Paramount+ Viewership Stagnates Despite CEO’s Growth Promises
The Four Paramount Questions We Want David Ellison to Answer Tonight Back in August 2025, PSKY CEO David Ellison laid out his vision for Paramount to be “a fast-growing DTC offering that we expect will be a leading, global streaming service.” Yet Paramount+ and Pluto’s collective time spent share was flat to down year-over-year in the first two months of 2026, based on Nielsen Gauge data...
Mavericks Assemble Powerhouse Front Office Trio
Basic new executive structure here for Mavs: Rick Welts: CEO Ethan Casson: president Masai Ujiri: president of basketball operations That's a damn strong lineup in the front office.
SEC Appoints New Leader to Succeed John Grimes
“The right person:” SEC names new leader to replace long-serving CEO John Grimes #energysky -- via Renew Economy: https://t.co/EsJogzBBzr https://t.co/6hsrV2KBVZ
Sysco CEO Reveals Surprising Truth About Independent Restaurants
I find this counterintuitive take from the Sysco CEO really interesting. As the largest player in #foodservice distribution, they have a unique perspective on the independent #restaurant, and I want to unpack some of what he says. 1/ https://t.co/hhJ1hqPV6o
Leadership Means Responsibility, Not Just Management
In 50 years of working with CEOs across every major industry, one question comes up more than almost any other: "𝐀𝐦 𝐈 𝐥𝐞𝐚𝐝𝐢𝐧𝐠 𝐨𝐫 𝐣𝐮𝐬𝐭 𝐦𝐚𝐧𝐚𝐠𝐢𝐧𝐠?" 𝐌𝐨𝐬𝐭 𝐚𝐥𝐫𝐞𝐚𝐝𝐲 𝐤𝐧𝐨𝐰 𝐭𝐡𝐞 𝐚𝐧𝐬𝐰𝐞𝐫. 𝐓𝐡𝐞𝐲'𝐫𝐞 𝐚𝐟𝐫𝐚𝐢𝐝 𝐭𝐨 𝐚𝐜𝐭 𝐨𝐧 𝐢𝐭. My latest article in...
Berkshire CEO Warns Against Conglomerate Utility Mergers
Isn't this statement from the Berkshire CEO an argument against utility mergers, especially involving conglomerates?
Sang Yi Appointed President and CEO of AAPA Seaports
The former Deputy Administrator of @DOTMARAD, Sang Yi, was just named as President and CEO of @AAPASeaports. https://t.co/0aoWXgQCls
Intel Gains Alex Katouzian as Qualcomm Loses Executive
Big news from @Intel. I had just seen the news that @AlexKatouzian had left @Qualcomm. Great addition for Intel, great opportunity for Alex to make a difference in the future if the company. Curious to see who takes his role...
Hardware‑focused CEO Could Steer Apple Back to Innovation
Apple’s next CEO is a ‘hardware guy.’ Here’s what I hope that means https://t.co/ZG0BYh4dMY via @FastCompany
GameStop CEO Admits $14B Shortfall, Never Approached eBay
Andrew Ross Sorkin tries and fails to drag GameStop CEO Ryan Cohen through the details of his own proposal to buy eBay. The meme stock exec says he didn't approach eBay about the deal before announcing it and he's currently...
Spotify CEO Shares Broad Insights on AI, Entrepreneurship, Free Speech
One of the best ep of @HarryStebbings @twentyminutevc (& it's a high bar) feat @Spotify CEO @tobi who offered such great perspective on a remarkably wide range of topics, from AI to entrepreneurship to free speech; remarkably resonant. https://t.co/ZPCgIMd1G8 @zakkohane...
Investing Boldly in Rare Earths Amid Price Slump
Lynas Rare Earths CEO Amanda Lacaze on Having the Guts to Invest During a Price Slump https://t.co/7u82aTVaHV
Transparent CEOs Emphasize Lumpy Revenue, Long-Term Growth
Really need to commend the CEOs of $FEIM and $BRM.V for their blatant transparency about how quarterly revenue can be lumpy within a very positive long-term growth trend. If you buy these stocks and still complain about dips in the...
Bolt Secures $150M, Investors Demand Profitability First
SCOOP: CEO Ryan Breslow told staffers of "super app" Bolt it has signed term sheets for $150 million in new investments, but that investors want to see Bolt "hit profitability and get back on the path to hyper-growth before the...
Ternus Plans to Retain Cash, Cut Future Buybacks
Power On: Apple has dropped the first hints about how John Ternus will run Apple, starting with holding onto more cash and paring back how much is given back to shareholders in the future. https://www.bloomberg.com/news/newsletters/2026-05-03/how-will-john-ternus-run-apple-as-ceo-with-more-investments-fewer-buybacks?srnd=undefined
Nadella Reassures on Windows 11, Highlights One Concern
Satya Nadella talking about consumers in relation to Windows 11 is mostly reassuring, with a notable exception. https://t.co/lmqm6Ks12O
CEO Calls Illegal Merger, Blames Greedy Shareholders
It wasn’t a merger to save the airline, Spirir’s CEO said publicly it was illegal. Shareholders could have taken the Frontier deal but got greedy. It’s amazing how many people are showing they aren’t credible.
Spirit CEO Calls JetBlue Deal Illegal Amid
No one bashing the Biden antitrust enforcers can explain why Spirit's CEO was publicly on TV saying the JetBlue acquisition was illegal. https://t.co/JvYWAI0xho
Use Berkshire Cash to Acquire Palantir, Transform Into AI Juggernaut
greg abel should blow his load of berkshire hathaway cash to buy palantir bring them into every company in the holdco and portfolio and remake berkshire into an ai native operating juggernaut
Buffett Praises Apple's Succession Planning as Management Miracle
"It's one of the miracles of American business management." - Buffett on Apple's success in succession planning https://t.co/8e79Ec0ppE
Air India CEO Hunt Narrows to Two Candidates
Air India CEO search narrows to Singapore Air exec Kannan and insider Aggarwal, sources say https://t.co/JZLLPXt6OH
Disney CEO Targets Unified Super App Across All Platforms
New Disney CEO Josh D'Amaro wants the company to create a super app, uniting its films, TV shows, parks passes, games and merchandise within Disney+. His predecessor talked about this for years. Can D'Amaro finally get it done? New with @tgbuckley https://t.co/e60a05d9li
Insider Exposes Fermi’s Hype: Project Was Never Viable
After stepping down, Fermi America's CEO was officially fired today. @CarolineBGolin knows the data center industry as well as anyone. After leaving Google, she was approached by investors who wanted to know if Fermi was legit. She told them it wasn't...
Chevron Leverages Permian for Immediate Cash Flow, Future Gas Growth
Chevron CEO Mike Wirth on the Permian: "... we're running the Permian to deliver strong free cash flow right now. We could we could hit the gas and begin to grow it again..."
Exxon Sees Endless Permian Growth, Defies Plateau Predictions
Exxon CEO Darren Woods on the Permian: "... We've had the pedal to the metal here from the very beginning [...] Unlike many of our competitors, who I think have predicted the plateauing of of the resource [....], we have...
Ripple CEO Confirms Company as Biggest XRP Holder
Speaking at XRP Las Vegas this week, Ripple CEO Brad Garlinghouse said, "Today, Ripple is still the largest holder of $XRP on the planet. We are the most interested party in seeing $XRP be successful." https://t.co/NvAJZX7sdN
Zuckerberg Threatens to Pull Meta Apps From New Mexico
Mark Zuckerberg says he'll pull his apps out of New Mexico if the state forces Meta to make them less addictive. https://t.co/Ykb2lWcYJC
MLS Faces Critical Search for Next Commissioner
With Don Garber’s quarter-century-plus tenure ending next year, MLS has executive headhunters embarked on a sprawling replacement search. A few well-known names have emerged as early targets. With big-growth ambitions, they’d better get it right. https://t.co/5EQuSrXqKz
Apple Abandons Net‑cash‑neutral Goal Amid AI Push
Interesting that Apple dropped “net cash neutral” as a formal target after 7 years. With a new CEO coming and AI investment ramping, the flexibility to evaluate cash and debt independently makes sense. $AAPL
Apple Will Reinvest Tariff Rebate Into U.S. Manufacturing
Tim Cook: If Apple gets a tariff rebate, we are going to take the cash and add it to our U.S. manufacturing initiative.
Fermi America CEO Fired After 81% Stock Plunge
Plot thickens at Rick Perry's @FermiAmerica . Fresh SEC filing reveals former CEO Toby Neugebauer was just fired altogether for cause, removing him from the board -- after stock for this planned colossal AI energy campus plunged in value 81%....
Cook’s Apple Legacy: Profit over Workers’ Rights
Tim Cook is stepping back as CEO of Apple. What legacy does he lead and where does the company go next? On Tech Won’t Save Us, I spoke with @brianmerchant to discuss why we can’t ignore the labor exploitation built into...
Targeting the Underserved Turned NetZero Into a Nasdaq Star
Back in 1999, I met Mark Goldston through Jennifer Fonstad. We became friends instantly. Mark saw something most people missed: America Online was only going after the high-end user. The low-end of internet access was completely ignored. He called it "Joe Sixpack." I called...
Zelnick Discusses GTA 6 Risks, Zynga Revival, Original IP Focus
Take-Two Interactive’s Strauss Zelnick on ‘GTA 6’ Jitters, Zynga’s Turnaround and Investing in Original Properties https://t.co/9iZLqWGPnM
Michael Saylor Declares Bitcoin Acquisition as Primary Goal
🚨 LATEST Michael Saylor just said: "The goal is to acquire as much Bitcoin as possible, just try to make as much money as possible, it's not a complicated goal. Bitcoin is money, we want to acquire the Bitcoin." https://t.co/TVBK7kYMyM
Meta's Billion‑User Model Flops on Metaverse Investment
Zuckerberg said that Meta always grows a platform first to a billion users, then starts monetizing it. This works for viral social networks that grow quickly. However, it may not work for other products. Besides, it requires heavy upfront investment...
Musk's SpaceX Aims to Power Mars with 100 TW Compute
I'm loving Musk's new pay deal at SpaceX, in addition to building a $7.5T company, colonizing Mars with 1m people, he also has to put 100 terrawatts of compute into space. To put that into perspective, the US grid is a...
AI‑obsessed CEOs See No Real Business Improvement
Your CEO is Suffering from AI Psychosis https://handyai.substack.com/p/your-ceo-is-suffering-from-ai-psychosis I'm sad to say I know SO many people like this. Crazy about AI. Convinced it's doing so so much for them and their businesses. Yet revenue, productivity, cost, and margin trajectories look basically...
AI Teammates Boost Sales Velocity, Win Rates, Certainty
Velocity, Win Rates, and Certainty: The CEO’s Case for AI Teammates by @Timothy_Hughes https://t.co/QidhAjRFgR @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #ArtificialIntelligence #Technology #Innovation #Tech #TechNews #Marketing #Strategy https://t.co/e0eZHkbm1l
AI Revenue Hits $37B, Signals Agentic Computing Shift
Just wrapped our quarterly earnings call. We are focused on delivering AI infrastructure and solutions that empower every business to eval-max their outcomes in this agentic computing era. Our AI business surpassed a $37 billion annual revenue run rate, up...
Microsoft Refocuses on Fundamentals to Win Back Consumers
Microsoft CEO Satya Nadella just commented about winning back consumers across Windows, Xbox, and more: "When it comes to our consumer business, we're doing the foundational work required to win back fans and strengthen engagement across Windows, Xbox, Bing, and Edge....
Compute Limits Hold Back Google Cloud Revenue, Says CEO
GOOGLE $GOOGL CEO SUNDAR PICHAI JUST SAID "We are compute constrained ... our cloud revenue would have been higher if we had more compute"
Meta Cuts 15% Staff, Touts AI Empowerment
Zuckerberg says AI will amp the ability for people to do what they want. Trying to smooth over the fact that Meta has been the most aggressive company at replacing humans with AI. My math is they've cut...
Uniform AI Strategies Erase Competitive Edge, Humans Needed
"If every CEO uses the same LLM models to generate strategy and determine product roadmap, no one has alpha. Yes, get context and have AI do all the low leverage things. But for high leverage decisions, I want as much...
Google's Market Cap Quadruples After Nadella's Bold Claim
Google’s market cap has risen ~4x to $4.4T since Satya Nadella said “I want people to know we made [Google] dance” in February 2023 https://t.co/UczFJA82s6
Jam City Leadership Change: Simon Sim Departs, Josh's Future Uncertain
This is the end of an era for Jam City. We’ll see what’s next for Josh. Congrats to Simon Sim. https://t.co/ko28JcFjM6
Honesty and Ownership: Our Only Guarantee at AppSumo
A note from me to the AppSumo Team this week. Hey everyone, Thank you for the Q1 feedback. I read every response. It wasn't all roses but it's the honesty I love to see. I'm going to give you the same honesty...
Apple CEO Change Could Ripple Through S&P 500
Since the announcement that Tim Cook will step down as CEO of Apple Inc., with John Ternus set to succeed him, several questions have naturally emerged. I do not own shares of Apple directly. However, I do hold an ETF that...
Aim to Replace Yourself, Not Fear It
Replacing yourself SHOULD be the goal. Not the threat. Message I sent to the entire AppSumo team this week:
CEOs Admit Overly Romantic View of Job Security
CEOs say the darndest things: "We've been a little bit too romantic about the idea that we should have employees and give people long-term job security.” -Maria Sayans of Ustwo Games https://t.co/DGFdeQRxVW (h/t @MaxKnoblauch)