Social•Mar 9, 2026
AI Pilots Need Clear Rollout Plans, Not Just POCs
RT Launching AI pilots without a clear deployment path is the new shadow IT. Brilliant POCs don?t matter if they never scale. Co-author success criteria, plan for rollout and treat experimentation as just one milestone. #AI #CIO @Star_CIO https://t.co/I4avqKjxVA
By Isaac Sacolick
Social•Mar 9, 2026
Speculating Maduro's Ouster as Venezuela Insurance Against Iran
Is it feasible that Maduro was taken off the board to use Venezuela as some sort of insurance policy against attacking Iran leading to tighter oil supply or is that silly
By Citrini7 (pseudonymous)
Social•Mar 9, 2026
Trump Predicts Iran War Ending Soon, Critiques New Leader
President Trump just finished speaking on the Iran situation now. Here is a summary of his key comments. He says the war will end very soon (but not this week) and he is disappointed by the new supreme leader's appointment. Oil...
By Karen Braun
Social•Mar 9, 2026
HPE's Juniper Deal Fuels Networking‑Driven Growth
$HPE buying Juniper looking smarter and smarter. Networking carrying the quarter and will continue to anchor HPE growth. Backlog looking good as well. 👏🏻
By Daniel Newman
Social•Mar 9, 2026
Automate Any Web Task with Simple Text Prompts
You can now automate any browser workflow with just a text prompt. Skyvern just killed the "you need custom scripts" excuse for web automation. It uses Vision LLMs + computer vision to navigate websites it's never seen before. → Fill out any form...
By Hasan Toor
Social•Mar 9, 2026
Avoid Naming Competitors in Your Pitch Deck
Founders: assume that your deck is getting passed around, and that it will make its way to your direct competitors. Don't say things about your competitors that might you regret later (in your competitive advantage slide). In fact, I wouldn't...
By Darren Marble
Social•Mar 9, 2026
Buy Low, Sell High: Leverage Cash‑Flow for $50M Exit
The acquisition math nobody shows you: Buy at 3–5x earnings Sell at 8–12x earnings 10 businesses × $500K profit = $5M EBITDA $5M EBITDA × 10x = $50M exit Businesses you paid nothing for Funded by the cash flow they already produced This is the game. Learn...
By Josh Li
Social•Mar 9, 2026
Chase Durable ROIC, Not Just Growth
"Durable ROIC is the economic signature of a high-quality business". Most investors chase growth. The best investors chase durable ROIC. 📈 Return on Invested Capital tells you how efficiently a company turns capital into profits—and the durable part is what separates great...
By Mike the Value Investor
Social•Mar 9, 2026
Leaders Must Tackle Bias, Misinformation, Not Just Hallucinations
Ethical AI literacy requires more than worrying about hallucinations; leaders must confront bias, misinformation, and overly "yes-driven" cultures that pressure data to fit the narrative. #EthicalAI #CIO #CHRO #CEO https://t.co/aiB5P99ido
By Isaac Sacolick
Social•Mar 9, 2026
Hire for Purpose, Not Just Hype, to Retain Talent
Empty calories. All Cluely stood for was being hyped and hot. When things got tough, the team jumped ship because they recruited people only interested in being part of a hyped and hot startup. When it was no longer was, they...
By Seth Bannon
Social•Mar 9, 2026
First Closure Hard, Repeated Closures Become Effortlessly Easy
Shutting down Hormuz the first time is like withdrawing from a golf tournament the first time. The second time becomes soooo much easier and will happen with much less provocation.
By Ben Hunt
Social•Mar 9, 2026
Carney’s Iran Misstep Highlights Need for Policy Reset
Carney’s Early Iran Misstep — Time to Reset Stick with this interview. It's long, complex, and not always easy to understand, but at the end of it I felt like I understood the dilemma facing MarkJCarney and Canada over Iran...
By Markham Hislop
Social•Mar 9, 2026
MAGA Critics Accuse United CEO of Financial Cover‑up
MAGA Influencers Turn on United CEO Scott Kirby — Is the Airline Scrubbing the Receipts? - View from the Wing https://t.co/AAJazyUcEy
By Gary Leff
Social•Mar 9, 2026
Guard Your Personal Effectiveness Against the Endless Workday
“Our modern-day working culture & personal habits have created the infinite workday. The non-stop emails, meetings, phone calls, notifications, group chats, messages, etc., are assaulting ur #personaleffectiveness. You must protect it.” > https://t.co/p5jUUCnzIs #careeradvice https://t.co/sYirj3W1m4
By Sigi Osagie
Social•Mar 9, 2026
Should SaaS Buy AI or AI Buy SaaS?
I am not sure if more SaaS companies should buy AI startups so they can catch up on tech Or… If more AI companies should buy cheap SaaS companies for the distribution and plug int their stuff
By OnlyCFO
Social•Mar 9, 2026
2026 Geopolitical Turmoil Drives Global Oil Price Swings
The geopolitical rollercoaster that is 2026 continues and is impacting global oil prices. #canada🇨🇦 #canada #trade #energy
By Gitane De Silva
Social•Mar 9, 2026
Tim Cook Credits Jobs' “Reality Distortion Field” For Joining Apple
‘He is a once-in-a-thousand-years kind of person’: Tim Cook explains how the Steve Jobs reality distortion field convinced him to join Apple https://www.techradar.com/phones/iphone/he-is-a-once-in-a-thousand-years-kind-of-person-tim-cook-explains-how-the-steve-jobs-reality-distortion-field-convinced-him-to-join-apple
By Lance Ulanoff
Social•Mar 9, 2026
YC's Two Smart Solutions Streamline Series A Fundraising
I love how two great optimizations for navigating the Series A process came out of YC. One is the data-driven "capital as a service" approach via Standard Capital. The other is "we will help you navigate the byzantine nuances of...
By Pete Kazanjy
Social•Mar 9, 2026
Emerging Manager Explores Industrial Tech Trends in New Fund
Watch @MichelleVolz and I talk about her new fund @pax_ventures. We discuss big themes in industrial tech + raising a fund as an emerging manager https://t.co/qy84WOhSde
By Eric Newcomer
Social•Mar 9, 2026
Nvidia's Near Groq Deal Validates AI Chip Startups
When Nvidia all-but acquired Groq for a reported $20B, it inadvertently validated the entire AI chip startup landscape (featuring commentary from @vsora_dsp @SambaNovaAI @dMatrix_AI) https://t.co/65Jk6Fe7I5
By Sally Ward-Foxton
Social•Mar 9, 2026
Maritime Dominance Requires More than Shipyards: Chokepoints, Navies, Finance
President Trump’s push for “America’s Maritime Dominance” aims to break China’s grip on global shipbuilding. But shipyards are only one piece of maritime power. Th real contest runs through chokepoints, naval force, commercial fleets, and the insurance and financial systems...
By Mike Schuler
Social•Mar 9, 2026
Leverage Expertise, Not Assets, to Acquire Middle‑Market Firms
Speaking with a former hedge fund manager who started investing in and acquiring profitable lower middle market companies. There is a catch though.. The model often starts with advisory work, where clients are willing to pay substantial fees for judgment alone. There is...
By Mike Markus
Social•Mar 9, 2026
Iranian Leaders Grasp U.S. Politics Better Than Vice Versa
Whether these arguments from the Iranian Foreign Minister are sincere or not, Iranian leaders seem to understand U.S. politics far better than American leaders understand Iranian politics.
By Matt Stoller
Social•Mar 9, 2026
Too Many Ideas Stall Progress, Bezos Warns
Jeff Bezos with a very powerful lesson on ideas - too many ideas can create a backlog of unfinished work and a business distraction https://t.co/HwSACVocYA
By Vala Afshar
Social•Mar 9, 2026
Unify AI Stacks: Converge CCaaS and Service Management
Why are you still running separate AI stacks for your employees and your customers? The "service" logic is identical. Convergence between #CCaaS and #ServiceManagement is the only way to achieve true enterprise velocity. Stop managing silos; start managing the flow. 🔗...
By Tim Crawford
Social•Mar 9, 2026
Every Career Stage Requires Speaking Skills—Learnable Power
At every stage of your career, when you open your mouth you sell yourself, your ideas, your value, and your ability. Fortunately, even if you’re not a born communicator, the ability to deliver a powerful presentation can be learned. #coachingskills #executivecoach...
By Patricia Fripp
Social•Mar 9, 2026
Trump's Iran Comment Pushes Oil Below $90, Markets Rally
As I noted in this thread, no oil infrastructure was damaged. This was all about waiting for a resolution to gets the ships moving again. Looks like that happened and the market is pricing in the end of the war. Headlines * TRUMP...
By Jim Bianco
Social•Mar 9, 2026
Tariffs Incrementally Push Retail Prices Higher in 2025
"The Slow Climb: How Tariffs Gradually Raised Retail Prices in 2025" via @federalreserve https://t.co/HJiDIY3j8v "consumers are in fact paying higher retail prices because of tariffs" 😮 https://t.co/SbgM6kbcPA
By Scott Lincicome
Social•Mar 9, 2026
EchoStar Dismisses $1T SpaceX IPO, Faces $1.4B Debt
.@EchoStar's Ergen on $1 trillion+ @SpaceX IPO valuation: 'No amount is crazy here.' @HughesConnects subsidiary has $1.4B in debt due in Aug. EchoStar noncommital on paying it. @NSIL_India wants $117M in Hughes compensation for scrapping sat capacity deal. https://t.co/SLW1OgmkVx https://t.co/73JNfEGG6Z
By Peter B. de Selding
Social•Mar 9, 2026
ASUR Pursues Hemisphere‑Wide Growth, Echoing Ferrovial Model
Last month, ASUR's management talked about their recent acquisitions in the US and Brazil. It seems like they are attempting to become a kind of Mexican Ferrovial with assets across the hemisphere. https://t.co/gnm07F4rPU
By Lawrence Hamtil
Social•Mar 9, 2026
Oracle Bets $100B Debt to Power AI Data Centers
Oracle is building yesterday's data centers with tomorrow's debt Frontier labs like OpenAI want the newest chips. But Nvidia is shipping a new generation annually while data centers still take years to get up and running. That's a mismatch for the...
By Deirdre Bosa
Social•Mar 9, 2026
Stagflation Becomes Default Scenario Amid Cooling Economy
CPI and PCE both drop this week with oil above $100 and payrolls negative. If inflation runs hot, the Fed can't cut. If it cools, the economy is already cracking. Stagflation isn't a risk. It's the base case. https://t.co/L3cc4tvY1T
By Michael A. Gayed, CFA (Lead-Lag Report)
Social•Mar 9, 2026
Trump’s Iran War Comment Sends WTI Below $90
WTI crude oil fell below $90 per barrel after President Donald Trump told CBS that the Iran war is “very complete, pretty much.” Earlier in the day, WTI had surged to a peak of $119. https://t.co/ElHrOuNRmc
By Holger Zschaepitz
Social•Mar 9, 2026
Questioning Zero‑Marking of Jiffy Lube Private Credit Loans
"Golub Capital will act as sole administrative agent and joint lead arranger on the financing. Ares Credit funds and MidCap Financial will also act as joint lead arrangers on the financing." Should we be marking the private credit loans to Jiffy...
By Julian Klymochko
Social•Mar 9, 2026
Silent Complaints Reveal Hidden Leadership Blind Spots
Most people think they are doing ok in their leadership role bc no one is complaining. A few recent clients thought the same thing. When we went through an audit, what we actually found: - Stepping in to do the work of other...
By Kim Mansour
Social•Mar 9, 2026
2026 Risk Assets Outlook: Bonds, China Stocks Shine
OUT NOW - Michael Howell @crossbordercap on: - why he expects 2026 to be bad for risk assets - why he's bullish bonds & Chinese stocks - Gold, Bitcoin, & yield curve, and "Turbulence" phase of Liquidity cycle Apple🔊https://t.co/7bjoJLeYdJ Spotify📽️https://t.co/plpNPVQicu https://t.co/1mD9VJPm5e
By Jack Farley
Social•Mar 9, 2026
June Fed Rate‑cut Odds Drop to 28% After Iran Tensions
A different cut of the same idea, using options prices that reference 3-month SOFR via the Atlanta Fed's tracker In the one week between Feb. 27 (the day before the first strikes on Iran) and Mar. 6, the probability of at...
By Nick Timiraos
Social•Mar 9, 2026
Oil Plunges $30 on Trump’s Iran War Comment
The oil market thinks Trump just TACO’d (I’m less convinced, but let’s see) A $30 price swing in a day, helped by expectations of a big strategic oil stock release. Such larks. Oil tumbles to $90 as Trump says Iran war...
By David Sheppard
Social•Mar 9, 2026
Great Copy Lives in Existing Specs—Just Discover It
The best headline ever written wasn't written. In 1958, David Ogilvy won the Rolls-Royce account. Tiny budget. Two ad placements. It had to work. He spent three weeks doing nothing but research. Engineering reports. Technical reviews. Factory specs. Then he found it. Buried...
By Chase Dimond
Social•Mar 9, 2026
Choose Impact Over Title: Management Isn't Mandatory
Before you decide to be a manager, you should think hard about whether it's the right path for you. Because you don't have to do it. Especially if you don't really want to, but believe the management ladder is the...
By Tony Fadell
Social•Mar 9, 2026
Oil Prices Held by Hormuz Tanker Standstill Risk Premium
The oil price isn't one of those things that spirals infinitely up. At current levels near $100, a big risk premium prices the temporary standstill of tankers in the Strait of Hormuz. You can bet Trump is working like crazy...
By Robin Brooks
Social•Mar 9, 2026
Markets Doubt US-Iran Conflict's End Amid War Debate
The betting market remains skeptical about the end date to the US-Iran conflict being in sight. Interesting that he is calling it an outright 'war'. Executive branch doesn't have the power to declare war. https://t.co/cUBtf0lV7M
By John Kicklighter
Social•Mar 9, 2026
Small, Easy Wins Boost Daily Mindfulness and Connection
Low-Friction Goals Drink a cup of water before a cup of coffee. Have one conversation that solely benefits another. Listen without interrupting during one meeting today.
By Dan Rockwell
Social•Mar 9, 2026
Patience Saves; Oil Slides Amid Trump Hormuz Threat
I am glad that I have remained patient so far. If you had jumped the bandwagon on oil this morning, you would have been 20% down ish by now. I know the below is not a guarantee, but I stick...
By Andreas Steno Larsen
Social•Mar 9, 2026
Uncover Leadership Tactics Business Schools Overlook
What are we reading? Title: “The leaders toolkit - Tools, strategies and tactics they never teach you at business school” Author: Dave Berkus @daveberkus #Books #Sales #Marketing #SocialSelling #leadership https://t.co/qHyodV8wap https://t.co/1l5eP8RF1O
By Tim Hughes
Social•Mar 9, 2026
10‑Year Yield Surges, Treasuries Lose
10-year yield at 4.15%. Up 18 bps in a week. Bonds selling off into a growth scare. That's not supposed to happen. When Treasuries stop being a safe haven, the playbook is broken. https://t.co/yIChc2y0aR
By Michael A. Gayed, CFA (Lead-Lag Report)
Social•Mar 9, 2026
Ellison's $150B Loss Dwarfs Warner's Value
When Larry Ellison made the bid for Warner Discovery, his net worth was $350 billion. Today it's $200 billion. That's down $150 billion, more than the entire value of Warner. Keep that in mind as the Saudis retrench investments. https://t.co/DvJ2hRN8H1 https://t.co/Cv09NOzsS4
By Matt Stoller
Social•Mar 9, 2026
Fix Blind Spots, Turn Good Intentions Into True Leadership
Weak leadership can hide behind good intentions... but your team feels the difference every day. Fix these blind spots, and you won’t just be a better manager, you’ll build a team that wants to follow you. (Repost from a few months ago) #management #leadership...
By Scot Chisholm
Social•Mar 9, 2026
Protect Processes, Not Just Data, to Avoid Agentic Sprawl
Everyone is talking about Agentic AI, but who is talking about Agentic Sprawl? If you aren't protecting the process as much as the data, your automation is a ticking time bomb. 💣 Get the reality check before #RSAC2026: 🔗 https://t.co/6PIC4o7OmO #CIO #CISO #AgenticAI...
By Tim Crawford
Social•Mar 9, 2026
XPOF Sale Push Could Yield 2x+ Returns
$XPOF setup is getting interesting - Voss Capital (19%) pushing for a sale - Boutique fitness franchisor trading at ~6x EBITDA vs peers in the mid-teens - If sold, this could easily be a 2x+ - Key issue is the staggered board + insiders...
By Dalius – Special Sits