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rakejake 3 hours ago

I often wonder why Satya Nadella is so venerated on HN compared to say, Cook or Pichai. As innovators, MS lags way behind both Google and Apple. I can't think of one bleeding edge product released during Satya's tenure. Say what you will about Apple and Google, they still consistently put out products that make you sit up and pay attention. What has MS been doing other than squeezing the MS Office and Azure cash cows?

AndroTux 28 minutes ago | parent | next [-]

Nadella is obviously a very smart and successful business leader. He achieved his goals and transformed Microsoft into a very successful, healthy company. This is why I personally think he isn’t just a bland idiot like for example Steve Ballmer.

However, it’s clear that Nadella’s goals are everything but noble. He doesn’t care about the product, and he really doesn’t care about the customer. He only cares about number go up.

sz4kerto an hour ago | parent | prev [-]

For example he made the back then very-very brave decision to completely getting rid of Windows as the leading Microsoft brand. He had a very clear vision for Microsoft and the industry even if the outcome is not super exciting products for you and me. He’s not squeezing Azure - he was the person who made Azure into what it is now.

So he changed Microsoft fundamentally - a very difficult thing for such a large company.

I don’t see Pichai changing Google so fundamentally. I admire Cook though.

rakejake 12 minutes ago | parent [-]

My point was more that MS hasn't had an industry changing product in a while. Google became joint-SOTA in AI and seems poised to take the crown with the next Gemini, and also in self-driving cars and quantum computing. They've kept their cash cows going while also being up to date on the tech that might upend their business model, so in a way they've cracked the innovator's dilemma which is definitely not an easy thing to do. A lot of HNers even wrote them off after ChatGPT and the disastrous Bard. Apple has a successful mass product in Airpods, a moonshot in Vision Pro and the insane Apple Silicon which they executed over more than a decade.

Nadella did well in the last decade to consolidate the MS stack (Teams, Azure, Office) and to invest in OpenAI when he realized MS's internal efforts wouldn't yield the expected output. He has protected their turf and made some strategic acquisitions like Linkedin and Github to keep their lead in enterprise software. From the POV of Wall Street performance and stock returns, he is a definitely a great CEO but so are Cook, Pichai even Ellison.