BURNING QUESTION: What did Ted Sarandos learn in his White House meetings today that ended his bid for Warner Bros? @thewrap
Kudos to management for being willing to walk away. There will be plenty of opportunities over time to keep improving the customer value proposition and the long-term value of the business. This was the right decision by Netflix.
After seven years, Joe Ferencz turns the CEO job over to Ricardo Briceno. breceno https://t.co/ZjwU1hqAQD
we're making @blocks smaller today. here's my note to the company. #### today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that...
I was on a call with a CEO. "We are 100% Sales-driven. We have absolutely ZERO Marketing" I probed a bit more to understand. Turns out they hired a CMO once for a 8 month stint. All she wanted to...

Trainline's CEO is jumping ship. Here's a snippet from what I wrote in my $TRN deep dive conclusion: "If Trainline were a founder-led business today, with a CEO who still owned a truly material personal stake and followed a long-term blueprint with...
New episode of Long Strange Trip with @bhorowitz of @a16z is now live. The first time I pitched Ben for @HubSpot, he passed on us. It stung. So naturally, it’s the first thing I brought up with him in this convo. He’s...

Warner Bros. Games will “return to some of our biggest franchises" in 2027-2028 says WB Games CEO JB Perrette. https://t.co/5OxOqI9h1i
Mason Morfit: "The lion's share of credit has to go to Satya Nadella. To state the obvious, he's just been an incredible CEO... The company was losing ~$5 billion a year on this ill-fated devices venture... Satya very quickly pivoted...
observed: the default view of many public investors is that companies cannot materially change - that they exist in a static state. in some cases, this assumption is right. but markets evolve when leaders take risks driving change. and markets...
Netflix CEO Ted Sarandos will say he looks long term, but if Netflix ups its bid for WBD, investors who clearly are skeptical about the deal — even as is — may get even more concerned: why does Netflix want...
"The best days of @TheTradeDesk are ahead of us. I want to thank our employees, our clients, and our Partners for their trust and support throughout 2025. I am as confident as I have ever been in the opportunity in...
"with FWA ... we're building a long-term sustainable business. We have over 5.7 million subs in our base...and we see a lot of room to grow there. So we can do both and we have the capacity and the network...
Fun fact: Asha Sharma's appointment as CEO of Xbox is her second time working on Microsoft's gaming brand A Microsoft rep confirmed to me that she did some Xbox work back during her initial 2011-2013 Microsoft stint but didn't specify what...
NVIDIA CEO Jensen Huang on VAST Data today at VAST FWD in SLC - https://t.co/5VYAhyx8RC

Kicking off Galaxy Unpacked with CEO TM Roh talking about @SamsungMobile drive to make AI reach everybody with the confidence that privacy is assured https://t.co/wluLL9EVjO
If a company had a network effect but that network effect is induced by people whose roles will get automated via AI, that company will surely have a decelerating network effect. There are many seat-based tools like this that are...
Ed Fries weighs in on the new Xbox changes, saying Asha Sharma and Matt Booty are not so different from the original leadership. Exclusive. https://t.co/muo6ftTR4C
The FT's report on GSK's $950M deal to buy 35Pharma and its pulmonary arterial hypertension drug includes an interesting unnamed insider's quote that new CEO Luke Miels is going after assets where "the science is relatively settled." Maybe leaning into...
ONE container line. Changing its CEO and leadership structure. Why? What does it mean in a time of supply chain chaos with geopolitics and Trump’s trade war actions where lines have little control?
New Xbox CEO's second interview after the shakeup (Variety had the 1st). Nothing about layoffs, exclusivity, hardware plans, or why Bond left and nobody thanked her. Sharma says she still needs to learn why decisions were made before commenting on them? https://t.co/SjQr6dGwYO
And.... some big Disney news too. Chief of comms Kristina Schake will leave on March 18 to coincide with Bob Iger's CEO departure. No replacement named.
“The companies that were 200 people and probably should have been 120? They want to be 80 now. AI has given every CEO permission to finally right-size in ways they were afraid to before.” This is the new reality. For...
Inside Microsoft’s big Xbox leadership shake-up. Microsoft has a new gaming CEO who wants to bring Xbox back from the brink. I've been speaking to Xbox employees about how it all went down. Gift link for emergency Notepad issue this...

Nvidia CEO Huang Says Trillions More Needed for AI Buildout https://t.co/gk4YrrCQym @nvidia @nvidianewsroom #WEF26 #DAVOS #AI #IoT #MWC26 https://t.co/M2lTdcJyST

Resource Expert Sean Brodrick interviews Deal-maker CEO Warwick Smith of American Pacific Mining Corp $USGDF $USGD.CA https://t.co/9vg3VBGu4A https://t.co/fs6rz3m196
Nvidia CEO defines what it means to be smart and importance of seeing around corners https://t.co/isVrlJtjUp
The CEO AI Gamble — Why Half of Business Leaders Believe Their Jobs Depend on Getting AI Right With so much riding on AI success, many CEOs see getting AI right as crucial to their future — but that gamble...

In a new interview with Variety, new minted Microsoft gaming CEO Asha Sharma says she has "no tolerance for bad AI.” “AI has long been part of gaming and will continue to be, but great stories are created by humans.” https://t.co/ETLocbkujP

Read a first note from @asha_shar the new CEO of Microsoft Gaming: Dear team, Today I begin my role as CEO of Microsoft Gaming. I feel two things at once: humility and urgency. Humility because this team has built something extraordinary over decades. Urgency because...

Smallsat builder @GomSpaceGroup: Revenue, profit up sharply in 2025; CEO confident that invoice nonpayment by major customer will be resolved soon, says deliveries on the 18-sat contract continue. @UnseenLabs @KpsZSU. https://t.co/vmIO8qFe9l https://t.co/owCDCmRzCj
Takeaways from my interview with Netflix’s CEO Ted Sarandos, specifically his detailed commitments to theatrical releases for Warner Bros movies ⬇️⬇️ https://t.co/y6Ya3j2nWi
Ubisoft CEO Explains Three-Year Plan to Revamp Game Publisher Through New ‘Creative House’ Strategy, More Than $200 Million in Cost Reductions https://t.co/3Q14sQldSc via @variety
Joint Chairman and CEO at #VNET bought 40,000 shares at 69p each. I don't hold.
Our goal is to operate like the world's largest startup. One of our new colleagues told me today that what she loves the most about Vercel is how few meetings we have and how fast she can ship. And that at her...
Scoop: MS NOW chief Rebecca Kutler is set to make changes to the network's dayside lineup, I'm told. Details in status.news: https://link.status.news/3MSNqnG

Your CFO wants more efficiency. Your CMO wants more volume. They're both right. And both wrong. The real question isn't "what should our target be?" It's "where are we at on our marginal frontier?" Spending power = the amount you can increase spend before...
No amount of technology or marketing will make a bank relevant without a challenger mindset. Culture determines whether innovation ever reaches the customer. We discuss this with @EFulwiler, CEO of Rival. Watch the full episode: https://t.co/Y31f7tnfQ6 https://t.co/hmRJoRouya
Thrive just announced a new $10B fund. “[early on] a very prominent endowment passed on Thrive because they thought I was too much of an entrepreneur.” — @JoshuaKushner via @patrick_oshag’s pod I’m biased but believe an entrepreneurial mindset is increasingly important in...
Lockheed CEO Taiclet says LMT never considered spinning off part of biz to allow for direct DoD ownership stake: L3Harris "didn't have, I guess, apparently, the resource to manage the scaling themselves." If regulators had allowed LMT to buy Aerojet "we...
My favorite part of my job is working with C-suite officers. Right now, I’m helping build the Office of a CIO ahead of a corporate split. Day 1, she inherits a brand-new company. We meet daily and work through org design, capital allocation,...
Coach went from $6M to $5B because Lew Frankfort focused on one thing: Customer obsession. Function. Difference. Emotion. That’s brand power. #Branding #Leadership https://t.co/dSE0pXRsTs

A wonderful evening with the @Columbia Knight-Bagehot Fellows — journalists taking a deep dive into business, economics, finance and technology at a moment when rigorous reporting has never mattered more. We talked about leadership, resilience and AI — and the responsibility...

At #ZohoDay26, @Zoho CEO Mani Vembu makes the case to collapse AppStack layers into an AppOS. The goal is the same - #EntepriseAcceleration through higher developer velocity. https://t.co/e7JTmo1bS8

Next up - @Zoho CEO Mani Vembu on the challenges of #ensw. In short. Too many systems. #ZohoDay26 https://t.co/VncJBRx1pr
NEW: 🚨 Brian Armstrong says Wall Street underestimates Coinbase, even as it grows stronger through rising adoption, clearer regulation, and improving financial performance.
Maverick, Don't Do It: Ellison's Warner Bros. Gamble Is a Mission He Should Abandon (For Now...) $PSKY $WBD $NFLX https://t.co/EkRaklKyol
Former Altera CEO Sandra Rivera has joined French AI chip startup @vsora_dsp as chair of the board. I had a chat with her about raising Vsora's profile, raising funding, and competing with Nvidia, AMD and the entire landscape of startups...
The next decade is the brain health decade, as I discussed with Bristol Myers Squibb (@bmsnews) CEO Chris Boerner at their Global Town Hall last week when @Thrive Global launched our brain health partnership to their 34,000 employees. BMS is...
100% agree. This is why I’ve been pushing for organizations to publish AI-Forward CEO Memos that are honest and transparent. CEOs need to be more proactive in communicating the impact of AI, and make the next steps for employees more...