Jun 11, 2026
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RECENT BRIEFINGS
What you missed
Eli Lilly's GLP-1 Bet: Internal Science vs. Market Hype
Eli Lilly's GLP-1 bet exemplifies a strategic shift toward internal conviction over external market pressures.
Coventure built 'cockroach' strategy post-SVB for cash
Isaac Strulowitz of Coventure implemented a 'cockroach' strategy post-SVB, emphasizing triple redundancy for cash across banking relationships.
Gartner: 75% of digital-only tech services fail by 2030
The AI services market is splitting into "phygital" leaders and "digital-only" laggards.
Purpose Isn't Generosity. It's a $70B Moat.
Eric Ries argues that prioritizing mission-driven purpose and trustworthiness can lead to exceptional financial success.
Drowning in Success + Balance Sheet Lies & AI-Native Ops
Growth doesn't bring efficiency—it breeds complexity. This week: why your balance sheet is deceiving you and how to navigate the "step costs" of scaling.
The $0.00 AI Pilot: Merck's 'Zero Gravity,' Tecovas' $1M actual gain.
AI's true deployment signal is emerging: less about generalized intelligence and more about specialized agents, data hygiene.
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CEO & Leadership Brief
CEO and leadership intelligence — communication, culture, decision-making, org design, and the practices of exceptional leaders.
14+
Finance & Operations Brief
CFO, CIO, and COO intelligence — financial operations, technology leadership, and the decisions that drive organizational performance.
13+
Strategy & Governance Brief
Board-level strategy, institutional intelligence, and the macro forces shaping how the best companies are governed and led.
15+
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CEO & Leadership Brief
8 min read
Eli Lilly's GLP-1 Bet: Internal Science vs. Market Hype
Eli Lilly's GLP-1 bet exemplifies a strategic shift toward internal conviction over external market pressures.
The Operator
7 min read
Coventure built 'cockroach' strategy post-SVB for cash
Isaac Strulowitz of Coventure implemented a 'cockroach' strategy post-SVB, emphasizing triple redundancy for cash across banking relationships.
The Signal
6 min read
Gartner: 75% of digital-only tech services fail by 2030
The AI services market is splitting into "phygital" leaders and "digital-only" laggards.
CEO & Leadership Brief
7 min read
Purpose Isn't Generosity. It's a $70B Moat.
Eric Ries argues that prioritizing mission-driven purpose and trustworthiness can lead to exceptional financial success.
The Operator
6 min read
Drowning in Success + Balance Sheet Lies & AI-Native Ops
Growth doesn't bring efficiency—it breeds complexity. This week: why your balance sheet is deceiving you and how to navigate the "step costs" of scaling.
The Signal
7 min read
The $0.00 AI Pilot: Merck's 'Zero Gravity,' Tecovas' $1M actual gain.
AI's true deployment signal is emerging: less about generalized intelligence and more about specialized agents, data hygiene.
CEO & Leadership Brief
8 min read
Mission-Driven Value Reshapes Business: Trust, Purpose, and Profit Beyond Shareholder Primacy
This week, we explore how mission-driven value and trustworthiness are reshaping business, featuring leaders from Live Tinted, Costco, and the Long-Term Stock Exchange.
The Operator
5 min read
Accountant headcount halved? The CFO 4.0 shift.
AI is transforming finance, demanding discipline, tech literacy, and re-evaluation of every role for CFOs and operational leaders.
The Signal
6 min read
Perplexity: CEOs are AI’s Real Power Users
CEOs are AI's true power users, orchestrating tasks with their delegation skills and driving unprecedented operational efficiency.
CEO & Leadership Brief
8 min read
Guilt Tax: Madhani, Mutyala, Zhuo Redefine Ambition & Freedom
Explore how Madhani, Mutyala, and Zhuo are challenging traditional notions of success, re-evaluating the "Guilt Tax" on ambitious women.
The Operator
7 min read
Beyond Vanity Metrics: Prioritizing True Enterprise Value
Leading operators discuss how an internal obsession with vanity metrics can derail high-growth companies, using Cerebras as a key example. Learn to prioritize strategic architecture and true enterprise value.
The Signal
7 min read
AI: fund it, don't fear it. -0.4% jobs lost.
Companies are shedding headcount to reallocate funds towards significant AI investments, not due to direct AI-driven job displacement.
CEO & Leadership Brief
7 min read
China's 'invisible' firms, tax havens, & hidden IP acquisitions
This week, insights reveal how Chinese companies leverage tax havens for 'invisible' acquisitions.
The Operator
8 min read
GNP’s 1,000 Devs Went 95% Autonomous. What Changed?
GNP, Mexico's largest insurer, piloted autonomous software development. With Blitzy, 1,000 developers saw 80-95% autonomous completion, reshaping engineering strategy.
The Signal
6 min read
The Alpha of Inefficiency: Goldman GSAM and a $90M RELX Win.
Despite narratives of AI streamlining processes, real-world deployments reveal it amplifies existing inefficiencies, demanding more human intervention and nuanced judgment from operators.
CEO & Leadership Brief
9 min read
Philip Morris bought Vectura. Shareholder primacy is why.
The modern idea of shareholder primacy, prevalent since the late 70s, is increasingly seen as a counterproductive construct hindering long-term health and innovation.
The Operator
6 min read
Entry-Level Finance Jobs Are Disappearing
Traditional entry-level finance roles for new graduates will largely cease to exist due to AI automation, requiring new hires to possess more senior-level analytical and strategic skills. This forces a re-evaluation of finance talent pipelines and...
The Signal
6 min read
AI Compute Tripled. Virginia Planned for Zero Growth.
AI's energy hunger is no longer a future problem; it's creating immediate infrastructure vulnerabilities and legal challenges for states like Virginia, which planned for zero power demand growth.
CEO & Leadership Brief
8 min read
Samsung: AI Will Make Companies "Look The Same"
Samsung’s Chief Design Officer warns AI will make companies indistinguishable. The unique advantage lies in human elements AI cannot replicate, forcing a reckoning with authenticity.
The Operator
6 min read
McKinsey: "One-Third" Is Outcome-Based
McKinsey & Company's CFO confirms a significant portion of their work is now outcome-based, tying payment directly to validated financial impact—a radical departure from traditional models.
The Signal
7 min read
The $1T Blue Collar Prize. 68% of CIOs Cut the AI Hype.
The AI value proposition is shifting. Breakthroughs are out, operational efficiencies are in. This means clear "kill criteria" for AI initiatives and embedding AI directly into workflows for measurable value instead of waiting for abstract...
CEO & Leadership Brief
7 min read
Ray Dalio’s "Radical Transparency" Problem
Ray Dalio’s Bridgewater Associates implemented "radical transparency" that fostered public humiliation and surveillance. Learn how hyper-optimization stifles growth.
The Operator
6 min read
Figma Cut Margins by 5%. Your AI Bet Will Too.
Figma's CFO Praveer Melwani openly discussed reducing gross margins from 91% to 86% to heavily invest in AI, showing the shift towards future bets.
The Signal
8 min read
AI’s $5T Capital Need: Apollo Questions ROI
AI is turning asset-light businesses asset-heavy. Apollo CEO Jim Zelter reveals the $5 trillion capital expenditure required for data centers, raising critical questions about ROI that boards must address now.
CEO & Leadership Brief
8 min read
Retention Is Dead. Employee Growth Isn't.
Steve Cadigan, former CHRO of LinkedIn, declares "Retention Is Dead," arguing that loyalty now belongs to individual growth. This "workquake" reshapes talent strategies.
The Operator
7 min read
Shadow AI Is Your Most Immediate Risk
While generative AI hype continues, operators focus on cultural shifts. Learn why AI success hinges on human elements, not just tech, and how to mitigate "shadow AI" risks.
The Signal
8 min read
AI Was Supposed to Lower Costs. It’s Driving Them Up.
The AI honeymoon is over. New data reveals that the true costs of AI deployment—from electricity to human critical thinking—are rapidly escalating, challenging early assumptions and demanding a fresh look at infrastructure and talent strategies.
CEO & Leadership Brief
6 min read
50% of Internet Traffic Is Bots. Your Brand Isn't Ready.
The rise of AI-powered agents and changing workforce dynamics demand a new leadership blueprint. Is your organization prepared?
The Operator
9 min read
70% of Bankrupt Firms Are Profitable. Here's Why.
Many profitable companies still go belly-up because they run out of cash, not because they’re unprofitable. Learn how to calculate your cash conversion rate and identify the true culprits for cash drain.
The Signal
7 min read
AI Bottleneck: 500,000 Electricians Needed
Goldman Sachs projects 220% global AI data center power demand by 2030, but a critical shortage of 500,000 electricians in the US alone threatens expansion.
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Michael Reh of BERA AI highlights how brand equity directly increases enterprise value, urging CMOs to quantify brand power.
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Growth Glider
Sales, Growth & Revenue Operations
Beware the 'big brand' CRO hiring pothole.
The CRO role is evolving. It requires an architect to build and scale revenue operations for your specific growth stage.
May 28, 2026
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