Lip‑Bu Tan Leads Intel to 4× Market‑Cap Surge
how Lip-Bu Tan rolling up to Intel’s Friday Happy Hour after INTC market cap has spiked 4x to $414B since he became CEO in March 2025 https://t.co/2QA1OSzLVI
GitHub's CEO Vacancy Reveals Microsoft’s Internal Power Struggles
If Microsoft wanted GitHub to thrive as a business, it would have a CEO. GitHub has had no CEO, close to a year. This is no mistake, but internal political battles inside of Microsoft. Welcome to corporate politics where a business unit...
Charter CEO Eyes Cable Acquisitions as Shares Tumble
'We'd like to acquire more cable assets if can be done at an appropriate price [and] conditions,' said Charter CEO Chris Winfrey. Meanwhile, Charter shares are slumping amid disappointing Q1 results. @Light_Reading https://t.co/Yr519C4o2H
Buffett Skips Turnarounds, Chooses Easy Wins over Challenges
Buffett gets calls every week from companies begging him to take on a turnaround. He almost always says no. Not because he can't. Because business isn't the Olympics. There's no degree of difficulty bonus. Why jump 7 feet when a 1-foot bar...
Xbox Leaders Reveal Vision for Next‑Gen Gaming
NEW: I spoke to Xbox CEO Asha Sharma and Xbox chief content officer Matt Booty about where they want to take Xbox Lots here, going through the manifesto they published yesterday Free piece, with a transcript available for paying Game File subscribers...
From Funding Fears to Unsolicited Share Offers
Boom always used to have hard time raising money. Investors are terrified of funding anything that's not like existing hot startups. And now, after 10 years of lean times, I'm getting unsolicited offers to buy Boom shares. It's so great.
AI‑Fears Prompt CEOs to Slash Staff, Not Innovate
We live in a moment where the loudest leadership move is the easiest one: cut staff in anticipation of AI. Pick a number. Trim a percentage. Call it strategic realignment. The market rewards the bold move. The CEO gets a...
D.R. Horton Boosts Incentives, Cuts Margins to 10% Revenue
D.R. Horton compressed margins to offer bigger Q2 2026 incentives "Our sales incentives increased during the second quarter, and we expect incentives to remain elevated for the rest of the year... incentives as a % of revenue is roughly 10%" -D.R....
Apple Holds Strong AI Edge, Says Perplexity CEO
Perplexity’s CEO says that far from losing the AI race, Apple has plenty of advantages. https://t.co/yxwE5xMHAU
Spirit CEO Gets $3.8M Bonus Pre‑bankruptcy, Exposing Industry Greed
Spirit Airlines gave its CEO a $3.8 million bonus a week before its last bankruptcy. The whole industry is poorly regulated and run by short-sighted greedheads. https://t.co/jseNO8DJHY
CEO Expands to Dim Sum Franchise in Southern Philippines
Most of you know me as the CEO of Mama Lou’s, but today I want to share something our group has been quietly building. MAMA Hospitality is the Philippine franchise partner of Ding Dim 1968, one of Hong Kong’s most beloved...
Apple's Future Under Ternus Won’t Be Just Hardware
I just published today’s Above Avalon Daily email. It took longer than expected to write, but I think it fully explains my view on where Apple stands and what things may look like with John Ternus as CEO. Much of what...
Ari Emanuel's 2025 CEO Pay Soars to $67.4M
Ari Emanuel’s Pay Package as CEO of TKO Group Jumps to $67.4 Million in 2025 https://t.co/WHbgJ250rc
Replit Thrives After Swapping SF for Spacious Foster City
Two years since Replit left SF. 10x valuation and 200x ARR later we’ve taken over much of the old IBM campus in Foster City and we’re still expanding. There’s something poetic about it: IBM helped create the industry. We’re helping reinvent how...
Investors Reject $888M Zaslav Parachute; Board Still Pays
This just in. Warner Bros. Discovery investors cast votes representing 1.4 billion shares AGAINST David Zaslav's golden parachute, that could cost the company $888 million. The board has indicated it will pay him the money, regardless of the...
Tim Cook's Blueprint for Apple's Enterprise Success
How Tim Cook set up Apple’s enterprise play https://t.co/9TzT9vvko4 I shared my thoughts on Cook’s enterprise legacy with @CIODive this week.
Tech Media Must Stop Uncritical CEO Quote Reporting
A recent New Yorker article put a spotlight on Sam Altman’s compulsive lying. It’s not a great look for tech media that echoed his statements. On Tech Won’t Save Us, I spoke with @kbode to discuss the problem of “CEO says...
Microsoft Revives Xbox Org, Drops Microsoft Gaming Division
scoop: Microsoft is bringing Xbox back and scrapping Microsoft Gaming. During an internal all-hands today, Microsoft's new Xbox CEO announced the return of the Xbox org and lots more. Full details 👇 https://t.co/3YouKgHh7i
Sale Driven by Mission Purity, Not Profit
Salient detail here: With the Star, Allbritton said, a sale isn’t the endgame. “I don’t need the damn money,” he said. “This time, let’s do it for the purity of the mission.”
Microsoft’s Executive Exodus Accelerates Early 2024
for my Notepad 📒 newsletter this week I'm digging into the wave of Microsoft executive departures in recent months. There's a lot of changes going on inside Microsoft, and the pace feels notable this early in the year. Live for...
Musk Could Acquire PayPal for $45B, Merge Into X
At $45 billion valuation - Elon Musk should just buy PayPal and integrate it into X (finally).
Nike CEO Adds $1M in Stock, Boosting Holdings
NIKE CEO BUYS $1 MILLION MORE $NKE STOCK Nike CEO Elliott Hill just filed for his purchase of 23,660 more shares of $NKE stock at an average cost of $42.27 per share Hill now owns 265,247 shares of Nike stock which is...
Lululemon Hires Ex‑Nike Exec to Revive Plummeting Brand
Lululemon named a former Nike exec as its new CEO to turnaround the company, which is down ~75% from a peak market cap of $65B in 2024. Despite the drawdown, Lululemon remains the only $15B+ company ever founded with a mission...
Shareholders Back Paramount Deal, Reject Exec Payouts
Warner Bros. Discovery Shareholders Overwhelmingly Approve Paramount’s Megadeal, but Vote Against Exit Pay Packages for Zaslav and Other Execs https://t.co/SuUqxaA7dz via @variety
Lululemon's CEO Pick Could Slash Stock Half
$LULU should legitimately be down 50% or more on this CEO appointment. Absolutely horrendous choice.
PENN CEO Threatens Near-Zero Maine Investment over iGaming Bill
PENN CEO Jay Snowden said his company will invest "next to zero" in Maine if the iGaming bill approved this year survives current legal challenges. PENN operates a land-based casino in Maine but is not eligible for an iGaming license....
Strategic Risks Keep Tesla and SpaceX Separate for Now
From a strategic standpoint, what’s the argument for not just merging Tesla and spacex now and getting it over with?
John Ternus' Decade-Old Advice Makes Him Ideal Apple CEO
What John Ternus told me a decade ago and why I'm convinced he's the CEO Apple needs now https://www.techradar.com/phones/iphone/what-john-ternus-told-me-a-decade-ago-and-why-im-convinced-hes-the-ceo-apple-needs-now
Australia Receives Record A$25 Bn AI and Cloud Investment
Thanks to Prime Minister @AlboMP for the warm welcome today. We are making our largest investment in Australia to date, committing A$25 billion to expand AI and cloud capacity, strengthen cybersecurity, and help people and organizations across the country build digital...
CEO Delivers Unprecedented Shareholder Gains—Will It Last?
The job of a CEO is to make money for shareholders. And no CEO in American history has made shareholders this much money this fast. Do you think all that winning continues? Or was that it? https://t.co/oYgNcqhhnp
Musk Announces Intel 14A Chip, Raises Major Questions
Musk saying they will use Intel’s 14A process is big news but so many questions…
Hastings' Board Exit May Signal Confidence in Netflix
Does Reed Hastings stepping down from Netflix board signal confidence? $NFLX The LightShed Podcast, Ep. 310. With @BrandoLightShed and @WaltLightShed https://t.co/pD4lVXS0q3
Tim Cook Admits Maps Flop, Celebrates Apple Watch Triumph
NEW: As his tenure as CEO winds down, Tim Cook shared with employees his biggest mistake and proudest moment in the role over the past 15 years. Here’s what he said — https://www.bloomberg.com/news/articles/2026-04-22/tim-cook-regrets-maps-flub-sees-apple-watch-as-his-proudest-work?srnd=undefined
New Apple CEO Could Redefine Tech Industry Landscape
.@Apple enters a new era https://t.co/POebJ4cJxy What will a new CEO at Apple mean for the tech firm and the future of the industry? @LizKMiller, VP & Principal Analyst at @ConstellationR, weighs in. @cgtnamerica
Innovation Thrives on Saying No, Not Adding More
Apple wasn’t saved by adding more. It was saved by cutting almost everything. In 1997, Steve Jobs reduced dozens of products to just four. The focus created clarity. Innovation isn’t adding more options. It’s deciding what to say no to....
Lululemon Appoints Former Nike Exec as CEO
SCOOP: Lululemon has found its next CEO. Former Nike executive Heidi O'Neill is set to take over in September. $LULU https://t.co/tDZFUF1EOU
US Travel Remains Strong; International Airlines Pose Biggest Threat
Two takeaways from this interview w/United’s Kirby: 1) the US economy is surprisingly strong & higher prices aren’t deterring travelers; 2) he views the big competition as international airlines, not domestic ones when considering potential acquisitions https://t.co/TbARpnEJzJ
Apple’s Leadership Shuffle Hints Craig F’s Uncertain Future
The only question is will Craig F stay, now that he lost the ceo sweepstakes,
Aave Prioritizes Users, Seeks Strong Resolution After $70M Recovery
The past few days have been intense, but I wanted to give some updates as we continue to work on this. Our priority is our users, and every decision we are making is aimed at an orderly return to normal...
Untold Facts From Tim Cook’s Three‑Decade Apple Legacy
There's so much of Tim Cook's legacy that's unknown to the outside world. I outlined just some of the interesting facts behind is almost three decades at the company. https://t.co/A2acAnS7JB https://t.co/AWj5GHaxOW
Shipping CEO Warns Post‑war World Won’t Revert
A top shipping company: “We will not go back to the world where we used to” “It’s a bit naive to say that, after this has ended, that things will go back to pre-war situations,” said Tamura, CEO of Mitsui OSK Iran...
Trump Media Appoints Former Hulu Exec Kevin McGurn Interim CEO
Trump’s Media Company Hires Kevin McGurn, Former Hulu and Vevo Exec, as Interim CEO https://t.co/dQ4uq3ymf6 via @variety
Tim Cook Assures He's Staying at Apple
'This is not goodbye' : Tim Cook makes it clear he's not walking away from Apple https://www.techradar.com/phones/this-is-not-goodbye-tim-cook-makes-it-clear-hes-not-walking-away-from-apple
Apple CEO Tim Cook Discusses Stepping Back From Role
The longtime Apple CEO makes his first public comments about stepping back from CEO role https://t.co/GNHyrHDbkw
United Exec Slams AA CEO, Calls Him No Bob
Top United Executive Trashes American Airlines CEO: ‘He’s No Bob Crandall’ - View from the Wing https://t.co/BIl4H8M9BB
Trust, Customer Focus, and Humble Sales Drive Leadership
The best CEO advice I received throughout my career: • trust must be #1 business core value • customer service is not a department • sales is the hardest job in any company • customer focus > competitor focus • agency (can do) > intelligence...
Tim Cook's Lackluster F1 Flag Hints at Retirement
first major clue that Tim Cook was ready to retire was that time F1 asked him to wave the checkered flag a few years back…and he completely mailed it in https://t.co/RytzEk136S
SecDuffy Weighs United CEO's Bid for American
News: I asked @SecDuffy in interview about @United CEO Scott Kirby proposal he made on acquiring American https://t.co/DJkmFCRb1Z
Employees Self‑filter, Keeping CEO Messages Steady as Company Scales
It was interesting to me as a CEO that the number of slack messages and emails from employees I got per day stayed pretty constant as the company grew from 30->3k, even though I encourage people to slack me directly....
Zaslav's Sadness Over Warner Sale Feels Contrived
Why is David Zaslav leaking that he's so sad he's selling Warner? A weird narrative to be putting out.