Musk’s Mega‑IPO Likely Boosts Tesla, Not Hurts It
It’s funny to me that the bears have managed to convince people that Musk doing the largest IPO of all time, becoming a trillionaire, and raising $75 billion for SpaceX / xAI would somehow be bad for Tesla. Musk cannot force the merger, as he does not have a controlling stake in Tesla. He needs shareholders, including instructions to vote yes. So any proposed merger would have to be a good deal for shareholders, or it would be voted down. Remember the days when $TSLA was Elon’s only liquid asset? Now he’ll have another one. Tesla owns SpaceX shares. They are already working on a joint venture together with Terafab. How is this IPO going to do anything but help Tesla?
CATL Appoints Former Zijin Mining Founder as Mining Adviser
Top EV battery maker CATL has tapped the founder and ex-chairman of Zijin Mining as an adviser for its growing mining business, according to people familiar with the matter https://t.co/bIslk5SVG8
Clarifying: Sam Wasn't Fired over Partner Distrust
Since there's yet another article claiming that we "removed" Sam because partners distrusted him, no, we didn't. It's not because I want to defend Sam that I keep insisting on this. It's because it's so annoying to read false accounts...
Jamie Dimon's Top Five 2026 Risks
MyPoV: always worth a read. Five Risks Jamie Dimon Is Worried About in 2026 https://t.co/iskXH0hs1z
One Leader Turned Microsoft From Crisis to $3 Trillion
In 2014, Microsoft was imploding. Their $7.2B Nokia purchase was a disaster. Windows 8 was failing. Their culture was toxic. Until they hired ONE man who would transform Microsoft into a $3 TRILLION empire... Here's the full story:
McDonald’s CEO on Viral Bite, Social Media Strategy
For my latest interview, I talked with McDonald’s CEO Chris Kempczinski about that viral bite and his strategy around social media and the menu. Link below 👇 https://t.co/LxAI0L4FD0
Disney's Parks Power Fuels Profit, Yet Risks Stagnation
Over the past decade, Disney’s Parks & Cruises division has jumped from 18% to 57% of DIS operating profit. The combined TV, Sports and Film Studio operating profit fell from 70% to 25% (32% if include streaming). Parks & Cruises still...
Dimon Warns AI, Wars Test US, Calls for Freedom
JPMorgan Chase CEO Jamie Dimon warned that global conflicts, economic uncertainty and rapid AI disruption are testing the U.S., urging a renewed commitment to “freedom, liberty and opportunity.” In his annual letter to shareholders, he cited wars, inflation, trade tensions...
Innovation Thrives when You Cut, Not Add
If this idea resonates, I explore it more in Inside the Box (link in bio) Apple wasn’t saved by adding more. It was saved by cutting almost everything. When Steve Jobs reduced dozens of products to just four, it forced clarity. Innovation isn’t...
Nike CEO Shows How to Motivate Exhausted Teams
Interesting take on CEO communication style at NKE What the Nike CEO’s remarks reveal about rallying employees through turnaround fatigue - FORTUNE
Musk’s Pre‑purchase Comment Could Settle Twitter Debate
This is what @elonmusk said before he bought twitter. Actually doing this would help clarify this debate. https://t.co/GECYZZ8JEw
CEO May Absorb COO Role After Ken Johnson Departs
D.C. Memo: @CableOne or Team Turmoil? Highly Regarded Ken Johnson Steps Down as Chief Operating Officer; New CEO Jim Holanda, who just took over in February, did not announce a Johnson successor, perhaps a sign he's still searching or might...
Musk Leverages SpaceX Funding to Revive X Advertising
Elon Musk pressures potential SpaceX investors to use Grok and advertise on X Major firms like JPMorgan and Goldman Sachs reportedly investing millions SpaceX IPO targets $1–2 trillion+ valuation, one of the largest ever The move is seen as attempt to boost X...
AI Won’t Replace Radiologists; Demand Is Rising
Do you remember how many high-profile investors predicted that radiology would become obsolete in a few years due to the rise of AI? Yet, today, more radiologists are needed than ever. Jensen Huang, NVIDIA CEO, explains why: https://t.co/d4lpdMGJhO
OpenAI’s $200B Losses Need Amazon‑style Discipline
I have been thinking about the news that Sam Altman wants to take OpenAI public by the end of 2026, while the company is still projected to lose more than $200 billion before it turns a profit. A lot of people...
Benioff Redirects $330M to Anthropic After Microsoft Block
Microsoft blocked Salesforce from investing in OpenAI. So Marc Benioff put $330M into Anthropic instead. That's one of many stories from our conversation with Marc Benioff (@Benioff), CEO of @salesforce. We also covered: > Slack was always about agents. > Marc thinks using AI...
From Struggling Buyout to Global Fund Builder
My conversation with @PRamanathan on how he helped lead a management buyout of a struggling cathodic protection business in 2003 and turned it into Corrosion Technology Services. Himself local to Dubai, Ram's company, CTS, includes 10 companies operating across 8 countries...
CEO Quits, Earns Stanford PhD, Returns to Lead
James Liang, CEO of multi-billion dollar https://t.co/s1pi7Jp8pL stepped down to get a PhD in economics at Stanford and then became CEO again.
Only 10% of CEO-Led Transformations Achieve Success
60% of CEO-led business transformations fail. Our research shows only 10% of companies achieve digital transformation success. Counterintuitive, as new tech should improve processes, but many still fall short. #DigitalTransformation #BusinessStrategy https://t.co/qjO3jfdZ3d
Steve Jobs Believed Small Teams Achieve Extraordinary Results
Tim Cook on how Steve Jobs believed that small teams could do amazing work. https://t.co/k7bMtFM6hs
Steve Jobs Prioritized Beauty and Creation over Wealth
Larry Ellison on Steve Jobs: Apple became the most valuable company on earth and it wasn’t even one of Steve’s goals. He wasn’t trying to be rich. He wasn’t trying to be famous. He was obsessed with the creative process and...
Emotional Ownership Beats Financial Skin for CEOs
What is the more powerful force for a CEO: 💵 financial skin in the game ❤️ an emotional stake in the business Often, when you have an emotional stake, you also have a significant financial stake because you're the founder (but...
Google Predicts Extraterrestrial Data Centers Within a Decade
Google CEO Sundar Pichai says we’re just a decade away from a new normal of extraterrestrial data centers | Fortune https://t.co/CZZFylxfaQ #spaceeconomy https://t.co/7lt2ezN51t
Uber's AI Vision: Robotaxis, Safety, 20M Workforce
Dara Khosrowshahi just answered the questions that will define Uber’s future: When do robotaxis actually scale? Do human drivers become obsolete? And what happens to millions of jobs when AI hits the real world? — Why Dara says AVs will eventually...
Banks Poised to Battle SoFi's New Stablecoin
Noteworthy in that this is coming from SoFi CEO - which offers crypto and has announced its own stablecoin, SoFiUSD. Banks (insured depositories), understandably, are gonna fight tooth & nail on this-
CEO Automates Life with AI‑Powered Lemon Pie Autopilot
The CEO of @brexHQ runs his company through a custom AI he built and named Lemon Pie. And I think it's the future of CEO productivity Think about the day job of a Fintech CEO. - Thousands of Slack channels. - Hundreds of...
BritBox Success Reshapes Global British TV Strategy
BritBox CEO on How Success for BBC Studios’ U.S. Streamer Is Impacting Global British TV Strategy https://t.co/c96KZwHUp6 via @variety
Tech and Finance Moguls Rush Back Into Media
Sam Altman buying TBPN, Larry Ellison bankrolling deals for CNN and CBS News, Jamie Dimon toying with launching a news outlet because "media’s the great influencer." The titans of industry want to be in the media biz again https://t.co/raamH7VAdM
Blackstone CEO Calls Data Center Investments Conservative, Not Bubble
“This is not bubble-type work,” Blackstone CEO Schwarzman said in an interview with CNBC last December, brushing off concerns about data center investments. “This is extremely conservative.” https://t.co/nnGkJCdSMZ
Jamie Dimon Plans Media Venture After JPMorgan Exit
@axios reports that, in an interview on The Axios Show, Jamie Dimon said he may look to start a media venture after stepping down as CEO of JPMorgan Chase
CEOs Blame AI, but Layoffs Stem From Over‑hiring
Tech CEOs: If you blame AI for layoffs, you are lying to yourself. You over hired and should just admit it.
Arrogance and Entitlement Stall Continuous Growth, Warns Nvidia CEO
Nvidia CEO: “you cannot show me a task that is beneath me.” The enemy of continuous growth is arrogance, zero sum mindset and a sense of entitlement. https://t.co/DpugJBDmtO
Leaders Fire to Protect Ego, Not Performance
FWIW When leaders fire subordinates it often has less to do with the failures of the subordinate (which typically have been long known) than the mounting vulnerability felt by the CEO. Short of embezzlement, you never see CFOs, CTOs and COOs...
AI Turns Companies Into Self‑Intelligent Organizations
NEW EPISODE: @jack & @roelofbotha unpack @blocks 40% staff cut and rebuilding the entire company as a mini-AGI. This isn’t “use AI to make people more productive.” It’s making the company itself the intelligence. If you’re a founder or operator wondering what...
OpenAI CEO Informs Disney CEOs About Sora Shutdown
OpenAI CEO Sam Altman called both former Disney CEO Bob Iger and new Disney CEO Josh D'Amaro to tell them about the decision to shutter Sora. "I get it," D'Amaro told Altman, the tech exec said in a new interview.
Fast‑track Growth Cuts Easy Costs, but Adds Risk
Surya Ramkumar says we are taking the fastest path forward, cutting costs in the easiest parts, which comes with risk. https://t.co/dEEbdckc0d #TPSS #IoT #sustainability #AI #digitaltransformation #PeggySmedley #podcast
Scaling Fast Can Cost More Than Funding
New @ThePeelPod with @sophiaamoruso We talk bootstrapping her vintage Ebay store Nasty Gal to $28m revenue, raising $50m, turning down a $400m acquisition offer, and declaring bankruptcy a few years later. We talk about what it was like failing so publicly, what...
CEOs Should Design, Not Drive: Be the Architect
A lesson I wish I learned earlier: CEO Architect > CEO Engine The engine is the thing that makes the business move. If it stops, everything stops. Architects don't move the business. They design the system that moves it without them.
From $250M Losses to $100B IPO: Chesky's Turnaround
Airbnb lost 80% of its business in 8 WEEKS during COVID. They were bleeding $250M/month and on the verge of collapse. One year later? They IPO'd at $100B. Brian's leadership turnaround is the greatest crisis management story in modern business. Here's how he pulled...
Leader Scrambles Deal
The moron in chief tore up a deal that would have capped it under 4%
Tim Cook Reveals How Apple Evaluates New Ideas
In a new interview, Tim Cook shared a rare insight into the way he deals with new ideas at Apple. https://t.co/DPoL06VQoJ
New BP CEO Vows a Simpler, Stronger, More Valuable Company
Post-Woodside; BP should be ‘simpler, stronger and more valuable’, new CEO tells staff via @FT https://t.co/NSv8P5m0KX
Apple’s Failure Fueled Its Greatest Renaissance
I talked about Apple at 50 in this week’s AVALON podcast episode. Later this year will mark 12 years of covering Apple’s every move via Above Avalon. That’s a quarter of Apple’s life. While we can’t ignore Apple’s early years...
Running Companies in the AI Era: Insights with Jack
Tomorrow on Long Strange Trip: I get to talk to @jack on how to run companies in the AI era, joined by @roelofbotha https://t.co/p8eKRUDYWA
Tim Cook Explains Apple’s Values Amid Trump Partnership
In his most revealing interview yet, Apple CEO Tim Cook opens up about working with Trump's White House, and how that squares with Apple's values. https://t.co/iQp8vKuNZr
Denies Air Canada CEO Rumors, No Acceptance Plans
PERSONAL UPDATE: I want to address the rumors and media speculation that I recently interviewed for the position of CEO at Air Canada, and the below picture of my response when they asked about my french skills. As it currently stands,...
Why Nike’s New CEO Choice Signals Future Trouble
I am often asked how I use my framework in real-time. Here is what I wrote about Nike just after Elliott Hill was named CEO, and why I wasn't excited about his selection. To be clear, it was less about...
Calvin Klein Sales Surge After Hulu's Love Story
PVH’s Calvin Klein gets boost from Hulu’s “Love Story.” CEO tells me “40 million people have watched it. We saw an increase in search, e-commerce traffic and spring selling…”
Leader Shifts Focus From Fixing to Inspiring Growth
“I’m so tired, and I know you are too, of talking about fixing this business,” Hill said in an all-hands meeting Tuesday. “I want to move to inspiring and driving growth and having fun.” https://t.co/3lb3YzmTiH
Culture Never Reverts; Nike's New CEO Sparks Debate
Back in September 2024, just after Elliott Hill was named CEO of Nike, I shared my pessimistic outlook on @cnbc with @BeckyQuick @andrewrsorkin. Let's just say, they were having none of it. As I shared, in culture, you can...