Comment by carefree-bob

13 days ago

He temporarily increased MS share price tenfold, at the cost of jeapordizing the long term viability of the company.

In 10 years we may well look back at Nadela as the "the man who killed Microsoft" or at least "the man who destroyed Microsoft's position as a top 10 tech firm", and shareholders wont be too happy.

When WSL/WSL2 was released and there was a big open source push I actually thought they were righting the ship, then this AI stuff came along (and Win11 UX departure and "Free" OS & ads everywhere) and realized it's the same old MS.

I laugh because if this guy had any foresight, he wouldn't have to beg users to love AI, it would sell itself.

To be fair - he destroyed all Microsoft except Azure

  • I wonder about that, and decided that Azure is infrastructure first, and software second. MS is destroying/has destroyed their ability to write software, but are still maintaining infrastructure.

    But I wonder how many people will be using Azure once the market moves away from windows software. I don't think they have any edge other than windows tie-ins (e.g. Azure ID)