Winning by Not Negotiating: Lore and Arod Outsmart Taylor
Caveat venditor. How @MarcLore and @AROD got the better of Glen Taylor by… not negotiating at all
CEOs Embrace “Just Pitch It” M&A Strategy
M&A-hungry CEOs are learning from the country’s chief executive — just throw it out there https://t.co/qsk0chfomI
FCC Moves to Challenge ABC Licenses After Kimmel Monologue
FCC plans to challenge ABC’s broadcast licenses after Kimmel monologue, sources tell me & @rogoswami https://t.co/HAi0WLFXfZ
U.S. Government Takes Top Spot in Spirit's Debt Hierarchy
US govt would sit at the top of Spirit’s creaky capital stack. Creditors are not going to be happy. Also likely unhappy is Transportation Sec. Duffy, who called Spirit “good money after bad” https://t.co/Ittbdkn6L1
Ben Lamm Reveals Secret Government Projects Beyond Mammoth Fantasies
NEW EPISODE: A very fun, slightly spooky chat with @BenLamm, whose business plan @colossal sadly does not include a Jurassic Park for wooly mammoths but does include some government work "that may have not made it into a press...
Misaligned Incentives and Hidden Risks Slip Past Sleepy Regulators
He might have left Wall Street but get @johnarnold going on misaligned incentives, hidden risks, and sleepwalking regulators and you’d never know it. A fun and timely chat
Bessent Predicts Rebound Growth After Weak Quarter
When asked whether he still sees US economy growing at 4% this year, @SecScottBessent feels @semaforben: “Obviously we’ll have some make-up to do from this quarter”
Hostile M&A Overpaying Signals Commodity Supercycle
Fun sign of the commodity-supercycle times: Hostile M&A with "we know we're overpaying and this is as good as you'll ever get" messaging https://t.co/5mgQy0oBYN
MIT Study Reveals Companies Underpay for AI Infrastructure
Consider the source of course but some welcome numbers on whether companies are actually paying for all this AI infrastructure. That MIT study was an alarming data point in a data vacuum
AI Chooses Same B2C or B2B Paths as Others
AI has the same choice in business models as everyone else: B2C and B2B. from @berber_jin1 https://t.co/WVtTCdWPLx
Anthropic CCO Warns of Monthly Token Bill Shock
We caught up this week with Anthropic chief commercial officer @realpaulsmith who was basically saying “we send these big companies bills every month for their tokens” and the sticker shock seems real
Politicians Favor Taxis
Watching local politicians protect the ride hailing jobs that they opposed while protecting the taxi jobs is a pretty good Rorschach test for economic policy & tech
Delaware Judges' LinkedIn Activity Sparks Recusal Concerns
Probably time for Delaware courts to tell their judges to stay off LinkedIn. This is the second one of these and seems like grounds for recusal. https://t.co/3rSJNF9SiL
DOJ Antitrust Chief Directly Responds to Mike Davis
First direct response from DOJ's antitrust chief to the Mike Davis of it all. I interviewed Acting AAG Omeed Assefi today in DC: https://t.co/oY9M1obKDH
Trump's Washington Faces Massive Test of Dealmaking Possibilities
If this goes anywhere, it'll be a giant test of just what's possible dealwise in Trump's Washington https://t.co/4Vzk4MOANE