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InterviewArtificial intelligence
BCG says AI consulting will supply 20% of revenues this year
...“I am the most vocal, and I would say also ruthless leaders, when it comes to telling my team that it’s nice to go to our clients and tell them they have to change, but we have to change BCG just as much...
April 23, 2024
US & Canadian companies
Pwease don’t be mean, I’m just a wittle luxury bag conglomerate 👉👈
...I don’t know if I said that earlier. But really, it’s that pricing power, which is a combination of headline prices and discipline around discounts....
April 23, 2024
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
Tesla Inc
Tesla’s biggest problem: cars
...I think Cathie Wood said it best. Like really, we should be thought of as an AI or robotics company....
April 26, 2024
Drug prices
Copycats take bite out of AbbVie’s best-selling Humira drug
...“I think a lot of people are now expecting pretty meaningful erosion of AbbVie’s US Humira business this year,” he said....
April 25, 2024
Lex PopuliInvestments
If you like a company, should you buy its shares?
...“I should have done some work on Apple,” he lamented on CNBC’s Squawk Box last year....
April 19, 2024
LexElaine Moore
The Lex Newsletter: AI spending plans are spooking the market Premium content
...autonomy, I think they should not be an investor in the company.”...
April 26, 2024
FT Live
Innovation in Wealth Management Summit
Augmented intelligence for client-centric services
Thursday, 2 May9 Montague Close, London, UK
HTSIThe HTSI design special
At its Florentine factory, Ginori 1735 still casts a spell
...“I am devoted to them. I never go anywhere else.”...
April 10, 2024
Jefferies Group Inc
Jefferies boss sells $65mn in stock to buy a customer’s yacht
...“My sale of shares today was a gift to myself and my family, and I do not intend to sell any further shares,” Handler said in a statement....
April 24, 2024
Unhedged
Valuing Reddit, take 2 Premium content
...I’m not sure if the second-tier social media companies are profitable, even when their revenues rise into the billions....
March 28, 2024
Futures contracts
Goldman and Citadel Securities back Lutnick’s renewed tilt on futures market
...“I have sat here for 22 years as the chair and CEO of this company since we went public and I’ve seen nothing but competition. So this is no different....
April 25, 2024
Paris Olympics
Parisians struggle to cash in on Olympic Games rentals
...“Normally it books very fast, but I opened it a month ago for July and August bookings and so far there are none,” she said....
April 20, 2024
Financial services
How’s the PE Winter looking?
...I mean, sure, private equity dudes care, but should the rest of us?...
April 25, 2024
Alphabet Inc
Alphabet surges past $2tn valuation as it announces first dividend
...Google will detail more of its plans in AI and search at its annual I/O developer conference on May 14 and 15 at its headquarters in Mountain View, California....
April 26, 2024
FT Swamp Notes
Does DoJ versus Apple signal a market top? Premium content
...The brief history I just laid out sounds to me like a company that has been buffeted by market and competitive forces, and is likely to be so again....
March 25, 2024
Vinod Khosla
The US is right to target TikTok
...As for TikTok’s value as a boon to consumers and businesses, there are many companies that could quickly replace it....
April 9, 2024
FT Live
Future of AI
Igniting a new era of innovation and investment
Wednesday, 6 NovemberLondon. UK
News in-depthDementia
Alzheimer’s drug Leqembi falls short of blockbuster status in faltering US rollout
...“I used to forget the tiniest everyday things: I’d put eggs on to boil, I’d forget. Papers were stacked four feet high on my desk,” said Davis, 74....
April 22, 2024
Sexual misconduct allegations
New York law unleashes ‘avalanche’ of historic sexual abuse claims
...Reid told The New York Times in 2017: “I’m proud of my record promoting, supporting and uplifting women at every company I’ve ever run....
November 23, 2023
Unhedged
Where Tesla departs from the Mag 7 Premium content
...of the company....
April 3, 2024
UnhedgedRobert Armstrong
Valuing Reddit is hard Premium content
...I remember working as an analyst during Google’s IPO in 2004 and a financial journalist during Meta-née-Facebook’s IPO eight years later. I remember some of the things I said about each company....
March 27, 2024
Rutherford Hall
Never call yourself a futurist
...WhatsApp to Stephen: I know he wants to show the company is forward thinking but it wasn’t forward thinking enough to stave off net outflows from their funds and a fall in profits....
April 8, 2024
FT Magazine
The delivery rider who took on his faceless boss
...Samii had moved to Pittsburgh to work for a self-driving car company, Argo.ai, a start-up funded by Ford and Volkswagen....
March 15, 2024
Gillian Tett
Companies must rethink how they handle cyber risk
...That might reflect their lack of expertise but I suspect the real problem is cultural....
April 18, 2024
News in-depthNews in-depth15 min
Building blocks: Lego's next move | FT Film
...Where I see that taking Lego is a way from simply making boxes of bricks to being much more of an entertainment company and much less of a product company, that I see them not really competing against Mattel...
March 21, 2024
News in-depthApple Inc
China’s love affair with Apple and Tesla hits rocky patch
...“I trust domestic brands, using them was a uniform request.”...
March 10, 2024
News in-depthWeight Watchers International Inc
WeightWatchers faces an era when weight loss comes in a syringe
...“If I do that work for our membership, then results will be there, and eventually the market will reflect it.” Guggenheim’s Wallace said: “As long as they do what they guided they will be fine....
April 9, 2024

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