
The greenback is a little firmer against the G10 currencies but the yen as it consolidates yesterday's sharp losses. JGB yields are softer. Meanwhile this could be only the 2nd session since mid-Jan that the US 10-year yield settles below 4.20%. See https://t.co/8PDCoszi8g https://t.co/LLTVUQN9YA

The Dollar versus EM today is down to a new low, which is below its level 2 weeks ago at the height of Greenland headlines. It's the Dollar versus EM you want to watch for future direction. The signal it's...

POC2026 Verdict: The industry pivot from price-driven growth to yield-driven value. Fixed Land —► Capacity Ceiling Efficiency Gains —► Margin Defense Based on current analyst consensus and preliminary sentiment from POC2026 (Day 1), the market is pricing in a...
Most cold connection requests say NOTHING. 2 ways to fix this: 1. Don't send a message (let your profile talk) 2. Send something relevant Both take seconds. Neither is ingenuine.

Emmanuel Macron: « Now is the time for the EU to launch a joint borrowing capacity, through eurobonds. » https://t.co/NqqbjjecXk

Most solopreneurs don’t fail because their product is bad. They fail because they build things nobody wants. If you start with “what should I build?”, you’re already late. Comment “YES” if this hit home.

Khazanah just dropped their 2026 Annual Review today, February 10, 2026. And the numbers signal a massive shift in Malaysia’s capital trajectory. If you’re tracking the Ekonomi MADANI agenda or the RM100 billion GEAR-uP initiative, this is the breakdown you need. ↓↓↓
If you have a side project, share below. I'll retweet some interesting ones to give you more attention 😄 I'll do this every month to encourage more people to build side projects and escape 9-5.
Stock markets may sour if this week’s US economic data casts doubt on Fed rate cut speculation. #stockmarkets #Fed #Economy #InterestRates #USD #Macro #trading https://t.co/ZEfchApMC0

There’s a formula that explains wealth inequality, and it has nothing to do with how hard you work. French economist Thomas Piketty studied 200 years of data across 20 countries and found that returns on capital almost always exceed economic growth. We...
A corollary for AI tooling: its outputs will only ever be as good as the person wrangling them from it. That's really all it is. Yet another powerful tool (like a compiler, or k8s) that can only be run effectively by...
yeah I guess technical founders never had to deal with being (self-)promoted to management. Those who never wanted to work for a boss again now are becoming the ultimate pencil-pushers. I'm going through the same sobering realization. The antidote? Painting Warhammer.
Entrepreneurship is one the greatest means to wealth creation and venture capital is one of the levers that fuels that, yet it’s gate kept by insiders… My goal has always been to change that.
hi! if you want to work at some of the most interesting startups in AI, come to our next mixture-of-experts event at @conviction and hear from the founders of Harmonic, Worktrace, Sunday, Treehouse and Trajectory https://t.co/ZL7mdnszUl
Foreign stocks are off to a scorching start in 2026, continuing their outperformance from 2025: Foreign developed stocks: +9.4% US stocks: +2.2% Will it continue or is this a blip in the otherwise longer underperformance?
#Alphabet to issue 100-year GBPSterling bond after having issued 50-year $17.5 bn USD bond in November. Also plns to issue CHF bond. They're betting further currency debasement #forex
AI anxiety often misses the key margin: it’s not “humans vs machines,” it’s “humans who use machines vs humans who don’t.” The tech shifts who’s productive—and who gets paid. Remember, you don't need to outrun the bear. https://t.co/jULdqTdCrU

This was an auspiciously-timed quote. @stripe is in talks for a tender offer valuing the company at $140B. That's up from $107B in the fall. https://t.co/3EHL07KS8p
So we added one new AI Agent to our arsenal this week, and it's a great one, even though it's pretty new. Much more to come. And another? In the end, we decided not to deploy it. What happened? It's...
Watching three 3 founder CEOs at $200m+ ARR quit their start-ups the past 2 weeks or so. On the one hand, I get it. Growth way down, no M&A options, it was supposed to get easier at that stage. Now...

The $DXY has dropped sharply today. A big picture look at the trade-weighted Dollar index vs an equally-weighted variant: https://t.co/sqTvcv4ihu

Gold is back above $5,000. The rally in precious metals is reckless and crazy, but so is global fiscal policy. At some point over the past 20 years, policy makers who believe in keeping public debt stable stopped existing. Makes...
Employment in S&P 500 companies is 18% of total US employment, but 35 cents of every dollar that goes into the SPX goes to 7 companies. This is a market structure problem and a major issue with our 401k system.
When the typical outcome for a post seed, post series A, and post series B startup is death. Perhaps the best strategy is to be careful how much you copy the startups around you. Are you brave enough...
Aspiring VCs - do you know VC is a ton of sales? Externally: - Pitching to LPs - Winning over founders & other VCs - Recruiting talent Internally: - Pitching new deals to your team - Proposing new firm initiatives - Suggesting new firm processes

Three upcoming events worth checking out for anyone building or investing: 🤖 Lead Your Team With AI - February 24, virtual A practical session on how founders can effectively use AI to lead their teams. Featuring Doug Peete, CPO at https://t.co/Wcl0Ro2nMv 🤝...
Great post that explores this moment in time...

BIG NEWS: I just launched Pulse. The world's first news reader that cuts research from 2 hours to 5 mins👇
Entrepreneurs: if you spent more time on Sunday building than watching the Super Bowl, you're going to WIN.
Posting jobs and waiting fails. Demand beats supply in hiring. A headhunter mindset shifts recruiters from process to market mapping and relationships. You map talent, build ties, and engage before rivals. Do you treat recruiting as a task or a strategy?
February FinTech funding off to flying start with over $1bn raised https://t.co/2EDie8Yh7q $1.02bn raised across 29 rounds. Past two-weeks Fintech funding topped $2.3bn.
A corporate position that workers should "just use AI to do stuff" has never been enough. AI use in companies is a leadership problem that involves answering fundamental questions about what people should do with their time, how work is...
If you use any software, you will hit bugs. Only a tiny 5% of your users will ever report bugs. The speed at which those bugs are fixed is the true measure of a founder in mastery of their craft.
Buyers and investors will commonly request exclusivity as part of a transaction process. As a founder, you should be hesitant to grant that request. Exclusivity is a period of time in which a seller is locked into negotiation with just...
A house being sold at 90% of the value you think is appropriate, is a great deal. A house at 50%… you suspect a major flaw… probably it’s not worth dealing with it. First time founders often price like the second, ...
3 dumbfoundingly simple ways to raise your prices: (no hostage negotiation skills required) 1. Switch to giving 3 higher price options Make your new entry level option → your current premium option :) 2. Switch to outcomes instead of quantities Increase site conversion 10% is better...
MVPs are overrated. You don’t need a smaller product. You need real demand. Code comes second. Agree or disagree? Comment below.
Voice AI startups raised more than $650 million in January. The figure goes up if you count startups like Synthesia and Decagon. I am keeping a track of voice AI funding in a post on my newsletter. https://t.co/j5BU7tpGJx
I wish I could write as well as Charles Hudson - 🙏 for talking about the 'second desert in venture capital'. It is much harder than people think to go from Fund IV - VIII or as Charles says... "no...
We asked every speaker coming to SaaStr AI 2026 one question: 🤖"What's actually working with AI in your business right now?" No theory. No hype. Just what's shipping and what's converting. May 13-15 in SF Bay https://t.co/A02gn7heZm
👏 Great job James Joaquin Vishal Vasishth Andrew Beebe on your 1st World Positive Investor Summit. ❤️ the focus on on how economic, human, and planetary health function as connected systems. Fantastic entreprenerus in the portfolio. Throughline was clear: world-positive...
I’ve completely changed my mind about this. A strong intro to an associate is much better than mediocre intro to a partner.
When someone copies your product/design/pricing/website/feature, it’s OK to be mad. Also remember: It means they have no ideas, no insight, and they don’t know how to get it. Which means you’ll always be ahead, just by doing what you’re already doing. So do...
I was in a board meeting for a breakout AI B2B leader at $100m+ ARR and the team was excited … but stressed. Why? So many of their largest customers were happy to sign relatively large checks for the AI...
One of the biggest lessons I’ve learned as a startup founder is the value of delegation. Letting go of control was uncomfortable, but it’s the only way the company could grow past me.

Cool microSaaS finding high intent leads on social. Live on @acquiredotcom: AI-powered social listening that alerts you when people are actively looking to buy. > $63K ARR > $26K TTM profit > 2000% YoY growth Full listing: https://t.co/4n3HSzCddv https://t.co/nou58zuOi3

your VC board member who tells you to “grow faster” and asks “do we have an AI strategy?” https://t.co/zZEvCAtTTO

Most founders ask “how do I get a higher valuation?” The answer is boring and kinda annoying. Build a business buyers actually want. > Automate your processes and operations so growth isn’t tied to you. > Improve retention. CAC Be prepared...

how it feels raising an SPV at 5 and 20 to buy forward contracts on Anduril employee equity https://t.co/XjfQa1Z54u
Boil the Ocean https://lnkd.in/gqrf2J2v