The CEO Exodus Nobody's Talking About

Описание: 1 in 9 CEOs axed in 2025 — replaced by rookies. Defense giants squeezed by allies and audits. AI data centers spiking your power bill. Who's paying? Watch now.

WHAT YOU’LL LEARN
What the data suggests about record CEO turnover and why it matters
Which major brands are seeing leadership changes and what that signals about board priorities
Why the new CEO cohort is younger and more often first-time public company leaders
How stopgap “board member” CEO selections can reflect succession planning failures
Why defense contractors face a two-front squeeze: allied procurement shifts and U.S. contract discipline
What the executive order restrictions on buybacks, dividends, and executive pay aim to change
How AI data centers can raise consumer energy costs and why “secret power deals” matter
What Anthropic’s “pay the full freight” pledge could imply, and why skepticism is warranted
What a broader executive order on energy cost responsibility could look like
Why balcony and plug-in solar proposals in 24 states could be a practical consumer response
The realistic tradeoff of small systems: meaningful savings, not whole-home power

TIMESTAMPS (CHAPTERS)
00:00 – What this episode covers: CEO churn, defense pressure, AI energy costs
00:17 – Record CEO turnover: key findings and what boards are signaling
02:31 – Defense contractors squeezed: Canada procurement shift and U.S.
enforcement push
04:31 – AI and energy bills: data center demand, “fair share” debate, and policy response
07:04 – One good thing: balcony solar laws and consumer-friendly micro-generation
08:52 – Closing

SOURCES
Record CEO Turnover: https://www.wsj.com/business/c-suite/...
Pentagon Puts Defense Contractors on Notice — Stock Buybacks Under Review: https://breakingdefense.com/2026/02/p...
Secret AI Power Deals Exposed — Why Your Power Bill Skyrocketed:    • Secret AI Energy Deals?! Why Your Power Bi...  
Anthropic Pledges Power Bill Relief Amid AI Data Center Expansion: https://www.reuters.com/technology/an...
Anthropic Covers Power Bill Hikes from AI Growth: https://www.anthropic.com/news/coveri...
U.S. Data Center Agreements Amid Energy Price Spikes: https://www.politico.com/news/2026/02...
States Push “Make Your Own Electricity” Legislation — Plug-In Solar Gains Traction: https://www.nytimes.com/2026/02/11/cl...

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