@johnarnold This is the P&L of $CWGL. The brutally competitive industry structure that you articulate is further evidenced in the financials over time.
Been thinking about the book. There are four things I am left with most wanting to know:
(1) When Jobs hired Susan Barnes to do an analysis of buying out Apple, what were the key parts of that analysis and what was the thing that made him ultimately not want to do the deal? I really think that is a key thing to double click on.
(2) What was the financial progression at NeXT? Revenues? EBITDA? NOLs? Just curious what those financials really looked like? Curious if you were able to look at those? Also what was the valuation of NeXT at the time of Apple's purchase of it?
(3) Sure would love to know what Larry Ellison thought of NeXT as a business and to what extent did Ellison nudge Steve (if at all on anything in terms of the operations and strategic direction of the business).
(4) I am struck by how many people had close interactions with Jobs--essentially winning a lottery ticket--and then didn't act to align their financials with the opportunity right in front of them. Pixar, Next, the turnaround at Apple. It was clear he was a genius, but so many people just didn't stick with the winning lottery ticket that they had right in front of them in their hands. Any poigniant stories of regret for giving the lottery ticket away?
Cedars-Sinai Hospital: a Jewish mother was stunned to find a receptionist wearing a keffiyeh while checking her child into a pediatric endocrinology appointment.
Since 10/7, the keffiyeh has increasingly been used at protests and demonstrations where calls for violence against Jews and support for terror groups have been openly expressed, making many Jewish patients feel unwelcome and unsafe.
Why are employees permitted to display politically charged symbols in patient-facing roles at a hospital that serves people of all backgrounds?