Thomas Kent

US Navy could escort vessels in Strait of Hormuz with international coalition, Bessent says

The fastest way to expose whether a CEO actually uses their own product: make them do the most basic task on camera. Outlook has over 400 million active users. Microsoft’s productivity segment generated $77.8 billion last year. And the official Microsoft support page for “Outlook search not working” tells users to open the Windows Registry Editor and manually create DWORD values. That’s the fix. For a product used by almost every Fortune 500 company on Earth. Edit your registry. The reason Outlook search has been broken for years is the same reason it will stay broken: Microsoft sells to IT procurement, not to the person trying to find last Tuesday’s email. The buyer and the user are completely different people. The CIO signs a 3-year enterprise agreement based on security compliance, Azure integration, and per-seat bundling. Nobody in that purchasing decision opens Outlook and types “Q3 budget” into the search bar to see what happens. This is why Gmail search works and Outlook search doesn’t. Google built for the end user first and sold enterprise later. Microsoft built for the enterprise buyer first and shipped whatever search users would tolerate. 345 million paid seats. The switching cost is so high that Microsoft could ship Outlook with no search at all and most companies would renew anyway. Every CEO of an enterprise software company knows this. The product doesn’t need to be good. It needs to be locked in.

"That's just not true, as you well know" -- Sen. Chris Coons is a bit taken aback after CNBC's Joe Kernen pushes the great replacement theory during an interview

Here are Tesla’s current five largest shareholders (excluding Elon Musk) and how they voted in last year’s ratification of Elon's 2018 pay package: • Vanguard (holds $115B in $TSLA): For • BlackRock ($95B): For • State Street ($52B): Against • Fidelity/Geode Capital ($30B): For • JPMorgan Chase ($21B): For Unlike last year’s ratification vote, Elon and Kimbal Musk can both participate in this year's 2025 CEO Performance Award plan vote due to Tesla's reincorporation to Texas (from Delaware). BUT, we should not get complacent. Assume this vote is close and encourage everyone you know who is a $TSLA shareholder to vote. 8 days left.