Operating at the Intersection of Technology and the Capital Markets
Tag: CEOs
AI - what a mess. Executives and investors regularly refer to all advanced automation as "AI", regardless of whether the technology in question refers to machine learning, deep learning, neural networks, natural language processing, computer vision / image recognition, voice recognition, generative AI and so on. The good folks at Korn Ferry recently published the … Continue reading AI: The Blind Leading The Blind
The Wall Street Journal has published at least two articles this week about Return To Office (RTO) policies and how employees are coping with and gaming them. The fact that this is even an issue makes me sick to my stomach. If you are a company such as Automattic (the platform that TEK2day is published … Continue reading CEOs: Be Willing To Break A Few Eggs
Was Unity's pricing model PR error enough to push out John Riccitiello as Unity (ticker: U), CEO? I don't think so. However, when you combine a massive business operations gaffe with sexual misconduct lawsuits, it then becomes difficult for any Board to want to keep the CEO around. You may read our previous article about … Continue reading John Riccitiello’s Past Caught Up With Him
Board members ought to be asking themselves "Is my CEO and executive team capable of leading the Company in a long-term interest rate environment where the Fed Funds rate sits at approximately 3%?" This is especially true if, like me, you believe that CPI is not going to 2% any time soon and that the … Continue reading How Many CEOs and CFOs Have Deep Experience Leading In A Non-ZIRP Environment?
Great CEOs would already be running the company in a lean and mean fashion. Their first loyalty would be toward their employees, not the Street, not EPS guidance, not their variable compensation plan. If you have highly productive people (it's up to you as CEO to qualify your people - or at least to drive … Continue reading What Should CEOs Do Regarding Headcount During A Recession?
I detest CEO hype. I much prefer honesty without hype. CEOs can be honest and upbeat without the hype. Nadella drank his own Kool-Aid. Microsoft CEO Satya Nadella fell victim to the AI hype earlier this week when Microsoft reported (HERE) as we told you he would (HERE). It's Nadella's job as Microsoft CEO to … Continue reading I Detest CEO Hype. Better To Be Honest With Investors.
This brief Korn Ferry article on CEO turnover is worth a read. Yes, I do believe that the Tech sector over-hired circa 2011 - 2021. My opinion is that San Francisco Bay Area companies are most guilty of over-hiring as frankly that's the Bay Area culture, at least as long as I started to visit … Continue reading CEO Turnover Up Approximately 18% Y-O-Y. Good.
One lesson I've learned over the past 28 years in the Capital Markets is that companies should not feed into hype in order to bolster their Enterprise Value. Rather than feed into hype, CEOs and management teams ought to focus on driving the business and educating investors. The average institutional investor does not understand the … Continue reading Public Company CEOs Should Not Feed the AI Hype
Below is the high-level outline for our next book to be published as an Amazon Kindle book later this summer. The book will be focused on CEO communications with public company investors. I. Define Your Company What We Do & How We Do It How We Create Customer Value How We Create A Sustainable Competitive … Continue reading Communicating with Investors: A CEO Handbook
The best CEOs drive the business during economic downturns as well as during good times. Having operating targets large and small across all facets of the operation supported by incentive-based compensation systems greatly increases the probability of driving superior operating performance. The best CEOs define a mother mission. It is ideal if the mission is … Continue reading The Best CEOs
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