I don’t get it either. Google’s reputation has been lousy, there’s something weird going on among employees and the company isn’t clearly advancing in any particular area. Sundar strikes me as Google’s Ballmer.

Satya, on the other hand, has been outstanding. Microsoft has transformed and looks like a company that will be dominant for at least another 20 years.

I cannot believe the transition Microsoft has pulled off.

Living in Seattle, a notable % of my social circle was at Amazon for the last decade, but more and more are heading across the lake as MSFT reshapes itself.

Microsoft has made an amazing transition. Kudos to them.

Google would be lucky if sundar was ballmer.

Ballmer doesnt get enough credit for pivoting msft into enterprise...

Pivoting into entreprise from what? Microsoft always targeted entreprise first.

Ballmer was good at business and running the day-to-day housekeeping. But his legacy will always be that of Windows 8, of Surface RT, of dismissing the iPhone; frankly he didn't understand enterprise customers either. He was never the visionary leader.

He didn’t pivot to enterprise as much as totally forfeiting the consumer space.

I agree with your statement, but I'd say that at least Google has been advancing their machine learning/AI front under Sundar. But that's about it. You can clearly pinpoint the moment Google started going downhill the moment he took over, whether this has been the result of his leadership or due to the Alphabet restructuring, I don't know.

I won't make any comment about going downhill or not, but the Alphabet restructuring you're talking about came after Patrick Pichette left and Ruth Porat took over as CFO but before Sundar became CEO.

If there was a clear boundary between old and new Google I'd say it is around the time that Patrick and Alan Eustace left. Other changes in senior leadership happened in that same couple of years.

He's been leading Google now as CEO for multiple years.

As I said in my original comment, Larry and Sergey have devoted the majority of their time to Other Bets for a while. Sundar's promotion here is really just recognizing the role he's effectively had for some time at this point.

wtf are Other Bets?

Look at Google's growth and sharehder value under Sundar. While Satya transformed Microsoft and made hard decisions like divert resources away from Windows to Azure, Sundar with the help of his CFO steadied the Google Ship and increased the monetization of their ads on Mobile when everyone thought Google have a hard time on Mobile.

> Can someone please explain why it is well deserved?'

GOOG went from 550 to 1300 under Sundar's term as CEO.

looks like you rounded those a bit.

contextualized a bit: GOOG did 19.4% annualized during Sundar's term, and the S&P500 did 14.3% annualized over the same time. ish.

He also led Android which is one of the few diversification attempts of Google that turned out to be successful.

he just released stadia, the greatest gaming console of all time

It is way too early to measure the success or failure of Stadia.

He's being sarcastic (I hope).

Either way, too early.

The amount of advertising (every single youtube video for the last 3 months), and lack of any excitement amoung gamers, hardcore or casual, does seem damning.

The launch at least is a very clear failure. The product is hopelessly broken. By far my worst experience to date with a google product. They really should give everyone a full refund as a gesture of goodwill.