Newsletters
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SpaceX’s IPO filing is full of surprises
SpaceX’s IPO prospectus is a treasure trove. On some level, that’s expected: Elon Musk (the world’s richest person) and his businesses have long been their own landscape of lightning rods. But SpaceX has always especially captured imaginations. The company’s been around since 2002 and for decades has been revamping the once-impenetrable space economy. And the…
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The SpaceX IPO is a referendum on Elon Musk and his plan to colonize Mars
In today’s CEO Daily: Unpacking SpaceX’s IPO prospectus. The big leadership story: Inside Microsoft’s plan to make up the ground it’s lost in the AI race. The markets: Mixed globally as investors digest Nvidia’s latest earnings. Plus: All the news and watercooler chat from Fortune. Good morning. How much faith do you put in Elon…
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How 8,000 robots are changing work inside logistics giant DHL Supply Chain
Sally Miller, the global chief information officer at DHL Supply Chain, has deployed more than 8,000 robotics systems across the logistics provider’s global sites, an investment in automation that has cut costs, lowered employee turnover, boosted workplace satisfaction, but also, fewer jobs. “Does it reduce our dependency on labor? Yes, it does,” says Miller. “If…
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Indeed chief economist says execs are ‘overestimating the speed’ of AI transformation in the labor market
Good morning. AI may be dominating boardroom conversations, but a handful of giant employers are driving AI hiring in the U.S. “I think we’re overestimating the speed at which we’re going to see this transformation,” Svenja Gudell, chief economist at Indeed, said on Tuesday to a room of executives during a panel session at the…
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CEOs are handing out AI tokens like paychecks—and figuring out how to justify the spend
In today’s CEO Daily: On the front lines of tokenomics The big leadership story: Performance reviews aren’t keeping up with technological change. The markets: Mixed globally as investors await Nvidia’s earnings. Plus: All the news and watercooler chat from Fortune. Good morning. Earlier this week, I got a message from a colleague in IT, who…
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The times they are a-changin’: Washington suddenly warms to regulating AI
Hello and welcome to Eye on AI. In this edition…momentum builds for U.S. AI regulation…Musk loses his lawsuit against OpenAI…Andrej Karpathy goes to Anthropic…Google debuts a “Co-Scientist”…and are humans the limiting factor when it comes to deploying AI? I spent much of the past week in Washington, D.C., where, when it comes to AI, change…
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CFOs could cut agentic AI costs up to 60% by fixing this overlooked data problem
Good morning. In the race to deploy AI agents, many companies are overlooking a costly problem hiding in plain sight: data without context. Companies that prioritize semantics in their AI-ready data will improve agentic AI accuracy by up to 80% and cut costs by up to 60% by 2027, according to new research released at…
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ESG may be fading—but moral leadership isn’t
In today’s CEO Daily: Leaders rethink moral leadership for the AI age. The big leadership story: Elon Musk loses his OpenAI case. The markets: Mixed as Trump delays a strike on Iran. Plus: All the news and watercooler chat from Fortune. Good morning. I first met Dov Seidman in 2007 when he published a book…
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AI in the workplace is stumbling. Fortune’s Workplace Innovation Summit will dive in to why
Good morning! As you’re reading this, I’m on my way to Atlanta for the second-annual Fortune Workplace Innovation Summit—and sifting through an inbox full of studies about AI’s effect on work. The findings are sobering. Despite record AI investment, 78% of organizations have seen AI projects fail or remain stuck in pilots, according to a…
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Trump’s new corporate playbook: Why the administration is taking equity stakes in companies like Intel
Good morning. Fortune editor-in-chief Alyson Shontell recently sat down with President Donald Trump for a wide-ranging conversation covering everything from tariffs to AI data centers to the war in Iran. The president also outlined the broader, top-down dealmaking mentality he’s bringing to the American economy. Over the past two years, on multiple occasions, the Trump…