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Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
For 11 years, I’ve sent a weekly newsletter. Five hundred seventy-two issues built around links people consistently tell me they actually read. That cadence works. I’m keeping it. But frequency isn’t the same thing as usefulness. A lot of operator feedback boils down to timing. By the time something shows up in a weekly roundup, the moment to act has often passed. So I’m running a narrow experiment. A daily list. Short. Operator-focused. Optimized for signal, not volume. This is a test to see whether higher-frequency signal actually helps people make better calls while they’re in motion. The weekly email stays. The daily one earns its place or it doesn’t.
Most ARR disclosures are technically correct — and still wildly misleading. After reviewing hundreds of public tech company ARR definitions and calculations, one thing became clear: 👉 The problem isn’t the ARR number 👉 It’s how companies define, calculate, and...
Incorporating Probability of Success (PoS) is a unique aspect of #biotech valuation investors must be aware of. It tries to factor development risk into revenue and cost assumptions. Here is a table of PoS values: #learnbiotechinvesting #investing #BiotechPrometheus https://t.co/Sv8XodkWXg
The @spacedata Assn names David Zamora, head of flight dynamics at @EutelsatGroup, as new chairman. He's been an executive director of SDA for 8 yrs. https://t.co/cxn2PcqXZd
Faster Than Human Reflexes: A #Robotic Hand Redefining Speed and Precision by @sciencegirl #Robotics #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/BmEVMLqLKS
This strikes me as a little too advanced for this White House to have come up with it on its own, but it would be smart strategy by the crypto lobby. However, I would imagine banks are smart enough to not...
I’ve talked to over 20 founders the past 4 weeks and every one of them is miserable. They want me to be miserable too … but I’m NOT. 11 years in, I’m more excited than ever. Here’s the top 5...
The "per seat" business model is officially dead for CRMs. For the last 20 years, the logic of SaaS pricing was simple. You build a database, and you charge companies for every human who logs in to update it. The...
A fasting-mimicking diet improved the clinical course and suppressed inflammation in people with mild or moderate Crohn's disease in a randomized trial https://t.co/pVVJ4HD4gD https://t.co/2PyJObeAqQ
The data is clear: teams receiving 3+ hours of coaching per rep per month consistently outperform (thanks Gartner for the analysis). But most teams never get out of reactive mode. “I wish I had more time to coach my reps....
A new real-time world model. This is a step towards instant TV or, sometime in the next 24 months, holodecks. As I told you last year, world models are going to be the theme of 2026.
Important Reminder for All Marketers: 👇 Yesterday I was chatting with a client (boat retailer) that told me they wanted to focus more on their LinkedIn efforts. My response: Why would you put your energy on a B2B platform when...
Software and tech roles now claim 16% of finance vacancies—edging out investment management and banking at 15% each. The hiring signal is clear. AI and tech skills drive 12% rise in finance job vacancies in 2025 in the UK. https://t.co/SZximqlQwW https://t.co/p4haTYDTHh
Most companies claim they are becoming AI first. Almost none understand what that actually requires. The surprising truth: AI does not transform your business by automating existing workflows. It transforms it by replacing deterministic workflows entirely. I explore this with @hala_zeine, Chief Strategy...
Fat surrounding the large intestine (epiploic) is rich in immune cells and can drive inflammation. Study in people with severe obesity. @Cell_Metabolism https://t.co/kN1B77XrCm https://t.co/YlNrpCGZjI
3 new reports @CellCellPress on the mechanistic underpinnings of multiple sclerosis and Epstein-Barr virus involvement https://t.co/JXThwhZugq https://t.co/fO1aDsZmmB https://t.co/fO1aDsZmmB https://t.co/eUNrrRGw0s
For a long while, you probably aren't a great CEO But you know the customers The software The feature gaps The roadmap The competition How to sell it How to market it How to build it So maybe as flawed as you are You are still the best CEO
Conducting interviews on stage can be emotional. Last night I got to speak with Richard Pazdur, the long-time FDA cancer czar who recently retired, along @ScottGottlieb and former FDA official Julie Tierney. Pazdur changed the way medicines are regulated, getting them...
Boston Dynamics' #Robot Evolves into Multi-Talented Cameraman by @aitrendz_xyz #MachineLearning #AI #Robotics #ArtificialIntelligence #ML #Innovation https://t.co/wM7GhT5uxS
Total body MRI scans generate lots of false positive results. Then there's the false negatives, too. https://t.co/7NITyu2sqM @PeterWhoriskey https://t.co/PW1Q2XjOn4
“Businesses get bought, not sold.” - A random private equity fund bossman. I sold Robly in 2021, and I didn't go looking for a buyer. Robly was a grind. Only got to $3M ARR. Tiny company in a super-saturated space (didn't have...
Some of the best founder training happens in your 9 to 5 if you’re curious enough to notice. In episode 815, I share 11 unexpected lessons a day job can teach you about entrepreneurship. Listen here 👉 https://lnkd.in/gfJNG6qV
Does something look off about this phone number? Or does something seem really right? Usually we see the last 7 digits break into a group of 3, followed by a group of 4. But here, they break into a group...
Genome editing for treatment of diseases has been constrained to blood, liver and eye targets due to delivery obstacles. But that's about to change. a @NatureBiotech review https://t.co/NJHiMlHMVY https://t.co/pFDftgEWRX
I'm noticing confusion in b2b around customer research - we think we're doing customer research ( ✅ ) but in reality it's usually just product research 🙈 (to improve the product) Product research asks: "How do we improve our features?"...
You should never try to make yourself, your company, or your product look too good in your presentations. This is a classic mistake. Because you are not the hero. Your company is not the hero. Your product is not the...
The process of building pipeline and winning new business is very similar to making a new friend. You typically don't just cold call someone in your neighborhood and ask if they want to get beers. But, if you're motivated, you...
There hasn't been a report of a dairy herd infected with #H5N1 #birdflu in the past 30 days. Does that mean there've been no infected herds? Or no reported herds? 🤷♀️ Since the virus was first discovered to have moved into...
Visual Object Intelligence Platform: Empowering Industrial #Robots to See, Understand, and Handle the Real World via @ZappyZappy7 #Robotics #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/chGNhjh2gr
My client pitched using his new ownable idea for the first time. Best sales call he’s EVER had. (And he runs a $1M+ agency) This is the first 1:1 client project work I’ve done in 7 years. And I’ve gotta say, after...
Bank of Italy: What if TradFi adopts Ethereum but ETH collapses? Central bank risk assessment: 51% attack on Ethereum costs $71B. Nation-state level capital could compromise chain hosting institutional assets. https://t.co/dqbHYI010g https://t.co/40zf8TIBMh
10 Generative AI Trends in 2026 That Will Transform Work and Life Generative AI’s next wave will reshape everyday work, creativity, and how we live — these 10 trends offer a glimpse of what’s coming. Read more 👉 https://lnkd.in/esgd2aVF #AI...
Good Thor. I am tired of the "PR is dead" rhetoric. It's never been more important than it has in the past five years. We keep hearing: ❌ “PR is dead.” ❌ “PR is news releases.” ❌ “PR is media...
30% of Chime's code is AI-generated. 90% of staff use AI weekly. Not a chatbot—an operating partner. Consumer Fintech Chime Leverages AI To Enhance Financial Services https://t.co/Zjuf9maKNd https://t.co/KVIwQiJI2X
From our STAT #JPM26 event last night: Pazdur warns that politics, ‘chaos’ are damaging FDA Veteran drug regulator, who left the agency last month, says industry hasn’t fully realized extent of the issues https://t.co/ewSxWBoKGl via @elaineywchen
1/@BeamTx’s #JPM26 excellent presentation emphasised its strategic priorities & future milestones for 2026. Here’s my🧵👇which elaborates on BEAM’s current pipeline, the regulatory breakthroughs that $BEAM has managed to negotiate with the FDA & its corporate status $XBI #JPM2026 https://t.co/kK7Q1YVjOV
Prompts don’t save hours. Systems do. Most “power prompts” = summarize, transform, decide, explain, recall Stop collecting prompts. Start building workflows. https://t.co/FzOZBFU9pH
I overthought my first 100 posts. Edited them to death. Spent hours on each one. Waited for the "perfect" moment to publish. Most of them flopped anyway. Then I started posting faster. Rougher drafts. Less editing. Just hit publish and...
Revolut processed $1.2B in stablecoins last month. That's on track to beat $10.5B in stablecoin transfers in 2025. 87% growth. 30-40% of transactions are a few hundred dollars. - That's rent. - That's freelancer payments. - That's family sending money home. It's a massively changing...
👀 Real precision medicine from $AZN $DSNKY TROPION-Lung17 TROP2 Biomarker Directed Phase 3 Trial of DATROWAY® Initiated in Patients with Previously Treated Advanced Nonsquamous Non-Small Cell Lung Cancer “…TROPION-Lung17 is the first phase 3 clinical trial to prospectively enroll patients with tumors...
Most companies create content, but fail to communicate its value. That's because they are running tactics rather than building a system. Businesses need a way to clearly connect and communicate how they link Content to Revenue. To make it simple,...
Satellite Hall-effect thruster manufacturer @orbionspace: Market demand excceeds industry-wide capacity so we're expanding production in Michigan; recent delivery of 33 thrusters to @YorkSpaceSystem. @SemperCitiusSDA.https://t.co/k9CxziIniR https://t.co/H7XHv0PlRO
5 Things All #AI-First Organizations Have In Common by @krishramineni @Forbes Learn more: https://t.co/8NC7HUnjbl #ArtificialIntelligence #MachineLearning #ML #DL https://t.co/fhR4eI9PMP
Occasionally, someone takes issue with me flagging a data breach as "sensitive" such that the email addresses can't be publicly searched because they want to dox the users. That's a *really* bad idea, for many reasons: https://t.co/rEtQPHkxf7
2026 is the year when AI stops being about promise and starts being judged on outcomes. In this short clip, I discuss with Pascal Brier why we are entering the “year of truth” for AI. After years of pilots, proofs-of-concept,...
Creating bacterial genomic diversity through large-scale reconfigurations reveals phenotype robustness to organizational genome change https://t.co/TiY6WNWjUm
This #Robot from XTIM is literally a flying machine that flaps like a real bird by @lukas_m_ziegler #Robotics #MachineLearning #ArtificialIntelligence #ML #Innovation #TechForGood https://t.co/aCEtBs8jgt
"AI can't beat the best sales teams," like CRO @owner + @kylecnorton. "No way." "But can it beat the sales folks that less hot startups hire? The 'mid pack' sales folks? The ones that never really learn the product? Yes....
#Robots on the Frontlines: Testing Next-Gen Earthquake Rescue Systems by @HowThingsWork_ #Innovation #EmergingTech #TechForGood https://t.co/BGC73h935d
1/3 🧵 🔥Five Questions About Money to Ponder in 2026 🔥 Great insights from @andymukherjee70 on the key issues surrounding money in 2026 that are nicely mirrored by Prof Barry Eichengreen in his article below. Takeaways: -Stablecoins had...
