Were you not around when they came out?
* They're obviously putting a lot of effort into listening to their customers and implementing their feedback (see windows 8.2 changes, start bar is coming back, metro apps will now be windowed) (also see this article by Gabe at Penny arcade about how Microsoft implemented his feedback for the Surface Pro 3 http://www.penny-arcade.com/news/post/2014/06/16/surface-pro...).
* They realise the cloud is the future and they're making great strides towards making sure Azure is the best cloud platform available. I've used Amazon's AWS, Rackspace and Azure. Azure is hands down the best. Nadella was formerly in charge of Azure, so it's no surprise that Azure is coming to the forefront of Microsoft. The interface for their new cloud control panel is excellent (http://portal.azure.com https://i.imgur.com/SxdPZjf.png).
* Developers, developers, developers is back in season! They're open sourcing everything. ASP.NET, MVC, their new C# compiler are all now open source. The UI library they used to make the website above is open source (WinJS https://github.com/winjs/winjs). They are making obvious efforts to engage the developer community.
* Whilst everybody else is scrambling to create walled gardens and closed platforms, Microsoft is going in the opposite direction. All of their recent open source releases have been on Github, not Codeplex. You can provision linux virtual machines, mysql database, redis caches on azure - as well as the Microsoft equivalents. They just announced they're making an Android handset after acquiring Nokia, as well as Windows Phone. They've announced that they will start supporting officially supporting Mono (open source version of their .NET clr) with new releases of ASP.NET, allowing ASP.NET applications to run on open source platforms.
* Their share price is the highest it's been in 15 years
EDIT:
* And as much as I hate to admit it (I haven't personally switched browsers or search providers yet...) but they're actually fixing the problems with Bing and Internet Explorer, and seem to be rapidly catching up with the pack. The new developer tools for IE actually look pretty good (http://msdn.microsoft.com/library/ie/bg182326.aspx) and Bing is not looking too shabby either.
"[Google Manager]: Guys... Could you make it modern, like Microsoft Metro, but maybe decrease the padding between tiles and maybe add some blurry shadows."
"[Designers]: but shadows are a violation flat design principles!"
"[Google Manager]: I am sorry, but we cannot come across like complete rip-offs".
Have we reached a point where anyone using color is ripping off windows? :/
Superficially yes but it's really just a new coat of paint on top of a slightly revised UI. My eyes instantly glaze over looking at these screenshots because we have this boring font combined with a boring use of whitespace with little variation in text size. It's all the bad parts of Metro / Modern UI without any of the good parts.
From my point of view, if you're competing heavily on design then you're in the business of a commodity and hence have no better technological or use-case differentiator... And/or you're swept up by the cult of design as of late.