From $2M Failures to $500 Startup in 90 Days
I've burned over $2 million testing business ideas the old way. Here's how I'd build one with $500 in 90 days using Claude.
How I Cracked 8M Views on a New Channel
Here’s the story of how I got 8,000,000 views on one video on a new channel: https://t.co/Qqr1ObErIM
Potential $1.5 T Dry Powder Could Ignite Stock Rally
We haven’t heard much about that mountain of cash supposedly sitting on the sidelines waiting to get sucked into the market. My take has been that the $7.8 trillion sitting in money market funds came from the banks and not...
US Sees Limited Economic Impact From Hormuz Blockade
pardon the flippancy, but from a US macroeconomic perspective, i do think the Strait of Hormuz blockade’s impact is limited. more importantly, i believe this is how POTUS is thinking about it. always great catching up with the Politico Morning Money team...
Spotify's Verified Badge Distinguishes Humans, Not AI‑Free Music
To address the flood of AI-generated artists on the platform, Spotify is rolling out a “Verified by Spotify” badge to help listeners more easily identify authentic human artists. This will become increasingly commonplace across platforms. That said just because the artists...
Powell's Fed Tenure Remains a High-Stakes Gamble
NEW: Powell has often said the Fed faces "no risk-free paths" as it contends w/ economic shocks that lift inflation and dent growth. The same could be said for his momentous decision to stay on at the Fed as a...
Nikkei Confirms Material Market Intervention Occurred Today
The Nikkei is reporting that material intervention did take place today. It cites unidentified govt official.
AI Code Raises Critical Bugs 1.4×; QA Still Essential
AI-generated code comes with a hidden tax: 1.4x more critical issues in pull requests, including basic security flaws. You can't skip QA just because AI wrote the code. #DevSecOps #CIO https://t.co/p7yRF5nHjg
Adobe's SEMrush Deal Highlights AI‑Driven SEO Shift
Adobe just bought SEMrush. The optimistic take: Adobe finally has a content and search story for the AI era — keyword research, share of voice, content gaps, all integrated into Experience Cloud. The skeptical take: Adobe paid up for the...
War Saves Fed From Failed Inflation Forecast
Yep, though the Fed will never admit they had a failing inflation forecast. The war bailed them out.
AI Architecture Drives Diverging SaaS Valuations in 2026
The AI Software Valuation Report 2026 A data-driven look at how AI is reshaping SaaS valuations in 2026 across VC and M&A markets. This report breaks down the widening gap between AI-native, AI-enabled, and legacy SaaS companies, including how revenue...
Personalized Feeds Raise Individual vs Collective Tradeoffs
This morning I listened to Meta’s Q1 earnings call. While Wall Street is focused on numbers, I'm focused on what they said about personalization. Your feed is getting more personal. Eventually, the content will be created specifically for you. It’s making...
Match Your H2s to Queries for ChatGPT Visibility
Want ChatGPT to mention you? Well, fix your headers. If you're writing 4,000-word "comprehensive guides" with H2s like "Introduction" and "Final Thoughts."... ngmi. LOL In a study by AirOps, pages with headings that match the user's query get cited 41% of the time....
Future CIOs/CTOs Practice P&L Ownership Before Title
RT Future CIOs and CTOs practice the role before they get the title: owning P&L, influencing peers, and leading cross-functional change. #Leadership #CIO @Star_CIO https://t.co/XJxhEl8zHL
Lagarde Signals Two Rate Hikes in March Forecast
Lagarde basically underwriting the idea that the baseline forecasts in March includes two rate hikes
Due Diligence Findings: Your Biggest Deal‑Repricing Leverage
if your business does $1M–$100M: the due diligence findings that reprice every deal: – owner add-backs: price drops – one-off revenue removed: EBITDA adjusts – key person risk found: earn-out structured – undisclosed liabilities: walk away every finding is a negotiating tool
AI Spending Won’t Shield Economy From Recession
Q1 GDP is out, and the strongest piece of the economy is business investment (data center construction and AI spending). People will try to tell you AI can keep us out of a recession. Don't believe them. The facts say otherwise. https://t.co/uRz236P0fY
ECB Delays Decision, Promises Review Next Month
The ECB is "not pre-committing" to any decision, but it is "bound to revisit" the situation next month. Hope you you picked up on the nuance.
GM Faces Potential $1 B Credit Impairment After EPA Repeal
One interesting note from @GM quarterly filing: "At March 31, 2026, the carrying amount of our acquired credits was $1.3 billion, of which up to $1 billion is subject to impairment in the near term upon enactment of the EPA's...
Card Spending Rises 7% as K‑Shape Widens at Top
💳BofA: “Total card spending per HH was up 7.2% y/y in the week ending Apr 25, according to BAC aggregated credit & debit card data. Ex gas spending was up 6.4% y/y, in part due to favorable base effects from...
Business Investment Outpaces Consumer Spending in Q1 GDP
Business investment contributed **more** to GDP in Q1 than consumer spending. This is an AI economy now. Business investment contribution to Q1 GDP: 1.48 Personal consumption contribution to Q1 GDP: 1.08 (Joey's great chart shows the biz investment in green vs. consumption in yellow)
Starbucks Turns Refreshers Into $2B Energy Boost
Starbucks has quietly built Refreshers into a $2 billion business and has now added energy, which has boosted sales. So no, it's not worried that everybody is doing them now, too. https://t.co/9gjBmTQ0fG
Validate in Weeks
Most founders I know are still spending 6–12 months building before running a single experiment to see if anyone would pay for it. & hey I've done it too - the stars-in-your-eyes feeling is real. But the longer you wait...
U.S. Debt Surpasses GDP for First Time Since 1946
The national debt just exceeded 100% of GDP for the first time since 1946: https://t.co/VSDBUUTaUH https://t.co/95ff7qRwJG
Low Savings Rate Signals Confidence, Not Financial Discipline
The saving rate is income minus disposable spending. It does NOT include investment performance (such as stock or housing prices rising). So, I view the saving rate as a sentiment indicator. It is low because households don't need to hold...
Data Centers Drive 70% of Q1 GDP Growth
Few #eco data takeaways Standout to me is that non-resi investment (basically data centers) were +1.4% of 1Q's +2.0% GDP growth. https://t.co/5NFKB6nOiS
Yen Surge Exposes Central Banks' Ponzi Economy
Watching the Yen get manipulated stronger (And US Dollar weaker) this morning is just incredible. The side-effects globally is a testament to the fact we are in a centrally-planned ponzi economy where free markets don't really exist in the way have...
NFL Gains 300K Viewers via Alternative Platforms
Looks like NFL added around 300,000 viewers from those "alternative" sources outside of ABC, ESPN and NFL Network for the 1st Round to get to 13.2 million (traditional number closer to 12.9 million) (i.e. numbers from Deportes, ESPN app, Hulu, Disney+,...
US Savings Rate Hits 3.6%, Leaving Households Vulnerable
Important: The US savings rate fell to 3.6% in March. That's the lowest since fall 2022 (the "revenge spend" era). And it's frankly one of the lower readings of all time. American households are getting squeezed. Many are not able to save...
Yen Jumps 3% on Speculation of Japanese Intervention
Yen intervention? Bloomberg: "The yen surged as much as 3% as traders speculated Japan is intervening in the foreign-exchange market, hours after officials delivered a “final” warning to investors against selling the currency" https://t.co/ePYGtzQpwG
Founders Crave Independence, yet Struggle with Building Culture
Founders start their own organizations in part because they’re proactively searching can’t abide being a “good team member” in someone else’s. And then you wonder why they’re usually terrible at team building and culture. Both VC-funded and bootstrapped.
FanDuel Becomes First Official F1 Betting Partner in US
#FanDuel has been named an Official Betting Operator of #F1 in the United States and Canada. Notably, it's the first time #Formula1 has partnered with a betting operator in the United States. #sportsbetting #sponsorship #partnership https://t.co/38aEj9qBVV
GDP Masks Inflation Surge and Export Drag
Q1 GDP printed +2.0% vs +2.3% expected and the bulls are calling it resilient. Look closer. PCE inflation just ran +0.7% MoM in March, hottest since 2022, while net exports subtracted 1.3pp from growth on a tariff-rebound import surge. The...
Lagarde Says “Stagflation” No Longer Applies This Time
Lagarde (only slightly paraphrased): we don't use the term stagflation because this time is different
Core PCE Hits 3.2%, Prompting Likely Fed Hike
The Fed's preferred measure of inflation (Core PCE) came in at 3.2% in March, the highest level since November 2023. This was the 61st consecutive reading above the Fed's 2% target level. There will be no Fed rate cut in...
U.S. Debt Surpasses GDP, Tops 100% Threshold
The U.S. national debt now exceeds 100% of gross domestic product, crossing a once-unthinkable threshold, by @RichardRubinDC @WSJ. As of March 31, publicly held federal debt equaled 100.2% of 12-month trailing nominal GDP, up from 99.5% on Sept. 30. ...
Lagarde Signals Hawkish Shift, Rate Hike on Table
Here's @lagarde's hawkish signal: "we are certainly moving away from our baseline". The unanimous decision to remain on hold was based on "insufficient information, but a rate hike was also discussed today.
U.S. Export Sales Meet Expectations; Corn, Beans, Wheat Strong
🇺🇸Last week's U.S. export sales met trade expectations. Corn stayed above average for the time of year, led by Colombia, Mexico, Venezuela & unknown. China led in net bean sales (though most were switched from unknown), Egypt was 2nd. Old-crop...
Lagarde Admits Uncertainty, Confirms Drift From Baseline
Lagarde: we don't know where exactly we are relative to the baseline scenario; we do know we are moving away.
Future of Work: Robots, Talent, and Logistics
Listen to the Does Logistics Matter? Podcast wherever you get your podcasts. In Episode 22, Talent and Recruitment specialist Radu Palamariu of Alcott Global talks about: What the future of work will look like, and if robots will take over, and more... #SupplyChain...
AI Drives Record Business Investment, Consumer Spending Stalls
This is the AI economy now. Just incredible to see the +10.4% jump in business investment in Q1. That's the highest since Q2 2023 (when the big semiconductor factory buildout was underway. Now it's all AI) Notice consumption: +1.6%. That's pretty tepid....
CIO‑CISO Misalignment Leaves Enterprise Risk Owner Undefined
The CIO CISO alignment issue is still one of the biggest gaps I hear about in my daily conversations with technology leaders. Who actually owns enterprise risk? And how are you managing alignment across your organization? Check out the latest...
Entitlement Label Flips: Older Generations Hold the Bias
When a young person asks for a raise before doing the work, older generations call it entitlement. But what if they're not the problem… we are? Dr. Eliza Filby (@dr_eliza_filby) is a contemporary historian and generations expert who has spent her...
Colleges Look Stable Until Cash Shortages Hit
While debates over politics, public trust, and college athletics dominate the higher ed headlines, many institutions are facing a quieter but more immediate threat: A cash shortage 💸 In my recent article in @TheFP, I argued that many colleges can look...
Unlock Off‑Market Deals: No Competition, No Fees
the off market advantage: – zero competing buyers – no broker fees – motivated seller directly – vendor finance available the best deals in your sector never get listed
From Keynote Tours to Scalable Advisory: My Revenue Leap
This is not my usual fare, but last week, I did a deep dive into the state of my business: revenue breakdowns, analyzing what's working, etc. I've gone through a really difficult and life-changing period of reinvention, from a full-time...
Economist's Forecast Proven: Hormuz Strait Still Closed
The Economist cover is right this time [if Hormuz remains closed, which is still is] https://t.co/s9dyaHjaCU
Averages Mask Reality: Who Really Benefits From Rising Wages?
The “average worker” is a statistical ghost. Useful on a spreadsheet. Dangerous in real life. Because when people say “wages are rising,” the first question should be: For whom? Averages can describe the economy. They can also erase the people living under it.🧵👇
30‑Year Treasury Yield Hovers Near 5%
Lots of data... yields remain lower this morning... but that 30yr is still close to 5% https://t.co/ol2XJ3StCG
US Q1 GDP Up 2% on Domestic Spending, Export Drag
US GDP grew at an annual rate of 2% in Q1. Growth was mainly driven by consumer spending, business investment, and govt spending, which rebounded from a decline to an increase. Inventory changes also supported growth. However, net exports significantly...