Traffic Dips Often Reflect Data Errors, Not SEO Issues
When you see a chart like this, do you think: A. Bad SEO B. Google changed its mind C. Third-party traffic charts aren't accurate https://t.co/PeFhtAiN4a
Qualcomm Q2 FY26 Earnings Analyzed with Industry Experts
I unpacked @Qualcomm’s Q2 FY26 earnings with @EdLudlow and @CarolineHydeTV on @technology. Check out our conversation. https://t.co/qHtAJfYbMV
Fed Split Signals Market Uncertainty, Not Certainty
The Fed held 3.50–3.75% on 2026-04-29… and it was an 8–4 vote. Four dissents. When policy is split like that, “certainty” in markets is a fantasy. VIX at 18.02 is the tell. Silence isn’t safety. It’s complacency. markets
Prioritize Conversion Quality Over Traffic in AI Funnels
If you’re still measuring success by traffic alone… you’re looking at the wrong scoreboard. Alexis Pratsides explains why conversion quality and pipeline impact matter more in an AI-driven funnel: https://t.co/CWdiiuNMhe @FINNPartners #healthcaremarketing #hcmktg
California Bill Demands Transparency From Private Equity Funds
This is good California legislation. It would force PE funds to disclose write-downs, actual performance statistics, and the use of ponzi style continuation funds. https://t.co/DNO3TCVSvD
Venezuela Tops 2025 Misery Index After Decade‑long Collapse
Since 2008, Venezuela’s economy has COLLAPSED. No wonder Venezuela ranks as THE WORLD’S MOST MISERABLE COUNTRY in Hanke's 2025 Annual Misery Index. https://t.co/AHMhvhy5Ac
YouTube Launches Suite of Creator‑focused Feature Upgrades
Over the last week, our @YouTube teams shipped many new products you’ve been asking for 🔥 🪟 We launched fully custom multiview on @YouTubeTV, giving you full control to mix and match live streams. ⏳ With countdown stickers, mobile live streamers can...
Higher Oil Prices Will Cripple Demand, Stalling Rises
"no, oil prices won't rise because demand will be destroyed due to rising prices.." https://t.co/pBEj3OkRN5
CORE Boys Back on YouTube, Nightmare Finally Ends
🚨 The CORE boys have been reinstated on YouTube 🚨 Our long national nightmare is over.
Fortnite Leader Launches Stealth EdTech to Empower Millions
“You can’t leisure yourself to meaning.” — LucasArts & Epic Games President Paul Meegan, reflecting on six months of attempted retirement before reenlisting the core Fortnite team...
Tariff Flip-Flops Reveal Trump’s Policy Inconsistency
Yesterday, Trump lifted UK whiskey tariffs that were supposedly (by law) about a "balance of payments" crisis. Today, he's imposing EU automotive tariffs that were supposedly (by law) about "national security". It's all so manifestly ridiculous.
Founders' Mental Health Crisis: 72% Affected, 81% Silent
72% of founders say startup life has hurt their mental health. 81% never talk about it. I'm matching donations to the Kabila Founder Mental Health Fund up to $25K through May. Free Chapter 4 download (my mental health story). https://t.co/0pB7XWRv4w
Chelsea Seeks Club World Cup Badge for 2026‑27
Chelsea, who last won the Premier League in 2016/17, apply to have the FIFA Club World Cup winner’s badge on their shirt for 2026/27.
Build a Solid Data Foundation Before AI Layer
CFOs, boring stuff first; sexy stuff second. We've been talking about data and data structure since the release of on-premise software. This is how I'm thinking of the progression of our data structure for SaaS FP&A and SaaS metrics. I've...
Labor Force Participation Drop Reveals Hidden Joblessness Crisis
This is why you shouldn’t pay any attention to the unemployment rate. It doesn’t count people who have given up looking for work or dropped out of the labor force. The scariest chart is the chart that shows the labor force...
Insider Exposes Fermi’s Hype: Project Was Never Viable
After stepping down, Fermi America's CEO was officially fired today. @CarolineBGolin knows the data center industry as well as anyone. After leaving Google, she was approached by investors who wanted to know if Fermi was legit. She told them it wasn't...
Prioritize Real-Time Business Threats Over Mere Documentation
I keep coming back to this: The goal is not to document risk. The goal is to understand what could actually hurt the business today.
Tribunal Declares Referees Self‑Employed, Not PGMOL Employees
Tax tribunal that started in 2017 finally rules in favour of PGMOL against HMRC and referees are deemed to be self employed and not PGMOL employees https://t.co/TDOGnIlaNQ
Kentucky Derby’s Timeless Formula: Tradition Fuels Massive Viewership
How did the Kentucky Derby become THE Kentucky Derby? How does a horse race continue to draw 20 million viewers every year? I dove into the history and found some lessons for any sport that wants to present its own spectacle 🏇...
Charging for Substack Boosts Algorithmic Promotion and Readership
Same. But if you don't charge for your Substack, then the Substack algorithm won't promote it. You will actually get more readers by charging for it than making it free. I speak from experience.
AI-Generated Podcasts Now Number Thousands Each Week
A growing share of podcasts are generated by AI. Thousands every week. Read @ashleyrcarman on the rise of podslop https://t.co/Jp6BNH7CB6
Say Yes to Your Idea, Reap Real Results
Coming back to this story of my university teacher a few times a year. During our last class before the exams, he asked each and every student where they’d want to work and what business they’d want to build. Having formal experience...
Jackson Hole Speech Marks Most Hawkish Remarks Yet
His speech at Jackson Hole that year is the most hawkish speech in the entire corpus IIRC
Blockade Needed to Cut Off Dangerous Oil Exporters
I first proposed a blockade on March 16, one month before it got announced. Whatever you think of Trump, he's right on this. Only way to counter a dangerous oil exporter is to cut off its lifeblood. That's what 4...
Independent Review: Is OneStream Right for Your CPM Needs?
CFOs and finance pros: Corporate performance management tech is crucial. OneStream is a leading CPM solution. Is it right for your organization? Let's dive into an independent overview. #CPM #FinanceTech https://t.co/0YWqrdTT3X
Big Tech Funding Capex by Burning Free Cash
Under the radar and bears watching: Forward earnings expansion financed by FCF destruction. “Alphabet: $73B FCF in 2025, guiding $180–190B capex in 2026. Meta raised its 2026 range to $125–145B against $44B trailing FCF. Amazon TTM FCF compressed ~95% to...
AI Prompts Slash Email Audit Time Tenfold
Most email audits burn half a day. Your rospect asks what you'd improve, you dig through their campaigns and flows, take screenshots, write notes, and half the time they ghost anyway. You can get a pretty good audit back from Claude...
Great Results Need Patience, Not Perfect Timelines
Maybe I'm just slow. But a bit of founder wisdom I've really learned these past 3 years: Every successful company initiative we've done...it takes 3-6 months longer than I predicted it would take. Often, as a founder I can accurately predict...
Consistent LinkedIn Activity Boosts Recruiter Visibility
Staying active on LinkedIn in any form signals the algorithm that you're available. The more consistent your activity, the more visible you become to recruiters searching the platform.
Monthly Chart Shows TLT Outperforming Value Pitches
a few monthly charts i thought i'd share... #monthlycharts although there have been many pitching U.S. treasury (bonds) for value, the chart speaks... $TLT https://t.co/3VMEeufVcn
Seeking Co‑Founder CTO for Early‑Stage Insurance Startup
We have an exceptional co-founder / founding CTO opportunity in @2048vc portfolio company in the insuarance space. CEO has super strong founder market fit, lots of industry connections and experience and the company is very much off the ground. Ideal candidate has...
Trump Administration Proposes Commanders Manage Langston Golf Course
Trump administration wants the Washington Commanders to oversee Langston Golf Course in Northeast Washington. Story from two great WaPo reporters: @RickMaese and @jocwapo: https://t.co/xYdHHu708t
SPAC IPO Frenzy Stalls: Poor Performance, Few Deals
The recent deluge of SPAC IPOs is a baffling because: 1. They haven't traded well (see below) 2. There's been a lack of merger announcements (particularly high quality deals) 3. Despite the surge in speculative stocks last month, most SPACs are stuck in...
AI's New Innovator's Dilemma: Products Threaten Their Own Customers
The new innovator’s dilemma A founder told me about meeting with the CEO of a large vertical software company. She walked away realizing he was in a tough place: to fully harness AI in his hero product would mean...
Human Infrastructure Matters as Much as AI Tools
"It is impossible to predict at this point just how AI will transform the workplace. However, one thing is certain: understanding and building the right human infrastructure will be as important as picking the right AI tools." https://t.co/sm48Z9f6lH
US Blockade Pressures Iran, Mirroring Hormuz Tactics
The US blockade aims to do two things: (i) give Iran a taste of its own medicine for blockading the Strait of Hormuz; (ii) send Iran’s economy into a tailspin and thereby bring the regime to the negotiating table in...
Vote for NSCA President Candidate, Make Your Voice Heard
I’m truly honored to be selected as a candidate for NSCA President. Having been a member of the NSCA for more than 25 years, the organization has played a pivotal role in my development as a fitness ...
AI Mode Shifts Search Toward Trust, Not Clicks
AI Mode transforms search into a trust-driven journey, where clicks validate content rather than initiate discovery. https://t.co/zIgCRWEJat via @gregjarboe, @sejournal
Kentucky Oaks Debuts Prime‑time Slot Amid Sports Showdown
It's Friday Night Lights in Louisville, as NBC and Churchill Downs are running the Kentucky Oaks in prime-time for the first time (8-9pm ET) Not without sports competition: 🔲Two NBA Game 6s/Prime Video 🔲Two NHL Game 6s/ESPN, ESPN2 🔲UFL on Fox https://t.co/DaPo0eFn4d
Meta to Acquire Assured Robot Intelligence AI Startup
Mark Zuckerberg and Meta Platforms $META just announced they have agreed to acquire Assured Robot Intelligence "a AI startup developing artificial intelligence models for robots" - Bloomberg
Merging Two Form Versions Ends Major UX Debt
Confession For years Senja had two versions of testimonial forms: Classic and 2.0 Every user had to pick. Every support convo started with "which one are you on?" Every flow got built twice. Today we're merging them. All 34,000. This is the biggest technical...
AI Reveals Need to Align Skills with Cognitive Well‑Being
AI is exposing a gap between what organizations expect and what people can sustain over time. Closing it means linking skills with cognitive well-being, otherwise pressure builds and execution weakens. Source @McKinsey Link https://t.co/mUYF7giLBR via @antgrasso https://t.co/8aw7ZgjBIu
Consistent Updates Signal Accountability and Proactive Leadership
I don’t worry about my founders who send consistent updates. They are on top of their business and numbers. Even if things aren’t going well, they own it and seek advice versus ignore and hope things get better. If...
China Still Dominates US Soybean Exports Despite Low Volumes
🇺🇸🇨🇳Even though China.... ✔️Didn't start buying until late October ✔️Has secured the smallest U.S. tonnage in 19 years .... it's still by FAR the leading destination for U.S. soybean exports so far in 2025/26, a reminder of how hard China is to replace...
Fedlock's Hawkishness Score Climbs Sharply with Recent Statements
As discussed below, Fedlock's aggregate hawkishness score continues to rise noticeably, with the latest communication from Kashkari, Powell, and Hammack all registering high relative to their recent comms https://t.co/b7k8lndodx
Elon’s $158B Figure Isn’t Cash, Just Potential Equity Value
🤣🤣🤣 10-K/A Propaganda use of false information Maybe this Emmy-winning progressive nonprofit newsroom and media organization can start by learning to READ? The $158,359,009,867 number is not cash Elon received or “was paid.” It’s the (completely useless but SEC required) accounting grant-date fair value...
Organic Growth Works only for Instantly Understandable Products
Why most products won’t take you from $1M to $2M on organic: Organic only works for a specific kind of product, and most products aren’t it. Think wearable blanket vs. regular blanket. Think impossible non-stick pan vs. regular pan. The second one in each...
Unemployment Risks May Prompt Fed Rate Hike
BNP PARIBAS: “.. downside risks to the unemployment rate may be underappreciated. This brings with it a growing tail risk that the Fed could consider hiking rates later this year.” https://t.co/ax6DWAd2eV
FSK Trades at Half Book Amid Massive Losses
The $FSK setup: > Stock at $10.51 vs. $20.89 reported NAV > $517M in realized losses over five quarters > PIK at 34% of NII > 21 names on non-accrual > Bonds got downgraded to junk Stock trades at ~0.54x of book while...
Lender Concessions Halve as Redemptions Surge
Direct lender concessions just collapsed. Q4 2025: 67% of lenders made borrower-friendly concessions to win deals. Q1 2026: 31%. The discipline showed up the moment the redemptions started. Funny timing. Source: William Blair