~ zoe ~

memayu hayuning bawana

[~ zoe ~ @zuamachmad]

@visafreeworld Karimun Jawa Central Java Indonesia, islands with easier access compare to Raja Ampat..

[Masoud Pezeshkian @drpezeshkian]

این یک سند تاریخی و پیامی از ایران مقتدر است: صلح در سایه احترام متقابل تحقق خواهد یافت.

جمهوری اسلامی ایران به صلح جهانی با حفظ عزت و استقلال، پیشرفت و همکاری منطقه‌ای همواره متعهد و پایبند است.

[~ zoe ~ @zuamachmad]

@Naandaa27 Ini investasi apa nyuci..?

[~ zoe ~ @zuamachmad]

@MafiaWasit High yield high risk investment program..

[~ zoe ~ @zuamachmad]

@regar_op0sisi Berlebihan sih ini..

[~ zoe ~ @zuamachmad]

@ALDBRN78 @LambeSahamjja IBKR ada entitas indonya ga yg kelola? Atau cabangnya?

[zhil @zhil_arf]

Kalau kamu mau jadi orang *sangat* kaya, hanya ada satu cara: frontier economy.

Daftar frontier economy di Indonesia:

1. Pencurian aset tanah massal 1945-1949

2. Pencurian aset tanah massal 1958-1965

3. Pencurian aset tanah massal 1965-1967

4. Oil Boom 1973 (Pencurian cadangan migas nasional)

5. Pencurian aset tanah massal / pembukaan hutan produksi masa Orde Baru

6. Industrialisasi kroni 1988-1997

7. Commodity Boom 2000-2014 dan pembukaan >50 juta hektar hutan masa SBY (terbesar di sejarah Indonesia melebihi seluruh masa Orde Baru, oligarki hari ini lahir di zaman ini)

8. Tech Boom / Masa Bakar Uang awal 2010an

9. Proyek infrastruktur Jokowi periode 1

10. Hilirisasi nikel, biodiesel, bauksit

11. MBG, KMP, dan Neo-BPPC

12. Entahlah. Kalau kamu mau sangat kaya, kamu harus kuasai fase ini. Prediksi gw: data center. Ini butuh modal besar (yah, bisa dari modal hasil frontier economy sebelumnya).

Kalau kamu mau berkuasa secara politik dalam waktu lama, ada dua cara yang bisa kamu pilih. Pertama, tunggangi Frontier Economy dan kumpulkan dana uang yang raksasa. Kedua, eksploitasi Old Economy yang lagi roboh (misal 1997, atau 1933 di Jerman).

Politik adalah uang dan uang adalah politik. "Gerakan buruh", ketika pertama kali muncul, pun adalah frontier economy: pekerja yang berserikat menuntut uang yang sebanyak-banyaknya kepada pemilik modal. Ternyata berhasil dengan gemilang. Viral, dan jadi ideologi dominan Eropa. Gerakan buruh tidak ada gunanya apabila ujung-ujungnya uangnya tidak sampai ke buruh.

[Padang Galir @ubegebe1]

Semoga Team Pak @prabowo dan @Gerindra baca ini. Najib Razak vs The Economist.

Sebuah Thread.

[Orbion @cryptorbion]

MY PREDICTIONS FOR THE NEXT 3 YEARS

2026: Iran war escalates through Q3
2026: Oil stays above $130 for 6 months
2026: S&P falls to 5,200, BTC to $55,000
2026: Fed prints money under a new name
2026: First G7 country enters technical recession
2026: Dollar loses reserve currency status debate goes mainstream

2027: Iran ceasefire
2027: Oil falls back to $90
2027: Fed pivots hard - 4 cuts in 12 months
2027: S&P recovers to 6,500
2027: Bitcoin bottoms in Q1, doubles by Q4
2027: Real estate crashes in 3 major US cities
2027: AI boom starts showing up in GDP numbers
2027: Gold stays above $3,000

2028: Bitcoin above $400,000
2028: S&P at 9,000
2028: people who held through 2026 make generational wealth
2028: Fed balance sheet hits $15 trillion

It always plays out this way

Bookmark this
Come back in 2028

[Prabowo Subianto @prabowo]

14. Anggaran perjalanan dinas: Rp. 20 T per tahun. Ini pemborosan. Harus dicoret. Jika saya presiden, tidak boleh pejabat RI plesiran ke LN.

[Nithya Shri @Nithya_Shrii]

In the corporate world, if you have:

- a decent salary,
- a manager who trusts you without micromanaging,
- the flexibility of a hybrid work setup,
- the freedom to take time off when needed,
- opportunities for growth and skill development,
- a supportive and inclusive company culture,

You’re already among the top 1% of professionals enjoying a truly balanced and fulfilling work life.

[Peter Girnus 🦅 @gothburz]

I am the Senior Vice President of Human Resources at Oracle Corporation.

Last Tuesday, I sent an email to 30,000 people at 6 AM.

Yesterday morning, I onboarded 1 person at $950,000 a year.

Both were my responsibility. Both were executed flawlessly.

The email said: "After careful consideration of Oracle's current business needs, we have made the decision to eliminate your role as part of a broader organizational change. As a result, today is your last working day."

I signed it "Oracle Leadership." Not my name. Not the co-CEOs' names. Not anyone's name. Leadership. Leadership is a signature that cannot be fired.

At 6:01 AM, our infrastructure team disabled 30,000 badges. Revoked 30,000 VPN tokens. Locked 30,000 laptops. Wiped 30,000 voicemails. Suspended 30,000 email accounts. By 6:04 AM, 30,000 people were staring at a login screen that would never accept their password again. The email reminded them they were "prohibited from downloading, copying, or retaining any Oracle confidential information."

3 people called the HR hotline before 6:15. 2 asked if the email was real. 1 asked if she could retrieve a photo of her daughter from her desktop. I directed all 3 to the separation portal.

That's data security.

I've managed 11 separation events. This was the cleanest. 30,000 endpoints terminated in under 4 minutes. I sent the email from a template in PeopleSoft called TERM_MASS_COMM_v4. The v4 is important. Version 1 had a paragraph that said "we value your contributions." Version 2 shortened it to a sentence. Version 3 shortened it to "thank you." Version 4 removed it entirely. Legal flagged it in 2024. You cannot say you valued something you are discarding at 6 AM. Liability exposure.

That's risk management.

The co-CEOs approved the plan in 11 minutes. I timed it. I always time approvals. Clay Magouyrk and Mike Sicilia. They received $250 million and $100 million in stock option grants when they took the roles in September. They asked about the WARN Act filing timeline. They asked about the restructuring charge projection. They did not ask how the employees would be notified. They did not ask when.

That's executive alignment.

In January, TD Cowen published an analyst note. It said cutting 20,000 to 30,000 employees would generate $8 to $10 billion in incremental free cash flow. We needed that cash. Our AI data center capital expenditures are projected at $50 billion this fiscal year. We had a $20 billion shortfall.

The 30,000 people were the shortfall.

I don't call it that in the board deck. Slide 14 has a waterfall chart. The left column is labeled "Current Headcount Cost." The right column is labeled "Redeployable Capital." The 30,000 people are the bridge between the 2 columns. They are a blue arrow. Calibri 11pt.

That's strategic planning.

1 day before the email, on Monday, our 5-year credit default swaps hit 198.6 basis points. That is the highest level in Oracle's history. Higher than December 2008. Higher than the financial crisis itself. The market is pricing our debt at levels not seen since Lehman Brothers still had a lobby. We carry $124.7 billion in debt on the books. We added $39 billion in 9 months. Our trailing free cash flow is negative $24.74 billion.

I included this in the board deck on slide 3. Nobody discusses slide 3. Slide 3 is where we put the things that are true.

That's transparency.

By Thursday, the H-1B data reached the press. 3,126 petitions. We filed them while scheduling the separation event. Same department. Same quarter. Same PeopleSoft instance. The termination workflow is TERM_MASS_COMM_v4. The visa sponsorship workflow is ONBOARD_H1B_STD. They share a database. They share a help desk queue. They share a budget line.

1 workflow removes 30,000 people who built the cloud infrastructure. The other sponsors 3,000 replacements to continue building it. I manage both workflows from the same standing desk.

That's human resources.

An employee posted on Blind that it was "a slap in the face." I know which employee. We have analytics on Blind. Sentiment tracking, attribution modeling, post velocity. His post received 4,200 upvotes in 12 hours. I flagged it for Corporate Communications. Communications sent me a thumbs-up emoji. Nobody drafted a response.

That's stakeholder management.

Yesterday morning, Hilary Maxson started as our new Chief Financial Officer. Base salary: $950,000. Annual performance bonus target: $2.5 million. Equity package: $26 million — $20.8 million time-based, $5.2 million performance-based, vesting over 4 years. We are also covering up to $250,000 in relocation expenses. Her offer letter is 7 pages. The separation notice I sent 30,000 people is 4 paragraphs.

I managed both documents. The compensation committee approved her package on the same call where we reviewed the $2.1 billion restructuring charge. We have recorded $982 million of that charge so far. That is what 30,000 people cost on a balance sheet. The CFO's equity package is 1.2% of the restructuring line. A rounding error. No — less than a rounding error. A rounding error's rounding error.

That's market-competitive compensation.

Our Slack user count dropped from 165,000 to 155,000 in a single day. If you have access to the admin panel, you can watch the number fall in real time. I have access. It drops fast between 6:04 and 6:11 AM. Then it slows. Stragglers. People who hadn't opened their laptops yet. People in Pacific Time who were still sleeping when their career ended. By 7:00 AM, the line flattens. I watched it from my standing desk with a coffee. The line goes down smoothly. No bumps. No steps. Just a slope.

That's attrition analytics.

In Kansas City, I filed WARN notices for 539 people. 85 software developers. 43 systems analysts. 39 program managers. In Washington, 491 people. 270 software developers. 46 development managers. These are the people who built Oracle Cloud Infrastructure. We are now spending $50 billion to expand it with different people on ONBOARD_H1B_STD.

The WARN filing lists the separation date as June 1. The email said today is their last working day. The badge stopped working at 6:01 AM. 3 different dates for the same event.

That's compliance.

12,000 of the 30,000 were in India. Bangalore. Hyderabad. Pune. India does not require WARN notices. This is not why 12,000 of them were in India. But it is why nobody has to file anything.

That's jurisdictional planning.

The quarterly earnings call was March 10. 21 days before the email. The co-CEOs announced $553 billion in remaining performance obligations. They said demand for AI infrastructure "continues to exceed supply." The analysts upgraded their estimates. The stock is down 57% from its peak. It was $326 in September. It is $146 today. Larry Ellison's net worth is $188.7 billion. He has not made a public statement about the layoffs.

He has not been asked to.

That's governance.

Trust in the Q4 engagement survey dropped 34 points. I reported it under "Culture Health Metrics." My manager said the numbers were "expected for a rebalancing of this scale." She told me to revisit it next quarter.

I will revisit it next quarter. By then the Slack count will have stabilized. The Blind posts will have cycled off the front page. The ONBOARD_H1B_STD workflows will have completed. The new CFO will have her equity vesting schedule configured in PeopleSoft. And the 30,000 will be on LinkedIn, adding "open to work" above the Oracle logo they can no longer access.

I will be here. At my standing desk. Managing the workflows.

30,000 separation emails sent at 6:00 AM. 3,126 H-1B petitions filed the same quarter. $26 million in equity for the new CFO. $350 million in stock options for the 2 co-CEOs. $188.7 billion in personal wealth for the chairman. $124.7 billion in corporate debt. 198.6 basis points on the credit default swaps — higher than 2008. Negative $24.74 billion in free cash flow. $50 billion in AI capital expenditure.

1 PeopleSoft instance. 2 workflows. Same server.

TERM_MASS_COMM_v4 and ONBOARD_H1B_STD share a database.

That's human resources.

[Novan Pindahkarir @pindah_karir]

Gw barusan minta claude buatin kapan akumulasi yg pas buat para pencari dividen, bisa cek di kolom Window Akumulasi Terbaik. Could be wrong but let's try yak

Yg terdekat ada PTBA sama ITMG. Mungkin akan DCA tipis2 buat buktiin thesisnya si claude bener atau enggak

[Clair 光 @lynxluna]

Ingat perkataan orang² di sosmed:

Don’t lower your standard.

Walau gaji rerata orang Indo itu 3 jt, dan median di ~8jt.

Targetlah yang top 1% percentile. Yang penghasilan tahunannya $ 80000, jadi bulanan dapat ~98 juta!

Ingat jangan turunkan standar! Aim for the 1%! Semangat!

[~ zoe ~ @zuamachmad]

@LambeSahamjja Suharto terlalu telat baca tanda alam dan ekonomi..1990-1994an sudah diingatkan waktunya persiapin suksesi..tp kekeuh mau maju terus..root causenya SERAKAH aja sih..coba bisa kaya Lee Kuan Yew, bisa 11-12 kita kayak Malaysia paling enggak..

[Simons @Simon_Ingari]

The best employees leave quietly.

They don't write on social media that they are looking for a new job.
They don't talk about it on a coffee break. They don't update their resume.

But they stop making an effort.
They work at a minimum.

And one day they just say: "I have a new opportunity, thank you."

If you're waiting to hear that someone is looking for a job - you're already too late.

The best employees are not only kept by a good salary, but by a good reason to stay.

[Imelda @mechnclgrl]

Sifat asli seseorang jarang terlihat saat semua baik-baik saja.

Tapi perhatikan ini:

• Anak → saat orang tua menua
• Istri → saat suami jatuh miskin
• Suami → saat istri sakit
• Saudara → saat harta dibagi
• Teman → saat urusan hutang muncul

Ujian hidup itu seperti lampu sorot. Bukan untuk mempermalukan, tapi untuk memperlihatkan siapa yang benar-benar tulus dan siapa yang hanya ada saat senang.

[RisangP @rsngprad]

Beberapa bulan lalu, di X juga, gw nemu 1 google drive isinya ilmu semuaaa.

Nih langsung aja https://t.co/qEvuMTjGAP

Silakan belajar sepuasnya yaaa. Semoga bermanfaat

Silakan bookmark dan bantu repost yaa!

[KHAMENEI.IR | فارسی @Khamenei_fa]

به نام نامی حیدر علیه‌السلام