Leadership Next

Over 30 million Americans suffer from some form of kidney disease, and roughly 600,000 people have their kidneys fail. It's a chronic disease that requires chronic treatment, and there is a Fortune 500 healthcare company dedicated to supporting people living with it. DaVita, an Italian phrase meaning "give life", is number 357 on this year's 500. It runs almost 3,000 outpatient dialysis centers across the country and is working to transform from a dialysis company into a holistic kidney care company. Javier Rodriguez took over as CEO of DaVita in 2019, after 21 years with the company.In today's episode of Leadership Next, Rodriguez joins hosts Alan Murray and Michal Lev-Ram to discuss the scale of the kidney disease crisis and how DaVita is addressing it. He explains DaVita's plans to shift from a fee for service to a value based model with the goal of providing care to people earlier in life before their kidneys begin to fail, and how this change will affect business. Rodriguez also discusses navigating the healthcare staffing shortage, Berkshire Hathaway's investment in DaVita and tech innovations in healthcare. He also shares his personal story of immigrating to the U.S. from Mexico and his decision to turn down $250 million in government pandemic relief funding back in 2020.Leadership Next is powered by Deloitte.

Delta Air Lines soared twenty-eight spots up the 2023 Fortune 500 to reach number eighty-five. Demand for air travel is bouncing back to and beyond pre-pandemic levels, and Delta's earnings are bouncing back along with it. Delta reported $51 billion in revenue in 2022, a 69% jump from the previous year. This is not the first time CEO Ed Bastian is leading Delta through a period of bouncing back. Bastian took over as CEO in 2016, but he has been in the airline's leadership ranks for twenty-five years. This means he has led the company through some seriously tough times, including 9/11, Delta's 2007 bankruptcy declaration and the COVID-19 pandemic.In this episode of Leadership Next, Bastian joined hosts Alan Murray and Michal Lev-Ram for an in-person recording in Fortune's studio. Bastian shares which crisis he found the hardest to lead through and how Delta is planning to meet this summer's unprecedented demand for air travel, which he refers to as "revenge travel." He also explains why the airline has done away with change fees and what Delta is doing to bring free WiFi onboard every flight. Additionally he shares his thoughts on the pushback against "woke ceos" - a label that's been attached to him in the past. We also hear from Bastian on developing more fuel-efficient aircraft, how Delta is using A.I., pilot and flight attendant shortages.Leadership Next is powered by Deloitte.

Emma Walmsley, who became CEO of drug giant GSK in 2017 after 17 years at L'Oreal, has led the company through several challenges: disappointing COVID-19 vaccine candidates, noise from activist investors, and Europe's largest demerger in two decades when the company spun out its consumer healthcare business. But according to Walmsley this all comes with the job. And, she also has a lot to celebrate. Shortly before she visited the Leadership Next studio, GSK announced its RSV vaccine was one of two recommended for approval by the FDA for older adults.In this episode of Leadership Next, Walmsley talks to hosts Alan Murray and Michal Lev-Ram about the potential impact of that approval and the other aspects of GSK's infectious disease portfolio including innovation in H.I.V. treatment and prevention. She also shares her thoughts on the opportunities for data tech in healthcare, leading in the face of pushback from activist investors, and being the only woman CEO in big pharma.Explore more of Fortune! Use the promo code LN25 to get 25% off an annual subscription at fortune.com/subscribe.Leadership Next is Powered by Deloitte.

Reid Hoffman might be best known as the cofounder of LinkedIn. He’s also a partner at the VC firm Greylock and was an early investor in OpenAI, the company that developed ChatGPT. He's been investing in and writing about A.I. for several years, and recently he put the technology's capabilities to the test. In March 2023, he released his book Impromptu: Amplifying Our Humanity With A.I. , co-written by GPT-4.In this episode of Leadership Next, Hoffman joins hosts Alan Murray and Michal Lev-Ram to discuss what it was like to write a book using generative A.I. Hoffman also discusses how he thinks A.I. will change the job market, and why all of us might soon have a "co-pilot" to help us do our jobs. He also has some thoughts on how both tech and non-tech CEOs can talk about A.I. with their employees. Finally, Hoffman shares his perspective on the creative opportunities for A.I., and what its limitations are.Explore more of Fortune! Use the promo code LN25 to get 25% off an annual subscription at fortune.com/subscribe.Leadership Next is Powered by Deloitte.

When Brian Cornell became Target's CEO in 2014, the company was in desperate need of a turnaround. The retailer was plagued by supply chain problems, trying to recover from a major data hack and struggling to compete with e-commerce giants like Amazon.In today's episode of Leadership Next, Cornell talks about some of the key decisions he's made that have led Target to now be ranked number 32 on the Fortune 500, including a particularly unpopular announcement in 2017 that the company would spend $7 billion to rehab Target stores across the country. In the age of Amazon, investors were doubtful that spending money to improve brick and mortar was worthwhile. But today it's clear that investment has paid off. And as Cornell tells hosts Alan Murray and Michal Lev-Ram, despite the rise of online shopping, 73% of retail sales last year took place in physical stores.In today's conversation, Cornell details how consumer spending has changed since the height of the pandemic, and how shoppers seem to be responding to the current economy. He explains why he feels it's so important for Target to improve wages and benefits for store associates. And, he talks about the importance of culture to the company's success.Also in today's episode hear from Fortune Senior Writer Phil Wahba who has been reporting on Target for nearly a decade. Wahba fills us in on the state of Target when Cornell took over and how the CEO's leadership has transformed the company.Explore more of Fortune! Use the promo code LN25 to get 25% off an annual subscription at fortune.com/subscribe.Leadership Next is powered by Deloitte.

May 12th is National Childcare Provider Appreciation day. To show our appreciation for the workers who take care of our kids, Leadership Next is bringing you an episode of Where's My Village? Fortune's podcast about America's childcare crisis and the people who are trying to fix it. You can listen and subscribe to the entire series here.In this episode of Where's My Village?, Fortune senior writer Megan Leonhardt digs deeper into the opportunity for and pros and cons of private investment in childcare.Private investment in childcare companies doubled between 2020 and 2021, and the range of apps, software, products and services investors can put their money into is growing. Many think private dollars have the potential to transform the childcare industry, others think involving private investors is a risky endeavor.Shruthi Jayaram of Dalberg Advisors and Jess Lee of Sequoia Capital talk through why investors have been skeptical of investing in care in the past and what's changed in the past few years.Chris Bennett, the CEO of Wonderschool. discusses his decision to focus on in home providers, how many providers on the Wonderschool platform earn almost triple the national average and his vision for the company's future. Wonderschool is a childcare management platform that works with home-based providers to streamline and grow their businesses.We also hear from home-based providers about the realities of their professions and experts in the field on their concerns about private investment in childcare.

In the spring of 2020, the travel industry ground to a halt due to COVID. Marriott International's business dropped more than 90 percent. Where does the company stand today? CEO Anthony Capuano joins Leadership Next to provide an answer to that question. And yes, the answer does involve "bleisure" travel - the growing trend of combining work and leisure travel.Marriott International is made up of over 8,000 properties across 139 countries. And the company's growing all the time. Just last month, Marriott acquired City Express- a mid size hotel chain with 150 locations across Mexico, Latin America and the Caribbean. Although most of these 8,000 properties are hotels, Marriott International claims to be more than just a hotel company. What does that actually mean? That's another question Capuano answers for hosts Alan Murray and Michal Lev-Ram.Also in this episode: Marriott's continued expansion into the luxury market (including the launch of the Ritz-Carlton yacht), the company's plans for global growth, the success of the Marriott app and how it competes with travel tech companies like Expedia and AirBnb. Lastly, Capuano talks about sustainability at Marriott hotels and social responsibility initiatives like training associates to recognize signs of human trafficking.Explore more of Fortune! Use the promo code LN25 to get 25% off an annual subscription at fortune.com/subscribe.Leadership Next is powered by Deloitte.

Each year Fortune brings together experts from a variety of fields to talk about health care, how it's changing, and the vital role business plays in the industry.Leadership Next hosts Alan Murray and Michal Lev-Ram both attended Fortune's Brainstorm Health event and today they're sharing some of their favorite conversations with you.U.S. Surgeon General Dr. Vivek Murthy explores the consequences of America's mental health crisis. Olympic athlete turned entrepreneur Apolo Ohno shares how he stays healthy. Vice Chair of the Clinton Foundation Chelsea Clinton and reproductive rights activist Professor Loretta Ross explain why all of us need to start paying more attention to Black women's maternal health. Twitter's favorite doctor, Dr. Robert Wachter, talks about the pandemic accelerating our adoption of digital health and several voices weigh in on A.I.'s potential to solve some of healthcare's most pressing problems. Explore more of Fortune! Use the promo code LN25 to get 25% off an annual subscription at fortune.com/subscribe.Leadership Next is powered by Deloitte.

In 2019, Moderna reported revenues of sixty million dollars. By 2022 it was number 195 on the Fortune 500 with over $18 billion in revenue. This meteoric rise was due to Moderna's development of one of the major COVID-19 vaccines. Now, thankfully, the height of the pandemic has passed and the need for these vaccines is far less urgent. There is something to be said about your marquee product being less useful because people are healthier, but where does Moderna go from here? And how will its CEO Stéphane Bancel help it get there?In this episode of Leadership Next, Bancel talks with hosts Alan Murray and Michal Lev-Ram about the other uses for Moderna's proprietary mRNA platform - including potential vaccines for cancer and H.I.V. Bancel also discusses Moderna's controversial plan to start charging as much as $130 a dose for the COVID-19 vaccine once the U.S. ends the pandemic public health emergency on May 11th.Explore more of Fortune! Use the promo code LN25 to get 25% off an annual subscription at fortune.com/subscribe.Leadership Next is powered by Deloitte.

In this episode of Leadership Next, Alan Murray is joined by his new co-host Fortune Editor-at-Large, Michal Lev-Ram. In Lev-Ram's first episode, she and Murray speak to Christa Quarles of Alludo. Alludo, formerly known as Corel, is a software company whose products enable people to work from anywhere. Quarles became the CEO of Alludo in 2020, after stints as the CEO of OpenTable and the SVP of Interactive Games at Disney.They start the episode recapping a legendary moment at a 2017 Fortune conference where Quarles literally called B.S. on a claim that women in business don't support each other. Quarles then shares what progress she's seen made for women in tech over the past six years and how she reached 50/50 gender parity in hiring at OpenTable. Qaurles also discusses how Alludo is trying to compete with software like Canva and Asana, the state of remote work, her "management by Haiku" leadership approach and the process of rebranding Alludo from Corel. Stay tuned until the end of the episode to hear Alan and Michal read their original Haikus!Explore more of Fortune! Use the promo code LN25 to get 25% off an annual subscription at fortune.com/subscribe. Leadership Next is powered by Deloitte.