Bold Names

How do we fix the American healthcare system? On this episode of Bold Names, we ask David Cordani, the chairman and CEO of one of America’s biggest health insurers – the Cigna Group. He says rising healthcare costs are driven by two powerful forces: growing demand for care and increasingly expensive new drugs and treatments. But Cordani is still optimistic. He joins WSJ’s Tim Higgins and David Wainer to explain what role insurers play in bringing down costs and how the U.S. can make healthcare more affordable. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Check Out Past Episodes: Inside Visa’s Tech-Charged Future: From Crypto to AI This Company Has a Plan to Beat Neuralink at the Brain-Computer Interface Game What This Former USAID Head Had to Say About Elon Musk and DOGE Let us know what you think of the show. Email us at BoldNames@wsj.com. Sign up for the WSJ's free Technology newsletter. Read Tim Higgins’s column. Read David Wainer's column. Learn more about your ad choices. Visit megaphone.fm/adchoices

IBM has made a comeback in the past six years under the leadership of CEO Arvind Krishna. That's thanks to success in its hybrid cloud business and consulting services. But even as the company is reinventing itself again for the AI era, Krishna is already betting that quantum computing is the next big thing. Will Big Blue succeed against rivals like Microsoft and Google who are racing to make their own quantum breakthroughs? And how is the company learning from its past mistakes with Watson AI? Krishna joins the WSJ's Christopher Mims and Tim Higgins on the Bold Names podcast. To watch the video version of this episode of Bold Names, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Check Out Past Episodes: This CEO Says Global Trade Is Broken. What Comes Next? What This Former USAID Head Had to Say About Elon Musk and DOGE ‘Businesses Don’t Like Uncertainty’: How Cisco Is Navigating AI and Trump 2.0 Why This Tesla Pioneer Says the Cheap EV Market 'Sucks' Let us know what you think of the show. Email us at BoldNames@wsj.com Sign up for the WSJ's free Technology newsletter. Read Christopher Mims’s Keywords column. Read Tim Higgins’s column. Learn more about your ad choices. Visit megaphone.fm/adchoices

Lamborghinis dominate pop culture – from rap lyrics to blockbuster movies – but the reality is few people actually own them. Every year, the luxury carmaker delivers around 10,000 vehicles worldwide. Lamborghini CEO Stephan Winkelmann says that scarcity is central to the brand’s appeal. On Bold Names, Winkelmann joins WSJ’s Tim Higgins to explain how the company leans into exclusivity, why it’s choosing hybrids over a fully electric future, and how tariffs and global trade pressures are challenging the business. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Check Out Past Episodes: How SAP's CEO Is Remaking the European Tech Giant For The Age Of AI Affirm’s Max Levchin: Why ‘Buy Now, Pay Later’ Beats Credit Cards How Athletic Brewing Sells Beer for a Post-Alcohol Generation Let us know what you think of the show. Email us at BoldNames@wsj.com. Sign up for the WSJ's free Technology newsletter. Read Tim Higgins’s column. Learn more about your ad choices. Visit megaphone.fm/adchoices

In 2020, SAP CEO Christian Klein decided to shift the 50-year-old German software giant entirely to the cloud. The immediate result? The stock price dropped 20% in a single day. Fast-forward to today: SAP is one of the most valuable companies in Europe. In this episode of Bold Names, Klein joins WSJ’s Tim Higgins to discuss navigating that tumult, the cultural overhaul required to modernize the company, and why Europe needs to focus on applied AI to compete with the U.S. and China. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Check Out Past Episodes: The Boldest Ideas of 2025 — And What’s in Store for 2026 How Corning Is Using Trump’s Tariffs To Its Advantage Condoleezza Rice on Beating China in the Tech Race: 'Run Hard and Run Fast' Let us know what you think of the show. Email us at BoldNames@wsj.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

When Bill Shufelt left Wall Street to make non-alcoholic beer, most people thought he was crazy. At the time, the category made up less than 1% of U.S. beer sales and was widely seen as a joke. But nearly a decade later, Shufelt’s company Athletic Brewing is at the center of a major cultural shift around health and wellness. On this episode of Bold Names, he joins Christopher Mims and Tim Higgins to talk about the rise of non-alcoholic beer, how his company is navigating President Trump’s tariffs, and why beer giants like Heineken and Guinness are now chasing the category he helped create. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Check Out Past Episodes: How Corning Is Using Trump’s Tariffs To Its Advantage The Boldest Ideas of 2025 — And What’s in Store for 2026 McLaren CEO Zak Brown On F1 And Business Strategy At 200 Miles Per Hour How Tubi Is Coming for Netflix and YouTube in the New Streaming Wars Let us know what you think of the show. Email us at BoldNames@wsj.com. Sign up for the WSJ's free Technology newsletter. Read Christopher Mims’s Keywords column. Read Tim Higgins’s column. Learn more about your ad choices. Visit megaphone.fm/adchoices

Corning is everywhere: from the fiber optic cables powering the internet to the Gorilla Glass on your iPhone. Now, the 175-year-old company is making domestic manufacturing profitable. In this week’s episode of Bold Names, CEO Wendell Weeks sits down with WSJ's Christopher Mims to discuss how he plays the long game with technology investments and why his company is uniquely positioned to take advantage of the Trump administration’s tariffs and industrial policy. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Check Out Past Episodes: Condoleezza Rice on Beating China in the Tech Race: 'Run Hard and Run Fast' Biden’s Antitrust Architect on How Big Tech Threatens U.S. Prosperity This CEO Says Global Trade Is Broken. What Comes Next? Reid Hoffman Says AI Isn’t an ‘Arms Race,’ but America Needs to Win Let us know what you think of the show. Email us at BoldNames@wsj.com. Sign up for the WSJ's free Technology newsletter. Read Christopher Mims’s Keywords column. Read Tim Higgins’s column. Learn more about your ad choices. Visit megaphone.fm/adchoices

Is "buy now, pay later" a debt trap or the future of finance? Affirm CEO Max Levchin says the real problem is the credit card in your wallet. On this week’s episode of Bold Names, Levchin joins WSJ’s Tim Higgins to discuss how his early days as a co-founder of PayPal led him to his latest venture: using “buy now, pay later” loans to reinvent how people buy things. We talk about why he thinks financing is more transparent than credit, the personal reason he hates late fees and how AI is changing shopping. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Check Out Past Episodes: The Boldest Ideas of 2025 — And What’s in Store for 2026 Inside Visa’s Tech-Charged Future: From Crypto to AI This CEO Says Global Trade Is Broken. What Comes Next? Why Bilt’s CEO Wants You To Pay Your Mortgage With a Credit Card Let us know what you think of the show. Email us at BoldNames@wsj.com. Sign up for the WSJ's free Technology newsletter. Read Christopher Mims’s Keywords column. Read Tim Higgins’s column. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bold Names is gearing up to be bigger and bolder than ever in 2026. Get ready for another year of the best minds in business and tech going deep on the latest industry moves. From the C-suite of tech companies like SAP, Qualcomm and Affirm, to leaders from Lamborghini, Southwest Airlines and Chobani, WSJ’s Christopher Mims and Tim Higgins will be back next week to kick off a new year of conversations with the leaders shaping tomorrow. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Check Out Past Episodes: The Boldest Ideas of 2025 — And What’s in Store for 2026 McLaren CEO Zak Brown On F1 And Business Strategy At 200 Miles Per Hour This Tech Founder's $1.3 Billion Company Is Taking On Apple and Samsung This CEO Says Global Trade Is Broken. What Comes Next? Let us know what you think of the show. Email us at BoldNames@wsj.com. Sign up for the WSJ's free Technology newsletter. Read Christopher Mims’s Keywords column.Read Tim Higgins’s column. Learn more about your ad choices. Visit megaphone.fm/adchoices

Who will take care of you in old age? Jeff Cardenas, the CEO and co-founder of Apptronik, says the answer is robots. The startup founder set out to build a smart, dexterous robot after watching his grandfathers grow old and dependent in their later years. Beyond healthcare, Cardenas sees robots as essential to U.S. economic growth and national security with applications across industries. Even with the latest advances in artificial intelligence and hardware, what will it take for humanoid robots to make the leap from science fiction to reality? On the latest episode of the Bold Names podcast, Cardenas tells WSJ’s Christopher Mims and Tim Higgins why Apptronik is betting it will create the home robot helper that everyone will want. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Check Out Past Episodes: Condoleezza Rice on Beating China in the Tech Race: 'Run Hard and Run Fast' Reid Hoffman Says AI Isn’t an ‘Arms Race,’ but America Needs to Win Why This Investor Says the AI Boom Isn’t the Next Dot-Com Crash How the U.S. Stacks Up to China’s ‘Engineering State’ Let us know what you think of the show. Email us at BoldNames@wsj.com. Sign up for the WSJ's free Technology newsletter. Read Christopher Mims’s Keywords column.Read Tim Higgins’s column. Learn more about your ad choices. Visit megaphone.fm/adchoices

As a special bonus, we’re bringing you an episode of WSJ’s Take On the Week. Co-host Telis Demos and guest host WSJ Chief Economics Correspondent Nick Timiraos are joined by Beth Hammack, president of the Federal Reserve Bank of Cleveland, to discuss the state of the U.S economy, interest rates and the central bank itself. Hammack shares her views on what she’s hearing from businesses in her district and what that could mean for consumer prices and the labor market. She emphasizes the importance of Fed independence and the chairman’s role in fusing differing viewpoints to create stable monetary policy. She also offers her perspective on the so-called neutral rate as well as artificial intelligence. If you like what you hear, subscribe to WSJ’s Take On the Week for weekly market previews and analysis. Visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Check Out Past Episodes: Inside Visa’s Tech-Charged Future: From Crypto to AI Why This Investor Says the AI Boom Isn’t the Next Dot-Com Crash This CEO Says Global Trade Is Broken. What Comes Next? Further Reading: Cleveland Fed’s Beth Hammack Skeptical of Further Cuts Let us know what you think of the show. Email us at BoldNames@wsj.com. Sign up for the WSJ's free Technology newsletter. Read Christopher Mims’s Keywords column.Read Tim Higgins’s column. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this special episode, Tim Higgins and Christopher Mims revisit some of their favorite moments from the first year of Bold Names. We look back on conversations with guests including Microsoft AI CEO Mustafa Suleyman and former Secretary of State Condoleezza Rice on the explosive growth of AI and the complexities of the U.S.-China trade war. Then, Mims and Higgins flip the script to interview each other about the technological breakthroughs and geopolitical shifts that defined 2025 — and ask if the AI industry is heading toward a bubble burst next year. Plus, we answer your questions. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Check Out Past Episodes: How Microsoft’s AI Chief Defines ‘Humanist Super Intelligence’ This CEO Says Global Trade Is Broken. What Comes Next? Condoleezza Rice on Beating China in the Tech Race: 'Run Hard and Run Fast Why IBM's CEO Thinks His Company Can Crack Quantum Computing Let us know what you think of the show. Email us at BoldNames@wsj.com. Sign up for the WSJ's free Technology newsletter. Read Christopher Mims’s Keywords column. Read Tim Higgins’s column. Learn more about your ad choices. Visit megaphone.fm/adchoices

Gaming is a $200 billion industry that dwarfs Hollywood — and PlayStation is at the center of it all. On this week’s episode of Bold Names, Sony Interactive Entertainment SVP Eric Lempel joins WSJ’s Christopher Mims and Tim Higgins to discuss how the company plans to compete in a mobile-first gaming world. We talk about keeping the “soul” of game development as artificial intelligence becomes more integrated into businesses, the success of games like “Fortnite” and “The Last of Us,” and what the next decade holds for the console wars. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Check Out Past Episodes: Let us know what you think of the show. Email us at BoldNames@wsj.com. Sign up for the WSJ's free Technology newsletter. Read Christopher Mims’s Keywords column. Read Tim Higgins’s column. Learn more about your ad choices. Visit megaphone.fm/adchoices

What business lessons are forged at 200 miles per hour? On this week’s Bold Names, McLaren Racing CEO Zak Brown joins Christopher Mims and Tim Higgins to talk about his new book, “Seven Tenths of a Second.” A racecar driver turned executive, Brown leads a global racing organization worth hundreds of millions of dollars. We talk about the pressure and focus required to run a winning Formula One team, and what racing has taught Brown about leading a competitive business. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Check Out Past Episodes: How Uber Plans to Win the Self-Driving Car Race 70,000 Bets a Minute: How FanDuel’s Parent Is Winning at Sports Gambling How Tubi Is Coming for Netflix and YouTube in the New Streaming Wars Space Trucks: One Startup’s Plan to Get the U.S. Back on the Moon Let us know what you think of the show. Email us at BoldNames@wsj.com. Sign up for the WSJ's free Technology newsletter. Read Christopher Mims’s Keywords column.Read Tim Higgins’s column. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, we’re bringing you an episode of The Journal, produced by Spotify and the Wall Street Journal. In this episode, recorded at WSJ’s Tech Live, host Jessica Mendoza sits down with Michael Kratsios, Director of the White House Office of Science and Technology Policy, to discuss everything from chips to chatbots, how Kratsios thinks AI should be regulated, and whether or not the AI boom might be a bubble. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Check Out Past Episodes: Condoleezza Rice on Beating China in the Tech Race: 'Run Hard and Run Fast' Reid Hoffman Says AI Isn’t an ‘Arms Race,’ but America Needs to Win Why This Investor Says the AI Boom Isn’t the Next Dot-Com Crash How the U.S. Stacks Up to China’s ‘Engineering State’ Let us know what you think of the show. Email us at BoldNames@wsj.com. Sign up for the WSJ's free Technology newsletter. Read Christopher Mims’s Keywords column. Read Tim Higgins’s column. Learn more about your ad choices. Visit megaphone.fm/adchoices

Are we becoming a nation mined for our money, data, and attention? Author and legal scholar Tim Wu certainly thinks so. A key architect of President Joe Biden’s antitrust policy, Wu joins WSJ’s Christopher Mims and Tim Higgins on Bold Names to explain how a handful of tech platforms conquered the economy and why he fears Silicon Valley could become “inefficient, bloated, and bested by foreign competitors,” if the country doesn’t rein in monopoly power. Wu shares insights from his new book, “The Age of Extraction,” which maps out a path toward restoring competition and rebuilding an economy that works for everyone. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Check Out Past Episodes: The World’s Tech Giants Are Running Out of Power. This CEO Plans to Deliver. Why This Investor Says the AI Boom Isn’t the Next Dot-Com Crash Inside Visa’s Tech-Charged Future: From Crypto to AI Condoleezza Rice on Beating China in the Tech Race: 'Run Hard and Run Fast Let us know what you think of the show. Email us at BoldNames@wsj.com. Sign up for the WSJ's free Technology newsletter. Read Christopher Mims’s Keywords column. Read Tim Higgins’s column. Learn more about your ad choices. Visit megaphone.fm/adchoices

Electricity demand is exploding, fueled by the rise of artificial intelligence and an unprecedented wave of data center construction. Some experts warn the U.S. grid won’t be able to handle it. But Scott Strazik, the CEO of GE Vernova, says his company can deliver. On this episode of Bold Names, Strazik joins the WSJ’s Christopher Mims and Tim Higgins to talk about leading GE’s energy spin-off through its blockbuster first year, how gas turbines have become Silicon Valley’s hottest commodity, and whether nuclear can help power the future. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Check Out Past Episodes: Condoleezza Rice on Beating China in the Tech Race: 'Run Hard and Run Fast' The Google-Backed Startup Taking on Elon Musk in Humanoid Robotics This Tech Founder's $1.3 Billion Company Is Taking On Apple and Samsung Let us know what you think of the show. Email us at BoldNames@wsj.com. Sign up for the WSJ's free Technology newsletter. Read Christopher Mims’s Keywords column.Read Tim Higgins’s column. Learn more about your ad choices. Visit megaphone.fm/adchoices

Driverless cars are no longer in the realm of science fiction. Nearly a decade after abandoning its own self-driving car unit, Uber is taking a hybrid approach, partnering with more than a dozen autonomous vehicle firms, including Alphabet’s Waymo and Chinese robotaxi company WeRide. But as the robotaxi market heats up, can Uber stay in the race? On the latest episode of Bold Names, Uber’s Chief Product Officer, Sachin Kansal, speaks to WSJ’s Christopher Mims and Tim Higgins about the company's plans for a driverless future. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Check Out Past Episodes: Inside Visa’s Tech-Charged Future: From Crypto to AI This Tech Founder's $1.3 Billion Company Is Taking On Apple and Samsung The Google Exec Reinventing Search in the AI Era Condoleezza Rice on Beating China in the Tech Race: 'Run Hard and Run Fast Let us know what you think of the show. Email us at BoldNames@wsj.com. Sign up for the WSJ's free Technology newsletter. Read Christopher Mims’s Keywords column. Read Tim Higgins’s column. Learn more about your ad choices. Visit megaphone.fm/adchoices

Every second, tens of thousands of transactions cross Visa’s global network. Last year alone, the company processed more than $13 trillion in purchases – nearly triple the size of Japan’s economy. Now, one of the largest payment networks in the world wants to become even bigger. On this episode of Bold Names, Rajat Taneja, Visa’s president of technology, joins WSJ’s Christopher Mims and Tim Higgins to discuss how the company is embracing digital currency and agentic AI to power the future of payments. Taneja says this is a natural evolution for a company built on innovation. But what does the future hold? Will Visa be the next everything platform? To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Check Out Past Episodes: This Tech Founder's $1.3 Billion Company Is Taking On Apple and Samsung Condoleezza Rice on Beating China in the Tech Race: 'Run Hard and Run Fast' The Google-Backed Startup Taking on Elon Musk in Humanoid Robotics Why IBM's CEO Thinks His Company Can Crack Quantum Computing Let us know what you think of the show. Email us at BoldNames@wsj.com Sign up for the WSJ's free Technology newsletter. Read Christopher Mims’s Keywords column. Read Tim Higgins’s column. Learn more about your ad choices. Visit megaphone.fm/adchoices

Can a startup beat Apple and Samsung on their own turf? Carl Pei, the founder and CEO of Nothing, is betting on it. Growing up in Sweden, Pei was captivated by American gadgets like Apple’s first iPod. But over time, he says, those products lost their edge. On the latest episode of Bold Names, Pei joins WSJ’s Christopher Mims and Tim Higgins to explain why he believes his electronics company, Nothing, which is valued at $1.3 billion, can challenge Apple and Samsung. Pei believes that artificial intelligence and a new generation of design-savvy users will set Nothing apart. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Check Out Past Episodes: Reid Hoffman Says AI Isn’t an ‘Arms Race,’ but America Needs to Win The Google Exec Reinventing Search in the AI Era Why This Tesla Pioneer Says the Cheap EV Market 'Sucks' Let us know what you think of the show. Email us at BoldNames@wsj.com Sign up for the WSJ's free Technology newsletter. Read Christopher Mims’s Keywords column. Read Tim Higgins’s column. Learn more about your ad choices. Visit megaphone.fm/adchoices

The artificial intelligence boom has sparked one of the costliest building sprees in history. By 2028, investment in chips, servers and data centers could hit nearly $3 trillion, according to Morgan Stanley. To help fund the build-out, tech companies are taking on huge amounts of debt, raising concerns of a possible bubble. On the latest episode of the Bold Names podcast, Martin Casado, a general partner at Andreessen Horowitz, who leads the firm’s $1.25 billion infrastructure practice, speaks to WSJ’s Christopher Mims and Tim Higgins, about whether the industry’s biggest bet in decades will deliver returns. Casado explains why he is optimistic about AI and how this moment compares to the internet buildout of the 1990s. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Check Out Past Episodes: The Google Exec Reinventing Search in the AI Era Condoleezza Rice on Beating China in the Tech Race: 'Run Hard and Run Fast' Why IBM's CEO Thinks His Company Can Crack Quantum Computing How Tubi Is Coming for Netflix and YouTube in the New Streaming Wars Let us know what you think of the show. Email us at BoldNames@wsj.com Sign up for the WSJ's free Technology newsletter. Read Christopher Mims’s Keywords column. Read Tim Higgins’s column. Learn more about your ad choices. Visit megaphone.fm/adchoices