[cmp0]

Surprised by the hate here, I thought this was great.

Microsoft (and anyone's) success is probably a function of strategy + execution + luck.

So I think it's hard to solely judge this philosophy by Microsoft's success or not.

He's basically saying: "You must take calculated, strategic risks. But don't be wrong too much."

What's a better strategy?

[rawgabbit]

“Outsized Success” should be replaced with long term success that our customers value.

For enterprise customers, that means security and stability which may mean a complete re-architecture of our software and our organization. For price conscious consumers, that doesn’t mean they don’t value security and stability; it just means they can’t pay for it. However it is important to support these customer in a non adversarial way. Warn them, yes, there is another zero day exploit that is trying to steal all your data and use your machine to mine shitcoin. Long term, we need to create a product development pipeline that will make customers beg us to take their money. Many of those ideas will never see daylight; but if we don’t have new products to sell we don’t have a company.