RT I compare this genAI moment to early web and cloud eraswhen transformation only happened after we changed practices (agile, DevOps, design thinking), not just technology. Same story, new stakes. #CIO #AI #DigitalTransformation @Star_CIO https://t.co/xfrVmpSIJN
Your slowing revenue growth has created a stock-based comp (dilution) problem AI is destroying software multiples, but it may also be the only thing that can solve our dilution problem. https://t.co/8EiZueMtNK

The European Parliament banned AI chatbots like Claude and Copilot from lawmakers' devices, citing cybersecurity risks from cloud data uploads to US firms https://t.co/KCPJ57Qqs1 #ArtificialIntelligence #Innovation #Technology #Tech #TechNews https://t.co/uigKl4zdY7

Anthropic expects to pay Amazon, Google, and Microsoft at least $80B through 2029 to run Claude on their cloud servers; cloud providers get a cut of Anthropic's AI sales revenue https://t.co/cMedWWo2tz #ArtificialIntelligence #Innovation #Technology #Tech #TechNews https://t.co/sDR7IGPcsA

Very good meeting with 🇺🇸 US Assistant Secretary of State for Economic, Energy & Business Affairs @CalebOrr__ We discussed developments in global energy markets, the importance of critical minerals for energy & economic security and energy’s role in boosting competitiveness https://t.co/Z4YDq3jEJG
Roku taps Patrick Harris, a veteran of Snap and Meta, to run advertising sales.... https://t.co/0mYOElGbjg via @variety
We founded Harlem Capital because the world is better when everyone is encouraged to dream big. Winners can come from everywhere but need support to reach their full potential. We invest $1.0M to $2.5M in startups before success is obvious. All Winners Welcome....
Werner Enterprises is restructuring its one-way truckload business to prioritize expedited routes & specialized verticals https://t.co/kdaSliDWS9 @TruckingDive and noted in today's WSJ Logistics newsletter.

This is the CLO market right now: Sellers: AI will destroy these businesses Buyers: Thanks for the yield Software is the largest sector in CLO portfolios globally. 10-15% concentration. Nearly half mature in the next 3 years. Someone here is wrong.
How to build a B2B brand that stands out: Rippling edition. You are always asking for examples of B2B brands that are doing great marketing. You're tired of hearing about how Liquid Death and Apple and Nike are THE GOLD...

- Anthropic catalyst - Pouring cash into buyback w/ conservative balance sheet - 5% annual gross profit growth since EOY 2022 - stock trading below 17x EV/EBIT per @fiscal_ai Very interesting set-up for $ZM over next couple of years https://t.co/75MsUcEE1b
Latin America’s small businesses don’t lack ambition. They lack liquidity. FinTechs are stepping in to close persistent cash flow gaps with smarter underwriting, real-time data and embedded finance solutions. The real opportunity isn’t just lending. It’s becoming the financial operating system for...
In 2015 we started @HarlemCapital to change who gets to win. Not as a slogan, but as a standard. Ten years later, that standard has become a platform for identifying exceptional founders early and helping them build generational companies. We invest $1.0M to...

US Dollar is Mostly Firmer, amid Weak Conviction: The US dollar was sold to new session lows against several currency pairs late in the North American afternoon yesterday, but there has been little follow-through today. The greenback is firmer against…...
Busy UST auction schedule in the next eight days could finally slowdown the rally a bit and offer an opportunity. Brand new 20s ($16B) today, new 30y TIPS tomorrow ($9B), and regular size/schedule 2s, 5s and 7s next week.
Why Cybersecurity Strategies and Frameworks Must Be Recalibrated in the Age of AI and Quantum Threats by @ChuckDBrooks https://t.co/KGZ9x9TO0T #CyberSecurity #ai #Quantum

You don't need a better brand. You need Sovereignty. You can have a great personal brand and still feel like a passenger in your own career, waiting for permission, chasing recognition, tying your worth to a job title. Professional Sovereignty is the...
Anyone who trusts official Chinese reserve data is a fool. The blind spot in the official narrative about China "dropping the dollar" is China's continued SHADOW dollar reserve accumulation, which looks like the below chart👇 The big January increase in state banks'...
Some of my armchair geopolitical analysis from 2024 where I expected a cooling of tensions and no conflict with Iran. Circumstances are very different today.

Good read on *market stress* from GS: “Our vol stress index closed the week registering 9 out of 10. Historically, readings of >9 have been buying opportunities, but this time ‘feels different’ as the increase in panic has not come with...

$USD recovered from the late sell-off in North America yesterday. It is trading firmer against most G10 currencies, but short-term participants seem to lack much conviction. Key US data and SCOTUS still lie ahead. See https://t.co/Ax3iZrTLT7 https://t.co/01M5ylxWt7
The markets are extending higher after yesterday's V-shaped recovery - here's what it means 👇

ECB yield caps give the illusion of fiscal sustainability, but it's just an illusion. A real shock like Russia's invasion of Ukraine shows high-debt countries have no money to help Ukraine. For the sake of Europe, the ECB needs to...

Once you reach 60, your conditional life expectancy is another 20+ years. Problem in Southern Europe is that relatively few people work, so population aging becomes very expensive for the state. That only gets fixed if the ECB steps back...
The new type of software is going to be “dynamic”: - A strong foundation of data access layer and integrations - A smart LLM layer to operate on the data - On-demand dynamic UI for the end users, most other interactions become conversational. For...
Don't let pressure force a system switch. Hold steady and do what's right for your business. This is a common challenge, especially in the SAP ecosystem, so you're not alone. #SAP #BusinessTips https://t.co/hLA2rW9Od3
Has #AI broken #psychometrics? A review of the science & practice of mitigating #candidatecheating using AI #Event @ABPsychologists https://t.co/gvwLuCeFjw #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
What AI deign / wireframe tool connects to github? I want to be able to create mockups quickly but using my real product UX
Net-zero by 2050 has “zero point zero chance of happening,” says US Energy Secretary Chris Wright ahead of the biennial IEA ministerial meeting in Paris. (This ministerial meeting will mark a turning point in global energy policy making across industrialised...

Every iconic tech company follows the same pattern. I’ve seen it repeat again and again. → The visionary founder who bends reality → The designer who shapes taste and experience → The quiet engineer who makes it actually work Different names. Same archetypes. Apple had them. Tesla had...
AI has moved beyond experimentation. It is no longer an add-on or productivity boost. It is becoming the invisible backbone of healthcare, education, finance and public systems. What we are witnessing is not another tech cycle, but the construction of a new...

Egypt's inflation rate is 11.9%/yr. Egypt's money supply (M3) is growing at 22.7%, ABOVE Hanke's Golden Growth Rate range from 13.1%/yr-17.1%/yr, consistent with hitting its inflation target range of 5%/yr-9%/yr. THE INFLATION STORY = A MONEY SUPPLY STORY. https://t.co/V2EApGpMCY
#SAP Talent Management Technology: a Chat with Rinky Karthik https://t.co/gMZ29hTtCL >a nice interview with @rinkysmile of #SuccessFactors talking about talent management. #EnSw #HRTech #HR #HCM #AI #Talent

Most solopreneurs don’t quit because it’s hard. They quit because nobody shows up. Shipping without demand feels like shouting into the void. Ever felt that?
The Sentiment Ticker: Why We Should Track #Morale Like a Stock Market https://t.co/6TWOLgE0BQ #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
The Economist: “Last month the China Association of Automobile Manufacturers, another state-backed trade group, appears to have deferred the publication of its weekly sales data—a sure sign of growing anxiety over weakening numbers.” https://t.co/feytAJBiP2
Strong stocks are good. Strong stocks + strong sector = better. Strong stocks + strong sector + strong market = ideal. The flip side is a weak market can put pressure on strong stocks, so it's key to pay attention to market (index)...
Wow, the goat is also rotating out of Megacap tech, long equal weight performance vs market cap, long financials for deregulation and curve steepening, and long real cyclical assets Feels good man
If you got laid off following a performance improvement plan that came relatively shortly after you took protected medical leave, sought a reasonable accommodation, or reported unlawful employer practices-- you may have experienced algorithmic discrimination. Consult an employment lawyer before...
I just got off a call with a critical infrastructure organisation and it reminded me of a recent discussion with Hemant Malik, Head of Product Line Transport, Ericsson Networks, so I thought it timely to share this again - feel...
Caterpillar VC backs startup ElevenEs as it builds 1GWh LFP cell factory in Serbia #energysky -- via Energy Storage News: https://t.co/lb6SNWjg1K

On the ground for @Zoho Day 2026 in Austin. Looking forward to the discussions, leading a customer panel and interviews with Zoho execs. There is a lot to unpack. #CIO @sandraklo #ZohoDay26

Global Market Update: Gift Nifty +50.50 (0.20%) 25,760.50 DowJones +32.26 (+0.07%) 49,533.19 Nasdaq +31.71 (+0.14%) 22,578.38 India Vix -0.6600 (-4.95%) 12.6700 S&P 500 +7.05 (+0.10%) 6,843.22
Will stock markets tip over amid worries about the Fed dragging its feet on rate cuts? FOMC meeting minutes are in focus. #stockmarkets #fed #fomc #dollar #macro #trading https://t.co/yYSQfOx27L
It is of course not at all surprising that Wildlight raised money through multiple rounds of investment. The unusual thing is that unlike many other studio startups in the last five years it never publicized the initial investment or subsequent funding...
Hourly pricing makes you negotiate your value every week. Retainers let you deliver and move on.
Leaders, telling people they need “AI skills” is vague. What specific skills are helpful? What specific processes are you replacing with AI automation? What specific problems will AI solve in your organization? There are a lot of tools out there, and no...
Vendor lock-in makes switching harder later. Businesses and software evolve differently, creating a gap over time. Plan for future digital transformations. #VendorLockIn #DigitalTransformation #BusinessStrategy https://t.co/SEjhkOsbRr
new post up: in which @martinfowler gives me the best advice ever at the worst possible time, plus... a rundown of the special guests to expect in the second edition of "Observability Engineering"! https://t.co/ZcaP1rzYib
Maverick, Don't Do It: Ellison's Warner Bros. Gamble Is a Mission He Should Abandon (For Now...) $PSKY $WBD $NFLX https://t.co/EkRaklKyol