Meanwhile Chamath Palihapitiya’s SPAC track record - Chamath became the face of the SPAC boom through his Social Capital Hedosophia deals. Their performance since? • $SPCE: −95% • $OPEN: −98% • $CLOV: −90% • $SOFI: −45% • $AKLI: −95% • $PROK: −95%
Another light news day. #CREI done a useful acquisition of a Family Office portfolio. Apart from that not much going on (I don't hold CREI).

bbaviation7 had an exclusive interview with Nakul Gupta, Vice President Sales and General Manager for Asia Pacific at GE Aerospace, where he shares what’s driving the rapid growth of aviation across the region from his perspective. We talk about how his...

AI Is In Its Gentleman Science Era. AI research is wide open for builders with heretical ideas. The window won’t last forever. https://t.co/QxaaZClAHj https://t.co/ZgLbymNfIw

What #AI reveals about performance measurement: proxies get optimized. If you measure speed, you may lose quality. If you measure output, you may miss impact. In the ML era, KPI design is a leadership discipline. https://t.co/FfVafJZaUk @mitsmr #MWC26 https://t.co/NqyEiNAj50
COLUMN: In the oil market, the bears control the narrative — at least for now. (My summary after last week's International Energy Week, the oil trading industry's annual jamboree in London) @Opinion https://t.co/Y3OHEhD4k5
Builders think: “I need more features.” Users think: “I need one problem solved.” Guess who wins? What problem does your product solve?
Managing different business parts with multiple solutions? Purists might hate the complexity, but the cost of ill-fitting tech could be far greater. #BusinessTech #TechSolutions https://t.co/fDjtFy5US0
If you're constantly changing the product, that's not “pivoting.” It's probably good. If you're constantly changing the entire company, that's not pivoting either, that's different companies. Pivot is committed to 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨, and then pivoting around 𝘵𝘩𝘢𝘵.
🚨Global equities 'SELL SIGNAL' was triggered for the 7th month STRAIGHT: Institutional investors' cash as a share of assets fell to 3.2% in January, the lowest EVER. Cash allocations at or below 4% indicate a SELL SIGNAL for world stocks.👇 https://globalmarketsinvestor.beehiiv.com/p/us-stocks-ended-the-week-mixed-after-a-powerful-rebound-on-friday-weekly-market-recap-trading-week-0
The idea that Casey Wasserman will make a massive payday selling his agency is disturbing. Agents and artists should leave and form something new before he profits from it. Also he shouldn’t be allowed to be involved with the Olympics
One of the best tools for employee engagement: second chances. Part of the reason some employees check out is that they’ve been tossed aside after making a mistake. No one has ever let them live it down, and that mistake...
RT If youre being told to deliver AI value while headcount is flat or shrinking, you need a new operating model, not more heroics. I walk through practical starting points for CIOs. #CIO #AI #DigitalTransformation @Star_CIO https://t.co/xfrVmpSIJN
Unsure whether this will be because they're in the money or via an out-of-court restructuring
How to raise capital online: 1: Start with Reg D 506(c) 2: Move into a Reg Cf 3: Move into a Reg A+ This is ordered by the fastest, easiest and most cost effective way to raise online. Companies with...

Whatever the difference between the US and China may be and however you evaluate it, it isn’t in “financialization”, at least not as measured by the share of finance in GDP (h/t twitter account of devarbol for this graph). More...
Are you a "0-1" person or a "2-50" person or a "100-5000" person? Often we don’t know until we’re already in the thick of it. You think you know, only because there’s comfort in the familiar. But maybe you really are just...
dailyanalysts 🚨 WEEK AHEAD ALERT: Feb 16-21 🚨 Three catalysts could define your portfolio's Q1. Markets closed Monday for Presidents' Day, but Tuesday through Friday is packed with market-moving data. S&P 500 is flat YTD. Nasdaq down 3%. Consumer confidence at DECADE LOWS. Here's...
The S&P 500 may appear calm on the surface, yet index-stock dispersion has increased dramatically and SPX has now slipped below the critical 6,900 level. With put skew rising and VIX expiration ahead, volatility risk is building. Read our latest...
This is the kind of stuff that I don't understand about g̶a̶m̶b̶l̶i̶n̶g̶ prediction markets: doesn't it not only encourage insider betting, but also insider action? This is the wildest conflict-of-interest-as-a-Service platform I've ever seen. For ANY kind of event.

What's on tap for the week ahead? An increased frequency of volatility meets a holiday liquidity gap, while a run of event risk weighs in on the steadily deflating US premium. https://t.co/17IH2lFIn0 https://t.co/AlKhX25xxn
#FTSE250 needs Breakout 23585. Doji going sideways. Support 22816, 22226. RSI 62 not high. 13/21 day EMAs Bullish. Small Up Candle on Weekly and Sideways. Top Bollinger Band 23547. Midpoint Line 23330. Bottom Band 23118.
#DAX doji Candle and Sideways. Resistance ATH 25508. Support 24272, 23924. On verge MACD Bull Cross. RSI 53 near Neutral. 13/21 day EMAs Bullish. Doji on Weekly and Sideways. Top Bollinger Band 25113. Midpoint Line 24800. Bottom Band 24500.
ENERGY CRISIS IN CUBA: Granma, the mouthpiece of the Cuban regime, says that electricity generation in the island is covering less than half the expected demand. The island is suffering the largest energy shortages since the collapse of the Soviet...
New: Warner Bros. is considering re-engaging with Paramount following its latest offer + pressure from some shareholders. WB still has a binding deal with Netflix, which would have the right to match any offer. Scoop with @MichelleF_Davis https://t.co/WLdpdeS0gc

Get my newsletter Tuesday morning: https://t.co/dSU3TT2kZX Busy week coming with GDP, Core PCE, FOMC Minutes $PANW $ADI $WMT $DE https://t.co/7mNeUbi7R9

My periodic reminder that the US TIC data doesn't measure China's holdings of US Treasuries. It only measures China's holdings of Treasuries in US custodians. The real question is how many Treasuries Chinese entities hold in non US...
Before launch, you should know: Who owns this agent? How will it be monitored? What are the kill switch and rollback paths? If that's unclear, you're not releasing - you're gambling. #DevOps #CIO #AI https://t.co/1tg10UmJNv
What no one talks about in VC: Getting a deal over the line at your firm requires WAY more than just sourcing a good deal. It requires: 1) Getting the correct information about the startup 2) Pitching that information in a compelling way Many...

US employment costs rose 0.7% in the fourth quarter of 2025, just under forecasts of 0.8%, and the lowest level since Q2 2021.

Three years after ChatGPT, AI is everywhere, except in macroeconomic data. If AI’s value is in productivity enhancement, it's still not showing up in the numbers. AI = LOTS OF HYPE. https://t.co/x96Abr0tD7

Learnings and conclusions from this week’s charts: 1. Tech stocks (particularly software) remain under pressure. 2. Investor exposure to tech is at historically elevated levels. 3. Surging tech capex is coming at the cost of buybacks. 4. Private equity stocks are also coming under...
Question for my technical friends: I'm a big believer that writing is thinking. It's why I'm hesitant to outsource any writing that matters (like an investment memo) to LLMs, slop factor aside. Is coding thinking? And by that I mean, if...
AI chatbots are becoming the next digital real estate, and ads are moving in. As usage scales and infrastructure costs rise, monetisation models are shifting from subscriptions alone to advertising layers embedded in conversation. The real question is not whether ads will...

The most valuable skills for 2026 are not mysterious. Delivery leadership, data literacy, EPR fluency, governance, and communication keep reappearing. These skills survive restructures, tech shifts and policy cycles. Career Navigator 2026 outlines the full skills picture.
Why it’s never been easier to start a company, and never been harder to scale one with Brian Halligan Brian is Sequoia in-house CEO coach, long-time CEO and co-founder of HubSpot , and more than anyone I’ve ever met, a...
Agile was built for a different era. Here are 7 urgent reasons leaders must revisit agile practices if they want real advantages from AI in 2026. #Agile #AI #DigitalTrailblazers https://t.co/RZY9U0X8ws

East Asia has labour-market gender gaps comparable to those in Europe and North America. Sub-Saharan Africa is also surprisingly similar (in the formal labour market). MENA and South Asia have massive gender segregation and LatAm and Carib are surprisingly in-between....
I'm surprised I'm not seeing more public pushback on California's new "Fair Investment Practices by Venture Capital Companies Act." It applies to *any* VC firm that does business in CA (the bar is met if you've invested in a CA-based...
If you’re a founder of a brand doing sub $100M and you’re NOT on camera making content for organic, ads etc… You’re putting yourself at an extreme disadvantage People want to buy from genuine people - not from brands. Create a brand...

How Agentic AI Went From Zero to CFO Test Runs in 90 Days survey by @pymnts https://t.co/6MXgAdb3Fx Enterprise CFOs in the US are interested in using agentic AI for strategic planning, but cautious about using it for treasury, risk and compliance. https://t.co/2NioUOuMrE

Most small businesses fail from chaos, not competition. Growth starts with simple systems, clear checklists, and tools for scheduling, invoicing, and bookkeeping. Know your best customers, ask for feedback, and speak in their words. Build a small circle of mentors, track cash flow,...
If you're serious about AI in 2026, start killing or consolidating scattered experiments and back a smaller set of high-value use cases with clear ownership, metrics, and governance. Less chaos, more compounding value. #CIO #AI https://t.co/VtuS5rQ0ZG
We've never been given more tools than ever before to do our jobs in marketing. With the proliferation of AI everything should become easier, faster. And yet, I feel more overwhelmed than ever before in my entire adult working life which...
RT Boards are asking, Where is the ROI? not How many pilots do you have? This session is about moving from experimentation theater to outcome‑driven AI portfolios. #CIO #AI @Star_CIO https://t.co/xfrVmpSIJN
ROI is a good way to prioritize tactical tasks, or 'Pebbles.' ROI is not a good way to prioritize tiny tasks (‘Sand’) nor the most important large things (‘Rocks’). Here’s why: https://t.co/gy7ac3Aqmy
Most people don’t ramble because they lack ideas. They ramble because they lack structure. Before you build slides, write paragraphs or even rehearse. Ask yourself: What pattern of organization best serves my message? Structure is not restrictive, It is liberating. When you choose...
A $12B rare earth stockpile is a step in the right direction, but buying from China on the open market isn’t independence; it’s a piggy bank with a very fragile supply chain. Until we build domestic processing, this is a...
This isn’t a victory lap, and it isn’t a doom story. The U.S. economy is closer to a soft landing than it’s been in some time, and there are real risks that could undo it from multiple directions. I try...

ECB President Christine Lagarde says creating incentives for investments in Europe is a better approach to prevent capital outflows to other regions than imposing taxes https://t.co/ULSkU54mw5 via @Rauwald @mcnienaber https://t.co/KxLtLZqWrp