alt Hacker NewsGenerally agree but if you look at the body language and how engaged Steve is vs. what you generally see from Satya, there is a massive difference and Satya being #1 spokesperson for the company doesn't explain it in my opinion.
Matter of fact, I'd even argue that being #1 spokesperson and giving this low energy vibe is kind of bad for how the company is seen by the public. I'd rather have the "developers developers developers" CEO over whatever Satya is.
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> I'd rather have the "developers developers developers" CEO over whatever Satya is.
I was fairly impressed with Satya in his first few years as CEO, mostly due to his embracing hard but necessary strategic changes that had been put off too long. However, the last few years I feel like he's really stalled out. To be clear, I'm not assessing based on the current revenue or stock price which can lag by five or more years but on doing the right things strategically, technically and on product vision. It's unclear the mind-boggling mountains of cash poured on AI (mostly OpenAI) in order to play catch-up are going to pay off in sufficiently high-margin revenue in a Wall Street-relevant time frame.
And big chunks of the mountains of cash dumped into rolling up large gaming franchises at peak post-Covid game bubble valuations are already being written off.
I would rather have Satya with his sedated stage acts than Ballmer with his stack ranking and dancing like a baboon. Ballmer was truly poisonous (not to mention a huge idiot. Spending tens of billions on acquisitions which were written off)