Nadella has the golden ship taking on water right now. He has entirely botched AI top to bottom. He has screwed that up to such a degree that it would be difficult to overstate. If he doesn't correct these mistakes extremely soon, he'll unravel much of the progress he made for Microsoft and they'll miss this generation of advancement (which will be the end of their $3 trillion market cap - as the market has recently perked up to).

There is no tech giant that is more vulnerable than Microsoft is at this moment.

Most document originations will begin out of or adjacent to of LLM sessions in the near future, as everything will blur in terms of collaborating with AI agents. Microsoft has no footing (or worse, their position is terrible courtesy of copilot) and is vulnerable to death by inflection point. Windows 11 is garbage and Google + Linux may finally be coming for their desktop (no different than what AMD has managed in unwinding the former Intel monopoly in PCs).

Someone should be charging at them with a new take on Office, right now. This is where you slice them in half. Take down Office and take down Windows. They're so stupid at present that they've opened the gates to Office being destroyed, which has been their moat for 30 years.