I agree, but not with the conclusion. I don't think a Nadella is what they need. He's far too much of a stabilizer, which makes sense for Microsoft given their incredibly rocky years. This archetype is also what Pichai is trying to fill and why Google isn't working out.

When you step back for a moment, it's utterly bizarre Tim Cook was able to pivot Apple towards being this privacy-focused company who is now able to eat Google's ad lunch from right under them. Tim Cook, the very same guy people called just a boring distributions-focused leader, yet he has a more forward-thinking vision than Pichai. Pichai, the man who once led a team to create Chrome.

It's outright absurd how much one has stalled in comparison.