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Intelligence for the New World Economy

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Intelligence for the New World Economy

Semafor CEO Signal

From Semafor Business

Yale study shows CEOs picked from within drive higher returns

Researchers say the performance gap should tell boards not to assume that an outside ‘savior’ will be better.
A boardroom.Sean Anthony Eddy/Getty

Belén Garijo’s prescription for Germany’s Merck

The former doctor says long-term success stems from making hard decisions when the going is good.
Belén Garijo. Caption reads: ‘No building kingdoms at the top’Merck/Joey Pfeifer/Semafor

How Ariane Gorin sees AI writing Expedia’s third chapter

The former Microsoft executive says agents will not replace her travel site — if it can get its own technology right.
An illustration of Ariane Gorin, captioned: ‘Only do what only you can do’ Joey Pfeifer/Semafor

Agentic brains and ‘digital gardeners’: How one CEO runs his AI office

Weber Shandwick’s Jim O’Leary says agents need to be watered, fertilized, and weeded.
Illustration of Jim O’LearyJoey Pfiefer/Semafor

Why Enrique Lores bet HP’s future on AI reshaping work

The PC group’s CEO sees a new era of opportunity if it sells experiences rather than just products.
A graphic showing Enrique Lores.Joey Pfeifer/Semafor

‘The CEO role is very, very lonely’: Per Franzen on EQT’s succession

The new head of the Swedish private equity firm says putting the subject on the agenda is critical to good governance
A graphic showing Per Franzen.Joey Pfeifer/Semafor

Why Dropbox’s Drew Houston still does his own coding

The cloud storage company founder says CEOs should ‘live a couple of years in the future.’

‘We admired problems’: C.H. Robinson’s CEO on turning around a logistics leader

Dave Bozeman is applying “lean” manufacturing lessons to an industrial AI challenge.

BHP’s Mike Henry on the mining industry’s ‘new reality’

The CEO counts on frank feedback and a continuous improvement culture to navigate volatile politics.

How Sam’s Club became the ‘Netflix of shopping’

CEO Chris Nicholas aims to double sales at the Walmart unit with a focus on driving “disruptive value.”

How Jamie Iannone made eBay an investor collectible

The e-commerce veteran is using AI and customer insights to reduce the “friction” that deters many buyers and sellers.

Ecolab’s Christophe Beck warns CEOs: ‘There is no growth without water’

The water treatment company’s CEO says AI data center demand is making smart management of scarce resources an imperative.

Jim Farley’s ‘essential economy’ drive at Ford

The automaker’s CEO sees ‘deep trouble’ among the commercial customers who buy its trucks and vans.

‘Momentum is hard to stop’: How Dave Regnery wrote Trane’s growth story

Extreme temperatures, the data center boom, and a mindset shift are driving the air conditioning group’s outperformance.

‘It is a process’: CRH CEO Jim Mintern on leaving London for New York

The building materials group’s stock more than doubled since its relisting. Other companies want to know how it’s done.

‘Mass deployment is just around the corner’: Pony AI’s Peng on the robotaxi revolution

The US-listed Chinese startup faces technological, adoption, and political challenges as it chases rapid growth.

How Brian Niccol brewed his ‘Back to Starbucks’ strategy

Clarity, cuts, and high expectations are shaping one of corporate America’s highest-profile turnarounds.

Corinne Verdery on ‘shining the apple’ at Rick Caruso’s property empire

Investments in employee housing and community outreach are shaping a long-term view that differentiates the LA developer.