Andrew Lokenauth | TheFinanceNewsletter.com

@compliantvc @compai This is exactly what good companies do in a market shakeup

Sorry to all the folks dealing with this. If you've been affected, email the Comp AI team at sales@trycomp.ai before the end of March with your Delve invoice, and they'll give you a year of @compai for free.

@buccocapital The biggest mistake I see leaders make is automating the wrong things first lol

- COO’s daughter finally downloaded Claude for him over Christmas break - Now you have 9 months to 2x productivity with 1/2 the resources “using agentic AI” or you’re fired - Your OKR is red - You pick up your phone. “Claude, how do I…” Welcome to corporate America in 2026

@theallinpod We are at the same inflection point as the early internet, nuclear energy, and the printing press.

Jensen to AI Leaders: “We have to be far more thoughtful” when communicating to the public Jensen Huang: “(AI) is not a biological being. It is not alien. It is not conscious. It is computer software.” “We say things like, ‘We don't understand it at all.’ It is not true. We understand a lot of things about this technology.” Chamath: “If you were in the seat in the boardroom of Anthropic over that whole scuttlebutt with the Department of War, what do you think you would've told Dario and that team to do, maybe, differently to try to change some of this outcome and some of this perception?” Jensen: “The first thing that I would say about Anthropic is, first of all, the technology is incredible. We are a large consumer of Anthropic technology.” “The desire to warn people about the capability of the technology is also really terrific.” “We just have to make sure that we understand that the world has a spectrum, and that warning is good, scaring is less good because this technology is too important to us.” “I think that it is fine to predict the future, but we need to be a little bit more circumspect. We need to have a little bit more humility, that, in fact, we can't completely predict the future.” “And to say things that are quite extreme, quite catastrophic, that there's no evidence of it happening, could be more damaging than people think.” “And of course we are technology leaders.” “There was a time when nobody listened to us, but now because technology is so important in the social fabric, such an important industry, so important to national security, our words do matter.” “And I think we have to be much more circumspect, we have to be more moderate, we have to be more balanced, we have to be far more thoughtful.”

@ksorbs Any company spending $368M with zero measurable ROI would shut down in 18 months. Government has no such check. No board. No shareholder. No quarterly review.

New York is now spending more on homeless people than the median income in the state. In the past 6 years, homless spending has jumped from $102M to $368M That's $81,700 per person. HOW

@StockMKTNewz Unilever is following the Nestle playbook. Nestle has been selling off slow-growth food brands for years to focus on health and wellness. The best-run food companies are all doing the same thing right now.

I guess Unilever is in talks with everyone Unilever $UL is in talks to separate its food business and combine it with spice maker McCormick $MKC - WSJ

@StockMKTNewz Fear is not a market signal. It's a sentiment signal. And sentiment is a LAGGING indicator. When fear peaks, prices usually bottom. Smart money knows this. Retail money learns it the hard way lol

JIM CRAMER JUST SAID: “Sometimes you have to hold your nose and buy” ... “When the averages come down too far, too fast, history says you need to be a buyer because when the market gets oversold, it will inevitably bounce.”

@unusual_whales The Roman Empire didn't fall in a day. It got buried under the weight of spending it couldn't sustain. We're not there. But $2.8 trillion in new debt, layered on top of $35 trillion, is how you start that walk. History doesn't repeat. But it rhymes.

Since the President’s inauguration last year, national debt has climbed by around $2.8 trillion, per TIME

Because the economy is 7 companies sending a billions of dollars back and forth to one another

The economy after the AI bubble pops

Wow I wonder why

Median family income in the US increased from $10,000 in 1971 to $106,000 today, a 10x increase. However, the median cost of homes increased from $25,000 to $445,000, a 17x increase. And the median cost of cars increased from $3,600 to $50,000, a 14x increase. The median cost of college increased from $2,900 a year to $45,000, a 16x increase. And the average cost of healthcare per person increased from $350 to $14,600, a 42x increase. THIS IS ABSOLUTELY INSANE.

@compliantvc Leonardo kept notebooks. Not for himself. For the next person who needed to build on his work. That’s what serious teams do.

Michelangelo was not an artist. He was a compliance officer. The Sistine Chapel ceiling is an audit trail. God reaching Adam? Hand-off protocol. The gap between their fingers? Access control. 400 years before ISO 27001. Last spring I visited a founder who had hung his ISO 27001 certificate beside a reproduction of the Mona Lisa. I told him to remove the painting. It distracted from the documentation. In my Masterclass, I explain why the Renaissance was merely a prototype for modern compliance. Only serious founders will understand.

My dad finding out I spend $10 on delivery just for a $10 meal.

BREAKING: Meta is planning layoffs that could affect 20% or more of the company, per Reuters. These layoffs should concern everyone. It will only accelerate over the next few years. These shifts are happening rapidly and the average person isn’t prepared for what’s coming.

If you are in your 20’s to 40’s, consider this a blessing and invest in your Roth IRA for retirement.

2020: “This is temporary.” 2021: “Things will normalize soon.” 2022: “Just be patient.” 2023: “The inflation is cooling.” 2024: “The economy is strong.” 2025: Gas is up. Rent is up. Groceries are up. Unemployment is rising. War is escalating. AI is replacing jobs.

Gas prices are up. Rent is up. Groceries are up. Jobs are disappearing. Unemployment is rising. War in the Middle East is pushing oil higher. And AI is replacing white-collar workers faster than anyone predicted. All of this is happening at the SAME TIME.

I never expected the future to be this awful

@thesamparr I’ve built a “swipe file” of prompts that I share and let people use. The best prompt is one someone else already tested. You cut the learning curve from months to minutes.

How is everyone getting team adoption for Claude? I spent a lot of time on Twitter, as do you. We see all this AI stuff popping up. We're on top of it, or at least sorta. I know what's going on and are testing all these fringe ideas. But how are all you people getting your team to actually use it effectively without spending all their time on Twitter and learning, which we know they won't and probably shouldn't be?

There are sentences being said that have never been said before.