Ballmer hasn’t been around for a long long time. Not since the Red Ring of Death days. Ever since Satya took the reins, MBAs have filled upper and middle management to try to take over open source so that Sales guys had something to combat RedHat. Great for open source. Bad for Microsoft. However, Satya comes from the Cloud division so he knows how to Cloud and do it well. Azure is a hit with the enterprise. Then along comes AI…

Microsoft lost its way with Windows Phone, Zune, Xbox360 RRoD, and Kinect. They haven’t had relevance outside of Windows (Desktop) in the home for years. With the sole exception being Xbox.

They have pockets of excellence. Where great engineers are doing great work. But outside those little pockets, no one knows.