Just published the latest and most comprehensive guide on where to source your next acquisition.
I present to you the Deal Sourcing Guide by TBI
https://t.co/IKpryQakVh
Big shift in narrative. Good for the complex. We’ve been doing same at Third Point from operations, deal process in credit and equity research. Total game changer.
Will the AI boom turn into a bubble? No one knows of course, but the analog below shows that we are still on track with the late 1990’s blow-off. The AI vs. Internet chart shows the IIX index back then to the GS datacenters basket now. Both series are indexed to the “birth” of those booms: the Netscape IPO in 1995 and the ChatGPT launch in 2022.
For the S&P 500 index, the 1990’s analog also remains on track. We will see how it all ends, or doesn’t. History doesn’t repeat of course, but at the same we also know that those who don’t study history are doomed to repeat it. It should make for an interesting ride, especially as we keep an eye on that left tail.
They say Israel is hated. Fine. Call us monsters. Stack the UN resolutions like kindling. Let campuses boil with hate. Flood every feed with “genocide”. Well done.
Here’s the truth they can’t hashtag away: every single hostage is home. The same Hamas that butchered 1,200 people on October 7 signed a ceasefire on Israel’s terms & handed them over. Two and a half years ago, that outcome looked impossible.
Hezbollah squatted on the northern border with 150,000 rockets pointed at civilians. Hamas had turned Gaza into an underground fortress of tunnels stuffed with killers. Iran was weeks away from the bomb. Houthis treated the Red Sea like their personal shooting gallery. Syria was Iran’s open highway. Militias from Iraq to Yemen waited for the green light.
Decades.
Billions poured in.
One mission only: wipe Israel off the map.
October 7 was supposed to be the opening salvo of the final war, south, north, east, sea, all at once.
The end.
Israel didn’t flinch.
Nasrallah spent 32 years building Hezbollah into the most sophisticated terror army on earth. Israel erased him & his entire command. Now the IDF are grinding what’s left into dust.
Iran’s nuclear program, decades of lies & secret labs? The USA & Israel set it back years in a single campaign. Top scientists eliminated. Key sites bombed into rubble. Then came the decapitation: Ayatollah Khamenei, the architect of the entire nightmare, taken out in a precision strike on his compound in Tehran. The regime that ruled with iron & blood for decades is now gasping, brittle, leaderless, & staring at collapse.
Assad survived civil war, Russians & Americans. He didn’t survive the day his Iranian sponsors lost their grip. Regime gone. Highway to Lebanon sealed. Bridge burned.
Houthis thought they could strangle global shipping. Israel dismantled their long-range capabilities & shut their khat chewing mouths permanently.
Hamas? The monsters who started this nightmare? Sinwar died like the rat he was, hiding in the dirt with a stick in his hand. Haniyeh was taken out in the heart of Tehran. Their leadership is dead or scattered. Their tunnel network is a graveyard of collapsed concrete. All on Israel’s terms.
While cowards screamed from the West, Israel fought for its children’s lives & won decisively.
The north is rebuilding. Hezbollah is suffocating. Iran’s terror empire is fracturing at the seams, Gaza’s death tunnels are rubble.
The hostages are free.
Two and a half years ago Israel faced coordinated extinction. Today Israel stands as the undisputed strongest power in the Middle East.
Hashtags, protest & chants are cheap when it’s not your kids in the crosshairs.
When they scream “disproportionate,” they mean Jews refused to die quietly this time. When they yell “genocide,” they’re covering for the one Iran & its proxies openly planned.
When wolves surround your house & try to slaughter your family, you don’t stop to poll your social media approval rating. You don’t negotiate with extinction.
You fight to win.
That’s exactly what Israel did, the brutal necessity of survival.
Iran’s forty-year strangulation plan lies in ruins. Their “Axis of Resistance” is a trail of corpses & shattered delusions. The greatest coordinated threat Israel ever faced wasn’t contained. It was obliterated.
Would you trade your family’s safety for polite words from strangers online?
Israel made its choice. Life over likes. Our children’s future over their fleeting outrage. Existence over their moral lectures.
The world can keep its protests, its virtue signals, its celebrity meltdowns. Israel will keep its borders sealed, its skies clear & its people alive.
They get the trending rage. We get the win.
History doesn’t crown the loudest whiners. It remembers who refused to disappear. Israel is still here, harder, clearer, fiercer than ever before.
Not just surviving.
Dominating.
Free people don’t apologize for winning. They win.
@blueprintsmb22 Tons of new M&A service providers entering the space. That’s why @Due_Dilio aggregates and vets each vendor. For QofE, we have 50+ vendors in our marketplace.
BREAKING: A record 104.3 million Americans are now "outside" of the labor force.
These are individuals who are neither employed nor actively looking for work, including retirees, students, stay-at-home parents, and discouraged workers.
This exceeds the 2020 pandemic peak by 600,000 when nearly the entire economy was shut down.
Since the 2008 Financial Crisis, the number of people not in the labor force has surged +25.7 million and +35.1 million since 2000.
As a % of the labor force, this metric stands at 61.2%, the highest level since the 1970s, excluding the pandemic.
All while the US population stands at a record 342.5 million, up +61.4 million since January 2000.
Cracks in the labor market are spreading.
Yesterday Mark Cuban reposted my work, DM'd me, and told me to keep telling my story.
So here it is.
I'm a Master Electrician. IBEW Local 369. 15 years pulling wire in Kentucky. Zero coding background. I didn't go to Stanford. I went to trade school.
Every week I'd show up to a home where someone just bought a Tesla or a Rivian. And every time, someone had already told them they needed a $3,000-$5,000 panel upgrade to install a charger.
70% of the time? They didn't need it.
The math is in the NEC — Section 220.82. Load calculations. But nobody was doing them for homeowners. Electricians upsell. Dealers don't know. And the homeowner just pays.
I got angry enough to build something about it.
I found @claudeai. No coding experience. I just started talking to it like I'd explain a job to an apprentice. "Here's how load calcs work. Here's the NEC code. Now help me build a tool that does this."
6 months later — @ChargeRight is live. Real software. Stripe payments. PDF reports. NEC 220.82 calculations automated. $12.99 instead of a $500 truck roll.
I'm still pulling wire. I still take service calls. I wake up at 5:05 AM for work.
But something shifted.
Yesterday @vivilinsv published my story as Claude Builder Spotlight #1. Mark Cuban saw it. The Claude community showed up. And for the first time, I felt like this thing I built in my kitchen might actually matter.
I'm not a tech founder. I'm a dad who wants to coach little league and be home for dinner. I just happened to build something that helps people.
If you're in the trades and thinking about using AI — do it. The barrier isn't technical skill. It's believing you're allowed to try.
https://t.co/cDVdY5mcLv
🚨 Someone just built a real-time global intelligence dashboard and open sourced it for free.
It's called World Monitor. Think of it as a CNN war room meets Bloomberg Terminal for geopolitics but anyone can use it.
No paid OSINT tools. No expensive subscriptions. No classified access needed.
Here's what this thing tracks in real-time:
→ Active conflict zones with escalation scoring
→ 220+ military bases from 9 countries
→ Live military aircraft tracking (ADS-B)
→ Naval vessel monitoring including "dark ships" going off radar
→ Nuclear facilities worldwide
→ Undersea cables, oil pipelines, and AI datacenter clusters
→ Protests, sanctions, internet outages, and satellite fire detection
→ Prediction markets as early warning signals
Here's the wildest part:
It has an AI that reads 100+ news sources, classifies threats in real-time, and generates intelligence briefs automatically.
Every country gets a live "Instability Index" score from 0-100 based on military activity, protests, news velocity, and structural risk.
When 3+ signal types spike in the same area, military flights + protests + satellite fires, it triggers a convergence alert.
This is the kind of tool governments pay millions for.
It runs in your browser. One command to install.
100% Open Source. MIT License.