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The CEO Signal
The CEO Signal
from Semafor Business
The CEO Signal: 🟡 Autodesk’s Anagnost on surviving activists
Plus: Why Athene’s new CEO doesn’t look back, and the war on “sludge.”
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‘We’re in a hurry, OK?’: How Athene’s new CEO leads a hard-charging insurer
The Apollo-backed group’s new CEO looks for people who can make decisions quickly — and not look back.
Courtesy of Athene
Autodesk’s Andrew Anagnost on surviving an activist attack
The design software CEO says resolving an investor standoff starts with admitting which critiques are fair.
Courtesy of Autodesk
‘Addicted to negativity’: Allstate’s Tom Wilson takes on America’s trust deficit
The insurance company CEO is doubling down after a backlash to his call to overcome the country’s divisions.
Gary Gershoff/WireImage via Getty
Lumen Technologies’ CEO on ‘playing to win’ after its $6B deal with AT&T
Culture change was key to turning the legacy telecoms company into a trusted network for AI, says CEO Kate Johnson.
Kris Tripplaar/Semafor
‘I’m not an apologist for myself’: Grindr’s George Arison on its return-to-office revolt
The gay dating app’s stock has more than doubled as its CEO pushes teams to ‘go through all the pain’ of a startup.
Mauro Pimentel/AFP via Getty
How Christian Klein’s AI bet turned SAP into Europe’s most valuable company
The German software giant’s CEO pivoted away from its lucrative traditional business to evade an existential threat.
Faruk Pinjo/World Economic Forum
‘Our future is not in the headquarters’: Jan Jenisch on spinning Amrize out of Holcim
The CEO who turned around the world’s largest cement company is pitching the New York market on a fast-growing building ‘solutions’ market.
‘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.
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.
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.
‘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.
‘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.
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.
‘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.