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PodcastsNegóciosFortune 500: Titans and Disruptors of Industry

Fortune 500: Titans and Disruptors of Industry

Fortune Magazine
Fortune 500: Titans and Disruptors of Industry
Último episódio

12 episódios

  • Fortune 500: Titans and Disruptors of Industry

    Bill Ackman's takes on Mamdani, Trump and investing in the AI era

    05/08/2026 | 1h
    Pershing Square Founder and CEO Bill Ackman got his start by cold-calling multi-millionaires and billionaires for startup capital. Today, the billionaire hedge fund manager is a leading voice both on Wall St. and online, where he frequently shares candid opinions about investing, politics, and culture to about 2.7 million X followers.

    In this episode, Fortune’s Editor-in-Chief Alyson Shontell speaks with Ackman about his insights into today’s market, how he recovered from a multi-billion dollar loss, and his perspectives on President Trump and American politics.

    Chapters

    00:00 Cold Open

    01:08 Advertisement

    03:19 Ackman’s market insights

    05:06 Why Ackman loves Uber

    07:38 SpaceX, Anthropic, OpenAI IPOs

    11:33 Ackman’s polarizing online presence

    15:02 President Trump and Trump Accounts

    18:13 Effective philanthropy

    27:01 Becoming Bill Ackman

    31:41 Cold-Calling the Forbes 400

    35:03 Ackman’s biggest wins

    40:52 Investing like Buffet

    44:34 Ackman’s biggest losses

    52:11 Pershing Square’s company culture

    56:32 What’s next for Bill Ackman
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  • Fortune 500: Titans and Disruptors of Industry

    FedEx CEO: AI Could Help Fix A $1.8 Trillion Global Supply Chain Problem

    15/07/2026 | 47min
    For the first time in the company's history, FedEx has surpassed UPS in market value. Handling roughly 18 million packages a day, FedEx is acutely aware of how tariffs and geopolitical tensions have disrupted the global supply chain. As it enters its AI era, the company is leveraging artificial intelligence to predict and address these obstacles head-on.

    In this episode, Fortune Editor-in-Chief Alyson Shontell sits down with FedEx CEO Raj Subramaniam to discuss how AI is transforming logistics, how tariffs, geopolitical tensions, and shifting manufacturing hubs are reshaping global supply chains, and what's next for one of the world's largest transportation companies.

    00:00 Introduction
    01:08 How FedEx Sees the Global Economy
    06:21 How a Package Travels Around the World
    08:21 Leading 500,000 Employees
    16:54 From Entry-Level Analyst to CEO
    20:24 Leading Change at FedEx
    21:43 Reinventing a 50-Year-Old Company
    28:20 Why FedEx Is Betting Big on AI
    33:17 The Future of Autonomous Delivery
    38:51 Leadership Advice for the Next Generation of CEOs
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  • Fortune 500: Titans and Disruptors of Industry

    $4 Trillion Savings Gap: TIAA’s CEO on The Retirement Crisis

    17/06/2026 | 55min
    For more than 100 years, TIAA has helped millions of Americans — from educators to healthcare workers to public servants — turn their savings into guaranteed income they cannot outlive. Today, the company is expanding beyond its traditional 403(b) roots, pioneering lifetime income solutions inside 401(k) plans and using AI to better protect and serve participants.
    In this episode, Fortune’s Editor-in-Chief Alyson Shontell sits down with TIAA President and CEO Thasunda Brown Duckett to discuss America’s growing retirement crisis, the importance of lifetime income, and how TIAA is using technology and partnerships to build a more secure future for retirees. 

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  • Fortune 500: Titans and Disruptors of Industry

    AI Takeover: Qualcomm’s Big Bet on AI Agents, Robots and 6G | Titans and Disruptors

    06/05/2026 | 49min
    For over 40 years, Qualcomm technology has powered some of the world’s most transformational technological advancements. Today, the company is moving beyond smartphones, building a future with wearable AI, humanoid robots, and a 6G cellular network.

    In this episode, Fortune’s Editor-in-Chief Alyson Shontell speaks with Qualcomm’s President and CEO Cristiano Amon to discuss the company’s commitment to constant reinvention and why Amon is optimistic about the AI revolution.

    00:00 Introduction

    02:55 Intro to Qualcomm

    04:36 Current state of AI

    07:38 Amon and 6G

    13:30 New relationships with smart devices

    20:19 What will be the next smartphone

    25:49 Diversifying Qualcomm’s business

    30:44 Qualcomm’s culture of reinvention

    32:08 Qualcomm’s move into data centers

    38:17 Qualcomm robotics

    42:51 Trust in AI

    46:19 Amon’s techno-optimism
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  • Fortune 500: Titans and Disruptors of Industry

    The $8+ Billion Partnership: How Delta and Amex Redefined the Business of Flying | Titans and Disruptors

    01/04/2026 | 43min
    From one of the largest bankruptcies in U.S. history to leading the industry in market capitalization and premium customer satisfaction, Delta Air Lines has rewritten the business of flying in the last two decades. 

    In this episode, Fortune's Editor-in-Chief Alyson Shontell sits down with CEO Ed Bastian at Delta’s Atlanta headquarters to discuss the strategic maneuvers behind the airline’s resurgence. Bastian details his 'people-first' leadership philosophy, the evolution of the lucrative American Express partnership, and his vision for the future of travel, from AI-powered concierge services to the launch of flying taxis.

    00:00 Intro

    01:36 Advertisement

    03:05 Bastian’s personal background

    04:21 Executive training at Pepsi

    06:14 Uncovering fraud at J. Walter Thompson

    07:23 Delta files for bankruptcy

    8:08 Bastian’s return to Delta

    09:43 Delta’s turnaround playbook

    11:37 Delta’s post-bankruptcy restructuring

    13:55 Billion-dollar profit-sharing program

    15:36 Sharing wealth with employees

    16:21 Bastian’s people-first commitment

    16:48 Becoming a CEO

    17:45 Transitioning from CFO to CEO

    19:04 Becoming comfortable as a CEO

    19:45 Shifting communication styles as CEO

    21:40 Staying in the know

    22:13 Leading employees through down times

    24:32 Bastian’s no-furlough strategy

    26:06 Delta / AMEX partnership

    29:14 Credit card interest rates

    30:25 Creating brand trust and loyalty

    33:39 Delta’s next 100 years

    34:14 Balancing AI with people

    36:56 Staying updated on AI

    38:13 AI’s impact on air travel

    39:15 Sustainable travel

    40:08 Flying taxis

    40:57 Delta’s five-to-ten year strategy

    42:04 Bastian’s leadership advice
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Sobre Fortune 500: Titans and Disruptors of Industry
Hosted by Fortune Editor-in-Chief, Alyson Shontell, Titans and Disrupters of Industry goes in depth with the powerful thought-leaders shaping both the world of business and the very way we live.

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