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Semafor CEO Signal

From Semafor Business

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.
Jim FarleyJoey Pfeifer/Semafor

‘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.
Dave RegneryJoey Pfeifer/Semafor

‘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.
Jim MinternJoey Pfeifer/Semafor

‘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.
James PengZhong Zhi/Getty Images for CNBC International

How Brian Niccol brewed his ‘Back to Starbucks’ strategy

Clarity, cuts, and high expectations are shaping one of corporate America’s highest-profile turnarounds.
Brian Niccol.Eugene Gologursky/Getty Images for Fast Company

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.
Corinne VerderyCourtesy of Caruso

Why Broadridge’s CEO tells hires not to ‘change the world on your first day’

Tim Gokey has repositioned a market plumbing business with a careful approach to outside talent.

Emma Walmsley’s impatient overhaul of GSK

The ‘insider-outsider’ CEO says investments in innovation can drive a new chapter of performance.

Bloom Energy’s KR Sridhar on why all CEOs need a power strategy

The fuel cell group’s founder says companies need “the DNA of a rabbit” to move at AI speed, because “there’s not much you can do to the culture of a turtle to make it go faster.”

How Paul Hudson runs Sanofi’s AI ‘Fight Club’

The French drugmaker’s CEO says the revolution will not be delegated.

e.l.f. Beauty’s CEO on diversity, tariffs, and valuing Hailey Bieber

Tarang Amin runs a “different kind of company” but faces challenges familiar to other executives.

Alice Walton’s prescription for a ‘broken’ US health system

The world’s richest woman is partnering with a ‘whole-health’ focused oncologist to rethink medical education.

Twilio’s CEO on making AI profitable to set up ‘escape velocity’

Companies have plenty of data on their customers, says Khozema Shipchandler, but need to be better at contextualizing it.

Zig Serafin on using AI to make companies more human

The Qualtrics CEO says leaders should ‘live the example’ if they want their teams to adopt the technology.

How Circle’s Jeremy Allaire swayed stablecoin doubters

The crypto champion sees a collision coming between the internet and the global financial system.

Why Perplexity’s CEO couldn’t wait for perfection to launch an operating system for the AI era

The AI search engine startup is releasing products that anticipate where AI will be in the future.

Investors need more ‘moral imagination,’ says Jacqueline Novogratz

The ‘patient capital’ pioneer advocates an inclusive form of capitalism, but says there will be trade-offs.

Syngenta’s Jeff Rowe on making Big Ag less ‘easy to hate’

The agrochemical CEO uses his family farm to navigate the politics of running a Chinese-owned crop giant with IPO ambitions.