Is anyone hearing anything about another attempt to return to office soon.
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Finally, Dan addresses that satellites CANNOT overtake the ground based network, and even mentioned Physics!
Of course, there will still be the Starlink stock pumpers on here who think we are all flat earthers.
Looks like someone coached Dan about how Starlink CANNOT take away from the terrestrial networks in a very substantial way. Physics!
Per Dan, in the article:
In terms of broadband competition from satellite providers, “it is very difficult for satellite providers to provide a service that's even close to what we can provide with our broadband services,” he said.
He walked through the basics of satellite beams and what they can offer by way of speeds versus ground-based systems.
“We’re like 100 times to 1,000 times more efficient,” he said. “Our speeds and capabilities are much higher, and it’s basically not possible because of physics. Not because of execution, but because of physics.”
The majority of Verizon’s service revenue is in urban and suburban geographies. He acknowledged that satellite does have a total addressable market (TAM) that’s probably between 6 million and 8 million homes in the U.S., primarily in very rural geographies where building out a terrestrial network is cost prohibitive.
“It doesn’t pencil out,” he said.
https://www.fierce-network.com/wireless/verizon-ceo-shuts-down-starlink-mvno-talk-touts-strong-q2-comeback
Data centers/fiber/AI Connect
Can anyone in the know (VBG I guess?) comment on what Dan said about data centers and selling fiber today? Is this a viable business?
Nike quietly abandoned DEI
Anyone else notice it’s no longer ever mentioned?
Dan
How many times will I need to hear his sp-t?
Polaris Stabbing?
What happened at Polaris? Was it an employee attacking another employee or did some rando walk in off the street?
HouseCalls Question
Question for HouseCalls APCs — how’s everyone’s schedule looking for August and September? Curious if others are noticing a pattern of unusually few visits scheduled starting mid-August onward.
The unrest is Real.
The unrest is Real.
Interesting take on H-1B Visa's
https://yuribezmenov.substack.com/p/the-traitorous-eight-tech-ceos-h1b
What a shame
https://sports.yahoo.com/articles/clearly-got-woke-building-ex-185218193.html
Outside of Cisco almost no company uses Webex
That is all
RED OCTOBER MEGATHREAD
Since it's now been confirmed, let's track red October info here. Please share what you hear from senior Dr+.
Stay strong!
Is there a safe space from the AI slop at Ford?
Every day it's the same slop. "We have to use AI in everything we do". Write code? Get AI to do it! Review the code? AI! Write an email or post a message in Teams? Better use AI for it (the ems and the emoji use always give it away; "it's not just x - it's y")! Every post, every message, AI slop images, AI slop text, literally inescapable. I feel like the cult mentality around it is just eating away at people's brains, it's a twilight zone episode. I get we have to copy what every software company does, but isn't there someone near the top seeing the massive bubble about to burst, the cost of token consumption, and the general brain drain that comes from offloading every single task to an agent or a chat bot?
Checking In
Checking in to see where everyone is at on the mood elevator? Remember those days?
So, what do those Texans think of your OU and OSU degrees?
Keep spending money (It’s someone else’s laws).
Reorg
Is there any ongoing reorg in upstream?
Only 55% implemented?
Anyone know what that seems to imply? Europe cannot account for 45%??
Smith Comments on ESPN Job Cuts
Stephen A. Smith discussed recent ESPN layoffs on his podcast. He expressed unhappiness with the dismissal of NFL analyst Ryan Clark. Smith acknowledged the financial realities facing the company. He stated that such decisions are difficult but necessary. Smith also noted that more layoffs are likely.
New York, New York
https://www.usatoday.com/story/sports/media/2026/07/21/stephen-a-smith-espn-layoffs-reaction/90998482007/
SETH
Are we submitting questions or assuming that even with the format pivot we aren’t going to get real, honest answers to questions.
Personally, I hope people submit their toughest questions and demand accountability from MKW. It’s been a sh*t couple of years and that’s largely on him and the rest of leadership.
Bets on July 31?
Hearing some rumors
CXO org
Just my opinion, but after the last organizational shake-up, I wouldn’t be surprised if history repeats itself.
One question I keep coming back to: A.C. championed the “ways of working” in the previous CXO organization. Has anyone objectively looked at whether those same approaches may have contributed to some of the challenges the organization faced?
Hopefully the new organization has a different outcome—but time will tell. 🍿
Brian is out
This will be interesting.. anyone else see the email? Wondering if this new person will be any better
AI Wins
Are you seeing any AI wins around you? It has been three and a half years since AI started appearing in every presentation deck at CDW. So, what have we actually accomplished? Where did all the energy, effort, focus, and money go? Oh, well.
Where are posts about Virtuals getting notices?
It has been a couple of weeks now. Where are the posts about Virtuals getting relocation letters? Have the few people who kept perpetuating these fabricated rumors every few days gone?
August Pull
What weeks will be included in the Aug 2 WOE pull?
Layoffs happening now
It is that time of the year again???
Townhall meeting today - what do you think
Joel didn't say anything meaniful, I had looked forward so much to that townhall like it was the Oscar's, it was just a waste if 1hr, couldn't answer any question straightforward or plainly
EviCore buyer
Guess who would be the buyer of EviCore. Maybe UHC, or CVS?
How many people who relocated still work at Dallas?
Comment here if you relocated and still have employment
True Layoffs?
I see exhaustive number of complaints however I do not see anything factual where somebody was truly laid off as a result of RTO or anything else because it’s all vague and not specific. I think the intent of the site has lost its path. Instead of making a comment as my teammate was laid off maybe because they weren’t performing but be more specific as I have yet to see somebody be laid off in two years
TPE convo with RB
Best part of the call “is this recorded?” 😜
Dog and pony show visits
Whos having a corporate visit soon?
Epic Opinions
For those involved with the project, share your thoughts.
DSD
Discuss.
Which Acquisitions didn’t pan out…
Recent acquisitions over last 5 years that haven’t worked out and why?
Go