Comment by wvenable
1 day ago
The only reason Azure is a success though is because of Windows. Maybe now it's so big that it can exist without Windows but Windows is the gateway into Azure. So many other companies would kill for a platform (aka Meta) and here Microsoft has one and is treating it poorly. In pure financial terms it makes sense but, as a business strategy, I think it's severely lacking.
It's because Satya is worried about next quarter's earnings call, not what Windows looks like in ten years.
BillG had that big meeting with everybody at Microsoft awhile back and basically told them they had about 6-12 months to right the ship. Personally I hope they don't. Nothing makes me happier than arrogant jackasses being utterly destroyed by life, which is what will happen if they continue to enshittify Windows.
Satya seems to forget that Azure exists because of Windows. It's the deep integration into Windows that makes it worth anything, otherwise we could all switch to Linux / Mac OS X and run everything in AWS / GCP. You quite literally don't need Azure at all for anything if you don't have Windows-based machines.