Newsletters
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Why Oracle’s new CFO Hilary Maxson is key to its AI ambitions
Good morning. Hilary Maxson is stepping into the CFO role at Oracle at a pivotal—and risky—moment. As the company invests heavily in AI infrastructure to keep pace with other hyperscalers, the job is no longer just about financial stewardship; it’s about managing the trade-offs of a capital-intensive bet on the future. Maxson began as CFO…
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Bill Ackman channels Warren Buffett with his $64 billion bid for Universal Music Group
In today’s CEO Daily: Diane Brady examines Bill Ackman’s effort to build a modern-day Berkshire— without the folksy charm. The big leadership story: Anthropic is giving companies an early look at its most advanced AI model. The markets: Stocks skyrocket globally on news of a U.S.-Iran ceasefire deal. Plus: All the news and watercooler chat…
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A16z-backed Infinite Machine is building e-bikes that feel like mopeds. Cyclists may have some qualms
This was not the e-bike ride I was expecting. Last week, in Queens, I met up with Infinite Machine CEO Joseph Cohen at his startup’s new vibey office space in Long Island City. After a brief tour, Cohen and I donned motorcycle helmets and went for a ride, spinning through the cobble and paved roads…
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AI is moving fast. CFOs have a narrow window to shape its value
Good morning. AI is moving fast, but many companies still have not decided who should own the job of turning that momentum into measurable business value. At Fortune’s Modern CFO dinner in San Francisco last Thursday, sponsored by Deloitte and ServiceNow, Melissa Valentine, a senior fellow at Stanford Institute for Human-Centered Artificial Intelligence, delivered a…
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SpaceX, OpenAI, and Anthropic could reopen the IPO market—or drain it
SpaceX’s confidential IPO filing has Wall Street abuzz about a reopening for high-growth tech debuts, with OpenAI and Anthropic also looming in the wings. Despite the hype, the IPO market that awaits them looks nothing like 2021’s stampede. In Q1 2026, private markets went into overdrive while the exit window stayed selective. New Crunchbase data…
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CEOs are lining up behind the $1,000 Trump Accounts for babies
In today’s CEO Daily: Diane Brady examines why so many companies are eager to contribute to Trump Accounts. The big leadership story: H&R Block’s new CEO on what distinguishes C-suite leaders from middle management. The markets: Mostly up amid reports that the U.S. and Iran are considering a ceasefire. Plus: All the news and watercooler…
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The biggest mistake HR leaders make when pitching new benefits to their CFO
Good morning! If HR wants a CFO to sign off on a new wellness program, “making employees happier” is rarely enough. Finance leaders want the business case: what it costs, what it replaces, and how it will pay off. That’s the message BambooHR CFO Justin Judd has for HR executives making the pitch. A happier…
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A quantum threat to Bitcoin has some asking the unthinkable: Is it time to freeze old wallets belonging to Satoshi Nakamoto?
The world’s biggest Bitcoin fortune is at risk. A new report by Google found that, by 2029, hackers could use new quantum computing techniques to crack open wallets belonging to Bitcoin inventor Satoshi Nakamoto in as little as nine minutes. Those early wallets, worth around $75 billion at current prices, account for over 5% of…
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Robinhood Ventures has rebounded 30% since its lackluster debut. Can the new private markets fund now withstand the mega IPOs?
In early March, Robinhood’s latest investment product got off to a less-than-stellar start. After CEO Vlad Tenev rang the opening bell on New York Stock Exchange to celebrate the launch of a new private markets fund, the offering tumbled 16% in one day. Since then, the investment vehicle—which aims to give retail investors exposure to…
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The real impact of AI on SaaS isn’t what investors think
Good morning. Fears that AI could render traditional software vendors obsolete triggered a broad SaaS and cloud sell-off in February, a rout that some investors dubbed “SaaSpocalypse.” The catalyst: Anthropic’s addition of a legal task plug-in to its Claude AI, which wiped roughly $285 billion in tech market value within 24 hours. The anxiety was…