Intel and the Danger of Integration

From Stratechery:  Intel and the Danger of Integration. A quote from the end:

Intel has spent the last several years propping up its earnings by focusing more and more on the high-end, selling Xeon processors to cloud providers. That approach was certainly good for quarterly earnings, but it meant the company was only deepening the hole it was in with regards to basically everything else. And now, most distressingly of all, the company looks to be on the verge of losing its performance advantage even in high-end applications.

This is all certainly on Krzanich, and his predecessor Paul Otellini. Then again, perhaps neither had a choice: what makes disruption so devastating is the fact that, absent a crisis, it is almost impossible to avoid. Managers are paid to leverage their advantages, not destroy them; to increase margins, not obliterate them. Culture more broadly is an organization’s greatest asset right up until it becomes a curse.

 

 

Sarah Sanders kicked out of restaurant because of work for Trump

From the BBC:  Sarah Sanders kicked out of restaurant because of work for Trump

The interesting part to me is that people are calling this “bigotry” and comparing it to the recent Supreme Court case where a bakery refused to make a wedding cake for a gay couple.

Let’s all understand this. Bigotry is automatic dislike for a large group of people for reasons beyond their control, like being born black or Jewish or even gay.  To dislike an individual for their personal beliefs and actions is really just about the opposite of bigotry.  Nobody is refusing Sanders service because she is a woman, or because she is from Arkansas.  That would be wrong.  Refusing her service for her stance on immigration, or any other policy is fair game for a public figure.  She wants to have it both ways, and anyone who lets her has been bamboozled.

 

Legalize Baguettes!

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Wen to the Denver Central Market to pick up some snacks before dinner.  There were some nice baguettes in a basket at a sandwich place. We bought some cheese and crackers and I asked what the price was, since they weren’t marked.

“We can’t sell them,” I was informed.  Seems they just sell sandwiches and the bakery on the other side of the market could sell me some bread.  Except I had just been there and they were out of baguettes.  It was 5:30 pm, surely I could buy one of the dozen or so baguette they had prominently displayed.

No way.  There was some sort of strict non-compete clause.  Perhaps they were concerned that some sort of trade war would erupt, with the bakery selling sandwiches.  So I went back to the bakery and bought four cibatta rolls, which didn’t really interest me.

The more I thought about it the more agitated I became.  I told my wife and daughter I was going back to try and negotiate for some French Bread.  Perhaps barter using the cibatta.

The bearded young hipster who I bought the cheese and crackrs from earlier had left (in fact, I saw him heading toward the bakery, though it could have just been the bathroom, I suppose).  I presented my dilemma o the woman behind the counter and made a simple proposition: cibatta for a baguette.  She seemed to blush and quickly offered to just give me some already sliced bread.  She slid open a drawer with maybe another dozen halved baguettes.  I felt a bit guilty.  I quickly took one, stuffed it into my bag, made sure nobody was watching, and stuffed two dollars into the tip jar.  I thanked her, but she ignored me.  I showed it to my wife and daughter who laughed and we headed back home for a snack.

Walmart Closure Conspiracy Theories

Since 2015 there has been lots of speculation from the Fringe on the possible reasons for a string of Walmart closings here in Texas.  Many were worried about some terrible government plot to use these vacant big box stores for something nefarious, among other things, storing food for invading Chinese troops, FEMA run concentration camps after the imposition of Martial Law orentrances for secret underground military bases.  Turns out they were all wrong.  They are just being used to hold large numbers of foreign children that the government has separated from their parents. Nothing to see here.

Walmart Closure Conspiracy Theories

Conspiracy theories about why several WalMart stores suddenly closed in April 2015.

 

Goooaaals

Having Saturday morning coffee with BBC World Service playing in the background.   Up early having a new sofa delivered (how do you end up with a defective *sofa* that needs replacing?)  Sick cat going back to the vet.  Some light rain coming down.  Very unisual during this heat wave.

Enjoyed Friday afternoon watching Spain vs Portugual at a local bar with the folks from work (no photos; don’t want to incriminate anyone).

A friend posted an old video of young William F. Buckley and impossibly young Noam Chomsky debating.  I always thought Buckley was a very smart guy, but now I am thinking he never took on anyone he couldn’t run circles around and / or intimidate (well, maybe Gore Vidal).

I didn’t watch the whole thing.  Didn’t have to.  Buckley has no real arguments and no real facts.  He is just regurgitating what would be called “talking points” today.  It is almost embarrassing to watch the smartest guy American conservatism has ever produced (?) Get taken apart like this.  Wish I would have seen this 40 years ago.  I see the full version is out on YouTube.  It is below instead of the 15 minute clip I originally watched.  I see there is also a Chomsky vs John Silber YouTube.  Silber was a  conservative Texan and former BU president who ran for office in Massachusetts in his later years.  I met Silber my first day at BU and he impressed me (maybe more on that later).  I still like the man but understand how other people could find him irritating. Will have to watch Silber vs Chomsky.

It gets me to thinking about how we get where we are, what accidents and luck, good and bad, take us places.  It is good to have goals (or this week, goooaaaals!!!!”), but if Noam Chomsky hadn’t gotten beaten up by some anonymous Boston cop at a protest, how different would the world be?  Cheers to you, Mr Chomsky, and maybe even to you, Boston Cop, whoever you are.

 

Bob Schneider’s King Kong on Spotify

One of my favorite pieces of popular music in recent years is Bob Schneider’s King Kong trilogy.  For reasons I can’t imagine, someone put these on Spotify as a single long work, which is ok, but mixed the order of the songs.  I’m usually not pickey about these things but in this case, at least for me, it totally wrecks the enjoyment of the work. As a public service I have put the original three parts out there as playlists.