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The CEO Signal

from Semafor Business

‘MAGA is a big lesson to us’: Suntory’s Niinami on tariffs, Japanese dealmakers, and inclusive capitalism

Companies must get much more serious about making capitalism “inclusive” if they are to avoid a bigger populist backlash, he says.

Takeshi Niinami

‘Momentum never sleeps’: 4 questions for Aon CEO Greg Case

The head of the insurance broker says its $1 billion investment in analytics is yielding dramatic insights into how weight loss drugs can tame health care costs.

Greg Case

Morningstar’s Kunal Kapoor on why he doesn’t hire ‘heroes’

The former analyst, who’s pushing Morningstar into the AI era, believes in hiring executives who can argue their way to agreement.

Kunal Kapoor

IBM’s Gary Cohn on the tariff-driven ‘environment of uncertainties’ holding back AI

“There are very few companies in the world that are spending more today than they were a year ago, on anything.”

Gary Cohn in 2017

‘This stuff needs to become real’: Snowflake’s Sridhar Ramaswamy on getting returns from AI

The former Google executive says companies must “demystify” AI by showing tangible examples of what the technology can do.

Sridhar Ramaswamy

FedEx CEO’s ‘catbird seat’ view of the global supply chain amid a trade war

“So far, things are OK, but I can’t tell you what happens next week,” says FedEx’s Raj Subramaniam.

FedEx CEO Raj Subramaniam speaking at Semafor’s World Economy Summit.

‘I don’t know any CEOs like me’: Five questions for Kickstarter’s Everette Taylor

The crowdfunding CEO has used insights from its community of creators to drive innovation in its own business.

‘I hope reason will prevail’: Bayer’s Bill Anderson on tariffs, turnarounds, and reframing Roundup

How the life sciences group’s first American CEO took on a “bureaucracy with an extra dish of German rules.”

‘Nobody needs to own us’: Kyndryl’s Martin Schroeter on getting investor attention as a tech sector minnow

The IT services CEO says creating the culture of a successful public company required daily work to tell employees ‘what good looks like’

‘You’ve got to test and learn on AI’: 4 questions for Publicis Sapient’s Nigel Vaz

The digital consulting CEO says the wait-and-see approach holds back companies from innovation.

‘Focus on what we can control’: Otis CEO Judy Marks on finding growth during uncertainty

The former engineer is overhauling the world’s largest elevator group to withstand tariffs, a China slowdown, and its industry’s biggest change in 170 years.

‘Let the bad news travel as fast as the good news’: 5 questions for Elanco Animal Health’s Jeff Simmons

He sees growth coming from AI-powered innovation, the world’s growing love of dogs, and the Make America Healthy Again agenda.

‘Our stuff works and it saves money’: How Booz Allen is racing to escape the wrath of DOGE

The argument from CEO Horacio Rozanski: What DOGE sees as the problem can be its solution.

‘We have to do this really well, all the time’: Ted Sarandos on how Netflix keeps killing legacy businesses

The streaming giant’s co-CEO pays little mind to close rivals, saying if you look back at the competition, “you’re going to trip.”

‘What happened to solving trillion-dollar problems?’: 5 questions for Bilt Rewards’ Ankur Jain

The CEO of the rewards-based rental payment processor and former product exec at Tinder says he won’t make the ‘mistake’ of taking venture money this time.

‘The sky hasn’t fallen yet’: Booking Holdings’ Glenn Fogel on growing through decades of turbulence

Donald Trump has made everything feel more uncertain, but the travel executive has little patience for hand-wringing.

‘Failure sucks’: How PayPal cofounder Max Levchin is building an ‘Affirm mafia’

The fintech founder says a “moral capitalist” culture will keep its buy-now-pay-later services in demand despite growing competition and a cooling economy.

‘We have to act’: Jesper Brodin on how IKEA makes climate action affordable

The guitar-playing retail franchisee CEO says leaders who want change to stick must make it profitable.