Titanium Lens

3 FROM AYNA HUB - PODCASTS & ARTICLES

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PODCAST

Larry Hilsheimer: Transforming a 150-Year-Old Industrial Packaging Giant

How a century-and-a-half-old industrial packaging company reinvented itself through disciplined capital allocation, portfolio transformation, and a relentless customer focus.

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PODCAST

Chris Bergey: How Arm Is Laying the Foundation for the AI Era

The architecture powering 99% of smartphones is now at the center of AI. Chris Bergey on what Arm's 35-year bet means for the era ahead.

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ARTICLE

Can the US Regain Its Semiconductor Edge?

How the US can convert its commanding R&D and design lead into the manufacturing resilience needed to win in a $1.3T+ industry.

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1 INITIATIVE - INDUSTRIALS 250

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Built to Last.
Built to Scale.
Built to Power America.

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Industrials 250 — spotlighting the companies behind America's backbone

In the June newsletter, we introduced Ayna’s latest effort – Industrials 250: that highlights leading 250 industrial companies quietly powering the U.S. economy, coinciding with America's 250th year of independence. This month, two of them take the spotlight in their leaders' own words.

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AZZ Inc.

Tom Ferguson · CEO
56 locations · 3,600+ employees · $1.6Bn revenue · operating since 1956

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Wabtec Corporation

Nalin Jain · Group President, Digital Intelligence
~20% of global rail freight · 8M+ messages monitored daily · $45Bn market cap

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1 SPOTLIGHT - CXO EVENT

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G49 2026 — Competing at the Frontier

Stanly Ranch, Napa · September 16–18, 2026

Every year, G49 Summit convenes influential global CXOs, investors, policymakers, and thought leaders to debate the most critical forces shaping the world economy. The 2026 Summit themed Competing at the Frontier is bringing together 60+ CXOs and senior leaders across industries and regions to explore how intelligence, resilience, and bold leadership are redefining competitiveness. Conversations span AI and its real-world industrial applications, semiconductor strategy, geopolitical risk, cybersecurity, and the financial imperatives facing today's enterprises. Three of the voices joining the stage:

Lip-Bu Tan · CEO, Intel Corporation: Led Cadence's reinvention before Intel; founder of Walden International; 2026 TIME100 honoree and 2022 Robert N. Noyce Award winner.

Andy Hock · Chief Strategy Officer, Cerebras Systems: 20+ years at the intersection of deep tech and AI; leads strategy and U.S. federal programs at Cerebras, maker of the world's largest computer chip; ex-Google Terra Bella.

Jeff Boss · Former U.S. Navy SEAL: Performance coach and author; translates elite military experience into leadership frameworks for high-pressure environments; author of Navigating Chaos.

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