Crowdstrike, Cloudburst

I remember having a discussion with one of my executive buddies a while back, talking about this whole business of shoving IT up into the “Cloud” and away from in-house (local) processing.  My buddy, (who is still very active in business) stated that he would never, ever do that because of control concerns;  I went even further and said that were I the CEO of a corporation and an executive even suggested such an action to me, I’d fire him on the turn.

Here’s the reason for my intransigence, and it’s a topic I’ve banged on about before:  the allure of “convenience” without caring about (or intentionally disregarding) the risk of vulnerability.  Here’s an example in a microcosm.

Back in the late 1980s and early 1990s we still did a lot of paper printing, as email communication of large files and documents was beyond the ability of most systems to accomplish large-scale dissemination.  At the same time, though, systems were changing from stand-alone processing into networked systems, and the most obvious of these was in the area of shared printers (as opposed to each workstation having its own printer).

Of course, IT was all over the networked printing principle because, as one clueless IT person told me, “we only have to maintain and service one printer as opposed to dealing with several, so it’s more productive” — confusing, as I pointed out to him, their convenience with the user’s needs.

What, I asked him, was the point of sharing a single device when there’s a traffic jam of users waiting around the printer for their job to clear the queue?  How productive was that, in the corporate sense, when one service technician would save time while half a dozen other workers were doing nothing?  And even worse, of course, was the prospect of the printer failing altogether (for whatever reason), causing everybody to sit on their hands while the machine was being fixed or having its ink cartridge replaced;  how productive was that scenario?

As I was beating my head against a corporate brick wall, I did what I normally do in such circumstances:  I declared unilateral independence.  I bought myself one of those HP500 inkjet printers (and black-ink cartridges) out of my own pocket and remained outside the system altogether, to the consternation of IT.  (My boss, bless him, told them to go and fuck themselves — those exact words — when they asked him to strong-arm me into compliance.)

Then over the following six months I monitored the network printer activity and catalogued all the times it went down, then calculated the net cost to departmental productivity, and presented my findings to Management at our next inter-departmental meeting.  (Basically, if the five largest users of the printers in our department had each had their own HP500, the department would have saved literally thousands of dollars in lost productivity.  In fact, it would have been a zero-sum decision to equip each of those users with their own laser printer, never mind a cheapie HP500, and left “casual” printing — memos, etc. — on the network.)

I won the battle and lost the war, because IT took its revenge on me from then on by slow-walking all my projects — and I did a lot of those — through the system, using the “limited resources” argument because, I admit, my projects were resource intensive.

It did not help matters when personal computers came along.  Of course, I was the first one to get one (out of my own pocket, again), enabling me to do a huge amount of developmental work independently of IT.  The head of IT came into my office and asked me to give him a demonstration of my PC.  I agreed to do it, but only after inviting my boss to sit in.  Then I ran one of my routines on the PC and we sat for about ten minutes waiting for it to process.  Of course, the IT guy sneered at the pace of the process, saying that the mainframe could have done the same job in seconds.

I then pointed out to my boss that the last time I had submitted an identical job through IT, I’d eventually got the output some three days later.  (And yes, I had the documentation to substantiate it.)

My boss, bless him again, asked me if I could set up a PC for him because he too was sick of waiting for his jobs to get back to him.

A week later, Management received a proposal from IT to set up dumb terminals in all our offices so that we users would not have to become our own computer programmers.  It was accepted by all the department managers except mine, who had in the interim found room in the budget to buy PCs for all the account executives, and tasked me with developing and delivering the necessary training.  (I outsourced it to a buddy’s training company because I had things called “clients” who had greater need of my time.)

Anyway, I told you all that so I could talk about this.

You see, apart from any talk of productivity and convenience, the dirty little downside to Cloud-based single-source processing is that having a single source also means that there is an enormous risk when any bad actor or even incompetent actor (such as in the above case) gets to access the whole show.  Single source also means incredibly-dangerous universal failure scenarios.

Ask the airlines, banks and hospitals affected by the above.  And incidentally, state vehicle inspections in our area of north Texas were also affected in that their inspection equipment failed to operate — and the operators didn’t bother coming into work because why should they?  And even when the systems did start working again, there was still a delay while the operators came back from their absence — machines and systems working:  nobody to operate them.

As I discovered two days ago when I took my car in to be inspected, at two different locations hereabouts.

Now scroll back up and re-read the first paragraph of this post.

Mighty Falling

Back when I were a young (!) data analyst and retail specialist at The Great Big Research Company, one of my minor clients was Walgreens Drug Stores.  (I say “minor” only because I was reporting only on the grocery section of the stores, and not the Rx or even the over-the-counter (OTC) drug or general merchandise products.)

Anyway, I became very friendly with one of the execs, and in one of our conversations she let slip that at that point in time, Walgreens had never — not ever in the history of the company — failed to make a quarterly dividend payment to shareholders.  I checked on that, and she was correct.  So a couple of years later, once I’d left Nielsen and was managing my own 401k account, I purchased a bunch of Walgreens shares and watched the dividend payments roll in, reinvesting them back into the business for several years.

Then one day I was driving to the local mall, and something stuck in my brain on the way there.  I couldn’t figure it out because that’s the nature of such things;  but on the way home I figured out what it was.

On the short five-mile trip between the mall and home, I had passed six Walgreens outlets.  And all my old retailer instincts came to the fore:  Walgreens was, in the industry parlance, over-stored.  Granted, this was in Greater Chicago (Chicagoland), where Walgreens’ head office was located, but still…

A short time later I sold all my WAG shares (at a very handsome profit).

Of course, all that was back when dinosaurs roamed the Earth, but I note this recent development (as shared by Reader Mike L.) with interest:

Walgreens is set to close a substantial number of its roughly 8,600 locations across the United States as the company looks to reset the struggling pharmaceutical chain’s business.

CEO Tim Wentworth said on a call with analysts Thursday that “changes are imminent” for the roughly 25% of stores that aren’t profitable and Walgreens’ strategic review will “include the closure of a significant portion of these underperforming stores.”

“We are at a point where the current pharmacy model is not sustainable and the challenges in our operating environment require we approach the market differently,” he said.

Okay, fine,  This can and does happen to many a business.  But there’s a wrinkle:

Wentworth said the closures would focus on locations that aren’t profitable, too close to each other or stores struggling with theft.

The first two phenomena are common, while the third… well, let’s just say that unless I miss my guess (but I doubt that I do) a whole bunch of inner-city Walgreens outlets are going to be boarded up because of undocumented product movement.  And those areas are going to become not only “food” deserts, but “medication” deserts as well.  (The other kind of “medications” are firmly established there, of course.)

And by the way, Wentworth is a seriously smart cookie — unlike so many other corporate CEOs of recent vintage — so if he can’t get the existing show to work, it’s a safe bet that nobody in the industry can.

What He Said, And More Besides

Actor James Woods is a well-known conservative, despite his profession and location, and in this case he’s right on the money, as usual:

Specifically, here, is the fact that Democrats make it almost impossible for small companies to survive, weighing them down with not only horribly-burdensome but hostile regulations (as above) like minimum wage dictates.

Then, when the inevitable happens and the small companies go out of business or sell out to larger ones, the socialists like Warren moan about the concentration of trade and the need for “more competition”.  (“Price gouging” as referenced by Warren here is meaningless and a red herring.)

May we remind ourselves of food rationing, endless lines formed to get what little food there was, and fixed pricing which led to the ford shortages in the first place?  Where was this so prevalent… wait, it’s all coming back to me…

Ah yes, in the Soviet Union, where the State owned all means of production and likewise the entire food chain.

And Warren, lest we forget, is an outright Stalinist whose remedy for the current situation here would involve State control of pricing (and of course of production and the entire food chain), just to make the market more “efficient”.

Do people like this ever experience cognitive dissonance between what they think and say, while constantly seeing evidence that completely repudiates their worldview?

Clearly not, and Woods has the absolute truth of it.

Rebound

Well, this is interesting:

Anheuser-Busch heir Billy Busch said he would be the first to buy back Bud Light should the beer’s parent company AB InBev want to sell it.

“If they don’t want that brand any longer, sell it back to the Busch family,” Busch told Outkick host Tomi Lahren. “Sell it to me. I’ll be the first in line to buy that brand back from you, and we’ll make that brand great again.”

Busch explained how disheartening it has been to watch the beer brand, which was so much a part of his childhood, lose its legacy of valuing its customers and employees.

“That culture is completely gone now,” Busch said. “They knew who their drinkers were. … Even my dad at 89 years old, 90 years old, he was still going to the bars selling Budweiser back in those days.”

“We’ve always cared very, very much about the people in America. What made this company great was America, of course,” he continued.

Busch added that AB InBev has missed the mark in knowing its customer base.

“When you are a foreign company and you rely on these woke students that are coming out of these local colleges to do your advertising for you, you’re making a big mistake,” he noted.

Even if they got Bud Light back, I still wouldn’t buy it because it’s shit beer, but that’s not the point.

I don’t know if anyone knows this, but Auggie Busch (Augustus III) has been a lifelong supporter of concealed carry — mostly, it should be said, because of the need to protect his delivery drivers from hijacking.  The family has always been true-blue (red?) American (unusual for a wealthy family) and intensely patriotic, always with traditional values very much in evidence.  A cursory look at older Budweiser ads — the pre-woke ones, that is — will bear that out.

And was there any better or more American an institution than this?

Oh, and if Billy wants a new relaunch payoff line for his acquisition, here it is:

Same Beer, Different Attitude!

Yer welcome.

Getting Your Money’s Worth

Let’s face it:  I don’t want the U.S. to be compared with France on anything (okay, maybe when we start making better food).

From none other than Martha Stewart:

In an interview with the magazine Footwear News, the author, TV personality and entrepreneur slammed hybrid work culture, saying that people cannot “possibly get everything done working three days a week in the office and two days remotely.”

Stewart’s comments come as more managers push for an end to the work-from-home trend that took hold more than three years ago at the start of the pandemic.

Stewart compared the state of in-person work in the United States to France, calling it “not a very thriving country.”

And of course, she’s right — and not just about France.

Here’s a humble suggestion for managers whose employees refuse to stop working from home:  for all those days that they don’t come in to the office, pay them 33% of their rate.  Then, for those who still refuse, use the savings to train their replacements who will want to show up for work.

I’m so sick of people who expect to get paid well, but refuse to do the amount of work that deserves such compensation.

And say what you like about ol’ Martha, but nobody ever accused her of being a slacker.