26 Comments

"From the outside, it’s extremely hard to see how all that adds up to a well-played, well-thought through hand." Feels like obscure strategy, or a game of 🎲

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I think we can legitimately call it an “implosion” now.

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If anything, the last 24 hours have shown there was no plan, no play, no well-thought through hand.

What did they think would happen? It’s hard to believe the board did not anticipate the impact of their decision. Either something truly egregious happened that warrented such a dramatic move (that we don’t know about yet) or the board acted on a whim.

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Nov 19, 2023Liked by Gary Marcus

Best takes of the evening....

This is like Steve Jobs getting the sack from Apple and coming back after 12 years... only for the TikTok generation.

This makes Elon Musk look stable.

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LOL Gary just seeing this latest news as well... can't a woman go shopping for holiday chocolate without Silicon Valley upending the world after it's upended the world?

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The board is simply incompetent and has to go. Imagine how mad Satya is given his all-in at Microsoft Ignite this past Monday.

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A multi-billion investment and pressure to succeed collides with the idealism of board members. The odds are the idealists will lose.

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Nov 20, 2023·edited Nov 20, 2023

If they want capricious communications and faux pas, why not replace the board w/ChatGPT?

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I dont think they lose the secondary if Sam comes back and starts chopping the heads of the true believers. I imagine this the perspective of the employees as well

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The sharks and PR types on the board are staring to realize their consumers are able to influence their investors. That’s actually an important shift. It doesn’t speak to the competency of their organization, but it speaks to a changing of general operations in the tech industry.

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ditto.,.,,sounds bout right

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Nov 19, 2023·edited Nov 19, 2023

I don't know why, but for some reason, a vivid picture of big kids messing with silicon in large sandboxes comes to my mind each time I hear news related to some SillyCon Valley companies. It is not The Sandbox Game, for sure. 🙄

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