Kalshi’s Legal Victory Paves Way for Predictive Markets
I sat down with the co-founder and CEO of Kalshi (@mansourtarek_), a prediction market reportedly worth over $20 billion. After years of struggle, Kalshi won a regulatory battle, culminating with their successful suit to overturn a CFTC decision, giving them the ability to allow consumers to bet on politics, sports, weather, and more. Tarek shared the history of how he got here and what kind of company he had to build to weather all the uncertainty. I also got a chance to push him on Kalshi’s place in the world and its potential for positive or negative impacts. I was persuaded by his arguments that it can be a big force for good. We closed out by talking about his ideas around company building, hiring, and the future of Kalshi. Hope you enjoy. Timestamps: (0:00) Intro (0:23) Kalshi’s genesis (5:05) Regulation-focused from inception (11:06) Suing the government (18:02) Gambling vs. financial markets (20:58) Defining insider trading (25:38) Incentive structure of the system (32:40) Investing vs. trading (35:31) Using Kalshi for hedging (41:38) On keeping a lean team (44:02) Kalshi’s culture
Shareholders Should Replace Sam Altman as OpenAI CEO
Sam’s not the right CEO for OpenAI anymore. He squandered their lead, failed to deliver the AGI he promised, flailed productwise, and torched his own reputation; meanwhile he is burning money at a unprecedented a rate. If I were a shareholder,...
Brian Niccol's Turnaround Validates “Back to Starbucks” Plan
Two years ago, Starbucks issued a disastrous earnings report that ultimately spelled doom for Howard Schultz's handpicked CEO. On Tuesday, Brian Niccol delivered a milestone quarter that proved his "Back to Starbucks" plan appears to be working. $SBUX https://t.co/5Q7A4A2xVb
Sleep: The Next Frontier in Health Innovation
We often think of medical interventions as being only about new breakthrough drugs or diagnostics, but our daily behaviors also have a profound impact on health outcomes. And it’s great to see that being increasingly recognized in the healthcare system....
CEOs Say AI-Driven Layoffs Are Exaggerated
This is not going to get the same attention that a dystopian memo would get, but there's a growing cohort of CEOs that are coming out to say the job cuts because of AI are totally overblown. That includes @levie...
CEO Prioritizes Jet Fuel Over Diesel at Refineries
Total CEO Patrick Pouyanne says the company's instruction to its refineries is "max jet [fuel] first, and then max diesel."
CEO Exit Signals Possible Sale, Limited Upside
$RYAM setup looks diabolical. Company exploring a sale and just let go of the CEO. Not just any CEO, a big shot turnaround hire brought in just this January. Back in November, 5% shareholder AIP lobbed a strategic bid at $11-12/share. Rejected...
Fuel Price War Threatens Low‑cost Carriers, CEOs Clash
Michael O’Leary warns: high fuel prices from Middle East chaos could kill Wizz Air and airBaltic this winter. Ryanair overpaid $50M in April alone. Wizz Air fires back: “We’ve been ‘bankrupted’ by him 10 times already”... Classic CEO rivalry while fuel...
Charter CEO Invests $1M as Stock Plunges 28%
Charter CEO Chris Winfrey is buying the dip. With $CHTR down 28% in the past five days alone, Winfrey today spent $1 million acquiring Charter shares for himself and his spouse. https://t.co/2z5vjpLmxo
Jobs' Relentless Calls Secured Siri for Apple
When Steve Jobs saw the first Siri demo in 2010, he was immediately hooked. The founder didn’t want to sell, though. So, Jobs called him 24 straight days until he agreed let Apple acquire the company. https://t.co/3J0ZZkDqTQ
CEO Buys 6.9K Shares, Signaling No M&A Imminent
$CHTR President and CEO Christopher Winfrey discloses purchase of 6.9K shares So I guess no M&A imminent. 🧐
One Scorecard, 45 Minutes, Multiple Companies
I run multiple companies from a single scorecard… …in under 45 minutes a week. I used to work 100-hour weeks. Always in meetings. Always the bottleneck. Till I learned my businesses run better without me in the weeds. That’s why I created...
AA CEO Prioritizes Revenue, Premium Travelers, and Growth
American Airlines CEO Pitches New Strategy In Internal Meeting — Revenue, Premium Customers, And Growth - View from the Wing https://t.co/vUVHn0jLI9
CEOs Embrace “Just Pitch It” M&A Strategy
M&A-hungry CEOs are learning from the country’s chief executive — just throw it out there https://t.co/qsk0chfomI
Stacy Johns Departs Bay FC to Lead LA Sparks
Stacy Johns, who joined NWSL club Bay FC as CEO in March, is leaving to instead serve as president of the WNBA's L.A. Sparks. My colleague @TomFriendWriter has details at @SBJ. https://t.co/PI5ytfp7kv
Live Talk: Building Supercompanies with Greg Shove
Today at 1:30 p.m. ET, I’m going live with my friend, business partner, and CEO of @section_ai, Greg Shove. The topic? Building Supercompanies. https://bit.ly/3QNaMg3
AWS Promises Developers Virtually Unlimited AI Token Budget
AWS CEO Garman: “Developers are asking to ensure they can build. We ensure that developers have a relatively unlimited token budget.” #CIO #AI #Cloud #WhatsNextWithAWS https://t.co/9edJ5uTE3w
CEO Weighs Government Power to Block Stock Sell‑offs
You are the CEO of a very popular but sometimes controversial company. The Gov comes to you and says they have a tech/regulatory framework that will prevent investors from selling your stock in times of stress. As the...
Mercury Redefines Startup Banking with Direct Bank Partnerships
New Fintech Blueprint podcast episode with Immad Akhund (@immad), founder and CEO of @mercury , and you'll definitely want to take some notes. Mercury grew up through the period when the Banking-as-a-Service middleware layer was falling apart. Synapse, Unit, and...
CEO Prioritizes Alaska Deal, Rejects United, Mulls Spirit
American CEO Tells Employees His Deal Strategy: United No, Alaska Yes, Spirit Assets Maybe - View from the Wing https://t.co/z0uS2bY7cI
Merger Mirrors Tesla Milestones to Align Musk Compensation
not a coincidence it is targeting similar market cap milestones to Tesla. this is likely to make a proposed merger fit within Musk compensation packages across both entities. also easier to *market the deal* to skeptical Tesla investors. $TSLA
Per‑Booking Pivot Saved Zocdoc’s Healthcare Apprenticeship Model
New Lifers episode with @oliver_kharraz, CEO of @Zocdoc, on why healthcare is a "lifelong apprenticeship" and how they survived a near-death business model pivot. We discuss: * Why early digital schedules failed because office managers were still blocking time with physical...
Balance Body, Mind, Spirit: AI Boost for CEOs
Body. Mind. Spirit. Which of the three do you neglect most as a CEO? And what's one AI-assisted move you could make this week to start running it like you run your business? https://t.co/V6hjnDkJRX
LVMH Extends CEO Age Limit, Keeping Arnault Till 85
In April 2025, the shareholders of LVMH raised the age limit for the CEO to 85 years "Talk to me again in 10 years, I can give you a more precise answer. As in every family, at one point, there...
OpenAI's Future Shifts: Rapid Learning, New Direction
‘We will learn quickly and course-correct’ — Sam Altman says this is OpenAI’s future, but it’s not the one it started with https://www.techradar.com/ai-platforms-assistants/openai/we-will-learn-quickly-and-course-correct-sam-altman-says-this-is-openais-future-but-its-not-the-one-it-started-with
Founders Excel as War‑Time CEOs Over Rented Leaders
Do founders realDo founders really make better "war time CEOs" vs rented ones? Michael Nathanson of @MoffettNathanso joined Dan on the latest RiskReversal pod 🎙️ https://t.co/JY0pW3EfTN
UHC Reinstated Prior Authorization After Two Decades
More than 20 years ago, UnitedHealthcare was getting rid of prior authorization. But when Steve Hemsley first became CEO of UHC's parent company, he brought it back. https://t.co/suwZZjZePb https://t.co/6RnZH9dZvK
Altman Concealed Ownership of OpenAI Startup Fund, Misled Congress
Scam Altman didn’t tell the OpenAI board that he OWNED the OpenAI Startup Fund. Altman lied in congressional testimony that he didn’t have financial gain from OpenAI.
Apple’s CEO Pushes Shift to AI‑driven Intent Ecosystem
Apple's new CEO "must transition Apple from the “Glass Slab” to the “Intelligence Grid”, a world where your AirPods see what you see, and your Vision Pro-style glasses whisper the “Intent” you haven’t even spoken yet." https://t.co/k77NCo9Rk8 via @sebastianbarros
Verizon Prioritizes Fiber Expansion Over FWA, Seeks Partnerships
As Verizon expands on its convergence strategy, there will be a mix-shift to fiber over FWA, says CEO Dan Schulman. @Verizon , he added, will look to accelerate the expansion of its fiber footprint via partnerships & potential M&A. ...
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...
Musk's Model Relies on Investor Faith, Not Facts
"it turned out" " Elon Musk's whole business model is about getting investors to believe in his vision of the future." how behind of real life are you at this point, Reuters?
Great CEOs Prioritize Brand and Long-Term Growth
From $6M to $20M at Coach. The lesson wasn’t “grow at all costs.” It was: build the right channels, protect the brand, and resist short-term pressure. Great CEOs don’t just accelerate growth. They defend the long game when owners want the short one. #Kaihan #Outthinker...
Tim Cook's 15-Year Apple: Massive Growth, Mixed Innovations
I wrote about Tim Cook's 15-year run as Apple CEO, from $350B to $4T (and ~300m to 2.5B installed devices). The good (Watch, AirPods, Apple Silicon, Pay, TV+, Maps), the bad (iCar, Siri, app fees, Vision Pro) and the Apple...
Apple Could Double Device Count to 4.5 Bn in 15 Years
❝If Mr Ternus does “nothing but keep the ship on course”, Apple could almost double its number of devices from 2.5bn globally to 4.5bn over the next 15 years, reckons Horace Dediu... —The Economist https://asymco.com/2026/04/27/the-economist-interview-hints-at-the-future-direction-of-the-company/
United CEO Admits Failed American Airlines Bid, Still Lobbying Washington
United Airlines CEO Makes Weird Public Confession About Trying To Buy American — And He’s Still Pitching Washington - View from the Wing https://t.co/pewCbc3PtJ
AI Undermines Software Moats, Ecosystem Remains Competitive Edge
Evan Spiegel, CEO of Snap, argues that AI is forcing everyone to confront what they learned years ago at Snapchat; software isn’t a moat. While AI coding makes it easy for competitors to copy your features, they can’t copy an ecosystem...
From 8 to Billions: Roblox CEO’s Scaling Journey
Great podcast with @DavidBaszucki and @davidsenra - I met David when Roblox had 8 employees and was lucky to have a front row seat as they grew - and it’s especially cool to see how David has scaled as CEO....
CEO Turns Medicare Disruption Into $3B Valuation
“I am one of the most hated people in the industry." Chapter CEO Cobi Blumenfeld-Gantz is on a mission to save seniors thousands on their healthcare. That makes him a target for legacy Medicare providers. But business is booming, with $100M in...
Bezos: Writing Culture Drives Better Meetings and Thinking
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
Arrogance and Entitlement Stifle Continuous Growth
Nvidia CEO: “you cannot show me a task that is beneath me.” The enemy of continuous growth is arrogance, a zero sum mindset and sense of entitlement. https://t.co/DpugJBDmtO
John Ternus Inherits Apple’s Unprecedented 10‑Category Roadmap
Power On: Tim Cook leaves new CEO John Ternus with a tailwind of an unprecedented 10 new product categories launching in the next few years. Cook launched three since 2011. https://www.bloomberg.com/news/newsletters/2026-04-26/new-apple-ceo-john-ternus-first-major-product-is-the-foldable-iphone-road-map-mofu521p
Elon Musk's $44 B Deal to Acquire Twitter Finalized
#ThisDayInTechHistory. April 25, 2022. Elon Musk's $44 billion offer for Twitter was accepted. (ABC News) #SocialMedia #Internet #History @ElonMusk https://t.co/y1BdWvkC1e
AWS Compute Surge Keeps Legacy A100 GPUs Alive
AWS CEO: “Compute demand is so excessive that we have never retired old A100s.” $AMZN https://t.co/wZerjowqA5
Gucci's China Push Was Cheap Growth, Not Authenticity
Luca de Meo, CEO of Gucci parent Kering: “Gucci in China has been used as a—can I use a very strong expression—a bit of a trash bin, or a place where they were looking for easy growth…People are very discerning...not...
Tim Cook Unveiled: Design, Teams, Jobs Legacy
I went through every Tim Cook interview I could find and bookmarked dozens of posts on his career. Wrote about his thoughts on industrial design, team building and relationship with Jobs. Read it here for the good, the bad and...
Weekly Tech Recap: Cook's Exit and Earth Day Highlights
ICYMI: the week's biggest tech news stories from Tim Cook stepping down to our Earth Day celebrations https://www.techradar.com/tech/icymi-the-weeks-biggest-tech-news-stories-from-tim-cook-stepping-down-to-our-earth-day-celebrations
Open AI Evolution: CPUs Remain Crucial, Says Google Cloud CEO
.@GoogleCloud CEO Kurian on AI model evolution, CPUs importance and being open https://t.co/L1ZFD5FX4Q Google Cloud CEO Thomas Kurian riffed on being open, enterprise AI adoption, measuring success and why CPUs matter. He also teased the next evolution of…
New AlphaMoon CEO Eoin Reveals Must‑Read Insights
Eoin, new CEO of AlphaMoon $AFM.V, with some bangers in this interview every shareholder should read https://t.co/oDa6V3DDyx
United CEO Negotiating Purchase of Rival Airline Assets
United CEO Says He’s In Talks To Buy Assets From Another Airline - View from the Wing https://t.co/Ow68rGKOE9