CEO Pulse Social Media and Updates
CEO Pulse Social Media and Updates
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 Kopylov, PhD, CFA More insights: t.me/si14Kopylov
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 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...
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...
Radial Entertainment Shops for Content Libraries as Pluto TV and Paramount Alum Jeff Shultz Takes Over as CEO https://t.co/sLDEtVhxNj via @variety
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...
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
Expecting a big tout today from the Jeff Green , CEO of $TTD , after his $150M buy of $TTD https://t.co/8KUt1JKoTZ
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
And our GB Max story with the full transcript of our exclusive interview with Tim Sweeney. https://t.co/AhPRDXRoQU
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...
$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
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...
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 Huang says $30 billion OpenAI investment ‘might be the last’: CNBC $NVDA $AIQ
"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...
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...
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...
@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...
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
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...
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,...
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...
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 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."
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...
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...
"We have no intention to pull back on production," says Paramount CEO David Ellison, who adds combining streaming requires investing in content to achieve growth goals.
Paramount CEO David Ellison says no asset sales planned at this time if WBD deal goes through.
Paramount CEO David Ellison calls deal to acquire Warner, "a unique and thrilling moment." Alas he said it with the enthusiasm of a parking attendant telling you to head to the roof for a space. Pre-recordings never sound exciting.
Paramount CEO David Ellison commits to 30 theatrical movies and a 45-day window and says HBO will continue to have the resources and independence to "do what it does best."
Welcome to Chapter Two of the Playing to Win/Practitioner Insights (PTW/PI) book club. I am reprising the 37 pieces that were ranked highest by readers – and they make up one books-worth of content. The second is Why Planning over Strategy? https://t.co/L7EbtoalCF In...
Netflix Boss Ted Sarandos Speaks Out After Losing Warner Bros. Bid: Paramount Offers Were ‘Irrational,’ Relied on Political Pressure Because it’s ‘Cheaper to Make Noise’ https://t.co/lSMiTSgKnA
🆓 Sunday links: CEO as Chief Risk Officer, blaming AI for job cuts, and the shrinking term spread. https://t.co/4BDeewwVe5 chart: https://t.co/nJv6ecVuec https://t.co/rixP9PqbVA
good tips for leaders and their boards, from a leader who has weathered the ups and downs and been hardened tackling super hard problems. @cerebras is an incredible company that has endured and overcome all sorts of doubts along the...
The CEO’s job isn’t to run the company. It’s to align it. Operations can be delegated. Alignment cannot. A CEO stuck in execution becomes an operator. A CEO who aligns vision, strategy, people, and incentives builds scale. Execution is the engine. Alignment is the steering wheel. Drive...
Will anyone at CNN take a principled stand as David Ellison reshapes the network to be more MAGA friendly? Or will everyone just go along with the new direction? Watch the full episode of Power Lines on YouTube: https://youtu.be/nWEG5jUrP2Q?si=H_0XcKiJMFeLe3fe
“At Berkshire, equity investments are fundamental to our capital allocation activities; responsibility ultimately resides with me as CEO. Ted Weschler manages about 6% of our investments, including a portion of the portfolio formerly overseen by Todd Combs…” - Greg Abel
Prediction: @AnthropicAI may have lost the US government as a client, but will gain even more collectively-lucrative government contracts outside of the US.
Power, politics and a $2.8-billion payout: How Paramount's David Ellison topped Netflix to win Warner Bros. Discovery. @latimes https://t.co/6HgvA4tXeH
Markel 2025 Shareholder Letter: "2025 was a year of productive change and recommitment in our largest business, Markel Insurance. Most notably, in March 2025, we promoted Simon Wilson to serve as CEO."
‘David Ellison Scares the Shit Out of Me’: How Paramount Beat Out Netflix, Won Warner Bros. and Will Change Hollywood Forever https://t.co/Pt6DwlK7fc
Early positioning beats late capital every time. Amazon just invested $50 billion in OpenAI for 6 percent ownership and distribution rights. Microsoft invested $13.8 billion starting in 2019 and owns 23.5 percent with exclusive IP, revenue sharing, and API control locked through...
Could you operate your company with half the people? Jack Dorsey’s announcement yesterday, reducing Block’s headcount from 10,000 to 6,000, should provoke this question in every management team. The stock surged 24%. Dorsey’s memo framed it as inevitable : Within...
Jim Holanda, Cable One's new CEO, is bullish about mobile but warns that the operator's budding convergence strategy will take time to drive results. @Light_Reading https://t.co/aH0YccspLJ
So Jack Dorsey fires 4,000 people from Block yesterday because AI made their positions obsolete. The market celebrated by pumping the stock 24%! Jack made $600 million in literally an hour. The reality is these lay offs are going to get worse. Learn now...
Amazon’s CEO has a scary prediction for 2026, and some economists think he is right (Starting with Peter Orszag and me) https://t.co/dkUBiqQG6C
The Citrini doom-paper could have marked the bottom for large-cap software, with increasing signs of it being a short-seller paid paper. And maybe software CEOs will slowly but surely follow the Jack Dorsey playbook. Lay off 40 percent of staff,...
I’d say yes overall, but arguments can be made to the opposite as well. In #TedSarandos case for instance, truth is that #Netflix didn’t need WB, it’s already miles ahead of everyone else even without WB. And he walks away with...
the advantages of keeping a team - and company - small will continue to grow
