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" ... Brouker enjoyed a lengthy navy career that included spells as commanding officer at one of the largest naval hospitals in the world and as chief of staff for Navy Medicine West, which is responsible for 10 hospitals from the U.S. West Coast to the Indian Ocean and serves 800,000 patients. Since retiring he has run a company advising leaders in a variety of fields and frequently presents on the leadership approach encapsulated in his concise and highly readable book. ... "
" ... Intel is a giant in the in the server chip space commanding 99% market share, and in compute for the data plane of datacenter storage and networking, 50 to 75% share. This may lead some to believe the company’s datacenter growth prospects are dim. Not so fast. First off, cloud, HPC and AI are growing markets, while enterprise is flat to declining. Intel has already geared up to increase the datacenter market basket size with SSD storage, network and AI accelerators, and software stacks. Consider Intel has a very low share of the networking and storage control plane, platforms like base stations, SSD, and newer, specialized compute needs. To put a number on it, Intel estimates it only has 36% share of a $45B growing to $65B TAM. Of course, these growth opportunities need to be measured against new competitive threats in the general-purpose compute space from Advanced Micro Devices and specialized AI accelerators from NVIDIA. Intel has announced some of these new growth products and initiatives, but not everything and all came together today with the launch event I attended in Brooklyn of their new datacenter Xeon Scalable processors, code-named “Purley”. ... "
" ... Now, Prograis is commanding seven-figure paychecks, and when boxing returns to the TV and live streaming airwaves, when life goes back to normal and his paychecks are being deposited, he’ll know exactly what to do with that money—hold on to it. ... "
" ... Pendleton showed his colleagues side-by-side hardware comparisons between the iPhone and the Galaxy phone in The Wall Street Journal, which showed Samsung leading in a number of areas. The problem was that Samsung, up to this point, was not attempting to tell a story. Apple was commanding the narrative: It had the cult of Steve Jobs, a massive following, and glowing media coverage, and it had unleashed a barrage of aggressive legal action arguing that Samsung was a copycat in terms of new products and innovation. ... "
" ... Swiftly buying a commanding senior secured position - typically the least discounted debt of the capital structure - and adding significant cash for a DIP, often at a more modest return, or risk being left in the dust as a junior debtholder: this will constrain distressed investing like a corset. The style is still worth trying - but average distressed returns are unlikely to match those of previous cycles. ... "