There are perfectly good explanations for Musk's decision to cut jobs at Tesla. None of these are it.
A leader more afraid of looking weak than of candidly acknowledging challenges with grace is always disappointing.
Credibility and trust matter.
Change my mind.

The Futurum Group’s Ron Westfall, #TheFuturumGroup and Olivier Blanchard 💬 review potential indicators of improving 5G prospects in 2024 including Samsung Electronics’s surging Q1 2024 financial results amid AI’s rising tide, growing worldwide 5G connections. buff.ly/3xF93Qi

#EnterprisingInsights

It seems that I can't travel anywhere in the US anymore (with an airline other than Delta) without getting stranded overnight. At least I'm in NYC this time, not Vegas, but still. It's getting old.

Good morning from rainy NYC.

Where I am this week.
- with Ariel H Blanchard
🥂❤️

🥂🫶🏽

So...

May have buzzed the tower in the rain this morning.

We are ‘On The Road” at HP APC. Hosts @patrickmoorhead & Daniel Newman are joined by Pres. Alex Cho to talk about HP's big AI push, which focuses on AI PCs, smarter meetings, & security w/ Endpoint Security Controller, all developed w/ partners. $HPQ twitter.com/i/broadcasts/1…

Summary: The PC segment is primed to rebound this year but Q4 numbers don't indicate that yet. My hypothesis: Excitement about inbound AIPCs may be causing part of the market to wait until H2 to pull the trigger on their PC refresh, making demand *seem* soft.
HP