Thoughts on recent all hands and VS future with hopefully F2 and F3 operational?
Are there any specific performance review for leadership? Rooting for RIFing Girish?
2 replies (most recent on top)
Definitely on RIFing GC…he’s a drain on Engineering and has a massive negative actual-value-to-salary ratio. But MD will just protect him and his tedious cartel. Focus is definitely on DART given Carronade’s (obvious) positive influence on the Board. That’s the place to be.
Long term, Starlink and kuiper are problematic for Viasat. Also, I don't see Viasat ever containing their debt. It's the Viasat culture to borrow until it's no longer possible. Maybe Wankberg will retire and things will change, but I doubt it.