ML-Driven Chip Design Tackles Chiplets and Multiphysics
https://t.co/hSBxqyOfWZ I spent time with @Synopsys CEO Sassine Ghazi to ask what the future of chip design is. Actually they're one of the earliest adopters, and ML chips want even more ML to optimize them. Add in chiplets and multiphysics, and it's a hard problem to solve. https://t.co/Hjbii1KqMh
Investors Should Judge CEOs by Their Future Reputation
Buffett met Gianni Agnelli once. One line changed how he thought about people: "When you get old, you've got the reputation you deserve." Here's what that means for investors: 1️⃣ The market is short-term forgiving, long-term honest. 2️⃣ Management track records are lagging indicators...
Serial Home‑Service Founder Turns Pool Industry Into Scalable Brand
Here is @jeremyyamaguchi explaining his thesis on why he decided to acquire pool services businesses. So far, he has acquired 10 companies in a short 18 months. Jeremy has previously built, scaled, and exited three home services businesses: 1. Golden Shine (housekeeping)...
Infor CEO: Market
And to got to market keeps being vertical says @Infor CEO Samuelson, with a focus on - Discrete Manufacturing - Procrss Manufacturing and Distribution - Service Industry #InforAnalystSummit https://t.co/FJ9jGvZm10
Zaslav’s Legacy: Common Studio Moves, Just More Visible
I am not holding up Zaslav as a great keeper of the WB flame. But the degree to which his legacy is still defined by Batgirl and other early writedowns and other choices that literally every other studio and streamer...
Zuckerberg's $1B Bet Yields $100B Return
Everyone laughed at Zuckerberg's "stupid" $1 Billion purchase. Now it makes more money than Uber and McDonald's combined. $100 BILLION in value from one decision. Here's how Mark Zuckerberg quietly made the best tech investment ever:
Embracing Leaner Teams After Difficult Goodbyes
Yesterday was not an easy day. Parting with excellent people is hard, and so is announcing it. What's next? Leaner teams, focused on clear goals.
United CEO's Acquisition Pitch Sparks Fired Exec's Revenge Plan
United CEO Scott Kirby Pitched Buying American Airlines — The Man It Fired Wants The Ultimate Revenge Deal - View from the Wing https://t.co/8l2353pUAX
Jack Dorsey Plans Near‑Zero Hierarchy, 6,000 Direct
So @jack wants ~6,000 employees reporting directly to him in the new version of the company. Layers between CEO and any employee in the company: ~5 today → 2-3 this year → basically zero https://t.co/nWtEzM6td6
Former Hollywood Powerhouse Michael Ovitz Returns as UMG Chairman
WaxWord: Here’s a name Hollywood thought was long gone: Michael Ovitz. Once the most powerful man in the industry, he left 20 years ago after burning too many relationships. Now at 79 he wants back in… as the chairman of...
Navigating Complex Regulations to Grow Training Business
How do you grow a #training #business in a regulated industry? (Hint: It's not easy.) Learn how one CEO navigates complexity + change in the #foodservice world, as I talk with Andrew Tyndall of @ResponsiblTrain, on the Talented Learning Show▶️https://t.co/W1XrgoamHc #elearning https://t.co/e2I8Ca10Ii
Bunq Wins AI AML Battle, Expands to US
How bunq is reinventing the Neo-banking model for 2026. 🏦✨ Ali Niknam, CEO of bunq, just sat down at Davos to reveal how they became the first profitable EU neo-bank and their bold plan for the US. 💎 Watch the full deep...
CEOs Balk at CFO's AI Scapegoat for Layoffs
CEOs when the CFO suggests blaming the layoffs on AI instead of the economy or declining sales.
Athletic Leadership's Aggressive Defense Raises Serious Internal Review Questions
"The timeline has raised uncomfortable questions for leadership at The Athletic, starting with a basic one: if the matter was serious enough to warrant an immediate internal review...why did Ginsberg rush out such an aggressive public defense?" More from @nataliekorach in...
Coding CEOs Drive Success, Managerial Leaders Fall Behind
Aggressive prediction: the CEOs like @jack and @tobi who are slinging code and open source and all the way at the edge are leading from the front. Their companies will make it Others still in manager mode? Oof maybe less so
One Call to NASA Rescued SpaceX From Collapse
In 2008, Elon pulled off the greatest heist in history: • SpaceX was dying • Every rocket failed • Boeing was stealing their $1.6 billion contract Then Elon made ONE desperate call to NASA. Here’s how a 60-second convo saved him:
Snowflake Pivots to Autonomous AI Agents, Not Just Chatbots
Snowflake is betting the future of AI goes beyond chatbots to autonomous agents that actually get work done. This week on @EquityPod, I spoke with CEO Sridhar Ramaswamy about how the company is reorganizing around that shift. https://t.co/p9perHFu3X
Lean CEOs Show Management System Beyond Tools
📘 My favorite leadership read this week. 💡 The Lean CEO reveals the true power of Lean through in-depth interviews with CEOs who have gone beyond tool adoption and established Lean as a corporate-wide management system. Helpful resource: 🔗 https://t.co/iMuF5Swzse https://t.co/msHQOMTxFS
Continuous Reinvention Is Essential for Future Relevance
"I can't imagine doing anything bigger than rebuilding our company as an intelligence, or more correct, given where everything is trending. It feels like I have to constantly build .... and constantly learn from whatever we're putting out there ......
CEOs Must Use Their Own Products to Spot Friction
Azure aside, every CEO should use his own products occasionally. You can endlessly debate product priorities, dollars and roadmap. But *feeling* how the product is full of friction brings instant clarity.
Oracle Plummets Under Male CEOs, Sexism Spikes
Oracle is down more than 50% since two men (jointly) took over Safra Catz’s CEO job. Sexism is up 500%? 5000%?
Adapting Blumhouse for Shifting Consumer Behaviors
I’ll be at The Long Play SF next Tuesday speaking with @pkafka on how I’m continuing to set-up Blumhouse to thrive in a time of shifting consumer behaviors. Register here: https://t.co/bMWAWiAX3R https://t.co/bwhQ1XaWpE
CNN Chief Reveals Clear Succession Plan Amid Low Coverage
Scoop: CNN chief Mark Thompson made his succession plan rather clear this week, in a little-noticed—but very significant—move. Details in @get_status: https://www.status.news/p/cnn-alex-maccallum-mark-thompson-succession-plan
Turkish Airlines' Sudden CEO Ouster Signals Political Power Play
Turkish Airlines Suddenly Ousts Its Chairman And CEO — Succession Looks Politically Orchestrated - View from the Wing https://t.co/0e6ohwBGQo
Beloved CEO George Guarini Departs BCML, Possible Return
One of my favorite bankers is out as CEO of $BCML. Generous, kind and hard working. George Guarini will be missed. I wouldn’t be surprised if he returns at another bank. https://t.co/naTVahJYu0
Altman Wants to Monetize AI Like Utilities, Selling Smarts
Sam Altman has a new plan to make money from generative AI: he wants intelligence to be treated like water or electricity — and we’ll all have to pay him for it. His chatbots are degrading people’s ability to retain information...
Brief Problem‑root‑solution Emails Boost CEO Value
Elon runs Tesla on 3-sentence emails: - what's the problem - what's the root cause - what's your proposed solution that's it the theory: a CEO's most precious commodity is information processing time. if you can save them that, you become invaluable https://t.co/TVBRqyM0YO
MOL Delays Hormuz Transits Until Security Clarified
MOL Awaits Safety Clarity Before Resuming Hormuz Transits, CEO Says. When will there be maritime security? What will it look like? https://t.co/iQtmyR7uY2
When CEOs Spend Millions Buying Low, They Trust Their Stock
5 signs a CEO actually believes in their own stock: 1. Open market purchase not option exercise - they chose to buy with their own cash 2. Purchase size over $1M - real money not a gesture 3. Stock is near 52-week low...
Relentless All‑
A year ago we told the company we'd become the most productive company in the world. Geoff lays out what happened. No master plan, just a relentless push to get every single person building. Revenue growth has accelerated four quarters...
O'Leary Warns Netflix Narnia Gamble Will Shutter Theaters
Cinema United Chief Michael O’Leary on Netflix’s ‘Narnia’ Gamble and Why Paramount’s Deal to Buy Warner Bros. Must Fail: ‘Theaters Will Close’ https://t.co/27oShjrvOd
Intel Missed Chance by Denying Gelsinger's Foundry Investment
Can you imagine if Intel's board let @PGelsinger invest in the foundry capacity he asked them for? I agree, it seemed crazy at the time, but hindsight is 20/20.
Amazon Leo's Claimed Speed Edge Lacks Clear Benchmark
.@amazon CEO @ajassy's April 9 shareholder letter on @Amazonleo performance. Unclear what his point of reference is when comparing Amazon Leo to competing services available today - 6x-8x faster uplink, 2x better downlink and lower cost. @Starlink is a moving...
Surfshark CEO Aims to Build Unified All‑In‑One App
Surfshark's new CEO is looking to create one app to rule them all, but how? https://t.co/wTyKmicSRh
Delta CEO: Lower Oil Prices Won’t Cut Ticket Fares
Delta CEO Says Fares May Not Go Down Even If Oil Prices Drop, And That’s Fine https://t.co/li464FU5CB
Amazon’s $200 B AWS Capex Backed by Customer Commitments
Amazon $AMZN CEO Andy Jassy just said: "We’re not investing approximately $200 billion in capex in 2026 on a hunch" ... "Of the AWS capex we expect to spend in 2026, much of which will be monetized in 2027-2028, we already...
Google CEO Predicts Agentic Search, Admits Long-Term Uncertainty
Google's CEO envisions information seeking queries becoming agentic search while conceding the future is unpredictable beyond one year out. https://t.co/tExkqLxphP
Ford Admits $4.8B EV Loss, Refuses Unprofitable Spending
"Ford CEO Knew the EV Transition Would Hurt, But the Reality Is a $4.8B Loss — 'We Can't Allocate Money For Things That Will Not Make Money'" https://t.co/1UM2eCDJsV https://t.co/0UFTk3eamf
Qantas Mismanagement Exposes Australia’s Capital Market Flaws
Just finished Chairman’s Lounge, the Aston book on the Qantas/Alan Joyce blowup. Riveting stuff. Highly recommended for anyone involved in Aussie capital markets. Incredible how terrible the mismanagement of the business, and the brand, was, in the last few years....
Disney Announces Major Layoffs Under New CEO D’Amaro
Disney is preparing to make sizable layoffs in one of the first significant moves under new chief executive Josh D’Amaro w/@benfritz https://t.co/0L0fH4WC8x via @WSJ
Alibaba Creates AI‑focused Tech Committee Amid Competition
Chinese e-commerce and AI giant Alibaba Group Holding has set up a high-level technology committee led by CEO Eddie Wu Yongming, as part of a broader restructuring to sharpen its focus on artificial intelligence amid intensifying competition. https://t.co/AJJ1tEnfW1
Oil CEOs Dump $1.4B Stock, Fastest in 15 Years
" In the first three months of this year, oil CEOs sold $1.4 billion worth of their own stock—the fastest pace of selling in 15 years. At a dozen companies, the selling broke all-time records" https://heated.world/p/chevrons-ceo-made-104-million-while
Profit over Growth, Lean Teams Drive Massive Exits
As a SaaS/AI CEO you should optimize for profit (not growth) and keeping as low headcount as possible for the stage you are at. You will get wealthy over time and then very very wealthy suddenly (if you choose to...
Paramount President Jeff Shell Exits Amid Robinhood Lawsuit
Paramount President Jeff Shell is leaving the company, according to people familiar with the matter. Departure comes in midst of legal battle with @robinhood702 https://t.co/ae8hGtr8iZ via @WSJ
Ellison Distrusts Jeff, Predicts His Exit After Merger
33 days ago at @PuckNews: "Sources... have told me that David [Ellison] no longer trusts Jeff, and suspects him of being involved in various leaks to the press and others during his time as president. Those same sources believe Jeff is...
JPMorgan CEO Says AI Winners Remain Unpredictable
🔺 JPMorgan Chase CEO Dimon: We can't predict AI winners and losers yet https://t.co/MB1h3gIH1m https://t.co/iY9bYkSfk9
Write to Think, Read to Write: Bezos' Meeting Hack
Read to improve your writing. Write to improve your thinking. Jeff Bezos on how to run effective meetings by adopting a writing culture. https://t.co/D4cOCgUMtY
ATN International Names Naji Khoury New CEO
"ATN International (ATNI) has appointed Naji Khoury as president and CEO, effective April 20, 2026. Khoury succeeds Brad Martin." via Seeking Alpha: https://t.co/TdKRZHxy2S
Indian Airlines Face Crisis, IndiGo Plans Massive Fleet Expansion
Enjoyed reading this sharp analysis by @menakadoshi in today's @business India newsletter. 'Indian aviation faces its toughest period yet, exacerbated by regional conflicts and persistent profit pressures, prompting leadership overhauls at the country's two major airlines. The Iran war has shut...
Governance Gaps Highlighted Amid Unanswered CEO Outreach
Just so everyone has the full picture, the Koala has never received a reply to any of these emails to TNR Gold $TNR.V $TRRXF Have never met with or spoken with the CEO (despite trying) Swapped DMs with his son the VP...