Nuvacore AI Emerges, Targeting AI‑optimized Datacenter CPUs
Congrats to @NUVACOREAI coming out of stealth and the @sequoia investment. The value prop makes sense. Agents are driving the need for more and better datacenter CPUs, particularly in the hyperscalers. The company says it wants to overcome the limitations of traditional datacenter CPU architecture by fully optimizing for AI, distributed systems, and always-on infrastructure. And, of course, while doing the basics for max performance in the smallest die area. Gerard Williams, John Bruno, and Ram Srinivasan are not unknowns. John and Ram were co-founders, and Ram was a key player at Nuvia, which @Qualcomm acquired in 2021 for $1.4 billion. The acquisition was pre-tape-out, which rarely, if ever, happens. Sequoia investment backing adds more credibility. Oryon's core is incredible in real life, not just on paper. The opportunity is not a classic server share grab. Some unknowns: -instruction set -funding amount -business model (IP, chip, semi-custom) -architecture -timeframes (of course, they just started) Right problem, right time, credible team
Kevin McGonigle Secures $150M, 8-Year Tigers Deal
Kevin McGonigle's 8-year, $150M extension with the #Tigers - $14M signing bonus - $81M thru control years - $69M across 3 FA years - $10M of escalators https://t.co/ztMf4fHhG7
Choose the Right Accounting System To
Are you #mtd ready? Let’s talk about why picking the RIGHT accounting system will save you time and money in the long run. Are you Making Tax Digital ready? #makingtaxdigital #integratedsystems #businessoperationsmanagement #obm
Testing AI Media Buyer Before Full Autonomy at 99% Accuracy
We’re about to start testing an AI media buyer. Essentially how it’s going to work is the AI buyer will come up with optimization ideas based on correlation between in platform, our MTA and MMM. Each optimization will be manually approved by...
Wall Street Darling Struggles With Supply Chain, Ops, Digital
Scott Boatwright: "I thought I was joining this darling of Wall Street that had it all figured out... That's not what I found at all. In the first 12-18 months, we were struggling: supply chain challenges, operational challenges, and trying...
Core Go‑to‑Market Principles Endure Amid Growing Complexity
🎧 I had a great conversation with Julian Castelli on the Growth Elevated Leadership Podcast. We dug into how go-to-market is evolving, from predictable revenue playbooks to the realities of today’s more complex, less linear growth environment. A lot is...
VC Shifts From Moonshots to Front‑Running Deals
Venture capital is not what it was. An industry long defined by underdogs and moonshots is becoming more about front-running. https://t.co/MhVxDdp9B3
CATL Must Acquire Ganf
Desperate times call for desperate measures. @catl_official should buy @GanfengOfficial & or #Tianqi. Even with 100% of both, they would still need more #lithium. https://t.co/NBTEIaIRFs
Canva Teases Game‑Changing Create Feature Launch Tomorrow
Zach Kitschke CMO Canva with Cliff Obrecht, and Cameron Adams co-founders kicking off with a preview of Canva Create's announcements tomorrow. Very interesting to see the disruption here. (Can't say anything till tomorrow) https://t.co/eLdvW8xiUm
Create Self‑Running Systems to Escape Daily Grind
Major life hack: build systems that run without you, or you'll never escape the day-to-day.
Hire for Resilience and Agency, Not Just IQ/EQ
Most hiring conversations focus on IQ and EQ. But Tako co-founder Sebastian Mejia spends most of his time on 2 other corners: AQ ("adversity quotient" or resilience) and Agency. His framing: to build a global company, you need to attract...
Luxury Brand Slumps Signal Stagflation Ahead
This may have flown under the radar: Keep an eye on luxury brands starting to report weaker results. They’re often a leading indicator of what’s coming for the broader consumer. The current environment is deeply stagflationary. https://t.co/53453IX0Fd https://t.co/qvZM0cAjOO
Consumer Pessimism Stems From Perceived Price Pressures, Not Fundamentals
Excellent article attempting to explain why consumer sentiment is so bad (worst ever) while objective prices, wages, employement and economy are all fairly stable: "It's the prices, stupid" https://t.co/bqHARTz5JM
China’s Tech Surge Marred by Waste, Looming Stagnation
"China’s High-Tech Drive in 10 Charts" https://t.co/SZXnkg9CHZ "There have been tremendous strides, but also great waste and failures, such that China’s economic growth is likely to continue to stagnate and decline." https://t.co/hH3Gu87F81
X Possibly Suppresses Accounts After OpenAI Acquisition
Echoing @jasonlk, @tbpn has completely disappeared from my feed. Is X now burying it due to its acquisition by OpenAI?
Meta CEO Revisits Coding to Grasp AI
$META: Interesting read how CEO has returned to coding to better understand AI. https://t.co/qavUkYoGyt via @businessinsider
AWS Should Evolve CloudWatch Into a True SIEM
AWS needs to extend CloudWatch with tools that make it a real SIEM. Don’t overlay it with complexities it doesn’t need. Just extend it.
Ignoring Insider Feedback Guarantees Fundraising Rejection
It’s rough when founders don’t listen to insiders during fundraising prep then go to raise only to find out external investors pass exactly because of the questions insiders raised. But it basically happens every single time when founders fail to do...
Meetings: White‑Collar's Unexpected Shield Against AI
I have a piece up about white-collar workers' most reliable defense against AI: meetings. Lots and lots of meetings. https://t.co/fVOxBCGBcy
Fireside Chat Kicks Off CadenceLIVE with Devgan, Huang
Here at CadenceLIVE where the day will be started by a fireside chat with Anirudh Devgan and Jensen Huang.
Meta-Backed CoreWeave Debt Cut Risk, Sparked Market Surge
CoreWeave's debt deal (backed by Meta's AI compute commitment) closed March 30 (SPX bottom). imho the flurry of subsequent announcements were probably linked to this. Amazing things happen when counterparty risk goes down...
Media Winners Are Creators Who Master the Clip
The winners in media will be creators who can clip. In my latest newsletter, “The Clip Economy,” I explore why: bit.ly/ClipEconomy
Aerospace Skills Crisis Sparks New Free Position Paper
With aerospace facing a global skills crisis - New free Position Paper from @aerosociety 'Addressing Civil Aviation Engineering and Maintenance Personnel Shortages' Free download of this PDF here. #avgeek https://t.co/yOXs4X2gKS https://t.co/YQ2G3Qkebl
Founders Who Shun Investor Scr
When founder is annoying that investors are asking questions and doing due dilligence there is a very high chance this founder will not succeed. Building companies is a collaborative marathon where investors aren’t just dumb money and nuance. Best investors engage in...
Websites Obsolete; Buying Committees Now Half AI
The Agentic GTM: Why Your Website is Obsolete and the Buying Committee is Now 50% Silicon by @Timothy_Hughes https://t.co/6jcSetjGwj @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Marketing #MarketingSuccess #MarketingStrategy #ArtificialIntelligence #Innovation #TechNews
Great Leaders Turn Criticism Into Growth Data
Leaders are people too. It’s easy to take things personally. But the best leaders have mastered the art of objectivity. They don’t let criticism derail them... It’s a data point used for growth. Here’s how to do it:
ECB Faces Uncertain Outcomes over Iran
Nagel says the ECB between baseline and adverse outcomes on Iran https://t.co/A2MX9mA2pD via @flacqua @jrandow https://t.co/4PwzutyUl5
VCs Re‑add Allbirds Logo Amid AI Pivot
VC's who invested in Allbirds are all quietly adding the logo back to their website today after the pivot to AI
Eliminate Friction: Make Your Time Work Efficiently
LIVE NOW: The Friction Problem: Why Your Time Isn't Working (and What to Do About It) https://t.co/fwFxX4CMqr via @YouTube
LLMs Now Power the Top of Your Funnel
Your funnel didn’t break. It moved. Alexis Pratsides shares why the top of the funnel now lives inside LLMs—and what that means for your metrics, strategy, and expectations. Watch the interview 👉 https://t.co/sfL6UrxsKt @FINNPartners #healthcaremarketing #hcmktg
Rising Auto Repair Costs Signal Consumer Risk Amid Credit Strain
Wolf Street: "The CPI for motor vehicle maintenance and repairs jumped by 1.25% in March from February and by 6.1% year-over-year, according to data from the Bureau of Labor Statistics. Since January 2020, those prices exploded by 50%." As I've travelled over...
Meta's $3B Payout Fuels New Creator Earnings Guide
Facebook shared tips to help creators maximize their earnings via the Facebook Content Monetization Program. 💰 Notable recommendations include creating original content, experimenting with different formats, and leveraging audience feedback. This comes as Meta recently announced it paid out $3...
Boring Meetings Sap Brain Power and Productivity
Leaders should be aware of the toll boring meetings take on their workforce and the productivity of their employees. Boring meetings turn our brains into mush–an unfortunate effect that lingers for a couple of hours after the boring meeting ends. #Stress...
Too Few Buzzwords? Recruiters Will Reject Your Resume
Meet Jessica, Sr. Technical Recruiter at AWS, who rejected your resume because you didn't have the optimized amount of buzzwords
Scale Fast, but only when Your Business Is Ready
One of the hardest things a founder has to deal with is moving as fast as possible without rushing. Trying to grow a business that isn't ready for it is pushing on a string and will lead to burnout.
Inside Lenny's Life: Unfiltered Talk with First Round
I rarely do interviews or talk about my personal life, but I made an exception for the team at @firstround. Their writer spent hours at my house. We talked about why I started Lenny's Newsletter, what motivates me to keep...
Iran Conflict Signals Next Phase of Global Cycle
Most people look at wars as isolated events. I look at them as part of a Big Cycle that has repeated many times, so for me watching what is happening is like watching a movie I've seen many times before. What we’re seeing...
Oil Price Surge Drives Japan's Industrial Slump
Yesterday, industrial production in Japan slid from 4.3% in February to -2.0% in March. HIGH OIL PRICES ARE HITTING JAPAN’S INDUSTRIAL HEARTLAND HARD. https://t.co/bTPfg5d5gV
Rogue‑style Fan Pages Can Drive 100M Organic Views
i interviewed the agency making “fan pages” for brands. secondary accounts that feel more like a rogue employee took over than a strategy. the “arby’s boys” page generated over 100m organic views in the first six months.
Strategic CFO: Allocate Resources Using Unit Economics
What does it actually mean to be a (throws up in mouth) "Strategic" CFO? The word “strategic” has become lip service. Jargon. As Shakespeare would say: Full of sound and fury, but signifying nothing. My working definition of what strategic...
Organizational Design: The Overlooked Key to AI Change
Organizational design is the most underrated aspect of change management. Implementing new tech, especially with AI, means automating jobs and changing roles. #ChangeManagement #OrganizationalDesign https://t.co/WQnaJ0Xh98
One Belt One Road Lending Surges in 2025
Reports of the end of China’s One Belt One Road lending were very premature - 2025 was a record year for new commitments. More on this in the Chartbook Top Links today. https://t.co/KIBnk4491s
Cloud Exit Slashes Hosting Costs by $3M Annually
In 2023, we spent $3,934,099 on AWS + other hosting. In 2026, our hosting + support bill is down to ~$1m/year due to the cloud exit. Even including all the hardware buying, we will already have saved ~$4m by the...
Enhanced Ltd to Debut on NYSE May, Reshaping Sports
Enhanced Ltd is expected to start trading in early May under the ticker $ENHA on the New York Stock Exchange, subject to customary closing conditions. For those of you interested in participating early: if you buy SPAC trust shares $APAD...
Vegas Casinos Thrive on Big Fight Events, WrestleMania Bid Shows
Vegas casinos/hotels/etc love when there are big fights in town. The way the city bid to get WrestleMania to return also suggested it had a big impact. Inbox: https://t.co/c61qtUZJrD
Mark Ruffalo Testifies Against Paramount‑WBD Merger Today
Actor Mark Ruffalo -- who has strongly opposed the Paramount-WBD merger -- will testify via videoconference at the Senate hearing today, according to Booker's office https://t.co/QKABiKeZiH via @variety
Meta Pixel Glitch Causes Missing Subscribe Events
Anyone experiencing Meta pixel issues in the last ~36 hours, what are you seeing/experiencing? For example, I'm seeing zero Subscribe events for a client showing in Events Manager, they're using LittleData + Segment, but we have other similarly setup events that...
Law Firm Salaries so High, Can They Play Shortstop?
At these $ figures, my only question is can anyone at Kirkland or Latham in New York play short stop?
Infinite Compute Demand Keeps Ailbirds Perpetually Undervalued
if demand for compute is basically infinite, ailbirds isn't even close to fully valued here and never will be https://t.co/QaRr1LZGs6
Rapid Development Outpaces Adoption; Marketing Becomes Critical
I was a guest on a podcast recently and we got into something I’ve been thinking about a lot. Building is faster than ever, but customers can’t absorb change at the same pace. That gap is where adoption breaks, and it’s...