zlacker

[return to "Intel CEO Letter to Employees"]
1. pydann+K4[view] [source] 2025-07-24 21:15:47
>>fancy_+(OP)
Return to office so you can join zoom meetings!
◧◩
2. steven+E8[view] [source] 2025-07-24 21:34:52
>>pydann+K4
Has anyone backtested a stock bot that just shorts every company doing RTO? It's clearly a leading indicator for company collapse.
◧◩◪
3. generi+ie[view] [source] 2025-07-24 22:02:59
>>steven+E8
> It's clearly a leading indicator for company collapse.

So, Amazon, Apple, ... are close to collapse?

◧◩◪◨
4. mschus+Hf[view] [source] 2025-07-24 22:11:17
>>generi+ie
Creatively? Yes, definitely, at least for Amazon. IMHO, for that company there is an internal battle what they want to be: a webshop filled with garbage or a cloud hyperscaler? The way the web shop is degrading, I strongly assume that Amazon will attempt to exit that business sooner or later.

As for Apple, I do love their hardware, but the software side has seen better days.

◧◩◪◨⬒
5. generi+7m[view] [source] 2025-07-24 23:00:07
>>mschus+Hf
As the previous poster was talking about finance and the stock market I doubt some kind of "creative collapse" was meant.
◧◩◪◨⬒⬓
6. mschus+xw1[view] [source] 2025-07-25 11:04:10
>>generi+7m
Creative collapse can lead to financial and stock market collapse. Particularly Apple has gone through that already once.
◧◩◪◨⬒⬓⬔
7. generi+9z1[view] [source] 2025-07-25 11:31:13
>>mschus+xw1
See my other reply in this subthread - the money and the moat they have prevents a financial collapse for many years to come, even if they do not improve. So, I doubt RTO is a good indicator for (financial) collapse.
◧◩◪◨⬒⬓⬔⧯
8. mschus+0P1[view] [source] 2025-07-25 13:35:34
>>generi+9z1
> the money and the moat they have prevents a financial collapse for many years to come, even if they do not improve.

Unfortunately, you do have a point there. We let companies grow way, way too large - not only does any potential competition just about zero chance to rise against effectively infinite cash coffers, but it also removes any incentive to improve when the moat is so large that one doesn't have to care about anything...

[go to top]