Newsletters
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Financial fraud in an era of blockchain and AI
I had the pleasure last week of hosting a discussion with fintech CEOs at the Reagan National Economic Forum in lovely Simi Valley, Calif. The focus was on how the U.S. can keep its edge as the world’s top economic power by leading in the two technologies that are defining the next era of finance:…
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A SpaceX-Tesla union would mark the largest merger of all time. But does the math work?
Elon Musk may be about to use SpaceX’s soaring valuation as a lifeline for Tesla—and in doing so, create a combined giant that potentially loses money. A new Fortune analysis by colleague Shawn Tully lays out the math behind a reported potential SpaceX-Tesla merger. The combined entity would carry a $3.4 trillion valuation with SpaceX…
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Mecka AI raises $60 million to train robots with human data sourced from body sensors and iPhones
Data is the oil of the AI boom—and the startup Mecka AI hopes to tap the vast reservoir of hand gestures, walking gaits, and immense collection of humanity’s physical motions to better train our future overlords: robots. So-called “embodied” AI data isn’t exactly novel. Wayve, the British autonomous driving company, has trained its models on…
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From GE’s hot seat to Substack: Jeff Immelt reflects on a new chapter and why now is the time to get candid
In today’s CEO Daily: Diane Brady interviews Jeff Immelt about a new project. The big leadership story: Delta looks beyond the main cabin. The markets: U.S. futures surge after Nvidia’s new PC ‘superchip’ sparks a software rally. Plus: All the news and watercooler chat from Fortune. Good morning. My first question for Jeff Immelt after…
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A little-known semiconductor company just won an entrepreneur contest that previously honored Jensen Huang and Michael Dell
In today’s CEO Daily: Astera Labs wins a top entrepreneur prize. The big leadership story: Marc Benioff says agents are doing a lot—but not ‘selling and communicating.’ The markets: Mixed with big surges in parts of Asia. Plus: All the news and watercooler chat from Fortune. Good morning. Astera Labs CEO Jitendra Mohan, along with…
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The CFOs steering Big Tech’s trillion-dollar AI bet
The most consequential spending decisions in tech right now are being made by CFOs—and at five of the giant hyperscalers funding the AI build-out, plus Nvidia, those CFOs are women. That’s among the topics in my new article, released alongside the 2026 Fortune Most Powerful Women list. Meta’s Susan Li, Microsoft’s Amy Hood, Alphabet’s Anat…
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Why some CEOs still choose Europe over the U.S.
In today’s CEO Daily: Unpacking the areas where Europe still has an edge. The big leadership story: Are we on the cusp of a productivity boom? The markets: Mostly down as investors await news of an Iran peace deal. Plus: All the news and watercooler chat from Fortune. Good morning. I’m in Monaco this week,…
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The key disclosures missing from SpaceX’s S-1
The particular joy of an S-1 is that it cracks open a business long held close. So, when SpaceX finally and officially filed to go public last week, it was momentous. At long last, there was visibility: We know the company’s 2025 revenue was $18.67 billion, that its losses are also up to nearly $5…
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Sanofi is building its own AI ecosystem to give the French pharma giant an edge
In the early days of the generative artificial intelligence boom, Sanofi’s chief digital officer, Emmanuel Frenehard, wasn’t particularly impressed with the AI tools that were being pitched. The French pharmaceutical giant eschewed licensing an enterprise version of the AI chatbot ChatGPT for internal use. Frenehard also didn’t make Copilot, Microsoft’s AI assistant, widely available for…
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The 2026 Fortune Most Powerful Women list is here—and 11 CFOs made the cut
The 2026 Fortune Most Powerful Women list was released this morning. The women on the global list are leaders at 94 companies with a combined 11.8 million employees and $7.3 trillion in annual revenue. Earning the top spot is Citigroup chair and CEO Jane Fraser—the first new No. 1 since 2024. Fraser became the first woman to…