Imponderables

Dead Valley is known to be the hottest place on Earth.

Yet millions have traveled pass there on their way to Las Vegas.

Venture Capitalists are also well versed in what’s so called “valley of death” i.e. when a start-up moved pass its honey-moon stage, and simply cannot sustain the burnt rate.

Yet people keep trying.

Then, aside from “death” rate, we got divorce rate.

Yet people keep falling in love, and getting married.

Hint: more shopping and spending for a family of two and more.

In America, there is no shortage of imponderables.

I am starting to read Paterno bio. I could barely get through the first few pages.

Something quite imponderable there (despite the lucid prose).

After all, what happened in America, stayed in America.

Sex shops, butcher shops.

Churches and strip clubs, sometimes near each other.

Schools and parks (for homeless people) near fast-food and donuts joints.

Dental office next to candy shop.

And 24-hr gym (all you can lift)  near Hometown Buffet (all you can eat). Go figure.

America spends a large chunk of change on incarceration, pornography (hard and soft e.g. NYT best-seller list, top 3 are taken by the same author who caters to women taste for escapism), guns and amos (especially amos, modeled after HP cartridge business model), medical marijuana and spirits (that get you on a downward spiral).

My name is Thang. And I am not an alcoholic. So help me God.

Somewhere somehow, the line has been moved: the incarcerated are better cared for than the non-incarcerated.

The top 1% refuses to pick up golf balls, while the rest can’t afford meat balls.

Kids aren’t learning (slipped in ranking), while workers need to but can’t get it paid for by the employers or government.

Politicians are talking, but leaders aren’t leading.

We are bidding for time, for election, for miracles, and are freezed like deers in front of approaching head lights.

Actors are either making quiet retreat (Sundance Festival), or gone overboard (Eastwood and Samuel Jackson).

It’s the best time to be in  late-night comedy.

But SNL fans can’t stay up late (wrong demographic for that time slot).

Voting booths seem to always have problems in Florida. (Voters should be required to have an eye-exam). We are enjoying our time on the deck, but forgot to check the ship’s name. ( Titanic ?).

Even if it’s free, no ride lasts forever.

Every once in a while, we need to check the navigating instrument. No such thing as auto-piloting (Google unmanned car?).

Not in this age of post-innocence. Not at this time of austerity. Not now. Not ever. We need to be vigilant against those who quack like a leader, walk like a leader, but in fact, are not leaders at all. Leadership comes with a price. They come to take credits. This is the root of all imponderables: those who can’t lead, lead. Those who can, refuse to stay in the game.

Whiter shade of HP

“The crowd call out for more…”

Procol Harum’s one-hit wonder, with his indelible organ solo, still mystified many on YouTube.

Legacy companies in a mature industry such as HP, have moved too far away from their roots,

hence, at great risk of being irrelevant or turning into wax (Icarus paradox).

In HP’s early days, Bill and Dave pulled together their resources, built their own road around the farm,

and of course, started to fill small orders for test instruments or whatever people wanted to trust them with.

Wall Street is still using HP calculator, a testimony to an American enduring icon.

I am a fan.

But so were many Pan Am loyal customers. They are the ones who, as of last night, watched Pan Am

the TV series. Vintage and nostalgic. A remembrance of time passed, American way.

The Economist’s winding topic “Is America a Third World Country” still sees people weighing in almost every day.

What used to work might not work again.

Not at today’s scale and speed.

With a bunch of acquisitions, most notably Compaq, HP exerted its reach beyond its core competencies and watered down its culture.

No more the old self-reliance, can-do attitude and (autonomy) tight-knit group (the original founders took yearly vacation together).

If only HP could recapture some of its former glory e.g. divided into start-up units w/micro-funding and yes, making engineering hip again (back to the garage).

It cannot put old wine in new wine skin, the way A Whiter Shade of Pale being played by a symphony orchestra.  Somehow, it gotta to be heard in its original unadulterated electric organ.

Ms Whitman will have to double up as a CCO, i.e. orchestrate  organic growth, and plant the seeds of self-disrupt (all the while, still getting paid $1). She did it with multiple sports. She might be able to pull this off again, after E-bay magic.

Nowadays, we feel disheartened with titles like “That Used to Be Us” .

It’s good that the incoming CEO had a taste of defeat, and spent some time at Valley’s most famous Venture group.

She is now tasked with rekindling the fire of rugged individualism, who once conquered the Wild Wild West, and

spreading it into the World Wide Web.

There will be many misses and a few hits. Most of all, she might have to live with one-hit wonder and try to milk it . It’s a long-tail economy which favors low-cost softwares, leaving hardware heavy weights like HP with grandfathered products.

With bold statements like “the importance for Silicon Valley, for the nation and the world”, our HP new chief has just put on more chips on her shoulders.

Just make sure the company keep its ink division. You don’t want a whiter shade of print coming out of my computer at home.

Stay hungry, stay curious

The first advice was from Jobs, a college drop-out, in his commencement speech.

The second, recently, was the gist of a NYT op-ed by Brooks.

Those are mantels of would-be entrepreneurs.

Where else can you find people who are willing to sleep (if at all) in sleeping bags and code for days on end, with no prospect of a pay check?

Interns for life.

Meanwhile, exchange students protested inhuman “trafficking” at Hershey‘s outsourcing arm.

No more sweet spot there at sweet factory (after the students realized that taken in all the expenses, they ended up working for free). Interns for life.

At least they learn a thing or two about voicing their opinion within the confine of  the law.

We finally enter an age where muscles and machines (physical layer) are counted less than mind (application layer). A recent WSJ most-read by a VC guru was all about “software eating everyone’s lunch”.

Just try to fight drones, or robot cops.

BTW, it’s been a lost decade, with 9/11 as one bookend ( the two planes knocking down the Twin towers), and  the other, two helicopters (albeit one was left behind) getting back at Bin laden. It is to show how much harm done by one man’s hyper-imagination, and how much good our collective brain are capable of (a recent Tampa youth just wanted to copy Columbine, instead of applying to Columbia).

Stay hungry, stay curious. Drop out if you lack the passion for staying in (a Venture capitalist argued just that when he offered a contest for new ideas from would-be entrepreneurs, college degree  not required).

But stay curious. There are a lot of unknown unknowns out there. Learn to connect the dots, and recognize the patterns. Spot the trends.

And don’t forget to stay curious even when you were no longer hungry.

Because someone will eat your lunch before you know it. Borders, HP (computer division) and Nokia, have all learned this hard lesson. No rest for the weary. Not in this century.

Not when machines like Watson can start “swamping”, guessing your next move.

And quit when you are ahead, like Steve Jobs. Learn calligraphy. Learn something about something. Stay curious.