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“People are reluctant in the business community to say critical things about the administration, so they tend not to do it in public,” David M. Rubenstein tells Stephanie Ruhle. “In private, they are telling him now the economy has some real risks ... you risk going into a slowdown or a

“It’s hard to beat up on the president of the biggest country in the world, with the second biggest economy in the world, and who’s going to be president for a long time after President Trump is president” - David Rubenstein at #worldeconomysummit semafor.com/article/04/24/…

.A Edgecliffe-Johnson: How close are we to the next great breakthrough in fighting cancer? Pfizer Inc. CEO Dr. Albert Bourla: "I think we are probably closer than any other therapeutic area" #WorldEconomySummit

"The group chats are 'the memetic upstream of mainstream opinion,' wrote one of their key organizers" - ICYMI, do read Ben Smith on the private messaging groups that changed America

At the #WorldEconomySummit last week, David M. Rubenstein shared a story from his time in the Carter administration about a staffer who had warned of a recession during a White House briefing: “Carter hauled him into the Oval Office and said, ‘Do not use the R Word. It scares

Analysis: The US is not an ‘emerging market’ — yet, Matthew C. Klein writes for Semafor semafor.com/article/05/01/…

Trump is a “coffeehouse chess player," Kenneth S Rogoff tells Ben Smith semafor.com/article/05/06/…

IBM’s Gary Cohn on the tariff-driven ‘environment of uncertainties’ holding back AI, via Semafor semafor.com/article/05/06/…

🟡 Bill Gates says he has been “horrified” at the cuts to global humanitarian aid programs by the Trump administration and will be lobbying the White House and Congress to help restore some of the axed programs. In an interview with Semafor to mark the Gates Foundation’s 25th

Warren Buffett’s impending retirement will move Pat Gallagher one notch higher on the list of America’s longest-serving CEOs. The 73-year-old has run Arthur J Gallagher, the insurance broker his grandfather founded almost a century ago, for 30 years, and shows little interest in

‘We’re building a moat around a castle’: How Arthur J Gallagher’s third-generation CEO struck 500 deals in 30 years semafor.com/article/05/08/…

"I’m an analyst, so I grew up in a world of tension." Morningstar, Inc. CEO Kunal Kapoor on why he's fine with a little conflict in his top team, via Semafor semafor.com/article/05/08/…

‘MAGA is a big lesson to us’: My ⁦Semafor⁩ interview with Suntory’s Takeshi Niinami on tariffs, ‘naive’ Japanese dealmakers, and the urgency of inclusive capitalism semafor.com/article/05/15/…

"They're not just consumers. They're fans." In this episode of The CEO Signal, MATTEL Chairman and CEO Ynon Kreiz speaks with Semafor’s CEO Editor A Edgecliffe-Johnson about how Mattel evolved from a traditional toy company into a global IP and brand powerhouse. They discuss

$2 trillion of commerce goes through FedEx's network every year. Here’s what Raj Subramaniam, its CEO, told me it has had to do to get the most value from the insights that gives it into global supply chains.

Well, that is a new CEO strategy, openly dump on your predecessor who presumably had your board's backing! Nestlé A Edgecliffe-Johnson ft.com/content/0877ea… via @ft

Texas business law overhaul would Musk pay package and up Delaware stakes Semafor semafor.com/article/05/22/…

"People thrive on breakthrough aspirations." Cognizant CEO Ravi Kumar S on the tech jobs "tsunami" and why he still expects to need 350,000+ employees, even as half of its code is written by AI semafor.com/article/05/22/…

“I look for commitment to our absolutes, which are safety, ethics, and quality.” Otis Elevator Co. CEO Judy Marks speaks with Semafor’s A Edgecliffe-Johnson on the values that drive a company moving 2 billion people daily.

“Anthropic’s strategy bucks the overall trend in the tech industry, where most CEOs have taken steps to gain favor with the new administration, attempting to influence it from within, rather than fight its policies semafor.com/article/05/30/…