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The Trials of Satya Nadella

Source: newcomer.co

Satya Nadella turned Microsoft around but now faces big AI setbacks with weak products and leadership shakeups.
Key AI hire Mustafa Suleyman failed to boost Copilot, leading to his shift to model-building.
Talent exodus and 19% stock drop signal deeper troubles despite early AI bets.

Satya Nadella was hailed as Microsoft's savior for cloud success and quick AI moves like partnering with OpenAI. But old issues like poor product design and sprawl are resurfacing, making him look vulnerable in the AI race. This matters because it questions if Microsoft can stay ahead as rivals gain ground.