Microsoft CEO Satya Nadella penned an AI-heavy blog post to close out 2025, leading to widespread mockery and a brand new moniker for the big M.
Microsoft CEO Satya Nadella penned an AI-heavy blog post to close out 2025, leading to widespread mockery and a brand new moniker for the big M.
He’s generating profit, that’s all that matters to the shareholders.
Is he?
No one is buying the Xbox, quite possibly because no one can tell if it’s a new generation or not. I don’t think any AI company has yet posted a profit. Market share for Linux has increased in the last 2 years and most of that is from people moving away from Windows.
Are you being serious?
Have a look at the MSFT share price in 2014 when he took over ~$45/share and now ~$470/share - of course investors love him, he’s 10x their investments since he was appointed.
Share price and profit are two very different beasts and only really have a loose connection to one another. Plenty of companies lose money left and right but still have high share prices.
The share price is just what the stock market feels a company is worth. It’s almost 100% vibe-based.
I’m not sure what your point is, the investors care about the stock price because that’s their money in/money out. Lower profit could be fine if they’re, say, investing 150Bn/yr into a new venture that stands to be profitable in the future (may even drive the stock price up). It’s vibes based to a degree, quite a bit of analysis goes into a company’s performance as well.
FWIW their gross profit is also up more than 3x in the same time frame.
My only point is that share price and profit are not necessarily correlated, people mix them up all the time, so I try to correct that when I see it. I’m not disagreeing with your overall point - I would agree that most investors only care about the share price.
Yeah, I should’ve been more clear in my original post - I was trying to convey why investors would like him and just ignored the profit bit.
Their business is B2B now. Nadella is focused on that, gaming is a nice side business to him, and the home user wasn’t profitable enough to care about keeping.
Right now my fortune 500 employer is all in on Microsoft, they pay for around 200,000 Microsoft business licenses and about 2/3’s of those PCs also have a 365 business license, plus they have Microsoft servers with their own individual licenses in every state and almost every country. And that’s just one company, think about how many companies are all in on Microsoft and you can see why B2B is what he cares about.
That and mass surveillance such as with Palestine and Microslop’s Azure used by Israel to obscure individual culpability in deciding who to murder next.
Their business is by a vast majority in the cloud now.
Midjourney is profitable.