Having read Nadella's book Hit Refresh as soon as it went on sale, Microsoft performance since then doesn't look surprising at all. Having listed what's wrong (with their product focus, company culture etc), and where they plan to head, its' almost like the book informs the reader where puck is going to be (from Satya's POV). It's funny that 15 years back I was so anti MS and pro Google and now I think it's the other…
Stay skeptical of all of them. No need to be fan of one of the big techs. In the end they are all greedy organizations that want to dominate. None of them should be trusted.