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The CEO Signal

by Semafor Podcasts

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Latest episodes

  • Inside the Breakup of an American Industrial Giant

    October 8, 2026 · 50 min

    After nearly four decades at Honeywell, Vimal Kapur reached the top — and then took on the task of breaking the 140-year-old industrial conglomerate into three companies. Kapur tells Penny Pritzker and Andrew Edgecliffe-Johnson how he…

  • Motorola Solutions CEO Greg Brown on the “Relief or Regret” Rule

    September 24, 2026 · 49 min

    “Relief or regret?” That is the question Motorola Solutions Chairman and CEO Greg Brown uses to test consequential decisions. In a candid conversation with Penny Pritzker and Andrew Edgecliffe-Johnson, Brown explains how nearly two…

  • United Airlines CEO Scott Kirby on calculated bets and building a US flag carrier

    September 10, 2026 · 51 min

    United Airlines CEO Scott Kirby wants to build what he calls the “undisputed flag carrier of the United States.” He argues that airlines are not commodities and that greater scale could benefit customers, but acknowledges a fundamental…

  • Jon Gray, President and COO, Blackstone on AI, Private Credit and Big Bets

    August 27, 2026 · 51 min

    Jon Gray, chief operating officer of the $1.3 trillion asset manager Blackstone, says one of the firm’s distinguishing habits is to “go big” when it finds a theme it believes in. But he also says successful convictions need to be…

  • Reed Hastings on life after Netflix and the next wave of AI

    August 13, 2026 · 48 min

    Netflix co-founder and former CEO Reed Hastings says AI could unleash a new wave of “creative destruction” as companies use rapidly improving technology not just to cut costs, but to challenge competitors and build new businesses. In this…

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  • Max Levchin on why Affirm wants to be your smarter older sister

    July 30, 2026 · 45 min

    Affirm founder and CEO Max Levchin built his company to behave like your “smarter older sister”: helping customers make better decisions rather than profiting from their mistakes. In this episode of The CEO Signal, he explains how that…

  • Ralph Lauren CEO Patrice Louvet on magic, logic, and saying no

    July 16, 2026 · 45 min

    Patrice Louvet says Ralph Lauren left about $1 billion in revenue on the table as it pulled back from places where, “frankly, we weren’t proud of being.” When he became CEO in 2017, the company had stretched its brand too far. His…

  • Cisco CEO Chuck Robbins on AI transformation, hard decisions, and leading at speed

    May 28, 2026 · 44 min

    In this episode of The CEO Signal, Chuck Robbins talks about the people decisions behind a transformation as sweeping as Cisco's repositioning for the age of AI. He says executives need to “disagree and commit,” but warns that CEOs…

  • Allstate CEO Tom Wilson on trust, purpose and why CEOs should speak up

    May 14, 2026 · 46 min

    "There should be more voices" in the corporate world speaking up on societal issues, Allstate CEO Tom Wilson says in this episode of The CEO Signal. “CEOs need to stand up and decide what’s important to them, what’s important to their…

  • Dan Schulman, Verizon CEO, on AI, layoffs and punching back

    April 30, 2026 · 44 min

    “If somebody’s going to punch me, I’m going to punch back,” Verizon CEO Dan Schulman says in this episode of The CEO Signal. Schulman, who came out of retirement six months ago to lead the $200 billion telecoms company, reveals that he…

  • Arvind Krishna, IBM CEO, on Big Bets, AI, and Quantum

    April 16, 2026 · 44 min

    What does it take to make big bets inside a public company? In this episode of The CEO Signal, IBM Chairman and CEO Arvind Krishna discusses how he thinks about major strategic decisions at a moment of rapid technological change — from…

  • Emma Walmsley on Leading and Leaving GSK

    April 2, 2026 · 46 min

    What does it take to hand over a company after years at the helm? Dame Emma Walmsley reflects on her tenure as CEO of GSK at the moment she was preparing to hand over to her successor, Luke Miels. It’s a rare chance to hear a CEO reflect…

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About the show

When the business world moves, these are the leaders making the decisions that shape it. The CEO Signal is a new show hosted by Penny Pritzker — investor, business builder, and former U.S. Secretary of Commerce — and Andrew Edgecliffe-Johnson, Semafor’s CEO Editor. Episodes are released every two weeks. Building on The CEO Signal newsletter, read by the world’s top chief executives, the show brings that perspective to candid conversations with the leaders running the world’s biggest companies. The CEO Signal is presented by PwC.