Live data from Hacker News

Microsoft, currently the most valuable company, is having a Nadellaissance

bloomberg.com

111–120 of 353 posts

Re: Microsoft, currently the most valuable company, is having a Nadellaissance

#111

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…

“It's funny that 15 years back I was so anti MS and pro Google and now I think it's the other way!”

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.

Re: Microsoft, currently the most valuable company, is having a Nadellaissance

#112

Earlier quoted context omitted.

Linux seems to be doing just fine keeping software maintained without ads or harvesting data. This mindset is toxic and needs to die.

The Ubuntu fiasco comes to mind. https://www.theregister.co.uk/2012/12/07/stallman_on_ubuntu_...

Canonical does not maintain most of the software that comes with Ubuntu, at least not exclusively.

Re: Microsoft, currently the most valuable company, is having a Nadellaissance

#113

Earlier quoted context omitted.

What are some of these negative moves you talk about under Satya? Are you sure it isn't team specific rather than company wide?

biggest negative I would say is getting rid of the SDET role and moving them into Telemetry. It moved the onus of testing on Devs who've never done it before as part of their job and thusly very lacking. The bungled W10 recent releases can be directly tied back to this model. As PMs and Devs don't account for testing like they used to before shipping to customers. This may be fine and dandy short-term, but if you're…

> biggest negative I would say is getting rid of the SDET role and moving them into Telemetry.

I don't quite understand this move. Would you mind to elaborate?

Are you saying that previously SDET role exist at MSFT and today, it does not exist anymore? And that Developers have to rely on Telemetry (logging, metrics, notifications, error reporting, etc etc) ?

Perhaps I don't understand "Telemetry" in this statement.

Re: Microsoft, currently the most valuable company, is having a Nadellaissance

#114
post #48

I'm failing to see what has changed. Point is that they still make the lion share of their revenue from milking PC OEMs and plumpy corporate clients. The fact that they changed tools for doing so, does not change the scheme at large. Their hosting service Azure just took over their AD and sharepoint clients with some extra being the genuine new clientele I'd say that under Nadella, they grew even more recalcitrant, a…

“A lot of oldtimer MS devs I knew say that now they got a genuine fear of every new tech coming from MS almost customarily becoming an abandonware in 2-3 years term.”

That’s how I have been feeling from around the time WPF came out...

And they reinforce that fear regularly.

Re: Microsoft, currently the most valuable company, is having a Nadellaissance

#115

It’s unfortunate to see Microsoft (along with Adobe, etc) expanding into Ads. If nothing else, they could really differentiate and join forces with Apple from privacy standpoint to oppose Google, Amazon and Facebook. Instead, “Intellisense with AI now available on VS Code” is Microsoft’s nice way of saying “We harvest the shit out of your data”. Ah, like a true Ad company. Don’t get me started on Windows 10 telemetry…

I think Satya would be pretty open joining forces w/ Apple.

But Tim Cook, I would bet, would be averse to it.

Re: Microsoft, currently the most valuable company, is having a Nadellaissance

#116
post #29

Earlier quoted context omitted.

> “Intellisense with AI now available on VS Code” is Microsoft’s nice way of saying “We harvest the shit out of your data”. What? The IntelliCode description says that "Contextual recommendations are based on practices developed in thousands of high quality, open-source projects on GitHub each with high star ratings.". I'm not clear on how you think Microsoft will harvest data from doing this - much less how it is re…

> "Contextual recommendations are based on practices developed in thousands of high quality, open-source projects on GitHub each with high star ratings." Wait, what? Is there a way to opt out of that in GitHub? I don't want their AI to scan my code. Realistically, since most of my GH code is Common Lisp with few stars, I doubt it's looking anyway, but I'd like to make sure. I'm sure it's covered in their TOS, but as…

Should have nothing to do with github and everything to do with you putting your code on the internet with a permissive license. Google or Eclipse could do this too (and I expect they do, since it's the best corpus of code available).

Re: Microsoft, currently the most valuable company, is having a Nadellaissance

#117

Earlier quoted context omitted.

I would never, ever underestimate Andy Jassy. I consider him on par with Jeff Bezos, in terms of leadership and execution, if not superior. source: worked at AWS 2008-2014.

Here is AWS's core weakness going forward...they compete with their own cloud customers. From video streaming, to online shopping, to groceries, to logistics...why would I (as a business consumer) want to fund my own competition? Azure competes with none of its own customers, outside of perhaps AI. Amazon is AWS's biggest enemy. Azure and GCS are going to catch up on features, and customers are going to start fleeing…

Heck, funding my own competition would be the least of my worries. What's concerning is they have full control over your data, your infrastructure, aspects of your whole business... perhaps they could "accidentally" do something that ruins you. Oops.

Amazon's goal is to devour everything, which means they compete with tons of industries.

Re: Microsoft, currently the most valuable company, is having a Nadellaissance

#118

It’s unfortunate to see Microsoft (along with Adobe, etc) expanding into Ads. If nothing else, they could really differentiate and join forces with Apple from privacy standpoint to oppose Google, Amazon and Facebook. Instead, “Intellisense with AI now available on VS Code” is Microsoft’s nice way of saying “We harvest the shit out of your data”. Ah, like a true Ad company. Don’t get me started on Windows 10 telemetry…

I feel like Microsoft has a bigger ads opportunity now, after the LinkedIn acquisition.

Re: Microsoft, currently the most valuable company, is having a Nadellaissance

#119
post #69

Earlier quoted context omitted.

Excel is actually an amazing product. Google docs is cool, but it’s nothing compared to excel.

Excel and Photoshop are in a league of their own. There are competing tools that do some of the things they do, but I can think of very few that manage to be a baseline for everyone.

I agree. But the funny thing about both of those is they reached a point of diminishing returns arguably in 2007 and certainly by 2010. The versions back then provide the features needed by 95-99% of the existing user base today.

Re: Microsoft, currently the most valuable company, is having a Nadellaissance

#120

Earlier quoted context omitted.

There is telemetry built into VS Code that you can turn off, but it is turned on by default. There is no way to know how they're using that data. Microsoft also collects data on Office365 platform and even local Office 2019 installs. I was trying was to make a tongue in cheek point, rather than specifically digging into exact methods of how they collect data. You may be right but it is besides the core issue we are d…

We don't do any training on your data. Telemetry is largely for feature use tracking (eg we should really do better around this component, everyone is using it). There is absolutely no ads overlap at all. Literally none. Disclosure: I work at Azure but not on VS Code

Thank you for the insight. Would you know if this is written somewhere on the VS Code homepage or privacy policy? I think it should be highlighted!
Post reply on HN