🇺🇸 Moody’s cuts US credit to Aa1. Interest now forecast to eat 30% of gov’t revenue by 2035. Trickle-down effect? LBO math gets uglier. Capex budgets tighten. Buybacks > buyouts. Which sector’s M&A gets impacted first from higher cost of capital?

People buy into you before they buy into the sale. Let’s talk about the part of sales no one teaches: The metaphysical game. ( a thread )

This deal looks like a solid win, injecting instant $82M ARR into Cognition's pipeline, broadening the customer footprint, and speeding up innovation in a red-hot segment. Investors benefit from de-risked growth—securing IP and users ahead of rivals, potentially lifting

As someone who led growth at one of the largest publisher in the world, I’ve seen firsthand how search-driven referral models shaped modern publishing economics. The rise of AI-generated overviews isn’t just a traffic problem—it challenges the very premise of third-party