That said, I'm not sure we'd see a dramatically more forthright and unfiltered Satya when he's ten years out of MSFT. I think much of Satya's style is simply the way he is all the time.
That said, I'm not sure we'd see a dramatically more forthright and unfiltered Satya when he's ten years out of MSFT. I think much of Satya's style is simply the way he is all the time.
Matter of fact, I'd even argue that being #1 spokesperson and giving this low energy vibe is kind of bad for how the company is seen by the public. I'd rather have the "developers developers developers" CEO over whatever Satya is.
I'm told that when I give talks it sounds like a lecture from a college professor. That's ... probably a compliment, because I thought my public speaking skills were even worse than that.
Point is, I think part of the explanation is Satya coming from a technical background and still being uncomfortable and coming across as slightly forced as a result. Ballmer was a marketer first, an extroverted businessman, and quite comfortable on stage.
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.
Elon has had good success with this brash behaviour while the others like Satya, Zucc and Sundar have taken the other route.