CNBC appearance from Tuesday, but, as is often the case, time was short and so am I. First, I like to think I weave a clear overarching theme throughout the various articles I publish on TheStreet praising and criticizing CEOs and other executives. Sometimes it pays to be explicit. We're looking at two tracks here. Track One: Reed Hastings at Netflix ( NFLX) and Mark Pincus at Zynga ( ZNGA). Neither of these guys should leave their company. They should be fired as CEO and, for shareholders and the greater good, officially titled "Founder and Chief Strategy Officer." They're both sharp visionaries. They're both brilliant guys. Pincus, for example, should spend hours each day sitting under a tree -- alone -- in the middle of a beautiful college campus thinking. Then he should run back to Zynga headquarters as quickly as he can and engage a small team meeting to brainstorm that vision he just had. While Hastings is more of a "businessman" and credible public person than Pincus, the same type of deal applies. Bring somebody in who can be CEO and CEO only. Somebody who can do the traditional things CEOs do as to allow the visionary time to vision. Track Two: Meg Whitman at Hewlett Packard ( HPQ). Steve Ballmer at Microsoft ( MSFT). Hubert Joly at Best Buy ( BBY). Completely different stories. These companies need injections of youth and true startup culture. They need the visionary to be the CEO for a while. Right the ship. Navigate the wholesale transformation. Head down. Ignore the media with the exception of the faction that's on your side. Ride the wave. Once it starts working, step back, hire a Sheryl Sandberg-type and slide into the role that Hastings and Pincus need to be in now.
These two tracks feel painfully obvious to me. I believe more than anything that, come 2013 -- or sometime in this decade (!) -- this will dawn on more than a few companies. Plenty of companies, particularly in tech and retail are struggling. Across spaces they're fighting to cut through, in a world that's changing faster than ever thanks, primarily, to mobility. They see what's going on around them; they can no longer sit still. They see Marissa Mayer's early success at Yahoo! ( YHOO). (I need to brag a bit and highlight my YHOO call from July here). They see Ron Johnson's abject failure at JC Penney ( JCP). These things do not occur in some vacuum of isolation. They're connected, even if in some philosophical sense. The same old, same old of Ballmer no longer flies. Hiring retreads (in the sense of recycling the same old NFL coaches) like Whitman doesn't work anymore. Bringing in consultant CEOs like Joly -- not smart. We need more Marissa Mayer hirings and more smart men such as Hastings and Pincus to step back and do the right thing by their employees and shareholders. If we don't see this vision start to take place in 2013, I'm afraid the tech space -- outside of a handful of big companies, recent IPOs and tiny startups -- will continue low on innovation and light on inspiration. Follow @rocco_thestreet --Written by Rocco Pendola in Santa Monica, Calif.