Articles

The SaaS Crash Isn’t About AI Replacing Software. It’s About Software Finally Being Asked to Prove It Worked.

In the first quarter of 2026, something happened to enterprise software stocks that had never happened before: the forward earnings multiple on the average listed software company fell below...

The $725 Billion Question Big Tech Doesn’t Want Boards Asking: How Long Does a GPU Actually Live?

Every CEO who has ever sat through a capital allocation review knows the quiet power of a single...

Return-to-Office Was Never a Culture Policy. It’s a Leverage Test, and the Results Are In

Every return-to-office mandate issued since 2023 has come wrapped in the same language: rebuilding culture, sharpening collaboration, restoring...

SpaceX’s $1.77 Trillion IPO Wasn’t a Democratization of Ownership. It Was the Final Markup Before the Correction.

On June 12, 2026, SpaceX priced its initial public offering at $135 a share, valuing the company at...

Shadow AI Was the Warning. The Real Risk Is a Workforce of Agents No One Supervises

Every CISO has a version of the same story by now: someone in finance pasted a draft term...
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Agentic Commerce Isn’t a Shopping Revolution. It’s a Standards War, and India Has an Unlikely Edge.

When Walmart's e-commerce chief Daniel Danker quietly told reporters this spring that purchases made through ChatGPT converted at roughly a third of the rate...

The Great Flattening’s Blind Spot: Why the West Is Firing Its Managers, India Is Firing Its Freshers, and Both Are Spending the Same Reserve

By CEO Today Editorial Two decisions are being made in corner offices right now that look, on paper, unrelated. In Seattle and Redmond, chief executives...

The Sovereignty Illusion: Why National AI Programmes Are Deepening Dependence, Not Ending It

Somewhere in an enterprise architecture review this quarter, a CIO is being asked a question that did not exist three years ago: which country's...

The Boardroom’s Own AI Problem: Why Directors’ Ungoverned Habits Are Becoming a Legal Liability

Picture a fairly ordinary risk committee meeting at a large listed company sometime this year. The agenda has a standing item on artificial intelligence:...

Stablecoins Won’t Break the Banks. They’re Built to Break the Toll Booth.

Somewhere inside Walmart and Amazon, treasury teams have spent the past year studying whether the world's two largest retailers should issue their own dollar-backed...

The Handover Nobody Is Pricing: Why Family Business Succession Has Become India’s Biggest Unpriced Risk

In March this year, Vijaypat Singhania died in Mumbai at 87, closing out a decade-long, unusually public feud with his son Gautam over control...
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