The CEO Signal
The CEO Signal is a bi-weekly podcast hosted by Penny Pritzker, former U.S. Secretary of Commerce, and Andrew Edgecliffe-Johnson, Semafor's CEO Editor. The show offers candid conversations with leaders of the world's largest companies, examining the decisions shaping the business world. It expands on Semafor's CEO Signal newsletter, which is read by top executives. The podcast is presented by PwC.
Episodes
Inside the Breakup of an American Industrial Giant
After nearly four decades at Honeywell, Vimal Kapur reached the top — and then took on the task of breaking the 140-year-old industrial conglomerate into three companies.
Kapur tells Penny Pritzker and Andrew Edgecliffe-Johnson how he managed that separation while simultaneously building Honeywell Technologies into a focused automation company, reshaping its portfolio and deciding where the new b
Motorola Solutions CEO Greg Brown on the “Relief or Regret” Rule
“Relief or regret?” That is the question Motorola Solutions Chairman and CEO Greg Brown uses to test consequential decisions.
In a candid conversation with Penny Pritzker and Andrew Edgecliffe-Johnson, Brown explains how nearly two decades of reinvention, activist pressure and private-equity involvement changed the way he leads. Working with activists made him more accountable and pushed him, he
United Airlines CEO Scott Kirby on calculated bets and building a US flag carrier
United Airlines CEO Scott Kirby wants to build what he calls the “undisputed flag carrier of the United States.” He argues that airlines are not commodities and that greater scale could benefit customers, but acknowledges a fundamental obstacle to consolidation: “We can’t get it done without a willing partner, and we don’t have one.”
In this episode of The CEO Signal, Kirby discusses the decade-l
Jon Gray, President and COO, Blackstone on AI, Private Credit and Big Bets
Jon Gray, chief operating officer of the $1.3 trillion asset manager Blackstone, says one of the firm’s distinguishing habits is to “go big” when it finds a theme it believes in. But he also says successful convictions need to be challenged, particularly as Blackstone invests heavily around artificial intelligence. “You keep pressing against what you’re doing to confirm that you haven’t just sort
Reed Hastings on life after Netflix and the next wave of AI
Netflix co-founder and former CEO Reed Hastings says AI could unleash a new wave of “creative destruction” as companies use rapidly improving technology not just to cut costs, but to challenge competitors and build new businesses.
In this episode of The CEO Signal, Hastings notes that AI has been getting “roughly twice as good every year” and says CEOs should think of it as the equivalent of doub
Max Levchin on why Affirm wants to be your smarter older sister
Affirm founder and CEO Max Levchin built his company to behave like your “smarter older sister”: helping customers make better decisions rather than profiting from their mistakes.
In this episode of The CEO Signal, he explains how that philosophy shaped Affirm and why it may become even more important as AI transforms consumer finance.
Hosted by Penny Pritzker and Andrew Edgecliffe-Johnson, the
Ralph Lauren CEO Patrice Louvet on magic, logic, and saying no
Patrice Louvet says Ralph Lauren left about $1 billion in revenue on the table as it pulled back from places where, “frankly, we weren’t proud of being.” When he became CEO in 2017, the company had stretched its brand too far. His challenge was to restore the brand without compromising the creative “magic” that made Ralph Lauren distinctive.
After nearly three decades at Procter & Gamble, Louvet
Cisco CEO Chuck Robbins on AI transformation, hard decisions, and leading at speed
In this episode of The CEO Signal, Chuck Robbins talks about the people decisions behind a transformation as sweeping as Cisco's repositioning for the age of AI. He says executives need to “disagree and commit,” but warns that CEOs shouldn't tolerate people who aren't on board with the strategy. “The one thing that is like death in an organization is passive aggressive behavior,” he says.
Hosted
Allstate CEO Tom Wilson on trust, purpose and why CEOs should speak up
"There should be more voices" in the corporate world speaking up on societal issues, Allstate CEO Tom Wilson says in this episode of The CEO Signal. “CEOs need to stand up and decide what’s important to them, what’s important to their customers — and take a stand.”
Wilson has led Allstate for nearly two decades, running a business built on trust at a time when trust in America is under pressure.
Dan Schulman, Verizon CEO, on AI, layoffs and punching back
“If somebody’s going to punch me, I’m going to punch back,” Verizon CEO Dan Schulman says in this episode of The CEO Signal.
Schulman, who came out of retirement six months ago to lead the $200 billion telecoms company, reveals that he initially turned the job down — twice. But his mandate is blunt: stop losing customers to its rivals, regain Verizon’s “swagger,” and move it from a defensive post
Arvind Krishna, IBM CEO, on Big Bets, AI, and Quantum
What does it take to make big bets inside a public company?
In this episode of The CEO Signal, IBM Chairman and CEO Arvind Krishna discusses how he thinks about major strategic decisions at a moment of rapid technological change — from hybrid cloud to AI and quantum.
At the center of the conversation is IBM’s acquisition of Red Hat — a decision Krishna helped drive before becoming CEO, and one t
Emma Walmsley on Leading and Leaving GSK
What does it take to hand over a company after years at the helm? Dame Emma Walmsley reflects on her tenure as CEO of GSK at the moment she was preparing to hand over to her successor, Luke Miels. It’s a rare chance to hear a CEO reflect on the full arc of their tenure, from stepping into the role to shaping their own succession.
After nearly a decade leading one of the world’s largest pharmaceut
Starbucks CEO Brian Niccol on Leading Through Turnarounds
Why do some CEOs run toward the hardest challenges in business?
In the first episode of The CEO Signal, Starbucks CEO Brian Niccol joins hosts Penny Pritzker and Andrew Edgecliffe-Johnson to discuss the leadership mindset behind one of the most closely watched turnaround stories in global business.
Niccol has built a reputation for stepping into difficult situations. He previously led Chipotle t
Introducing: The CEO Signal
When the business world moves, these are the people turning the wheel. Introducing The CEO Signal, a new show hosted by Penny Pritzker and Andrew Edgecliffe-Johnson. Episodes are released every two weeks. Building on The CEO Signal newsletter, the essential briefing read by the world’s top chief executives, the show brings that perspective to revealing conversations with the people steering the wo
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