Howard J. Sewell

@TheCinesthetic Why was there not a sequel??

Master and Commander (2003) is one of the most underappreciated epics of the 21st century. The chemistry between Russell Crowe & Paul Bettany drives the film, while Peter Weir’s direction turns naval life into pure cinematic poetry.

There are two types of nurture tracks. Don't speed-bag people who are long-term. Don't slow-roll people who are short. Lead Nurturing, Fast and Slow kellblog.com/2016/08/15/lea…

Don't forget to circle back.

Hannah Hampton: ❌ Has no depth perception 👁️ Had multiple eye operations before she was 5-years old ❌ Told she'd never play professional sport Also Hannah Hampton: 🏆 Women's Euro 2025 Player of the Match 🏆 Back-to-back Women's Euro champion A simply remarkable story... a true inspiration. 👏🏴󠁧󠁢󠁥󠁮󠁧󠁿

@StockSavvyShay Best bull case analysis of $tsla I've read so far

WHY I’M STILL BETTING BIG ON $TSLA I’m heading into Tesla earnings next week with clear eyes. I know what the print will say -- flat deliveries, soft margins, political distractions, renewed headlines around the Musk–Trump feud. None of that moves me off the core thesis. Because Tesla isn’t a bet on this quarter. It’s a position in how AI scales into the real world -- and who controls the infrastructure when it does. There’s a tax for holding this stock. You pay it in headlines, in volatility, in regulatory friction. You pay it when Musk picks a fight with a sitting president on X, or when the robotaxi rollout comes in with fewer cars than expected. But what you get in return is exposure to the only company actively building the AI neural network for mobility and robotics -- end to end. Tesla owns the hardware, the inference engine, the training compute and the distribution. And as painful as it can be to watch the media cycle spin, none of that changes what’s actually happening underneath. Robotaxis are here. Maybe not at scale yet, but real. Tested. Priced. Deployed. Yes, it launched with 10 vehicles. Yes, there’s a human monitor in the passenger seat. That’s not failure -- that’s how you scale into public infrastructure. It’s what a rollout looks like when you know you’re not just building a prototype but laying the groundwork for a global autonomy network. Meanwhile, $GOOGL Waymo is further along in raw ride count, but the structure isn’t comparable. They’re partnering with OEMs and operating high-cost vehicles with a bulky sensor suite. Tesla’s approach is harder up front -- cameras only, vertically integrated, no lidar crutches -- but if it works, the margin structure is untouchable. And that’s the trade: higher friction today for full-stack leverage tomorrow. That leverage gets even more compelling when you factor in Optimus. I know most people still treat the humanoid robot vision as a distraction, but that’s exactly what they said about autonomy a decade ago. And here we are. If Tesla gets even a fraction of its production targets right, Optimus becomes the front end of a labor platform that scales like hardware and monetizes like software. The company isn’t just training neural nets to drive -- it’s training them to move, lift, weld, stock, transport. All with the same inference layer, the same integrated stack, and the same training loop. No one else is close to this convergence. The financials don’t show this yet. The P/E is still high. Energy is still small. Robotaxis aren’t materially accretive. But the equity hasn’t collapsed for a reason. This is the worst-performing name in the Mag 7 this year, and yet it still commands a trillion-dollar market cap. That tells you the market, for all its handwringing, hasn’t walked away from what Tesla is building. It’s just waiting to see proof. That proof is coming. You can already see it in how the robotaxi narrative is shifting from “if” to “how fast.” You can feel it in how fast political noise fades compared to product news. Even after Musk lit a fuse with the Trump feud -- accusations, deleted posts, chaos -- the stock bounced. Why? Because the business isn’t the noise. The business is autonomy, energy, and robotics running on a unified AI backbone, and every quarter that passes brings that into sharper view. I'm not excusing the drama. I just know what I’m paying for. And if the cost of owning the infrastructure layer for intelligent mobility is enduring some political whiplash and media fatigue, so be it. This is one of the only companies that can realistically tie together AI inference, edge deployment, and physical execution. Heading into earnings, I’m not watching for EPS beats. I’m watching for signs of forward velocity -- updates on robotaxi ramp, Optimus production, energy storage growth, anything that indicates Tesla’s AI infrastructure is bleeding into new verticals. Because at the end of the day, this isn’t about competing with $F on units or Waymo on routes. It’s about who turns AI into operating leverage in the real world -- and who owns the flywheel when the rest of the market catches up. And for all the noise, all the risk, all the chaos -- I still think that’s Tesla.

Even the smallest companies who collect and process customer data, need to pay close attention to the rules governing data collection and (especially) email communications. Read our blog to learn what you need to do to be compliant. hubs.li/Q03xgZzg0 #b2bmarketing

Industry studies estimate that as much as 60% of MDF funds go unused. On the Spear Website, get tips on how to get the most from MDF funds, including sample MDF programs and pricing. hubs.li/Q03wSm9T0 #b2bmarketing

A solid nurture program delivers more than engagement. Benchmark your program using our new infographic and discover 16 ideas for quick wins and strategic upgrades. hubs.li/Q03vbH5K0 #leadnurturing #b2bmarketing

A new report says the average time between a content download and when it’s actually read is 39 hours. Yet most marketers are triggering follow-up immediately. On the Spear blog, see how to close the gap between engagement and timing. hubs.li/Q03pyy6x0 #B2BMarketing

A strong nurture strategy does more than keep leads warm—it drives pipeline. Grab your copy of "The Definitive Guide to Lead Nurturing," our new ebook created with @Pipeline360, and explore proven strategies for boosting nurture performance: hubs.li/Q03n9T400

A strong nurture strategy does more than keep leads warm—it drives pipeline. Grab your copy of "The Definitive Guide to Lead Nurturing," our new ebook created with @Pipeline360, and explore proven strategies for boosting nurture performance: hubs.li/Q03jL_w60

A strong nurture strategy does more than keep leads warm—it drives pipeline. Grab your copy of "The Definitive Guide to Lead Nurturing," our new ebook created with @Pipeline360, and explore proven strategies for boosting nurture performance: hubs.ly/Q03jL-p40

The Consumption Gap & What it Means for Your Content Strategy via @customerthink customerthink.com/the-consumptio…

A Lifecycle Approach to Customer Marketing customerthink.com/a-lifecycle-ap… via @customerthink

Whereas lead nurturing programs are typically segmented by buyer stage, customer marketing more often is a “one size fits all” approach. Adopting a lifecycle approach to customer marketing can helps reduce churn and drives upsell/cross-sell. Read more spearmarketing.com/blog/customer-…

Your agency client bears ultimate responsibility for data privacy compliance. But that doesn’t mean you're off the hook. Ensure you and your agency share expectations and standards when it comes to laws like GDPR and CCPA: hubs.li/Q037SjzN0 #GDPR #CCPA #dataprivacy

@CPFCSeattle @PLinUSA Oh yes please

@PLinUSA West Coast Please!

We're coming back to the U.S.! 🇺🇸 Tune in Sunday for the official announcement on NBC, revealing the Premier League Summer Series clubs and cities 👀 Register your interest at premierleague.com/summerseries

Let's agree that AI can write copy. Should it? AI has caused marketing creative, particularly copywriting, to become devalued and commoditized. hubs.li/Q039pC3p0 #AI #ContentMarketing #Copywriting

Who’s responsible for data privacy compliance—agencies or clients? Regulatory authorities say the client, as data controller, bears the legal burden for ensuring compliance with regulations like GDPR and CCPA. hubs.ly/Q037SnWG0 #GDPR #CCPA #dataprivacy

Data privacy isn’t just a legal issue—it’s a trust issue. Customers expect brands to handle data responsibly, and regulators are watching closely. On the Spear blog, get an 8-point checklist for maintaining compliance. #GDPR #CCPA #dataprivacy hubs.li/Q037Shvg0