I understand, but he made google a cash machine. Last quarter BEFORE he was CEO in 2015, google made a quarterly profit of around 3B. Q1 2025 was 35B. a 10x profit growth at this scale well, its unprecedented, the numbers are inspiring themselves, that's his job. He made mistakes sure, but he stuck to google's big gun, ads, and it paid off. The transition to AI started late but gemini is super competitive overall. Deepmind has been doing great as well.
Sundar is not a hypeman like Sam or Cook, but he delivers. He is very underrated imo.
Satya looked like a genius last year with OpenAI partnership, but it is becoming increasingly clear that MS has no strategy. Nobody is using Github Copilot (pioneer) or MS Copilot (a joke). They dont have any foundational models, nor a consumer product. Bing is still.. bing, and has barely gained any market share.
Their strategy and execution was insanely good, and I doubt we'll ever see anything so comprehensive ever again.
1. Clear mission statement: A PC in very house.
2. A nationwide training + certification program for software engineers and system admins across all of Microsoft's tooling
3. Programming lessons in schools and community centers across the country to ensure kids got started using MS tooling first
4. Their developer operations divisions was an insane powerhouse, they had an army of in house technical writers creating some of the best documentation that has ever existed. Microsoft contracted out to real software engineering companies to create fully fledged demo apps to show off new technologies, these weren't hello world sample apps, they were real applications that had months of effort and testing put into them.
5. Because the internet wasn't a distribution platform yet, Microsoft mailed out huge binders of physical CDs with sample code, documentation, and dev editions of all their software.
6. Microsoft hired the top technical writers to write books on the top MS software stacks and SDKs.
7. Their internal test labs had thousands upon thousands of manual testers whose job was to run through manual tests of all the most popular software, dating back a decade+, ensuring it kept working with each new build of Windows.
8. Microsoft pressed PC OEMs to lower prices again and again. MS also put their weight behind standards like AC'97 to further drop costs.
9. Microsoft innovated relentlessly, from online gaming to smart TVs to tablets. Microsoft was an early entrant in a ton of fields. The first Windows tablet PC was in 1991! Microsoft tried to make smart TVs a thing before there was any content, or even wide spread internet adoption (oops). They created some of the first e-readers, the first multimedia PDAs, the first smart infotainment systems, and so on and so forth.
And they did all this with a far leaner team than what they have now!
(IIRC the Windows CE kernel team was less than a dozen people!)
They also leveraged their relationship with Intel to the max - Wintel was a phrase for a reason. Companies like Apple faltered, in part, in the 90's because of hardware disadvantages.
Often their competitors had superior products - but MS still won through - in part helped by their ruthlessly leveraging of synergies across their platforms. ( though as new platforms emerged the desire to maximise synergies across platforms eventually held them back).
That aggressive, Windows everywhere behaviour, is what united it's competitors around things like Java, then Linux and open source in general which stopped MS's march into the data centre, and got regulators involved when they tried to strangle the web.
It showed
CE was a dog and probably a big part of the reason Windows Phone failed. Migrating off of it was a huge distraction and prevented the app platform from being good for a long time. I was at Microsoft and worked on Silverlight for a bit back then.
IMHO the reason for Microsoft's failed phone venture was moving onto the windows kernel and 2xing system requirements.
Phone hardware was exploding in capability at the time and the right thing was to lean into that and offer the same developer experience as on desktops with the same OS kernel, like Apple did from the beginning with Darwin and Android with Linux. Microsoft only realized too late.
You have got to be kidding. The 90s was my heyday, and Microsoft documentation was extravagantly unhelpful, always.
One of my internships was at a company writing an example app for SQL server offline replication. Taking a DB that had changed while offline and syncing them to a master DB when reconnection happened. (Back in 2004 or so, now days this is an easier thing).
The company I interned at was hired by MSFT to write a sample app for Fabrikam Fine Furniture that did the following:
1. Sales people on the floor could draw a floorplan on a tablet PC of a desired sectional couch layout and the pieces would be identified and the order automatically made up .
2. Customer enters their delivery info on the tablet.
3. DB replicated down to the delivery driver's tablet PC when the driver next pulls into the loading bay with all the order info.
4. After the delivery is finished and signed for on the tablet PC, the customer's signature is digitally signed so it cannot be tampered with later.
5. When the delivery truck pulls back into the depot, SQL server replication happens again, syncing state changes from the driver back to the master DB.
That is an insane sample app, just one of countless thousands that Microsoft shipped out. Compare that to the bare bones hello world samples you get now days.
I am going to have to disagree with this. Azure is number 2, because MS is number 1 in business software. Cloud is a very natural expansion for that market. They just had to build something that isn't horrible and the customers would have come crawling to MS.
- Created the windows server product
- Created the "rent a server" business line
- Identified the need for a VM kernel and hired the right people
- Oversaw MSFT's build out of web services (MSN, Xbox Live, Bing) which gave them the distributed systems and uptime know-how
- Picked Satya to take over Azure, and then to succeed him
Google is not behind capability wise, they are in front of MSFT actually. The customer relationships matter a whole lot more.
I dont disagree with anything you said because turning a ship around is hard. But hand-to-heart, what big tech company is truly innovating to the future. Lets look at each company.
Apple - bets are on VR/AR. Apple Car is dead. So it is just Vision Pro
Amazon - No new bets. AWS is printing money, but nothing for the future.
Microsoft - No new bets. They fumbled their early lead in AI.
Google - Gemini, Waymo ..
I think Satya gets a lot more coverage than his peer at Google.
IMO Google should have invested more in Waymo and scaled sooner. Instead they partnered with traditional automakers and rideshare companies, sought outside investment, and prioritized a prestige launch in SF over expanding as fast as possible in easier markets.
In other areas they utterly wasted huge initial investments in AR/VR and robotics, remain behind in cloud, and Google X has been a parade of boondoggles (excluding Waymo which, again, predates Sundar and even X itself).
You could also argue that they fumbled AI, literally inventing the transformer architecture but failing at building products. Gemini 2.5 Pro is good, but they started out many years ahead and lost their lead.
Microsoft - No new bets. Really? Their OpenAI deal and integrating that tech into core products?
Amazon - No new bets? It's still trying drone delivery, and it's also got project Kuiper - moving beyond data centres to providing the network
This is all the 1st step of embrace and extinguish.
People like Scott Guthrie who was a key person behind dot.net, and went on to be the driving force behind Azure. Anyone who did any dot.net work 10+ years ago would know the ScottGu blog and his red shirt.
Google similarly bet on Demis, and the results also show. For someone who got his start doing level design on Syndicate (still one of my all-time favourite games) he's come a long way.
Managing to keep the MS Office grift going and even expand it with MS Teams is something
100% it's Demis.
A Demis vs. Satya setup would be one for the ages.
He's also happens to be a really nice guy in person.
Google's revenue in 2014 was $75B and in 2024 it was $348B, that's 4.64 times growth in 10 years or 3.1 times if corrected for the inflation.
And during this time, Google failed to launch any significant new revenue source.
"Somethings are because of CEO, and some things are in spite of CEO"
And it was "willy nilly" attributed that enshittification was because of CEO (how do we know? maybe it was CFO, or board) and Gemini because of Demis (how do we know? maybe it was CEO, or CFO, or Demis himself).
I see somebody saying something on here, I tend to assume that they have a reason for believing it.
If your opinions differ from theirs, you could talk about what you believe, instead of incorrectly saying that a CEO can only be responsible for everything or nothing that a company does.
The question will be, when and how will the LLM's be attacked with product placements.
Open marked advertisement in premium models and integrated ads in free tier ones?
I still hope for a mostly adfree world, but in reality google seems in a good position now for the transition towards AI (with ads).
Haven't you been watching the headlines here on HN? The volume of major high-quality Google AI releases has been almost shocking.
And, they've got the best data.
If by competitive you mean "We spent $75 Billion dollars and now have a middle of the pack model somewhere between Anthropic and Chinese startup", that's a generous way to put it.
I’m no Google lover — in fact I’m usually a detractor due to the overall enshittification of their products — but denying that Gemini tops the pile right now is pure ignorance.
I have incredibly mixed feelings on Sundar. Where I can give him credit is really investing in AI early on, even if they were late to productize it, they were not late to invest in the infra and tooling to capitalize on it.
I also think people are giving maybe a little too much credit to Demis and not enough to Jeff Dean for the massive amount of AI progress they've made.
perhaps this is the appropriate forum to reference pg
Think of all the tiresome Twitter discussions that went like "I like bagels -> oh, so you hate croissants?".
What makes you think that LLMs can do it?
[1] relapsed capitalist, at best, check the recent Doomscroll interview