Reminder that the article was good and there is a lot of truth in it.

Also, never trust Microsoft.

This is pretty interesting. I'd read your blog if you write a thing about it.

Excess labor would only translate to increased revenue and new products if these companies had a product vision to begin with. But they don't, so people get sacked.

You are on the right path, but I think you are off by a bit. Every company has more work they want to do than budget allows. However some of those things won't pay off fast enough. That is they have product vision but are smart enough to realize that those extra things they won't be able to do are not things customers are willing to pay extra for today.

I'd say the most accurate casting would be:

Companies have ideas.

Companies have finite budget to pursue these ideas, and never enough to fully pursue all of them simultaneously.

It's management's job to prioritize the order in which they're pursued, subject to available budget.

In the last 5 years, leadership at the Mag 7 has been bad at this core responsibility.

* Alphabet: failed to productize its AI research

* Amazon: completely ignoring the erosion of customer trust in its core logistics business driver (warehouse retail)

* Apple: Vision Pro and lack of product vision (outside of their microprocessor group)

* Meta: VR. Enough said

* Microsoft: Windows. Enough said

* Nvidia: Granted, probably the one standout, but they did get the golden ticket to own a shovel factory during a gold rush

* Tesla: Everything

Objective check: Mag 7 ex Nvidia only outperformed the S&P 500 by +17% over the last 5 years, in contrast to prior periods (and much of that thanks to Alphabet boosting the average)

And now the libraries have been outsourced to saas companies because ???

Because we need to move faster and cheaper, that's the future

this is sorta the obvious takeaway here. as a postgres/phoenix/elixir enjoyer i am blissfully unaware of all this sort of SaaS churn.

Diabolical devices. Anything between 1990-2015 is sort of the gold era of cars. A modern engine swap was the best thing I did for a number of my vehicles. And there are FOSS ECUs that are extremely capable.

Genocide committed by a democratic country that is cool with lgbtq people that have tech jobs and hang out at cafes doesn't make it OK. You're concerned with aesthetics over everything else.

The majority of the population in Israel supports this. And the horrifying and surprising thing to me is that a number of my American Jewish friends will just say "they feel conflicted", while their parents (in their 60s by now) overwhelmingly support Israel. Obviously this is anecdotal but I still found it shocking. The scary thing is that this unhinged behavior will only lead to more antisemitism and violence directed back at them. It's so obviously counterproductive from my perspective as someone who hasn't had Israeli indoctrination. We're in a seriously dangerous moment but of course this has been building since the 40s when the country was founded on brutal dispossession and racial superiority.

What is the alternative that Israelis could support instead? Just ignore Hezbollah's attacks? Give up on returning to their homes and schools in northern Israel?

Maybe? Israel has wanted us to go to war in Iran since Reagan. They finally got a president stupid enough (or with sufficient leverage over) to do it. But I wouldn't say from the US's side that this has been in the works for decades.