> 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.