano DiNardi
Social•Feb 23, 2026
Energy Firms Ramp up Lobbying for Venezuela Opportunities
👀 #Energy-related companies' interest in opportunities in #Venezuela is starting to show up in lobbying reports. Expect to see more of this K Street action, as we reported in this morning's @axios Future of Energy newsletter. #OOTT (1/3)
By Ben Geman
Social•Feb 23, 2026
Data Center Staffing: The Hidden Bottleneck for AI Success
The Most Limiting #AI Success Factor Maybe… #DataCenter Staffing (Why #AIDC recruiting is so difficult) @DrJohnSullivan https://t.co/XrhHIFDeWe #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
By Dave Millner
Social•Feb 23, 2026
Rupee's Fall Fuels 349% Surge in Gold Imports
The WEAKENING Indian rupee is triggering a GOLD RUSH. The rupee is DOWN 5.6% against the USD since the start of last year. In response, India’s gold imports has surged 349% during the past year. BUY GOLD, WEAR DIAMONDS. https://t.co/iGjJpyGh1p
By Steve Hanke
Social•Feb 23, 2026
Virality Doesn't Equal Follower Growth on X
If you're chasing virality on X, it does nothing for your followers. Here are analytics from two days, side by side. One with 30k views, and one with over a million. The 30k day saw a lot more followers. The viral post?...
By Arvid Kahl
Social•Feb 23, 2026
June 13 2026 Deadline Ends Tariff Refund Protests
The key deadline your company needs to be aware of to make sure you're eligible for tariff refunds is June 13, 2026. After that date you will not be able to file protests for entries filed on February 4th,...
By Ryan Petersen
Social•Feb 23, 2026
Britain’s Chagos Choice Signals Resolve to China
Britain’s decision on the Chagos Islands is more than politics. It shapes how strategic rivals — especially China — interpret UK resolve, alliances and influence. This analysis explains why this matters in the context of great-power competition and what it reveals about...
By David Murrin
Social•Feb 23, 2026
No-Code AI MVPs Are Easy; Reliability Is Hard
Building an AI MVP with no-code is the easy part. The hard part? 👉 Understanding the full architecture 👉 Knowing what to check before and after deployment 👉 Catching risks before users do That’s where real technical knowledge shows up. Anyone can ship a demo. Very few...
By Omozara
Social•Feb 23, 2026
Honored with Volcker Lifetime Award for Economic Policy
I’m honoured to receive the Paul A. Volcker Lifetime Achievement Award for Economic Policy. Paul Volcker’s personal conviction reshaped the trajectory of central banking in the US and around the world. Read my speech https://t.co/YcIx8y210A https://t.co/w1EZ0DOmzW
By Christine Lagarde
Social•Feb 23, 2026
Health Sites Suffer Core Update; Multiple SEO Factors at Play
Quick update: Some of the biggest health and medical sites on the web got hammered by the December 2025 core update and some have dropped even more with the recent volatility. That said, most that dropped have many moving parts...
By Glenn Gabe
Social•Feb 23, 2026
In‑house Shifts Often Raise Costs, Lower Revenue—Keep Agency Insights
One of our brands we've been working with long-term moved to an internal person last month but they kept us on view access of the account(s). Since they took over? CPA is up 48% ncCPA is up 109% Spend is up 32% Revenue is down...
By Kody Nordquist
Social•Feb 23, 2026
Quality Code Costs More than Cheap Code
Agentic coding highlights the age-old truth that "writing code is cheap," while writing good code is extremely expensive. You could always pay someone inexperienced very little to kinda get it done. But real quality had its price. Zero difference when AI is...
By Arvid Kahl
Social•Feb 23, 2026
Own Your Email, Don't Rely on Google Accounts
It’s wild that in a time where Google account are one of the most popular choice for logging into any 3rd-party service, they can be arbitrarily banned like this. Own your email. Own your domain. Don’t delegate. Sucks that this is...
By Arvid Kahl
Social•Feb 23, 2026
AI Forces Preseed Focus on Demos, Not Ideas
AI moves the goalposts for raising preseed capital: less “tell me your product idea” more “show me what you built and how customers react” In the 1990s people raised $5m+ just to build the v1 of their website. In 2000s that...
By Andrew Chen
Social•Feb 23, 2026
Product Improves, CAC Rises: AI Amplifies Growth Dilemma
your product gets better every week, but your CAC gets worse every month Can your product get good enough to generate organic growth before your marketing channels saturate with scale? AI is going to supercharge this conflict. We’ll write even more and...
By Andrew Chen
Social•Feb 23, 2026
Influencers Drove Gymshark’s $128M Growth, Not Ads
Gymshark went from $0 to $128M in 6 years using influencer marketing. No TV ads. No billboards. Just athletes who genuinely wore the brand. Meanwhile you're running cold Facebook ads with zero social proof. That's the gap.
By Kamil Sattar
Social•Feb 23, 2026
Mortgage Rates
5-handle The average 30-year fixed mortgage rate today: 5.99% Same day last year: 6.89% ---------------------- 10-year treasury yield today: 4.03% Spread today: 196 bps
By Lance Lambert
Social•Feb 23, 2026
Veris Residential Joins Wave of Apartment REIT Liquidations
Another one bites the dust ... Veris Residential becomes the latest apartment REIT sold or liquidated (18+ in the last 15 years vs. ~12 still remaining). Veris (6.6k units) is best known for its wildly high renter incomes ($480k or 10-12%...
By Jay Parsons
Social•Feb 23, 2026
Solve Real Problems, Don’t Just Chase Ideas
He turned a mall booth with taped signs into a $3B fintech. Matt Oppenheimer built Remitly by falling in love with the problem, not the product. He stood outside a remittance store, asked customers why they said no, and pivoted fast. He raised...
By Ask Dr. Brown
Social•Feb 23, 2026
Duetti Secures $200M to Target Undervalued Music Rights
Duetti just raised $200 million. It built the infrastructure to invest in the music rights that other companies may overlook. My latest episode on Trapital sits down with Duetti CEO @ltibon to discuss. Check out our latest episode: "Follow The Money:...
By Dan Runcie
Social•Feb 23, 2026
Enel Adds 830 MW US Solar‑wind Portfolio
Enel acquires 830MW US PV and wind portfolio, ups renewables investment #energysky -- via pv-tech: https://t.co/3AfV5Qymhs
By Tor “SolarFred” Valenza
Social•Feb 23, 2026
AI Panic Ignored as Markets Remain Near Peaks
It's kind of amazing there is so much worry about AI doom with the S&P 500 w/in 2% of all-time highs and the unemployment rate at 4.3% Have we ever had an enormous risk like this play out with everyone worried...
By Ben Carlson
Social•Feb 23, 2026
Tariff Shifts Offer Rule‑of‑law Gains, Little Immediate Relief
The economic impact of tariff changes. Me on @cnni with @jimsciutto - a bit of good news on rule of law, not much immediate relief. See @PIIE for more analysis https://t.co/bbkP6I3455
By Adam Posen
Social•Feb 23, 2026
Framer Keeps Entire Project Organized in One Place
Having the whole project in @Framer made it easy to stay organized: assets, sections, layouts all together. https://t.co/SQ2a2X0Nqz
By Femke
Social•Feb 23, 2026
Apple’s Cash Return Beats Rivals’ AI Spending, Shows Strategic Restraint
Apple returned $106.1 billion to shareholders. While its competitors collectively committed $500 billion+ to AI infrastructure. Sometimes the most strategic AI decision is knowing when not to build. Source: https://t.co/KNtNLIRTOQ
By Yves Mulkers
Social•Feb 23, 2026
Base Case Unlikely
Helpful thought-experiment, but undersells: 1) competition & demand elasticity for cheaper code, 2) how fast monetary & fiscal pol move at 10% U3, & 3) wealth effects/reinvestment bolstering productivity & offsetting wage loss. Tail risk yes. Base case no. https://t.co/BDbOcr4sHF
By Ernie Tedeschi
Social•Feb 23, 2026
China Swapped US Treasuries for Commodities via BRI
How China largely sold out of their net UST exposure yrs ago AND cornered critical minerals without ever impacting UST or commodity markets: Lend USDs along Belt & Road (BRI), repayable in either USD, CNY, or physical commodities This amounted to swapping...
By Luke Gromen
Social•Feb 23, 2026
OKRs Can Accelerate College Students' Career Momentum
Do okrs change the game for college students and recent grads? @cwodtke @andrewconstabl9 @Kellblog @erikstarck @TheAmericanCEO @RogerLMartin @WhatMattersOKRs https://t.co/8MQivbe5dz
By Ben Lamorte
Social•Feb 23, 2026
Presidential Remarks Won’t Sway DOJ Approval, but May Affect Sale
The president's comments about Netflix/Susan Rice shouldn't have bearing over the approval of any WBD deal — a decision to sue to block would be made by the DOJ which would face an indp judge in court — BUT his...
By Sara Fischer
Social•Feb 23, 2026
Start with Bottom‑of‑Funnel, Flip Funnel, 44× SQL Growth
A cybersecurity SaaS came to us with a problem 👇 - Pipeline flat - About 1 demo per month - Marketing basically paused 12 months later: - 44x SQL volume - 1200% more opportunities - Deals closing 3x faster than industry benchmark Here's what we did. 1. Audit and...
By devbasu
Social•Feb 23, 2026
Cheap Chinese EVs: Attractive Until Companies Collapse
Cheap Chinese EVs are boon, until the company goes bust. "Neta Auto’s parent company filed for bankruptcy last year after failing to pay wages, stranding customers in Thailand without after-sales support. Singulato, Aiways, Byton, and Levdeo have all shut down." https://restofworld.org/2026/china-ev-exports-competition-price/
By Akshat Rathi
Social•Feb 23, 2026
C‑Suite and Front‑Line Miss AI Efficiency Gap
The AI efficiency gap: Why the C-Suite and the front line are living in different worlds by @Timothy_Hughes https://t.co/oDC8OKpx4r @DLAIgnite #SocialSelling #DigitalSelling #Leadership #ArtificialIntelligence #Innovation #Technology #TechNews #Sales #Marketing #Culture #Strategy https://t.co/ACegbrqNxG
By Tim Hughes
Social•Feb 23, 2026
Prompts Boost Productivity Only Within Established Systems
“20 ChatGPT prompts to boost your productivity.” Useful? Yes. Transformational? Only if used correctly. Here’s the nuance most prompt collections miss 👇 1️⃣ Prompts don’t create productivity — systems do GTD, Pomodoro, Eisenhower, Ivy Lee… These frameworks worked before AI. ChatGPT doesn’t replace discipline, prioritization, or clarity...
By Giuliano Liguori
Social•Feb 23, 2026
The Forbidden Excel Formula that Haunts Every Organization
I've been doing analytics for 14+ years. And I'm a Microsoft Excel MVP. I still see this regularly in organizations both large and small: The one formula nobody is allowed to touch.
By David Langer (Dave on Data)
Social•Feb 23, 2026
Dollar's Reserve Role Extends to Growing Quasi‑Reserves
Indeed; an important point -- tho the dollar's reserve currency role is often taken to mean its role in private payments not just in official reserves. More importantly, there is a lot quasi-reserves floating around now --...
By Brad Setser
Social•Feb 23, 2026
ONL Rejects $2.75 Offer, Provokes Kawa Proxy Battle
$ONL is a left-for-dead small-cap REIT spin-co. - Entered a cooperation agreement with Kawa Capital (~10%) and launched a strategic review - Kawa offered $2.75/sh last year (stock ~$2.55 today) - Board rejected it as undervaluing, triggering a proxy fight from Kawa. https://t.co/UAlAiUmg9p
By Dalius – Special Sits
Social•Feb 23, 2026
Only 5% of CIOs Escape AI Pilot Purgatory
Pilot purgatory is where AI ROI goes to die. 💀 Break the cycle. Learn what the 5% of successful CIOs are doing differently in 2026. Full episode: https://t.co/dJs86sTyRD #CXOtalk #AIValue #CIO https://t.co/n8dG53BcbS
By Tim Crawford
Social•Feb 23, 2026
Schedule Your Priorities; Health and Growth Aren’t Negotiable
If it’s not scheduled, it’s negotiable. And your health, growth, and meaningful work should not be negotiable. The Ultimate Productivity Workshop shows you how to give your priorities a home in your week. Claim your seat today. https://t.co/E53E31bsZG https://t.co/flLmbQCWam
By Carl Pullein
Social•Feb 23, 2026
Invest in People: Showcase Your Team’s Proven Expertise
Showcase your team’s expertise and ability to execute. People invest in people. ✨ Highlight the strengths and achievements of your core team, demonstrating that you have the right people to bring your vision to life.
By Gale Wilkinson
Social•Feb 23, 2026
December PCE Inflation Hits 2.9%, Exceeding Fed Target
The US Personal Consumption Expenditures (PCE) rose from 2.8%/yr in November to 2.9%/yr in December. That’s ABOVE the FED’s inflation target of 2%/yr. INFLATION = THE GENIE THE FED JUST CAN'T PUT BACK IN THE BOTTLE. https://t.co/bTd3rr7JXl
By Steve Hanke