Non‑AI Ideas Are the Hidden Goldmine for Founders
The biggest opportunity for would-be startup founders is AI. But the most underpriced opportunity is probably non-AI ideas. So if you have a good non-AI idea, go for it, because everyone else is going to overlook it.
10-Year Yield Rises After Powell Probe Dropped
10yr bond yield relative to CNBC's announcement at 10:17am ET that investigation into Powell has been dropped (clearing the way for Warsh) src for intra-day chart: BBG https://t.co/TpnqqO9bLw https://t.co/UOy5Qt22Dt
Invest in Unique Data, Not Just AI Capabilities
I don't invest in AI. I invest in great products tackling big problems that generate valuable data. All companies will have AI components - it's table stakes. What is valuable is the data. Collect data that others don't have...
Never Skip Founder Vesting: Avoid Costly Legal Traps
A SaaS founder paid $60,000 out of pocket to remove a co-founder who barely showed up to meetings. The sad truth? The co-founder was legally entitled to every dollar. This is why you never skip a vesting agreement with your co-founder. Here's...
Hidden Sales‑tax Compliance Erodes Margins as You Scale
Your finance team is spending more time on sales tax than you think. It's almost never the obvious stuff that compresses margin as you scale. CAC is fine, conversion is holding, and new channels are producing. The top line looks great. What's...
Align Culture, Model, and Values to Drive Turnaround
“Aligning the culture, op'g. model & values is foundational to any org. #turnaround. The #leadership must infuse the org. with a culture that bolsters the T/A intent, while energizing employees to bring their A-game to the #transformation challenge.” 💡 https://t.co/EFCIyCrgW8 https://t.co/hP80gvq0IV
Japan's Low Inflation Mirrors Sluggish Money Supply Growth
Japan’s inflation rate comes in at 1.5%/yr in March, BELOW its 2%/yr target. JP’s money supply (M2) is growing at 2.03%/yr, WELL BELOW Hanke's Golden Growth Rate of~6.07%/yr, a rate consistent with JP’s 2%/yr inflation target. THE INFLATION STORY = A MONEY...
Charter Set to Eclipse Comcast as Top ISP
Charter, after finalizing the Cox acquisition later this year, will become the largest Internet Service Provider in the U.S., overtaking @Comcast. But Charter CEO Chris Winfrey is denied access to the @Cablefax 100 VIP skybox? Comcast, meanwhile, gets not one...
Independent Fed's Inflation Focus Could Thwart AI Takeover
Has anyone made the argument yet that an independent Fed, firmly focused on its inflation target, will be one of our most important bulwarks against complete AI takeover? As long as policy prioritizes stable *consumer* prices, that puts a brake resource...
Strait of Hormuz Declared Open, yet Traffic Declines
He might still be in X jail, but interesting note from @sonusvarghese here. Last Friday (April 17th), President Trump and Iran’s foreign minister declared that the Strait of Hormuz was open. Over the past week, tanker crossings across the Strait have...
2‑Year Yield Leads Curve Steepening After DOJ News
No great surprise that the curve steepened on the DOJ news. 2y the king here outpacing the belly with even 2s5s a touch steeper
From Funding Fears to Unsolicited Share Offers
Boom always used to have hard time raising money. Investors are terrified of funding anything that's not like existing hot startups. And now, after 10 years of lean times, I'm getting unsolicited offers to buy Boom shares. It's so great.
Fed Could Cut Rates in June to Avoid Instability
Fed might cut rates in June, not because inflation is beaten, but to dodge a financial stability risk. Cooling jobs data + oil spikes that are "transitory" could tip the scales. Keeping an eye on the May jobs report. 🧠💰...
Record Mortgage Renewals Spur Higher Rates, Dampening Spring Market
Will Higher Fixed Mortgage Rates Slow Down An Already Slow Spring Real Estate Market? PROBABLY Thing is when you're coming off ridiculously low 2025 Home Sales numbers in BC & Ontario: a very small increase in resales is inevitable But very bad...
EU's Regulatory Push Risks Own Economic Decline
The risk with the Brussels Effect strategy (“EU as the world’s regulator”) was always that it could catalyze a vicious cycle that suppresses regional GDP per capita and thus the EU’s leverage. Add to it a US administration willing to characterize...
Trump May End Probe, Threatening Powell’s Fed Chairmanship
Rumor has it Trump will drop the probe against Powell, which could end his tenure as Fed chairman. #mortgagerates #realestate #economics #inflation #chartdaddy
Being Chronically Online Undermines Authentic Social Media Content
Please stop asking for “chronically online” I’d argue it makes Social Media Managers WORSE. Yet somehow it’s in half the social media job descriptions I come across, like it’s a superpower instead of a fast track to burnout, anxiety, and genuinely...
Standardize YouTube Descriptions with a Simple Affiliate Template
I've been helping a client audit their content marketing strategy including their YouTube setup, and the description problem jumped out immediately. Five hundred videos with descriptions that were either bare-bones or wildly inconsistent, and an affiliate links program they'd barely...
Employers Retain Workers Amid Downturn: Power or Hoarding?
This can be interpreted in two ways: (1) good news interpretation suggests in pockets of the economy, labor has enough negotiation power that employers find it more profitable to retain existing workers through a profit downturn than to fire and...
Executive Coaching Demands Time, Money, and Emotional Capacity
Entering the coaching process with an executive coach takes time, money, and capacity. You have to dedicate time to doing work in between the sessions, not just the calls/meetings directly with your coach. You have to set aside funds, as...
AI Becomes the New Partner in Sales Enablement
The Evolution of the “Sales Enablement” Role: Why AI is the New Teammate by @Timothy_Hughes https://t.co/O9HsMURJtm @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #SalesEnablement #RevOps #Marketing #MarketingStrategy #MarketingSuccess #Leadership #ArtificialIntelligence
Brands Are Mastering Reddit Beyond Ads and AMAs
This week I wrote about how brands are cracking Reddit — and not just with AMAs or ads on the platform 🛀🏼 Dove incorporated Reddit comments into a campaign 💵 Fidelity Investments hosts a community hub for investors 🥯 Philadelphia Cream Cheese gifted...
AI‑Fears Prompt CEOs to Slash Staff, Not Innovate
We live in a moment where the loudest leadership move is the easiest one: cut staff in anticipation of AI. Pick a number. Trim a percentage. Call it strategic realignment. The market rewards the bold move. The CEO gets a...
Half of Workers Use AI Secretly, Exposing Governance Gaps
Why AI governance without guardrails is theater “Shadow AI is the default, not the exception: 45% of employees have used AI tools for work without informing their manager.” https://t.co/hIiiOG09ow https://t.co/E7hUNh4bJU
United's JetBlue Deal: Prime Opportunity or Strategic Bluff?
Now Is The Ideal Time For United To Buy JetBlue… Or Was It All A Bluff? https://t.co/81pmP2nSDB
Red Bull Turned Marketing Into Its Product Ecosystem
🚀 Red Bull didn’t sell a drink—it built a world 🎯 Marketing became the product 🏁 From Bangkok to space 💰 No debt, no shortcuts Read more: https://michaelwmchugh.com/red-bull-brand-strategy/
D.R. Horton Boosts Incentives, Cuts Margins to 10% Revenue
D.R. Horton compressed margins to offer bigger Q2 2026 incentives "Our sales incentives increased during the second quarter, and we expect incentives to remain elevated for the rest of the year... incentives as a % of revenue is roughly 10%" -D.R....
U.S. Rare‑Earth Dependence Gives China Leverage Over Iran
"There is only one ring in the world that Trump would ever kiss and its Xi's" @pboockvar on America's reliance on Chinese rare earth materials and how it could facilitate an end to the conflict in Iran https://t.co/MTKk4iotX0
Mid-Size Firms See Cybersecurity as Essential, Not Optional
From ISMG: cybersecurity is becoming a must have for mid sized firms, not a nice to have. https://buff.ly/HzPfKHs The interesting shift is not the decision to invest. It is how organizations are deciding what actually moves the needle.
Shopify Expands Internships to Embed AI Culture
Very smart move by @shopify, scaling internship program to infuse AI culture (from @Mdtower14) https://t.co/ef630DFeGY
From $36K to $1.63M: 7 SaaS Sales Secrets
My first SaaS job, I made $36k a year as an SDR. 10 years and six promotions later, I pulled in $1.63M. 7 things I learned to grow your SaaS sales career to $1M:
Merging Sales Capacity & Marketing Attribution Solves RevOps Divide
Lative acquiring Mperativ is one of the more interesting RevOps moves I've seen this yearbecause it's making a structural argument most of the industry has quietly accepted as unfixable. Your CMO and CRO have spent years arguing over numbers that were...
Iran's Oil Sales Surge, Economy Strengthens Amid War
My take on @PalisadesRadio on why Iran is winning: "Since the US-Israeli war on Iran began, Iran has been selling more crude at HIGHER PRICES. Iran’s oil revenue has increased, the rial has appreciated, & inflation has come down." https://t.co/6yxURxFAlZ
US Imports Reroute $300B, Avoiding Tariffs Without New Supply Chains
"Rerouted U.S. Imports Avoiding Trump’s Tariffs Top $300B" https://t.co/UCqTwWQt8B "rerouting in response to tariffs is not being accomplished by building new capital-intensive supply chain relationships" 😲 https://t.co/4HbFA3ynRv
If You Can't Explain Value, Don't Fund Tech
Many tech companies have real difficulty describing what their technology does. If we can't explain value clearly, why should the business fund it? #CIO #ITValue https://t.co/qPKuOVY8TH
Company-Run Stores Outperform Fr
I looked at sales results at @technomic Top 500 chains based on whether they operated franchised locations or not and the results are pretty clear: Company-run operations had a far better 2025 than did franchises. https://t.co/hF7t25Dh5v https://t.co/W5faPFlogk
Rookie Salary Slots Keep New Picks Below 2010 Record
No. 1 NFL Draft pick Fernando Mendoza is in line for a 4-year, $57.3 million contract thanks to the league's rookie salary slot system Before 2011, rookies could negotiate contracts, which is why Sam Bradford's rookie contract from 2010 is still...
Higher Foreign Demand Fuels Surge in US Oil Exports
"We barely use the Strait … and we have plenty of energy. Just look at the new global congo line headed to Texas, a beautiful picture" 🫠 the "congo line" cometh bc others are willing to pay more for American barrels,...
Tiny Vessels Surge Through Strait of Hormuz During Brief Opening
Wild animation of the little shippies trying to race through the Strait of Hormuz during the few days it was "open" https://www.csis.org/analysis/strait-hormuz-8-charts
Distribution Drives Success in Modern DTC Landscape
DTC isn’t dead — it’s just different now: https://t.co/fyWe2z9BbL I wrote about what’s actually working, what didn’t happen, and why distribution wins championships.
Own the Mistake, Ask, and Land $70K Expansion
Noticed a customer was using 7 more seats than they paid. Two weeks later - we turned it into a $70,000 expansion. Normally, our platform prevents overrages. This was actually a mistake on our end. 𝙷̲𝚎̲𝚛̲𝚎̲'̲𝚜̲ ̲𝚑̲𝚘̲𝚠̲ ̲𝚒̲𝚝̲ ̲𝚞̲𝚗̲𝚏̲𝚘̲𝚕̲𝚍̲𝚎̲𝚍̲:̲ 𝗠𝗲: I sent my main customer...
AI vs SaaS: Focus on Change Management, Not Tools
RT Preparing for "AI vs SaaS" isn't a tooling question. It's a change management, workflow, and customer value question. #AI #CIO #Leadership @Star_CIO https://t.co/QCJX9x5Zwh
Cash Flow Beats Leverage: Keep Working Capital Strong
Working capital is the oxygen of a business. Yes, you can buy a business with 95% leverage - here is why you shouldn’t… Running out of cash is the single biggest reason businesses fail. You will likely never be mad you...
Hire Those Who Teach You in Interviews
ICYMI: Fresh new article dropped: Zuck’s rule: “Only hire people you’d work for.” Nonsense: He wouldn’t and hasn’t worked for anyone. But, it points to a better test: Am I already learning from them during the interview? Would everyone else learn too? https://t.co/lywMRtGXYV
Analyzing Hormuz Oil Gap and Twitter Fury
I had an absolute blast joining @JacobShap & @Geo_papic on the Geopolitical Cousins pod to talk about the Hormuz oil supply hole. Come for the barrel math, stay for the "which Twitter replies drive me to douse myself with gasoline and...
Lower Earnings Drive P/E Ratio Higher
Has it occurred to anyone what happens to the P/E ratio when E goes down?
Openness and Asking for Help Build Trust
Trust grows through openness and asking for help. Video from Amsterdam Business Forum 2025, in conversation with Ikenna Azuike
Aim for 10x‑100x Breakthroughs, Not Incremental Gains
We just had the ex-President of Tesla on MFM. This guy joined when Tesla was 4 employees, and left when it was 4,000. One of the things he told Shaan was that at Tesla, the goal was never "make it 20%...
PMVP Poised for Sale After Strong Phase 2 Results
Some movement on $PMVP worth flagging. Strong Phase 2 results, the market gave zero credit. But something is stirring. Board just appointed Laurie Stelzer as Chairman. CFO track record across multiple major pharma buyouts. Clear corporate finance chops. PMVP might be prepping for...
Data‑Driven, Audience‑First: 10 Rules for Modern CMOs
How To Be The CMO Everyone Wants to Work With Lessons from Dave Kellogg seeing all sides of the table: as a CEO, CMO, and board member. This was one of the best talks I've seen about the role of...