Character, Trust, Ownership Power WCM’s $120B Growth
Character, trust, and shared ownership sit at the center of WCM’s rise to $120B. COO Sloane Payne and CCO Dave Joerger unpack the their practices: hiring, accountability, succession, and why culture matters. https://t.co/vlSCtncOM6 With thanks to @AlphaSenseInc, @CanoeAI, and SRS Acquiom.
Hardware‑focused CEO Could Steer Apple Back to Innovation
Apple’s next CEO is a ‘hardware guy.’ Here’s what I hope that means https://t.co/ZG0BYh4dMY via @FastCompany
Trump’s Gulf Blockade Turns Allies Into Adversaries
My take on Pres. Trump turning FRIENDS in the Gulf into ENEMIES with @MarioNawfal: "With the US blockade of the Strait of Hormuz, members of the Gulf Cooperation Council can no longer export their oil. As a result, the US blockade is...
Net Negative Migration Threatens U.S. Workforce and Growth
"Why 'net negative migration' could spell bad news for the U.S. economy The U.S. is on track to lose more immigrants than it gains in 2026. That means fewer workers paying taxes, building homes, growing food, and caring for an aging...
Tariffs, War, and Anger Spark Massive Aluminum Self‑Sabotage
Sky-high aluminum tariffs + a war that knocks out Middle Eastern aluminum supplies + pissing off one of the world's largest aluminum suppliers (and your nextdoor neighbor) = inarguably one of the biggest industrial own-goals in recent memory https://t.co/dgPngPBWuE
World‑changing Startups Apply Before They're 100% Ready
Today is the deadline to apply for YC Summer 2026. If you're still hesitating: the companies that change the world don't wait until they're 100% ready. Applying is sometimes literally the first step.
GameStop CEO Admits $14B Shortfall, Never Approached eBay
Andrew Ross Sorkin tries and fails to drag GameStop CEO Ryan Cohen through the details of his own proposal to buy eBay. The meme stock exec says he didn't approach eBay about the deal before announcing it and he's currently...
Mindset, Not Technology, Drives AI Adoption Gap
AI adoption at work is not evenly distributed. It’s a mindset divide. Some workers embrace it to move faster and expand what they can do, while others avoid it due to trust, relevance or fear of change. The gap will matter. In...
Instability Defines Global Economy; Diversify Reserves, Embrace Gold
h/t to my friend @EconguyRosie From Adam Glapinski last week, the governor of the National Bank of Poland: “Recent market developments, driven by the instability in the Middle East, have reinforced our view that instability has become the defining feature of...
BKNG’s Capital Discipline Delivers Massive Share Buybacks
It is rare to see a management team consistently allocate capital as effectively as $BKNG Over the last 12 years, they have reduced their share count by over 40% at an average price of $93 per share. In Q1 2026 alone,...
US Capital Inflows Have Doubled Since 2018 Despite Predictions
Luke has been saying this trend would end since 2018. And during that time the global capital the US has sucked into its capital markets has...doubled. https://t.co/f1wrZt6C6Q
India Accelerates Trade Liberalization with New FTAs and Tariff Cuts
"India this week signed the latest in what’s been a run of rapid-fire free trade agreements.... India also has unilaterally cut tariffs on some key inputs and rolled back QCOs in sectors including steel, textiles and chemicals." https://t.co/AVxgDPYywi https://t.co/oZpPAr08RK
Helpful Content Update Signals Decline for Many Sites
The helpful content update really marked the beginning of the end for soooo many websites. https://t.co/oKwmcZbxz7
Future Agencies Turn AI Insights Into Real‑Time Action
The agencies that will thrive in 2026 aren’t necessarily those creating more reports or outputs. Instead, they’ll be the ones who genuinely translate AI findings into actionable strategies, respond to insights in real time, and offer clients clear guidance. https://t.co/OiqLXr9guL
Morning Hormuz Updates Require Coffee First
every morning we wake up and check the latest news from the Strait of Hormuz best not to attempt this feat before you've had your first coffee https://t.co/QUiFormLeI
House Settlement Could Spark Unionization in College Sports
Calls for a more formal labor framework in college sports are getting louder. Will the House Settlement lead to unionization or collective bargaining in college sports? The full explanation is in my book NIL 101: The House Settlement Now 40% off https://t.co/yBVisUkFCL https://t.co/CGZGQ42mMz
Seaborne Trade Routes Lengthen 10% Amid Geopolitical Turmoil
Average distance of global seaborne trade has increased by 10% during the disruptive 2020s. War and geopolitics. And as the supply of maritime bunker fuel is challenged by what is happening in the Strait of Hormuz. https://t.co/DzfGZ69ZAF
AdvisorTech Platforms Dump Aggregators as Integration Fails
[May 2026 AdvisorTech] What's next for data aggregation? @MorningstarInc r is selling the client account aggregation data provider ByAllAccounts, becoming the latest AdvisorTech platform to offload a data aggregator that it acquired in the mid-2010s (following Envestnet's sale of Yodlee...
B2B Social Wins When Companies Take It Seriously
B2B Social: How Clickup Cracked The Code By Taking It Seriously I wrote that headline on purpose. “Taking it seriously.” Because when I was thinking back to my conversation with Chris Cunningham at Clickup about their success with social, I...
AI Promises Growth, yet Fuels US Inflation Now
GS: We expect artificial intelligence to deliver large productivity gains over the next several years, boosting the economy’s potential growth rate and putting downward pressure on production costs. So far, however, AI is boosting US inflation. https://t.co/c0lNX9gTvd
Avoid Repeating 2022 Russia Mistakes Amid US Blockade
Pushback to the US blockade reminds me of the joke where an Irish farmer is asked for directions to Dublin. He says: "I wouldn't start from here." We are where we are. Better to learn from the mistakes we made...
Spare Bedrooms Fuel Startup Boom Amid Bigger Homes
Or maybe extra bedrooms Everyone talks about the average home size has increased … lots of businesses, including startups, have been started in spare bedrooms or home offices
Automated Emails That Feel Human Boost Sales
When a prospect opens an email in 2026, they quickly scan it to answer one question - is this AI slop... or was this written for me? It's much harder to tell with short emails and less characters if it was...
Fed Chair Challenges, Oil Surge Test Market Resilience
New pod in your feed this morning with @GuyAdami and @dmoses34 🎙️ 🏦 Future Fed Chair Warsh Challenges 🛢️ Surging Crude, Market Resilience 💹 Rising Global Yield Concerns Watch or listen now⤵️ YouTube: https://t.co/ZT50SGUH88 Apple: https://t.co/tStqaQZbnk Spotify: https://t.co/Iwwx4CEeL8
Sharing Leads Creates Karma and Closed Deals
Passed along 72 leads to other SDRs or AEs over the past year. Over 10 turned to closed won deals. Each time, I look up to see if the account exists & who owns it. Now that I’m in Enterprise, it never...
Long‑term Acquisitions Gamble on Static Competition; Know when to Exit
The thinking exercise when it comes to buying a company and holding it for a long period of time... Doing that, you’re basically hoping that, over a generation time frame, the competitive environment doesn’t change, which, in a way, is a...
From Big Budgets to Daily Posts: Reach Simplified
Twenty years ago, reaching 1000 people required: Advertising budget. PR agency. Media connections. Focus group testing. Hiring designers. Test launches. Contract workers. Meetings. Today it requires: Consistent posting for 6 months The world = your oyster
Scale Teams by Multiplying Digital Workers, Not Headcount
What does it mean to scale a team when part of your workforce is digital labor? #Sponsored At @salesforce TDX, I sat down with Brandon Metcalf, CEO of @Asymbl_Inc, and what he shared challenged the assumption that growth is tied to...
Japan's Debt, Not FX Intervention, Drives Yen Rise
After last week's intervention, $/JPY is climbing back towards 160, which repeats the pattern we saw in 2024 and earlier this year. Intervention is just treating the symptom. Japan's mountain of high public debt is the cause. That's what needs...
Europe's Garage Shortage Stifles Outlier Innovation
It could actually be a significant problem that Europe doesn't have enough garages. This sounds like a joke, but I'm serious. Garages let you work on stuff that doesn't matter yet, which is how big things often start. The outliers...
Fed Claims Shrinkage, but Balance Sheet Expands Again
Warsh, Miran and Bessent say they want to shrink the Fed's footprint. But the Fed's balance sheet started growing again in December. Reserve Management Purchases of 40B/month are de facto QE. And they're using the same ATI playbook they criticized Yellen...
AI Skill Turns Communities Into Contributors, Not Audiences
I built a skill that designs community marketing strategy — platform selection, launch playbooks, engagement rituals, ambassador programs, and health metrics. You describe your product and audience, and it recommends the right platform, structures your launch plan with founding members, and...
AI-Era VCs Will Operate More Like Talent Agencies
Increasingly convinced the best venture firms of the AI era will look more like talent agencies than investment firms. Sourcing and orchestrating elite talent is the edge in a world where capital is commoditised.
Personal Economic Turmoil Shapes Our Risk Appetite
What is "the experience effect"? Prof. @umalmend of University of California, Berkeley has shown that the economic conditions we experience (say, a stock market crash or period of hyperinflation) leave a lasting impact on our appetite for risk. Rather...
Musk Eyes Spirit Takeover to Launch AI‑powered Airline
There are rumors that Elon Musk may be exploring a takeover of the bankrupt Spirit Airlines, with ambitious plans to revolutionize the air travel experience. Imagine the possibilities: Optimus humanoid robot flight attendants, seamless Starlink connectivity, AI-powered travel planning, frictionless payments...
Create New Categories, Own Unwritten Market Rules
Some of the best businesses were built for markets that didn't exist yet. When you create the category, you write the criteria by which every competitor who follows is evaluated. That's an enormous, lasting advantage. What problem exists that nobody has named yet?
War Continues, Rate Cuts Unlikely; Hike Probability Rises
No rate cuts while the war is ongoing; there's a higher chance of a hike if this persists.
Half of Dollar’s Value Vanished: Invest, Don’t Hoard Cash
Over the past 30 years, the U.S. dollar lost 53% of its purchasing power. That’s the hidden cost of sitting in cash due to inflation. Keep what you need for an emergency in cash and invest the rest. https://t.co/WAUUt2KTKQ
US Tariffs Cripple German, Italian Auto Exports, Sweden Holds
The threat of higher US tariffs on imports of vehicles from the EU hits Germany (blue) and Italy (purple) hard. Both have already seen the US fall sharply as an export market since the start of 2025. Others, including Sweden...
Seeking Visionary People & Talent Lead to Build Movement
we’re hiring looking for a a top-tier People and Talent Lead to run our hiring engine and assemble the team behind the movement This is not traditional HR share with someone who'd be a fit. Apply here: https://www.founderos.com/careers/people-talent-lead
ETF Firms Seek SEC Approval for Prediction Market Funds
Amazed to learn that ETF companies have filed for prediction market ETFs for yes/no events like election results. They would be derivatives tied to platforms like Kalshi. SEC is reviewing and asked for more info today.
EBay Acknowledges Unsolicited GameStop Takeover Bid, Under Review
Just in: EBay confirms it received the unsolicited proposal from GameStop, says it will review it. $GME $EBAY https://t.co/K69E0qEcBN
Differentiate Yourself Amid the Flood of Hiring Posts
How to stand out in a noisy hiring market: 1/ I’ve been seeing a lot of posts here with people seeking out suitable applicants for roles they are hiring for. I have recently sought out one myself and will be searching...
Decentralized Teams Scale Better Than Centralized Command
Happy May the 4th! The most underrated leadership lesson in Star Wars is structural, not spiritual. The Empire ran centralized command and control. The Rebellion ran small, autonomous teams making local decisions. Half the enterprises I work with are still figuring...
Spotify CEO Shares Broad Insights on AI, Entrepreneurship, Free Speech
One of the best ep of @HarryStebbings @twentyminutevc (& it's a high bar) feat @Spotify CEO @tobi who offered such great perspective on a remarkably wide range of topics, from AI to entrepreneurship to free speech; remarkably resonant. https://t.co/ZPCgIMd1G8 @zakkohane...
Real Deal Outcomes: What Happens After Buying
3 Real Business Deals (What Actually Happens After You Buy) https://t.co/PmkHIRS7pL #BuyABusiness #BusinessAcquisition #Entrepreneurship #SmallBusiness #DealMaking #ETA #BusinessTips #Investing https://t.co/MvNHqP8UhR
US Denies Iran Hit Frigate as Oil Prices Surge
🚨US denies Iranian claim that it hit American warship trying to enter Strait of Hormuz 🚨Two missiles hit a US frigate in the Strait of Hormuz after it ignored warnings from Iran’s navy to halt, state media quote the army as...
Ohio Taps Gambling Taxes to Fund Billionaire Browns Stadium
So, Ohio's Plan B to hand over $600 million in public money for the new Browns stadium is to get it from gambling receipts. In other words, have poor people pay for the Haslam's (net worth ~$10 billion) new luxury...
GSC Resolves 50‑week Logging Bug; Past Data Remains Lost
Google Search Console fixed the 50 week long data logging issue - going forward, old data won't be fixed https://t.co/QynWn5kWqn via @suzukik and @glenngabe and @johnmu https://t.co/7zkhHJcnqy
Investing Boldly in Rare Earths Amid Price Slump
Lynas Rare Earths CEO Amanda Lacaze on Having the Guts to Invest During a Price Slump https://t.co/7u82aTVaHV