==== 2024-11-25 ==== Notes from https://www.wsj.com/business/7-eleven-acquisition-japan-high-quality-food-437e1534?st=7g5io9&reflink=desktopwebshare_permalink - Talk of a 7-Eleven Takeover Has Japan Worried About the Rice Balls * 7-Eleven convenience stores in Japan * its parent is called Seven & i Holdings (7 & i) * Chief Executive Ryuichi Isaka * 21,000 stores in Japan * FamilyMart and Lawson are its main competitors in Japan * Much of the food and drinks in 7-Eleven stores in Japan is made exclusively for 7-Eleven at 172 factories across Japan and delivered up to three times daily * Alimentation Couche * based in Quebec * owner of Circle K convenience stores in the U.S. * bid * Alimentation Couche wants to by 7-Eleven convenience stores for \$47 billion * French retailer Carrefour * baumkuchen, a cake of German origin that is popular in Japan * children like the rice balls at 7-Eleven because the rice is fluffy * the varietal blend that fits best for rice balls * the tastiest part of the potato is right under the skin * Meatpacker NH Foods * the more delicious it is, the more you get tired of it * the U.S. and many countries require rice balls to be kept cool for food-safety reasons, but in Japan 7-Eleven can keep them at 68 degrees Fahrenheit from the factory to the store shelves to ensure the rice doesn’t harden and lose its taste. Notes from https://www.wsj.com/tech/ai/microsoft-cfo-amy-hood-ai-f0bfde36?st=1YuKZQ&reflink=desktopwebshare_permalink - The Budget Hawk Atop a Tech Giant’s $64 Billion Spending Spree * Mustafa Suleyman * a big name in AI * was hired by Microsoft in early 2024 * Amy Hood * Microsoft’s CFO of 11 years * from a small town in Kentucky * age: 53 * earned a degree in economics from Duke University * Microsoft * capital expenditures in the last four quarters = \$64.5 billion, up from \$36.5 billion in the period a year earlier * Chief Technology Officer - Kevin Scott * Microsoft was in a bidding war with Salesforce to acquire LinkedIn. It bought the company for \$26.2 billion. * acquired github for \$7.5 billion in 2018 * acquired Activision Blizzard last year for \$69 billion * the “Finding Mastery” podcast * the Seattle Sounders, the city’s Major League Soccer team * fire-and-brimstone strict * rapper Cardi B * Panos Panay was a chief product officer at Microsoft