Newsletters
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How Elon Musk sold a $1.77 trillion dream—and what other CEOs can learn from the SpaceX IPO
In today’s CEO Daily: We have liftoff! The big leadership story: The chaos at CBS News shows the limits of ‘blow it up’ leadership. The markets: Stocks rally globally on hopes for a U.S.-Iran peace deal. Plus: All the news and watercooler chat from Fortune. Good morning. It’s SpaceX IPO day! Hooray? Odds are high…
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Why is it so hard to get ROI from AI? Because building from first principles isn’t easy
Hello and welcome to Eye on AI. In this edition…highlights from Fortune Brainstorm Tech…Anthropic walks back a controversial decision around its new Fable model…OpenAI considers slashing prices…Meta looks to boost subscription revenue…and Anthropic’s Dario Amodei has a new AI policy manifesto. It’s Jeremy here. First, I want to thank Sharon Goldman for her work as…
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Chevron’s CFO on why finance chiefs are defining AI’s business value
Good morning. There is a growing body of research and survey evidence pointing to CFOs playing a major role in creating value from AI. To gain additional perspective, I spoke with a CFO who is also a former chief technology officer. Earlier this week in Washington, D.C., I had a conversation with Eimear P. Bonner,…
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‘Oh God, no! Not another thing:’ What Anthropic’s Mythos-class Fable 5 means for CEOs trying to govern AI
In today’s CEO Daily: CEOs grapple with the ever-changing rules of AI. The big leadership story: Employers face H-1B visa fee chaos. The markets: Mostly up as markets’ wild week continues. Plus: All the news and watercooler chat from Fortune. Good morning. I was speaking with a CEO in financial services this week when I…
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How the World Cup is a high-stakes stage for Big Tech’s AI push
Personal-computer maker Lenovo’s World Cup debut as FIFA’s official technology partner encompasses AI-enabled phones and tablets, an AI assistant that’s offered to all participating teams, and even the application of AI within a video system that referees will use to help officiate. The pact, announced in October 2024, kicks into high gear for the 2026…
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Finance teams can’t quit Excel. Workday wants to change that with AI
Good morning. There’s a dirty little secret in finance—and maybe even in your own organization: A lot of planning is happening in Excel spreadsheets, a technology that’s roughly 40 years old. I recently sat down with Ben Pierce, general manager of Workday Adaptive Planning. He has spent 20 years in the industry watching the same…
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Health care’s AI dividend is real. The fight now is over who reaps the gains
In today’s CEO Daily: Health care leaders debate how AI is reshaping the industry. The big leadership story: New BP CEO Meg O’Neill makes a hard pivot. The markets: Down globally as the U.S. fires retaliatory strikes against Iran. Plus: All the news and watercooler chat from Fortune. Good morning. Health care CEOs walked into…
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Should Americans get an equity stake in AI? Trump and progressive Democrats float public ownership of AI
Hello and welcome to Eye on AI. Beatrice Nolan here, filling in for AI editor Jeremy Kahn, who is in Aspen at Fortune Brainstorm Tech. In this edition…The plan to give Americans a stake in AI…OpenAI files a confidential S-1 with the SEC…Anthropic rings the alarm on “recursive self-improvement’”..and AI consciousness goes mainstream. Last Friday,…
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Exclusive: The startup that’s dressing up crypto for Wall Street raises $175 million in a round led by a16z crypto, Paradigm, and Ribbit Capital
Paul Frambot has a message for the “suits” at traditional financial institutions. “I think TradFi is going to have to wear shorts,” said the 25-year-old, who was coincidentally wearing a pair of his own. That’s an audacious challenge to Wall Street, but Frambot has reason to be confident. He’s the cofounder of the fast-growing crypto…
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The CEO playbook for a more dangerous world
In today’s CEO Daily: AXIS CEO Vince Tizzio runs through the top threats facing leaders today. The big leadership story: How Elon Musk bullet-proofed his astronomical SpaceX pay. The markets: Stocks rebound after a rocky Monday. Plus: All the news and watercooler chat from Fortune. Good morning. Here’s one question that AI can’t answer: When…