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[return to "Intel CEO Letter to Employees"]
1. johnga+ec[view] [source] 2025-07-24 21:51:28
>>fancy_+(OP)
The strangest part to me about the current trends: why do all these business leaders all do the same things at the same time? E.g. Layoffs + micromanagement + cost focus etc... Is this truly about macroeconomic forces that every business is responding to? Or is it just following the latest fad?

There seems to be significant opportunity to zig as others zag. Imagine the Intel letter saying "we are going to take advantage of the current hiring environment to scoop up talent, and push forward on initiatives."

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2. inetkn+yh[view] [source] 2025-07-24 22:26:12
>>johnga+ec
> why do all these business leaders all do the same things at the same time? E.g. Layoffs + micromanagement + cost focus etc... Is this truly about macroeconomic forces that every business is responding to? Or is it just following the latest fad?

I thought about this a lot over the years.

I saw something that piqued my interest last year though, and kind've helped connect the dots. I was on a cruise, and most of the ship was available to guests. One day, one room was cordoned off to an invite-only meeting. The windows weren't blocked, but on the screen was a presentation about AI investments, number of jobs saved (reduced), and etc.

I found one of the attendants later during the voyage and chatted her up. She was head of HR in some big company, and the meeting was supposed to be private. But it contained a lot more than just spreadsheets about AI investments. There was homework and whatnot, but the attendees weren't all from a single company. It was "direction setting". I don't think it was Intel (topic under discussion) but certainly some loosely related tech industry.

I'm convinced that it was nothing less than business collusion.

So, back to your question:

> why do all these business leaders all do the same things at the same time?

Because they're told to.

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3. fzeror+Jt[view] [source] 2025-07-24 23:56:41
>>inetkn+yh
Given the whole Realpage stuff for price fixing, it would not surprise me if there are similar things going on at the csuite layer with various business consultants and backroom discussions. They're all rich assholes, and naturally gravitate to the same venues.

It's all the more reason why labor needs to start being more aggressive and properly work together.

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4. astran+bx[view] [source] 2025-07-25 00:28:13
>>fzeror+Jt
There is no "Realpage stuff for price fixing" that resulted in any price fixing.

That is, it's true that they tried to do it and the software exists. But it doesn't matter, because nobody is actually motivated to join the cartel (defecting is more profitable) and they have no enforcement for it.

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5. 8note+Px[view] [source] 2025-07-25 00:32:29
>>astran+bx
im not sure what context youre replying in, but plenty of building managers joined the real page cartel, and successfully raise prices across the board.
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6. astran+PZ2[view] [source] 2025-07-25 19:42:47
>>8note+Px
That's demand going up with fixed supply because the US made it illegal to build anything. In a market where supply goes up instead (Austin or Minneapolis) their algorithm is going to tell them to lower prices instead.
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