In summary because:
- They're beholden to Wall Street and stock price is the only relevant metric.
- They've been laying off staff even up to senior/principal engineering levels.
- Shifting towards vibe coding instead of engineering.
Gonna get a lot worse still and things will continue to deteriorate until Wall Street picks up on the issues and thinks it'll start hurting their next quarter results. (And it's not going to happen since Windows is nothing but a quarterly result side note at this point)
> (And it's not going to happen since Windows is nothing but a quarterly result side note at this point)
Azure will be the straw that breaks the camel's back. Their stock price has depended on it since Cloud and AI got restructured into a single department (it was Nadella's baby before he became CEO), and Azure was already pretty bad before vibe coding entered the picture.