I have been both impressed and kind of disappointed in Satya's role. He made some hard and direct changes initially that has allowed them to coast very comfortably, but we have also seen Microsoft become very tame in some areas. I was optimistic at first, especially because he was willing to make the hard choices like binning Windows mobile even with all the potential it had.

Cloud is just being the cloud, the AI stuff they are excited on but maybe at the detriment of everything else, Xbox is dying a slow sad death as they are directionless and Windows is just a dump truck for all the more questionable business decisions possible.