So, you want to grow and drive shareholder value? Over the last 10+ years, I’ve helped CEOs and boards deploy capital across M&A, partnerships, and internal investment to create real enterprise value. After a certain scale, almost every company will develop a corporate

Don't be the operator who scales based on 2.7% inflation while ignoring that core services ex-housing remain stubbornly sticky and 10-year yields have risen 90 bps since the Fed actually started cutting.

https://t.co/ZJG0QfJLdi

Interesting contrarian take... given that all data centers are primary being built using private/investor capital (vs corporate, hyperscalers, etc) the market is ignoring the exit liquidity risk.. The question that was ignored here is are we overbuilding for a bubble, or are we

Reminder to myself not look at $BTC price as soon as I wake up..

Actual screenshot of my feed today…😂 VCs: "Here is our 5-year vision." The Market: "Here is a margin call." Good luck getting to 2026.

$snap is so popular outside of the US.. ME in particular.. it quite incredible..

OpenAI is set to spend $6 billion equity based comp this year which account for 50% of the rev.. It looks more like Open AI is running a capital arb. business. .. In the AI era, compute is a commodity (you can buy H100s from anyone). Data is becoming a commodity. The only

CEOs/Founders need clarity, and I think going forward the surrounding team also needs to have a close eye on the broader economy and how it impacts their core markets.. Last couple of weeks have been a roller coaster.. bitcoin going up and down.. Japanese credit rising, but fed

Happy Friday.. speaking to multiple founders.. do not hire a CFO at $5M ARR. You need a controller. A CFO does not fix messy books. A controller fixes messy books. A CFO tells the story of the books. Only hire a CFO when you need to raise complex debt, prep for M&A, plan and

A couple of things standout.. Look at the blue bars. Global High Yield Spreads, US HY Spreads, and S&P 500 Earnings yields are all sitting above the 90th percentile in terms of valuation. The single biggest projected winner is Gold, projected to jump 13% to $4,745. Very

Not trying to be pessimistic but more of a realist.. Three dissents within the Fed isn't just political, imo. It seems to be a structural differences that increases volatility and potentially contributes to uncertainty.. Regardless, I think companies should be careful about

This is great but but if you look at the flows, the "New Rails" are winning on throughput. Stablecoin settlement volume ($18T+) reportedly flipped Mastercard ($9T) in 2024. It's not the case that $MA dies, but that I think it evolves. Stablecoins offer immediate settlement,

Those who have gone through an auction process can relate to this … surprised that the texts were leaked..

Everything you need to know about everything connects in AI..

Gemni is pretty dam good.. Not sure how they calculated the data for the charts but lines up with my use..

I have recently been learning a lot about the used car market through a buddy of mine. The U.S. used car market is a staggering $1 Trillion+ annual asset class with over 35 million units sold annually. This chart is a masterclass in how cost of capital dictates survival. The

In Q1/Q2 2025, DeepSeek V3 and R1 commanded 70-80% of token volume. Post-Summer, DeepSeek’s share collapsed to <30%. The switching costs for developers turned out to be near zero. What does this mean? If a dominant player like DeepSeek can lose 50% market share in two

Every year for the last 5 years, I’ve run a stress test on the new year's financial plan. The board deck shows us hitting the base case. Great. Now throw it out and run the survival case. Assume your #1 customer churns in Jan. Assume the Q1 pipeline slips entirely to Q2.

Everyone is mesmerized by the revenue growth of the Mag 7. I’m looking at the cash flow statement, and I see a terrifying game of poker where the buy in keeps going up. For years, this capex spend was boring and predictable.... Then came the AI arms race. We are now looking at

$0–$10M is fighting the market. $10M–$50M is fighting your own org chart.