In 10 years we may well look back at Nadela as the "the man who killed Microsoft" or at least "the man who destroyed Microsoft's position as a top 10 tech firm", and shareholders wont be too happy.
I laugh because if this guy had any foresight, he wouldn't have to beg users to love AI, it would sell itself.
But I wonder how many people will be using Azure once the market moves away from windows software. I don't think they have any edge other than windows tie-ins (e.g. Azure ID)
How does that improve things for customers? This ridiculous affinity for increasing the stock price at the expense of all else is why so many tech products are degrading. Google, MS, Apple, etc.
If there are no consequences to prioritizing shareholder value at the expense of product utility or ecosystem value, then we are going to get less value from the products that we purchase over time.
This is why the economy doesn't work anymore. We've been swimming in toxic waters for so long that we think it is completely normal to prioritize shareholder value at the expense of everything else; greed is good.
So he did his job.