AI Matches Junior Dev Output, Needs Heavy Oversight
We used Claude Design to build our slide deck to update our LPAC, which is close as you can get as a VC to having empathy for engineers in Q1 2025 saying that AI is as good as a junior SWE but requires a lot of oversight
Eurodollar Market Independent of Dollar
Disagree here obviously -- The modern eurodollar market developed independently of dollar pegging; the UK is the market's hub and the pound obviously isn't pegged to the dollar ... 1/2
Social Selling: Harness Social Media for Cold Outreach
What are we reading? Title: “Social Selling and Influnce - Using Social Media for Cold Outreach and New Business Sales” Author: Timothy “Tim” Hughes 提姆·休斯 L.ISP and Adam Gray @tim_hughes1 @theadamgray Publisher: DLA ignite @dlaignite #Books #Sa… https://t.co/R9PwdZjmvm https://t.co/qzDrjFvBwL
Tariffs Alone Won’t Revive U.S. Textile Industry
"It Will Take More Than Tariffs to Bring Back U.S. Textile Manufacturing, Industry Insiders Say" 😯 https://t.co/xrPxylUcmA https://t.co/DDxL6NjUj4
Quality Engagement Beats Vanity Metrics on LinkedIn and X
Brilliant post from @Lisapatb . "It’s tempting to focus on vanity metrics like the sheer number of likes or followers. But here’s the truth: both LinkedIn and X prioritize engagement quality over quantity."
HubSpot’s Early Culture Code Inspires AI‑native Playbooks
One thing that really worked for HubSpot in the early days was that we published our "culture code" which, at the time, was quite unique. I'm waiting for someone to create a version of that for a truly ai native company....
Brockman Says Sam Fired for Lack of Candor
Brockman confirms that Sam was fired for not being consistently candid. Crazy that @karaswisher blocked me for saying that the board fired Sam for not being consistently candid, when that is in fact what happened. But she did. And continues to do...
Beef Imports Surge to Record $13.75B, up 28% Yo
"[B]eef imports in total are exploding at $4.5 billion through March, up 28% from a year ago. That comes after record for beef imports at $13.75 billion in 2025, up nearly $2.5 billion from a year earlier." https://t.co/M9mSqQvOq6
AI-Driven Import Surge Widens March US Trade Deficit
US imports are soaring again -- led by imports related to the "AI"/ data center investment boom. That pulled the March trade deficit up even with strong exports .. 1/ https://t.co/pyJlnGeCph
Opinionated Brands Earn Loyal, Paying Fans
An opinionated company is a more human company. People like that. Some won’t agree with the opinion and won’t join. The ones who agree (enough) will be loyal and even excited to give you money. That’s why it’s better. See also: https://t.co/ZA4WruqhYd
Analyst Year Highlight: Unscripted, Honest AMA with Arvind
MyPOV - One of the treats / highlights of the analyst year - AMA with @ArvindKrishna ... Always non scripted. Honest. Matter of fact with a dose of good humor. #IBMThink https://t.co/u2YtboO8qK
OpenAI Rolls Out Ad Tools, Targeting SMB eCommerce
ChatGPT launches a CAPI, a pixel, and self-serve "It’s not hard to imagine how the ad platform evolves from here. OpenAI is almost assuredly building a platform in the image of Meta’s, which means it will cater the platform to...
Mix Personal Stories and Community Questions for Growth
Combo day close. Personal story in the morning. Community question at night. That pairing drove every follower spike I had this year. If you tested one new format this week, what was it?
Nigeria Ranks 37th Most Miserable Amid Soaring Inflation
In Hanke’s 2025 Annual Misery Index, Nigeria ranks as the 37TH MOST MISERABLE country in the world. This is thanks to high inflation and steep borrowing costs. Pres. Tinubu = ARROGANT, CORRUPT, & INCOMPETENT. https://t.co/poNAxRjOlJ
Authority Should Build Expertise, Not Content Landfills
"Topical authority was never supposed to mean content landfill." Well, yes. Tying the brand to the expertise should always be the goal.
Make Bundles “May‑As‑Well” By Matching Hero Price
Bundle pricing works best when it's "may as well" pricing. It's better to raise prices on individual products but drop prices on the bundle. The closer the bundle price is to the hero product's retail price, the more compelling the...
More Views, Fewer Clicks? Get Zero Click Playbook
Impressions are up, clicks are down. It’s not that people don’t see your marketing — it’s that MORE people see it but fewer of them click. We need a new playbook. And lucky for you, Rand Fishkin and I wrote it!...
Berkshire Hathaway's Float Doubles in a Decade, Aiming Higher
Berkshire Hathaway CEO Greg Abel: "As you can see, our float effectively doubled from 2015 to 2025... A core and important objective is to grow our float over the long run."
Market Hits Record Valuation, Buffett Indicator Tops 227%
Stock Market reaches it’s most expensive valuation in history after the Warren Buffett Indicator hits 227%, surpassing the Dot Com Bubble and the Global Financial Crisis: https://t.co/c3rpLbz8So
I Swapped SaaS for DIY Code—Just My Experiment
I replaced almost all my SaaS subscriptions with my own vibe coded replacements But n=1
AI Now Dominates Search and Buying Research
Super interesting insights from @McKinsey on how much of search + purchasing research has already shifted to AI https://t.co/VwHeJ0yvNV
Service Sector Holds, Inflation High, Jobs Still Negative
All things considered, the ISM service sector activity report was a 'fairly good' outcome. Headline sector activity only edged lower. Inflation pressures leveled out - at high levels however. Employment component bounces but still net negative: https://t.co/RbXrCgQUjB
Self‑driving Trucks Could Cut Grocery Prices and Boost Safety
Autonomous trucking company Aurora is starting to put sponsored articles in sites like Axios stating that autonomous trucks will lower grocery bills and increase safety. "Autonomous trucks — trucks that operate without a driver — could lower shipping costs, helping reduce...
Twitch Cracks Down on Omoggle Face‑maxxing Streams
Twitch is actively issuing warnings to streamers who are doing Omoggle on stream. Omoggle is a live 1v1 arena-style face-looksmaxxing service, similar to Ome/Monkey app, in that it randomly pairs you with a stranger. Example of Quin69 being mogged:
AI Boom Persists; Data‑center Stocks Poised for Gains
The AI trade is alive and well. Semiconductor stocks have run up a lot and likely due for a near-term pullback but other names involved in the data-centre buildout are not over-extended. Real GDP accelerated in March + April and with the...
Real Work: Painful Decisions that Protect Your Business
“Working hard” is the wrong frame. Real work is making decisions that hurt your soul but save your business. Here's what every level actually cost me: https://t.co/5jQuU2E9Eo
Remote DevOps Role Fully Paid for Argentinians
If you live in Argentina and want a remote job in DevOps there is a fully paid role for you and you get to work remotely.
Gold Beats Oil as US's Top Export, Flows to China
For the 5th month in the last 6, "Nonmonetary Gold" was again the single biggest export of the US in March. US gold exports were 1.7x > oil; 2x > than Rx preparations, 2.5x > aircraft engines. Biggest destination for US gold...
Tariffs Yield Minimal Deficit Reduction After One Year
"The figures measure the limited progress made toward the Trump administration’s goal of reducing the deficit in the 12 months after President Trump rolled out steep global tariffs in April 2025." 😯
Blue Line Signals Urgent Need for Rate Cuts
Narrative status That blue dotted line needs rate cuts or coupon auction cuts SOON Following that purple line now 28 days. Dipping east south east https://t.co/mcOBDLMz1a
Need a Second Brain, Not Just Extra Hands
Day 4 of 30 days to fill my 5 OBM retainer spots , and I will. Here’s who I’m looking for: You want help - Yes - but you really want someone who is thinking WITH you. While you’re focused on big...
AI Image API Understands Brief, Eliminates Prompt Engineering
I just watched a single API call replace an entire creative team's workflow. @LumaLabsAI shipped Uni-1. It is the first image API that thinks before it generates. Here is what that actually means. Every other image model treats your prompt like a search...
UK Long‑dated Yields Hit 28‑year High on BoE Hike Bets
The yield on long-dated UK debt climbed to a 28-year high as traders bet on more Bank of England interest-rate hikes https://t.co/1j1HJapqBI
Xbox Revamps Leadership to Blend Legacy and Fresh Expertise
Microsoft's Xbox chief says today's Xbox platform changes are all about "promoting leaders who built Xbox and bringing in new leaders with consumer and technical expertise we do not yet have." https://t.co/w1w8EJy23P
GitHub AI Leaders Jump to Xbox, Defying Growth Expectations
Several GitHub / CoreAI execs move to Xbox What is going on at Microsoft This is very odd to see, you'd expect the other way round given that AI growth *should* be several times that of gaming growth (in the optimistic playbooks...
New Storylines and Parity Fuel NHL Playoff Surge
Hockey people - WHY has NHL playoffs been so hot this year in terms of audience interest? What has changed?
Milei’s Approval Plummets as Inflation Stays Sky‑high
Milei's approval ratings fell to the mid-30s this month. If that’s not bad enough, confidence in Milei's administration plunged for the fourth consecutive month. Argentina’s inflation remains OUT OF CONTROL at 32.7%/yr. MILEI’S FAILURE TO CRUSH INFLATION PUTS HIM IN THE TANK. https://t.co/x1LOiHlZ9P
Labor Dept Drops Defense of Biden Overtime Rule
"The US Department of Labor is ending its legal defense of a Biden-era regulation that widened the eligibility for overtime pay for millions of workers" https://t.co/4J1oWYdNXc @parker_purifoy
Amazon to Blend AI Chat with Traditional Search
Sounds like AIOs are coming to Amazon search (for open-ended queries) -> Amazon Could Offer ‘Hybrid Mode’ AI Search on Retail Site From the article: "Amazon sees its traditional search tools as most useful for a straightforward shopping query, where having too...
Neocloud Lambda Hires Ex‑Sprint CEO, Pivots to Data‑center Expansion
Neocloud Lambda names former Sprint chief Michel Combes as CEO. Co-founder and former CEO Stephen Balaban moves to CTO as the company's looking to raise more funds to invest in data center capacity, develop its own properties https://t.co/TtM96o2aJA
Company Boosts Sales Forecast While Halving Marketing Staff
Company: raises sales targets and expected pipeline forecast for next quarter. Also company: fires 50% of marketing: includes growth, SEO and content team. Make it make sense.
From War‑torn Ruins to Outpacing the UK
Imagine telling someone in 1953 — as Korea lay in ruins after the war — that one day its stock market would be bigger than the UK's.
True AI Agents Must Follow Rules, Show Reasoning
Agentic AI for CX: Real Agents vs Slideware | https://t.co/xtzQxtbZBT If an AI can’t follow rules, respect permissions, show its reasoning, and reliably move renewals/expansions… it’s not an agent. It’s a UI with good marketing. @castdotapp https://t.co/xmIlXJxyI8
Credit Spreads Vary 42x Across Data Center Firms
The credit market is the harshest judge of risk. Looking at credit default swaps of data center companies, a few things stand out: • The market is starting to believe there is less risk (although still very high) for Nebius and CoreWeave...
Golden Boy Boxing Partners with Range Sports for Media Rights
A little pugilism news: @GoldenBoyBoxing has tapped Range Sports for media rights work, as well as advising on the creation of new tentpole events https://t.co/j35ITRE1eA
Patients Research Themselves; Your Digital Presence Now Critical
Today’s patients (especially younger ones) do their homework. Ty Allen on why your digital presence matters more than ever—and how AI may change it further. 👇 https://t.co/4gFnT9yDIG @socialclimb_1 #PrecisionMarketing #hcmktg
Free AI Beats Paid: Why Gating Smarts Fails
"Why pay $20/month when the free version is already smarter than I am?" That's the paradox Google hit while designing its AI bundle. Vikas Kansal helped craft Google's AI freemium strategy, which has become arguably the most successful (and profitable)...
Ohio State Can't
Yeah, I think the answer here is pretty obviously "hey Ohio State, you don't own the broadcast rights to your games, we do, so you can't sublicense them. There's no B1G TV without you, so we'll see your ass in...
QRA's Pause Fuels Asset Rallies, Inflates Debt
The last time the QRA mattered we pivoted from short to long when Janet decided to stop increasing coupon issuance. Every QRA since has left issuance unchanged. Tomorrow will be no different. It's suppressed bond yields from going...
RGS Turns Around: FCF Rising, Refinancing Could Cut Valuation
$RGS, a hair salon franchisor, is crossing the Rubicon in its turnaround. FCF inflecting, closures slowing, massive refinancing incoming. Already cheap at 12x TTM FCF. If refinancing succeeds in cutting interest, co trades at 7-8x FCF. Full pitch: https://t.co/wcFgp9Utv7 https://t.co/XKWI6URRHG