"Mark Zuckerberg is all-in on AI as the new social media " -- He was also all in on VR being the future... how did that work out? He is the typical idiot who got lucky and now thinks it was his genius.
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Satya Nadella 'bet the company' on Mixed Reality in 2016. Now he's 'betting the company' on AI, which is surprising because he lost it in the last bet so it isn't his anymore.
He also bet "Mobile First, Cloud First" in 2014 - and the cloud part really took off
The cloud bit is doing pretty well. M365 is a big earner and Azure made it to the number two spot. Mobile much less so, Windows Phone died and the mobile versions of the Office apps are just about usable.
@david_chisnall @grumpygamer The lesson probably should be spreading risk instead of setting it all on one (like the the wrong) card.
Amy Hood has talked about how great it is that MS's revenue is diversified. But the rest of the SLT seems to think this means 'stop investing in anything that produces revenue today, and try to add more things'. And that works really well in the short term.