David Rosenthal: uncertainty

Transcript context

…It feels like all of his peers have either decided to retire and relax, or are relaxing while running their companies. I think there’s another crop of people that are doing that. That is just not at all interesting to him or what he’s doing. I get the sense like he’s got another 30 years in him, and he’s architected the company in such a way that that’s the plan. I don’t think there’s anyone else there where they’re getting ready for that person to take over. I think the company is an extension of Jensen’s thoughts, will, drive, and belief about the future, and that’s what happens. I don’t know if there is or isn’t a Jensen and Lori Huang Foundation, but if there is, he’s not spending his time on it. He’s not buying sports franchises. He’s not buying mega yachts, or if he is, he isn’t talking about them, and he is working from them. He’s not buying social media platforms in newspapers.…

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