alt Hacker NewsNadella thought he could take the reins and start yelling “Cloud! Cloud! Cloud!” and that would be successful. He doesn’t have a strategy and now that’s becoming apparent.
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gdhkgdhkvff • today at 12:16 AM
Nadella took the reins in 2014 and the stock has 10x’d since then. In the same timeframe, the sp500 has 2.5x’d. Sounds pretty successful to me?
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wvenable • today at 4:54 AM
Cloud is now massively larger than any other part of Microsoft. It's why he became the CEO in the first place.
He maybe never had a strategy for Windows but he wasn't hired to have a strategy for Windows.
He had a strategy and it worked very well. But every strategy must be updated. It's basic BCG matrix stuff every MBA graduate knows by heart: sooner or later your star product becomes a cash cow and then a dog. To keep your company growing, you need to identify your next potential stars among question marks, boost them with cash from the cash cows, put competent managers in charge and remove those who get in the way.
Gates did this with Windows, Office, XBox among other things. Ballmer failed to do this this with Windows Phone. Nadella did it with Azure, but he needs to do it once again with AI. You can see that he's pushing hard with Copilots everywhere, what's missing is a manager that has a coherent vision of what AI at MS should look like. ScottGu is in charge of both Azure and AI at MS, but I don't know if he can deliver.