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The CEO Signal

from Semafor Business

‘There is no sustenance mode’: Bipul Sinha on staying ahead of change

The Rubrik CEO and co-founder says executives must always be in “creation mode” to keep up with accelerating change.
Bipul SinhaBrendan McDermid/Reuters

CEO Sebastian Siemiatkowski’s blunt truths about Klarna’s AI-first future

The buy-now-pay-later pioneer says automation may herald a recession, but letting people pay for pizza in installments will not.
Sebastian SiemiatkowskiSupantha Mukherjee/Reuters

How David Gitlin turned Carrier into one of America’s biggest industrial growth stories

Gitlin’s turnaround of the US air conditioning and refrigeration group has earned him a reputation as one of the country’s most effective industrial executives.
Dave GitlinScreenshot/Carrier

‘Nobody got any joy from our products’: John Hancock’s CEO on nudging behavior

John Hancock nudges its customers to get more exercise, eat healthier food, and go for preventative health screenings. That’s helped its business, too.
Brooks TingleCourtesy of John Hancock

‘If we don’t innovate, we die’: Yahoo CEO Jim Lanzone on reviving a 30-year-old dot-com star

His challenge is to breathe new life into an old brand by persuading advertisers and users to look at it afresh.
Jim LanzoneEfren Landaos/Sipa USA via Reuters Connect

Cognizant’s CEO on staying ahead of the tech jobs ‘tsunami’ in an AI world

Ravi Kumar S expects AI to have profound implications for the 350,000 people he employs — and for who he decides to hire in the future.
Ravi Kumar SCognizant

‘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.

‘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.

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.

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.”

‘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.

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.

‘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.