Something eerie and inexplicable happened on Thursday evening, April 6th. Out of nowhere, an intense storm swept through the Bay Area, unannounced and without warning. The skies darkened, the winds howled, severe rain pelted the crowded, suddenly dangerous freeways, and hundreds of thousands lost power.

Meanwhile, exactly in the midst of the most violent part of this mysterious storm, the CEOs of the four most important companies within the ESD Alliance sat on stools in front of an audience assembled at Synopsys and chatted about this, that, and the other. Seemingly oblivious to the profound violence unleashing itself just outside the windows, they acted as if nothing was amiss.

Everything in the industry – and the world – was in order: Wonderful, with the data pointing continuously up and to the right, and everywhere ample evidence for a bullish, optimistic, and excited outlook on the future of EDA and IP.

No matter that Nature was having its way out there in the darkness, that the U.S. had bombed Syria the hour before their discussion began, that the drumbeat for answers about entanglements with Russia was quickening, or difficult conversations with the President of the PRC were underway that very day in Florida – the CEOs of Synopsys, Cadence, Siemens/Mentor Graphics and SoftBank/ARM sat relaxed and easy, basking in the evident vitality of the EDA and IP industries, and allowing themselves to be shepherded through a congenial confab of confident chit-chat by Ed Sperling of Semiconductor Engineering fame.

That fact that the vagaries of Nature never came into the conversation was not surprising; the fact the Mr. Sperling refused all opportunities to bring what he termed as “politics” into the conversation was quite the opposite. Surprising, that is.

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