Bryan Cantrill

I think you've got warring constituencies in terms of you've got employees, you've got shareholders, you've got the board, and you've got the future candidate themselves, all of whom have got slightly different agendas. And I think that the next year is going to be an absolute wreck in this regard with a bunch of missteps. I think that they will name at least one CEO who had not yet agreed to it.

I think you've got warring constituencies in terms of you've got employees, you've got shareholders, you've got the board, and you've got the future candidate themselves, all of whom have got slightly different agendas. And I think that the next year is going to be an absolute wreck in this regard with a bunch of missteps. I think that they will name at least one CEO who had not yet agreed to it.

And then it has to be walked back because they were like, Intel got ahead of it and thought that they could announce it and rush it. And then it's a total black eye. And I think at the end of the year, Intel has their co-CEOs in place. So I think Intel does not have a new CEO.

And then it has to be walked back because they were like, Intel got ahead of it and thought that they could announce it and rush it. And then it's a total black eye. And I think at the end of the year, Intel has their co-CEOs in place. So I think Intel does not have a new CEO.

Yeah, no, I think that we know what I've been doing is I've actually been because I've seen this kind of incompetence before in terms of John Fisher and the management of the A's. So I just like it was like, what are the A's done with new stadium deals? And I can I can just like superimpose that on the CEO search.

Yeah, no, I think that we know what I've been doing is I've actually been because I've seen this kind of incompetence before in terms of John Fisher and the management of the A's. So I just like it was like, what are the A's done with new stadium deals? And I can I can just like superimpose that on the CEO search.

Again, this could be wrong by tonight, and maybe you've got a lip boot tan that agrees to do it, but I think the longer this thing is out there without a CEO, the more of a basket case it is, and then you're going to have this problem. Did you read in the Garden of Beasts, Mike, in particular, Adam, did you read the... Really interesting book.

Again, this could be wrong by tonight, and maybe you've got a lip boot tan that agrees to do it, but I think the longer this thing is out there without a CEO, the more of a basket case it is, and then you're going to have this problem. Did you read in the Garden of Beasts, Mike, in particular, Adam, did you read the... Really interesting book.

It captures the – so in 1933, Roosevelt becomes president, and they need an ambassador to Germany. And anybody who knew anything about Germany knew that this thing was on – was just heading at top speed into the wall of a Nazi takeover of Germany. And so they had to find someone who would be flattered by being the ambassador to Germany. They had to go into this kind of fourth tier of picks.

It captures the – so in 1933, Roosevelt becomes president, and they need an ambassador to Germany. And anybody who knew anything about Germany knew that this thing was on – was just heading at top speed into the wall of a Nazi takeover of Germany. And so they had to find someone who would be flattered by being the ambassador to Germany. They had to go into this kind of fourth tier of picks.

And the book is about his daughter then kind of falls in love with a Nazi and kind of her diary. But I always thought it was kind of interesting where they had this problem of like, no, no one wanted to be the ambassador to Germany in 1933 because anyone that you would want is smart enough to know this thing is a disaster. And I think it's...

And the book is about his daughter then kind of falls in love with a Nazi and kind of her diary. But I always thought it was kind of interesting where they had this problem of like, no, no one wanted to be the ambassador to Germany in 1933 because anyone that you would want is smart enough to know this thing is a disaster. And I think it's...

I guess I between Intel and Germany in 1933. I'm not sure.

I guess I between Intel and Germany in 1933. I'm not sure.

I'm sorry. Intel, um, still are an investor. So I guess, you know, I, um, but, um, I, I think that, that this is going to be a real problem from different Intel is that the, the person that you would want to run this is going to be cagey enough to know that like, no, this thing is an absolute wreck. Um, and, uh, and they end with the, the, the co-CEO is still in place. So, but, but, but,

I'm sorry. Intel, um, still are an investor. So I guess, you know, I, um, but, um, I, I think that, that this is going to be a real problem from different Intel is that the, the person that you would want to run this is going to be cagey enough to know that like, no, this thing is an absolute wreck. Um, and, uh, and they end with the, the, the co-CEO is still in place. So, but, but, but,

Not acquired, not sold off. This is such a standoff between these constituencies because I actually think that the, and I think that the board and shareholders in particular are not, the board does not represent shareholders right now. And I think that is going to be the real battle that happens over the next year. And obviously that'll be a legal battle and that's going to be,

Not acquired, not sold off. This is such a standoff between these constituencies because I actually think that the, and I think that the board and shareholders in particular are not, the board does not represent shareholders right now. And I think that is going to be the real battle that happens over the next year. And obviously that'll be a legal battle and that's going to be,

It's going to be gory. And I think that lots of people are just going to opt out. Because you need an activist shareholder. And they're going to be like, why? Why would I be an activist shareholder at Intel when I can go do... There's so many other ways to make money.

It's going to be gory. And I think that lots of people are just going to opt out. Because you need an activist shareholder. And they're going to be like, why? Why would I be an activist shareholder at Intel when I can go do... There's so many other ways to make money.