Viewing profile — ssssvd

You nailed it. In our case, EBITDA margins were "pencil on a napkin" at best — only because the CFO is usually the sanest person in the room. At the same time, Elon's moves and Met…

My Lebanese friends are Armenian Gregorians, so I tend to consider their perspective relatively impartial — though, as you rightly noted, it remains anecdotal. As for 'Jewish polic…

There's definitely a "peacetime" / "wartime" divide. There's also an overreliance on pedigree. But above all, it's the pressure of being a public company (which often means losing …

UK was horrible. No real protection for workers - just layers of mandatory legal mumbo-jumbo with zero actual chances for people to keep their jobs. It was like ripping off the ban…

I have Israeli friends across the spectrum (except maybe ultra-orthodox, but including Ukrainian/Russian olim). I also have friends from Lebanon (not even Arabs). They all share di…

Had been advocating slower hiring & targeted reductions in a mid-sized tech firm for years after COVID, but it happened much faster under a newly appointed CEO. Under new leadershi…

I brought both so you wouldn’t have to stress over which one to deflect with.

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French land army is 77k total, with maybe 30k actually combat-capable — the rest are admin, logistics, and training. Add 9k Foreign Legion, but only a fraction of that is high-inte…

Would the investor even outlive the investment though? Imagine building data centers in the UK — only to get Brexit halfway through. Any long-term, shared investment relies on cont…

You absolutely could go bare-metal with emerging local platforms and a Chinese stack — that’s the path Russia (and obviously China itself) is heading down. But... Equinix? US. Digi…

Worth noting that Europe is the only place where someone could have actually been a Nazi, historically speaking. Plenty of other countries managed to avoid both Nazism and sweeping…

Imagine GDPR, but for infra — that's the stuff of nightmares. "EU Committee on Kubernetes." By the way, that's exactly what China and Russia did — no AWS, GCP, or Azure there.

"Don't rent from Amazon! Buy from Dell, HP, SuperMicro, Cisco, Juniper, Intel and Nvidia instead." It's all American below AWS/GCP abstractions as well.

Wouldn't you implicitly support Amazon, Google, Microsoft, Nvidia, Intel, Dell/HP, Snowflake/Databricks, Datadog, etc. with almost every sale though? For many European businesses, …

Funnily enough, this is exactly Putin’s own logic — just flipped. “We had to support those rebel Ukrainian states so Ukrainians fight them, not us.” “We had to preemptively disarm …

So what’s the plan here, exactly? Keep Ukraine on life support for a decade, hoping Russia collapses under sanctions? Cuba’s still standing after 60 years. Iran after 40. The USSR …

Except Putin doesn’t need to outrun America — he just needs to outrun Ukraine. There’s a finite number of Ukrainians, and an even smaller number of Ukrainian men actually willing —…

You can’t fully defeat a nuclear power. You can, at best, drive it back — if you’re willing to pay the price. And that price means Europe will have to absorb a dramatic, sustained …

And what exactly is "The West" these days? A glorified open-air Continental museum, a failed British Empire with an army the size of Belarus, and a bickering hegemon half-convinced…

It had been honoured — or at least not directly violated — for 20 years. And in international affairs, 20 years is "forever." Between 1918 and 1938, how many treaties were signed, …

He hasn’t managed to lead much of anything so far. The British will happily switch sides the moment they can play those Continental fools against each other again — it’s practicall…

Ukrainian nukes were about as Ukrainian as Texas-based US nukes are Texan — they were Soviet weapons targeting US cities, with launch authority and maintenance cycles controlled fr…

Ah, the formation of German-lead coalition to oppose Russia AND US, how fresh. Surely third time will be the charm.