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Comment by paxys | Hacker News Reader

Investors are reading balance sheets, not HN comments. Look at Google's stock price since Pichai took over and you will understand how he still has a job.

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People said the same about Steve Ballmer.

And look at how much MS has changed since they got an innovative CEO in his place.

Hopefully Sundar is shown the door and the reins are given to someone else actually willing to innovate. And the share price will skyrocket like it has with MS.

MSFT when Ballmer became CEO in 2000 – $40

MSFT when Ballmer was replaced in 2014 – $40

GOOG when Sundar became CEO in 2015 – $30

GOOG today – $137

The situations aren't exactly comparable.

MSFT today: $373. Yeah I would say 10x growth vs 4x isn’t comparable.

The point of the comparison was to compare the stock growth during the tenures of the two CEOs in question. Steve Ballmer ceased to be CEO in 2014.

What a terrible comparison. Both companies went through a stock split while they were CEOs.

All stock apps account for splits.

The post I am commenting on is NOT accounting for a stock split.

They dont really have a signal as well. The stock price could be due to external reasons like growth of mobile, growth of internet etc. These are the products that Google had always had. MSFT under Satya otoh launched a major initiative into the cloud and delivered growing revenue yoy.

Google has underperformed all of big tech except Meta since he took over.

Put another way – Google is only the third best performing company in the world just not the first or second.

The big tech companies are not playing the same game as other companies in the world.

It seems reasonable to hold them to a higher standard if you think they have more potential.

With the resources available at that level the only limiting factors seem to be leadership and what's actually possible. So I think it's fair to hold them to a high standard.

You can debate the definition of big tech, but among the companies Google has underperformed in the Pichai era are Apple, Microsoft, Amazon, Nvidia, Tesla, TSMC, Broadcom, Adobe, AMD, and Netflix.

You can say that with no leadership and just keep working on ads they would maybe have even more revenue

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