David Ellison Shows Success Where Others Failed
David Ellison is out prove he can succeed where others have failed $PSKY $WBD The LightShed Podcast, Ep. 304. With @BrandoLightShed and @WaltLightShed https://t.co/Bs2ZMjBSA8
Ellison Declares Deal Turbulence Over, Hails HBO as Gold Standard
Paramount’s David Ellison Addresses Warner Bros. Execs at Town Hall: CEO Says ‘Turbulent’ Deal Process Is ‘Now Behind Us,’ Praises HBO as ‘Gold Standard’ in TV https://t.co/lNtW2mfuLg via @variety
Buy DIS on Dips: Parks Expansion Drives Cash Flow
Macro: Disney reshuffles; Thomas Mazloum named Chair of Disney Experiences as D’Amaro becomes CEO. Risk: parks/cruise execution, capex. Trade: buy DIS on dips—parks expansion underpins cash flow. 📈 — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Patreon CEO: Amazed by AI, Furious Over Unpaid Creator Contributions
Patreon CEO Sounds Off on AI: ‘I’m Both Amazed and Furious’: As a Creator, ‘I’m Angry That We Aren’t Being Paid’ for Value of Contributing to AI Models https://t.co/rYw6dV5WNW via @variety
Röko: Undervalued Serial Acquirer Poised for Growth
The holding company that almost no one talks about, yet it might be one of the most efficient compounding engines. RÖKO owns 29 niche, traditional businesses, runs at 21% margins, generates 14.5% returns on capital, and keeps acquiring new companies every...
One Person, Whole Team's Power in Action
From bid adjusts to the board room. What does it really look like for one person to execute with the capacity of an entire team. Meet Anmar, join him for a day: https://t.co/3HFBm3qZ8k
BioNTech Founders Leave to Launch New mRNA Venture
BioNTech founders to step down and helm new mRNA startup https://t.co/yjvsVRQH2D by @Lilah_Alvarado $BNTX - 20%
IndiGo CEO Pieter Elbers Resigns; Interim Leadership Appointed
IndiGo’s CEO Pieter Elbers has stepped down with immediate effect the airline said without giving a reason for his departure. The carrier said in a statement today that managing director Rahul Bhatia will oversee the airline’s operations on an interim basis...
Bezos: Write First, Think Better, Run Better Meetings
Jeff Bezos on how to run effective meetings by adopting a writing culture. Read to improve your writing. Write to improve your thinking. https://t.co/D4cOCgUMtY
BioNTech Founders' Exit Needed as Sales Plunge
This morning's BioNTech news strikes me as very odd. Certainly, founder Ugur Sahin and Ozlem Tureci shouldn't feel compelled to run the company forever, and they may not be the right people to manage both the continued decline of Covid-19...
AI Spurs Hiring Surge: 55% CEOs Plan to Expand Workforce
KPMG just surveyed CEOs of large U.S. companies on their 2026 hiring plans. Here's what it says: • Only 9% plan to cut jobs because of AI. • 55% plan to INCREASE hiring because of AI. • 36% plan on no change in...
Exxon Shifts Legal Domicile to Texas to Dodge Shareholder Abuse
SCOOP: Exxon is planning to leave New Jersey to make Texas its legal home, the latest company to flock to the Lone Star state. I spoke to Exxon CEO Darren Woods about the decision; he said Exxon wants to guard...
AI Code Tool Costs Explode From $50k to $6M
Dylan Patel, SemiAnalysis CEO: Late last year we were spending $50k on Claude Code. By Super Bowl weekend, our run rate hit ~$6M/year... Our data center team lead, not a developer, now spends $5k/day on Claude Code building his own tools.
MAGA Critics Accuse United CEO of Financial Cover‑up
MAGA Influencers Turn on United CEO Scott Kirby — Is the Airline Scrubbing the Receipts? - View from the Wing https://t.co/AAJazyUcEy
Tim Cook Credits Jobs' “Reality Distortion Field” For Joining Apple
‘He is a once-in-a-thousand-years kind of person’: Tim Cook explains how the Steve Jobs reality distortion field convinced him to join Apple https://www.techradar.com/phones/iphone/he-is-a-once-in-a-thousand-years-kind-of-person-tim-cook-explains-how-the-steve-jobs-reality-distortion-field-convinced-him-to-join-apple
Greg Abel Vows Annual Share Purchases to Match Compensation
Greg Abel: "Absolute alignment with our shareholders is critical. The goal [in buying Berkshire shares with 100% of his after-tax compensation] was to continue to demonstrate alignment… I’m committed to doing this every year going forward, as long as I’m...
Simon & Schuster Appoints Ex-Amazon Exec Greg Greeley as CEO
Simon & Schuster names former Amazon executive Greg Greeley as CEO, succeeding Jonathan Karp https://t.co/nv36ksKxlV
U.S. Frackers Resist Production Swings Amid Price Volatility
"We don’t like to whipsaw these programs up or down, ConocoPhillips Chief Executive Ryan Lance told analysts. The price of a barrel of U.S. crude topped $120 in early 2022 and fetched as little as $55 in December." https://www.wsj.com/business/energy-oil/why-american-frackers-arent-rushing-to-pump-more-oil-d0d36a4d
CEOs Claim AI No Impact, Lag Behind Reality
Apparently thousands of CEOs admitted AI hasn't had an impact on employment or productivity. Clearly thousands of CEO are falling behind...
First-Year CEO Playbook: Preserve, Learn, and Improve Quickly
Lessons from 60+ search fund deals and a few guiding principles for a new CEO’s first year at an acquired company (from seasoned search fund investor Tim Ludwig): 1. Do no harm. You (or the investors) bought a good business....
Piers Morgan's Uncensored Names Rashida Jones CEO, Raises Funds
INBOX: Uncensored founded by Piers Morgan, appoints Rashida Jones as CEO, and secures capital raise to fund expansion.
Build New, Skip Legacy: Embrace First‑Principles Future
so much easier to build something new than change something old especially amidst platform shifts, having less change management lets you anchor w/ first principles, ignore sunk costs, and build what you see your industry being 3+ years from now…
Bybit Co-CEO Helen Liu Resigns, Leadership Remains Steady
🚨BYBIT CO-CEO HELEN LIU TO RESIGN ON 30 APRIL Helen joined the exchange in 2020 and has served in many roles, including Chief of Staff, Chief Operating Officer, and Co-CEO Bybit CEO and Co-Founder Ben Zhou said that the company will...
NVDA Bonus Linked to FY27 Revenue, Buy on Pullbacks
Nvidia ties CEO Huang’s $4M bonus to FY2027 revenue milestones. Macro: AI-driven revenue surge. Key factors: record FY26 sales, China export limits, TSMC shift to Vera Rubin. Risk: geopolitical export curbs. Trading insight: accumulate NVDA on meaningful pullbacks. — Viktor...
Ellison Doubts Shell, Predicts His Exit Post‑merger
NEW @PuckNews: David Ellison has lost faith in Jeff Shell and sources believe he is unlikely to survive at Paramount past its merger with Warner Bros. Discovery. https://t.co/fSCgcW4ews
Culture Mirrors Team Feelings: Get 10‑Ingredient Guide
Culture is a reflection of how the team feels about the workplace. It’s an output, not an input. I created a free PDF resource for leaders that dive into the 10 ingredients for a high-performance culture. Comment “CULTURE” and I’ll send it...
Play to Your Strengths, Not to Be Well‑Rounded
People always ask how @tobi and I split the job of running @Shopify. The answer is simple. Tobi builds the instruments. He is one of the best product minds in commerce. My job is storytelling. Championing merchants and explaining why what we’re building...
Jeff Shultz Leads Radial’s Content Library Expansion
Radial Entertainment Shops for Content Libraries as Pluto TV and Paramount Alum Jeff Shultz Takes Over as CEO https://t.co/sLDEtVhxNj via @variety
CEOs Must Delegate to Avoid Micromanaging Trivial Decisions
As the CEO, if you’re constantly answering trivial questions, making little decisions, you have a problem of your own making. Is it because you're not allowing others to decide? They think they're not empowered? It's a bad sign and you have to...
Stack Collapse Will Transform Low‑Margin Service Industries
agree with this thesis - collapsing stack (of talent, process, and economics) in almost absurd ways in a specific vertical will birth the next generation leaders in services. these traditionally people-intensive, slow, low margin businesses will look entirely different
Jeff Green Poised for Major Announcement After $150M TTD Purchase
Expecting a big tout today from the Jeff Green , CEO of $TTD , after his $150M buy of $TTD https://t.co/8KUt1JKoTZ
Ellison Offers Vague Platitudes on Paramount's CNN Future
After nearly a week of being mum about it, David Ellison *finally* commented on CNN's future under Paramount—but he offered little more than empty platitudes and dodged the larger questions that loom over the network. More in @get_status: https://www.status.news/p/david-ellison-cnn-cbs-news-future
Tim Sweeney Reveals GB Max Story in Full Transcript
And our GB Max story with the full transcript of our exclusive interview with Tim Sweeney. https://t.co/AhPRDXRoQU
Merger Threats Undermine TNT Sports Strategy and Leadership
This week’s CNBC Sport newsletter is out: *Why TNT Sports’ strategy no longer makes sense if WBD & Paramount come together *Jeff Shell’s future up in the air *There will be no David Ellison/David Zaslav “men in blazers” photo on the...
Trade Desk CEO Buys $148M, Signaling Strong Conviction
$TTD Trade Desk CEO Jeffrey Green acquires ~6.4M Class A shares worth ~$148M, SEC filing shows purchases between March 2-4. Stock +16.8% today off 52-week lows, massive insider conviction after 77% drawdown from highs. One to watch. https://t.co/DiDbQefuIo
AI‑savvy CEOs Keep SaaS Alive, Others Fade
I think the "SaaS is dead" debate is dumb. "SaaS with CEO's who don't get AI" is dead. SaaS with CEO's who are still clearly as in love with technology and agents as they were on Day 1 of their startup will...
One Person Replaces $60K Team, Drives 32
I spent 12 years figuring out how to collapse a $60K/month growth team into one person. The results: 3.15% forecast to target across $3B in GMV. 32% yoy revenue growth. 41% yoy contribution margin growth. Here's the entire playbook. https://t.co/0oPoA7oEd8
Nvidia CEO Warns $30B OpenAI Investment Could Be Final
Nvidia CEO Huang says $30 billion OpenAI investment ‘might be the last’: CNBC $NVDA $AIQ
Delegate, Trust, and Embrace Failure to Avoid Mediocrity
"Consensus is the shortest path to mediocrity." @CloudNotEnough, CEO of @Egnyte ($300M+ revenue, 1,400 employees): Delegate to small teams Trust them fully Accept 2 out of 10 things will fail "If you think you could do a better job, you've either hired wrong or don't...
Figma’s Silent Change Signals Fight for Design Infrastructure Control
In February 2026, Figma released version 126.1.2. One line in the changelog caught nobody's attention. It should have. The update stripped --remote-debugging-port on startup, with no announcement and no deprecation warning. Just gone. Overnight, developers who'd spent months building automation...
CEOs Converge to Shape IT Services' Future
AV check this morning at XChange March. Getting ready to explore the future of IT services with a room full of CEOs shaping where this industry goes next. The best conversations happen before the lights go on. Real operators. Real strategy. Real transformation. Proud to be...
Future Leaders Must Master Quality Questioning
@Cisco President and Chief Product Officer @jpatel41 is one of the leaders creating what he calls “one of the most consequential platform shifts within our lifetimes and in the history of humanity.” But he also sees the possible limitations, as he...
CEOs Ignoring CLV Miss Their Business's Core Value
A shocking number of successful CEOs can’t clearly define CLV. Customer Lifetime Value isn’t just a metric. It’s a long-term strategy lens. If you don’t know your customers’ lifetime value, you don’t know your business. #CLV #CustomerLifetimeValue #MarketingStrategy #CEO #BusinessGrowth
AI‑native SaaS Rebirth Thrives as Legacy Valuations Collapse
What @eoghan did @intercom is one of the most impressive AI native "rebirths" in software. One upside of the massive downturn in SaaS valuations (if we're trying to be positive 😂) is the the market is estimating the residual value of...
A Northstar Framework Gives CEOs Clear Purpose, Direction, Progress
Most CEOs can’t answer these clearly. → Purpose – Why are we here? → Direction – Where are we going? → Progress – How are we doing? So I built a framework to fix this. I call it the Northstar. It puts mission,...
Early Bets Pay Off: Intercom Hits $400M ARR
Intercom was in a bad spot a few years ago. We invested well before that and didn't think we'd see a meaningful return. Now they're doing $400M ARR. @eoghan's message to SaaS incumbents: "I know how scary this time is. I want you...
From $600K to $1.29B: A Decade of Growth
Exactly 10 years ago (Jan 2016), I stepped in as CEO. We had just closed out Q4 with a total of $600k in revenue (screenshot from board deck). Fast forward a decade. Q4 audited GAAP Revenue: $1,290M and over $5.4B...
Fox CEO: Bigger Isn't Better, Quality Trumps Scale
Fox CEO Lachlan Murdoch says at Morgan Stanley conference, "We don’t believe in scale for scales sake, we don’t believe you need to get bigger to get better."
Leaders Admit AI Layoffs Will Disrupt Jobs
The “vibe shift” on AI is here: As @ChipCutter reports in the @WSJ, now that the long-anticipated AI-driven layoffs are happening, a backlash is brewing. AI messaging from business and tech leaders has been mostly about how beneficial AI will...
GENB CEO Describes Emotional Whirlwind Going Public
2March: How did @generate_biomed CEO @mike_nally describe his whirlwind of emotions as his company went public? Read what he and CFO Jason Silvers, MD, JD said about $GENB plus updates on $CASIF, $NVAX, $PMVP & $SRPT in my latest StockWatch...