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Semafor CEO Signal
From Semafor Business
🟡 The CEO Signal: The CEO behind GE Vernova’s power surge
Plus: How the Gates Foundation reframed its case; Disney’s succession sequel; AI’s ‘show-me’ state
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The CEO behind GE Vernova’s $200B power surge
Scott Strazik says demand is surging, but his energy company won’t spend money on “hobbies.”
Courtesy of GE Vernova/Joey Pfeifer/Semafor
How the Gates Foundation’s CEO plans to shape its last 20 years
Mark Suzman wants to reframe the case for aid in the face of government cuts and intense public scrutiny
Courtesy of the Gates Foundation/Joey Pfeifer/Semafor
Takeda’s Christophe Weber on avoiding a ‘lame duck’ succession
The pharmaceutical CEO says timing and openness are crucial to a smooth handover.
Courtesy of Takeda/Joey Pfeifer/Semafor
How IHC’s CEO plans to double the UAE’s $125B investment powerhouse
Syed Basar Shueb says the holding company’s diverse assets can be stitched into “dynamic value networks.”
Courtesy of IHC/Joey Pfeifer/Semafor
Nasdaq’s Adena Friedman on funding the AI ‘marathon’
The exchange CEO says adopting AI in enterprises requires “a massive change management exercise.”
Courtesy of Nasdaq/Joey Pfeifer/Semafor
Bank of America’s Brian Moynihan: ‘The pipelines are full’
“It’s clear you can get a deal done now,” says the long-tenured banker.
Courtesy of Bank of America/Joey Pfeifer/Semafor
Greg Hughes on how Suntory plans to revive global spirits sales
The CEO behind Jim Beam and Hibiki says bold goals and learning from failure build long-term growth.
Why Macy’s Tony Spring thinks ‘the department store is here to stay’
A turnaround strategy focusing on the basics of merchandising and service is starting to show results.
How US traffic jams are driving Spain’s Ferrovial
CEO Ignacio Madridejos says a triple listing has drawn new investors to a European infrastructure powerhouse.
How Bob Jordan charted a new course for Southwest Airlines
The budget carrier’s CEO says communications and simulations helped it overhaul its business without killing its culture and business model.
‘AI is going to automate the ordinary’: Cindy Rose’s plan for ad giant WPP
The admaker has fallen behind its peers, but the Microsoft veteran sees opportunity in disruption.
‘We’ve got work to do’: The new CEO aiming at an elevated Target
Michael Fiddelke says a clearer focus and simpler messaging can return the retailer to growth.
How Lyft’s David Risher seized his ‘wet cement’ moment
The CEO of the No. 2 in US ridesharing says there’s more to growth than catching ‘the other guys.’
How Bill McDermott’s ‘underdog desire’ drives ServiceNow
The enterprise software CEO sees AI creating ‘chaos’ inside some companies — and opportunities for his own.
How Saint-Gobain is getting US students to prize factory work
North America CEO Mark Rayfield says young Americans who visit its plants see that “it’s not your 1950s manufacturing job.”
How Joe Preston got New Balance back in the race
The sneaker brand’s CEO says problem-solving “sprint” teams have been key to turning around its revenues and reputation.
A man for Four Seasons: Alejandro Reynal’s ‘intentional growth’ plan
The luxury hotel brand’s CEO says knowing where his brand has the right to win is the key to its global expansion.
Noubar Afeyan on the Flagship model for ‘entrepreneuring’
Flagship Pioneering, led by Moderna’s co-founder, has launched scores of new companies — but first, it tries to kill them.