You nailed it. In our case, EBITDA margins were "pencil on a napkin" at best — only because the CFO is usually the sanest person in the room. At the same time, Elon's moves and Meta's "year of efficiency" were super…
My Lebanese friends are Armenian Gregorians, so I tend to consider their perspective relatively impartial — though, as you rightly noted, it remains anecdotal. As for 'Jewish policies', there are, of course, issues…
There's definitely a "peacetime" / "wartime" divide. There's also an overreliance on pedigree. But above all, it's the pressure of being a public company (which often means losing the founder). As a new CEO, you have to…
UK was horrible. No real protection for workers - just layers of mandatory legal mumbo-jumbo with zero actual chances for people to keep their jobs. It was like ripping off the band-aid 1mm at a time for four months.…
I have Israeli friends across the spectrum (except maybe ultra-orthodox, but including Ukrainian/Russian olim). I also have friends from Lebanon (not even Arabs). They all share different stories, many of them very ugly…
Had been advocating slower hiring & targeted reductions in a mid-sized tech firm for years after COVID, but it happened much faster under a newly appointed CEO. Under new leadership, we executed 1/3 layoffs framed as a…
I brought both so you wouldn’t have to stress over which one to deflect with.
[flagged]
French land army is 77k total, with maybe 30k actually combat-capable — the rest are admin, logistics, and training. Add 9k Foreign Legion, but only a fraction of that is high-intensity capable. With rotations, France…
Would the investor even outlive the investment though? Imagine building data centers in the UK — only to get Brexit halfway through. Any long-term, shared investment relies on continuous, guaranteed political and…
You absolutely could go bare-metal with emerging local platforms and a Chinese stack — that’s the path Russia (and obviously China itself) is heading down. But... Equinix? US. Digital Realty? US. NTT? Japan. Interxion?…
Worth noting that Europe is the only place where someone could have actually been a Nazi, historically speaking. Plenty of other countries managed to avoid both Nazism and sweeping free speech bans. And let’s not forget…
Imagine GDPR, but for infra — that's the stuff of nightmares. "EU Committee on Kubernetes." By the way, that's exactly what China and Russia did — no AWS, GCP, or Azure there.
"Don't rent from Amazon! Buy from Dell, HP, SuperMicro, Cisco, Juniper, Intel and Nvidia instead." It's all American below AWS/GCP abstractions as well.
Wouldn't you implicitly support Amazon, Google, Microsoft, Nvidia, Intel, Dell/HP, Snowflake/Databricks, Datadog, etc. with almost every sale though? For many European businesses, infrastructure and platform costs…
Funnily enough, this is exactly Putin’s own logic — just flipped. “We had to support those rebel Ukrainian states so Ukrainians fight them, not us.” “We had to preemptively disarm Ukraine, or we’d be fighting Ukrainians…
So what’s the plan here, exactly? Keep Ukraine on life support for a decade, hoping Russia collapses under sanctions? Cuba’s still standing after 60 years. Iran after 40. The USSR took decades to fall — and none of them…
Except Putin doesn’t need to outrun America — he just needs to outrun Ukraine. There’s a finite number of Ukrainians, and an even smaller number of Ukrainian men actually willing — or physically able — to fight. 20% of…
You can’t fully defeat a nuclear power. You can, at best, drive it back — if you’re willing to pay the price. And that price means Europe will have to absorb a dramatic, sustained drop in quality of life — plus forced…
And what exactly is "The West" these days? A glorified open-air Continental museum, a failed British Empire with an army the size of Belarus, and a bickering hegemon half-convinced it should retreat to regional power…
It had been honoured — or at least not directly violated — for 20 years. And in international affairs, 20 years is "forever." Between 1918 and 1938, how many treaties were signed, broken, rewritten, and ignored by how…
He hasn’t managed to lead much of anything so far. The British will happily switch sides the moment they can play those Continental fools against each other again — it’s practically a national sport, and it always…
Ukrainian nukes were about as Ukrainian as Texas-based US nukes are Texan — they were Soviet weapons targeting US cities, with launch authority and maintenance cycles controlled from Moscow. After independence, Ukraine…
Ah, the formation of German-lead coalition to oppose Russia AND US, how fresh. Surely third time will be the charm.
You nailed it. In our case, EBITDA margins were "pencil on a napkin" at best — only because the CFO is usually the sanest person in the room. At the same time, Elon's moves and Meta's "year of efficiency" were super…
My Lebanese friends are Armenian Gregorians, so I tend to consider their perspective relatively impartial — though, as you rightly noted, it remains anecdotal. As for 'Jewish policies', there are, of course, issues…
There's definitely a "peacetime" / "wartime" divide. There's also an overreliance on pedigree. But above all, it's the pressure of being a public company (which often means losing the founder). As a new CEO, you have to…
UK was horrible. No real protection for workers - just layers of mandatory legal mumbo-jumbo with zero actual chances for people to keep their jobs. It was like ripping off the band-aid 1mm at a time for four months.…
I have Israeli friends across the spectrum (except maybe ultra-orthodox, but including Ukrainian/Russian olim). I also have friends from Lebanon (not even Arabs). They all share different stories, many of them very ugly…
Had been advocating slower hiring & targeted reductions in a mid-sized tech firm for years after COVID, but it happened much faster under a newly appointed CEO. Under new leadership, we executed 1/3 layoffs framed as a…
I brought both so you wouldn’t have to stress over which one to deflect with.
[flagged]
[flagged]
French land army is 77k total, with maybe 30k actually combat-capable — the rest are admin, logistics, and training. Add 9k Foreign Legion, but only a fraction of that is high-intensity capable. With rotations, France…
Would the investor even outlive the investment though? Imagine building data centers in the UK — only to get Brexit halfway through. Any long-term, shared investment relies on continuous, guaranteed political and…
You absolutely could go bare-metal with emerging local platforms and a Chinese stack — that’s the path Russia (and obviously China itself) is heading down. But... Equinix? US. Digital Realty? US. NTT? Japan. Interxion?…
Worth noting that Europe is the only place where someone could have actually been a Nazi, historically speaking. Plenty of other countries managed to avoid both Nazism and sweeping free speech bans. And let’s not forget…
Imagine GDPR, but for infra — that's the stuff of nightmares. "EU Committee on Kubernetes." By the way, that's exactly what China and Russia did — no AWS, GCP, or Azure there.
"Don't rent from Amazon! Buy from Dell, HP, SuperMicro, Cisco, Juniper, Intel and Nvidia instead." It's all American below AWS/GCP abstractions as well.
Wouldn't you implicitly support Amazon, Google, Microsoft, Nvidia, Intel, Dell/HP, Snowflake/Databricks, Datadog, etc. with almost every sale though? For many European businesses, infrastructure and platform costs…
Funnily enough, this is exactly Putin’s own logic — just flipped. “We had to support those rebel Ukrainian states so Ukrainians fight them, not us.” “We had to preemptively disarm Ukraine, or we’d be fighting Ukrainians…
So what’s the plan here, exactly? Keep Ukraine on life support for a decade, hoping Russia collapses under sanctions? Cuba’s still standing after 60 years. Iran after 40. The USSR took decades to fall — and none of them…
Except Putin doesn’t need to outrun America — he just needs to outrun Ukraine. There’s a finite number of Ukrainians, and an even smaller number of Ukrainian men actually willing — or physically able — to fight. 20% of…
You can’t fully defeat a nuclear power. You can, at best, drive it back — if you’re willing to pay the price. And that price means Europe will have to absorb a dramatic, sustained drop in quality of life — plus forced…
And what exactly is "The West" these days? A glorified open-air Continental museum, a failed British Empire with an army the size of Belarus, and a bickering hegemon half-convinced it should retreat to regional power…
It had been honoured — or at least not directly violated — for 20 years. And in international affairs, 20 years is "forever." Between 1918 and 1938, how many treaties were signed, broken, rewritten, and ignored by how…
He hasn’t managed to lead much of anything so far. The British will happily switch sides the moment they can play those Continental fools against each other again — it’s practically a national sport, and it always…
Ukrainian nukes were about as Ukrainian as Texas-based US nukes are Texan — they were Soviet weapons targeting US cities, with launch authority and maintenance cycles controlled from Moscow. After independence, Ukraine…
Ah, the formation of German-lead coalition to oppose Russia AND US, how fresh. Surely third time will be the charm.