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

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

#151

Post by OscarDC »

rconti wrote: post #62
glenneroo wrote: post #54

Earlier quoted context omitted.

> Nadellaissance doesn't work at all and its breaking my soul, fuck off pithy headlines. Care to explain? Do you work there? "doesn't work at all" meaning he's lazy?

I think parent means the contrived term "Nadallaissance" as a headline gimmick.

To be fair, it looks really weird as a word to a French speaker. It reads almost like "adolescence" which roughly means "teenage years". I guess to an English speaker it sounds more like "Renaissance" but even that I'm not sure.

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

#152

Post by xwhy »

calvinbhai wrote: post #93

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…

I'm still highly skeptical. One rather likely scenario is that Nadella slowly wants to turn Microsoft into IBM.

IBM has free OSS labor and outsources to India. Choosing Nadella as CEO makes a lot of sense for that plan.

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

#153

Post by 1024core »

lostmsu wrote: post #130
kuzehanka wrote: post #45

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.

> Linux seems to be doing just fine keeping software maintained without ads or harvesting data. Ugh. I am quite proficient with tech stuff, but last month trying Ubuntu 18.04 LTS on my desktop left me pretty disappointed. A hard no-no for anyone non-technical: the graphical login did not work until I manually switched to the text terminal and installed the latest NVidia driver (Titan V). And even now one of my screen…

> until I manually switched to the text terminal and installed the latest NVidia driver

As an nVidia card owner, I feel your pain. It's a case of both sides (nVidia and Linux) digging their heels and refusing to cooperate.

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

#154

Post by hangonhn »

scarface74 wrote: post #148

Microsoft’s “performance” wasn’t bad by any objective metric during the Ballmer era. If the stock market were rational, MS stock would have been doing a lot better under Balmer than it did. But then again, if the stock market were rational, Lyft would have never been able to go public and Tesla would basically be worthless.

Hang on. Stock market price is suppose to price in future earnings too. So, the price is always to some extend speculative and may look quite divorced from present circumstances. So, if during the Balmer era the price was depressed, it reflects the negative predicted outcome for Microsoft and if it is a bit lofty, it reflects expectations of better days to come for MSFT.

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

#155

Post by majkinetor »

max76 wrote: post #21
JamesBarney wrote: post #14

> There’s a bit of Silicon Valley cred, too, thanks to its acquisitions of LinkedIn, the professional social network, and GitHub, the software code repository. I would have thought open sourcing so much of it's framework, vscode, and typescript would have had a greater impact.

> I would have thought open sourcing so much of it's framework I have a pedantic correction here. Instead of open sourcing the .NET Framework they wrote a new opensource framework (named .NET core) that is very similar to their closed source framework. Microsoft is currently supporting and expanding both frameworks.

FYI, only way forward is core. Microsoft doesn't really invest much in older net and related (for example PowerShell 5). There may be fixes here and there but are mostly security.

It defies logic to support 2 frameworks, one of which is WAY BETTER then the other and x-platform.

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

#156

Post by jimbokun »

rdslw wrote: post #38

As an investor I bought few years ago MSFT stock. I did it as I saw two things: 1. azure 2. o365 1. because I knew what happened (and was happening) with AWS 2. because microsoft moved to subscription model Those two things, connected with third "secret" incredient: BIGGEST user base (corporate) which WILL use those two offerings = success. Satya is/may be great. I bought stock around 2014/2015 because of the above a…

Satya is great because he saw the same things you did, and executed on them very well.

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

#157

Post by AnIdiotOnTheNet »

maxxxxx wrote: post #19
1024core wrote: post #2

Satya has done a tremendous job turning around Microsoft. It was headed in the direction of becoming a slowly sinking behemoth under Ballmer, but he's turned it around. Sundar, on the other hand, is just content collecting $$ and showing more ads.

In what way was MS sinking under Ballmer? Maybe they were not exciting but they were super profitable every year. I think it's more about better PR. Not everything is golden at MS now either. I am working on creating a platform for our medical software on Windows 10 and it really makes me want to switch to Linux or iOS. Windows is a big mess of old and new code and attempts of sandboxing like iOS but only half-hearte…

True that. Windows always had its warts, just like everything else, but it didn't used to make me want to strangle someone like it does today.

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

#158

Post by scarface74 »

max76 wrote: post #39
spectramax wrote: post #11

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…

From the cloud perspective Azure has a better privacy pitch than AWS has. Amazon is currently expanding into markets at such a rate everyone is afraid their market will be next. Microsoft currently is staying in their lane. If someone is going to be invading my privacy I'd rather it not be a direct competitor.

What does expanding its product portfolio have to do with privacy?

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

#159

Post by stcredzero »

mcintyre1994 wrote: post #99
stcredzero wrote: post #92

Earlier quoted context omitted.

1. because I knew what happened (and was happening) with AWS What is this, specifically?

Presumably that it's printing money for Amazon, so they hypothesised Azure could do the same for Microsoft.

The phrasing sounded like something bad was happening to AWS.

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

#160

Post by AJ007 »

TheIronYuppie wrote: post #110
spectramax wrote: post #36

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

What people want to hear is there is none, and there never will be. Even that isn’t enough, but at least there is some legal recourse.
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