Making Microsoft irrelevant
Nadella is turning MS from an ISV to a VAR, basically. He's killing R&D and making MS piggybacking more and more on products developed elsewhere, especially by a competitor (? They look very cozy today) like Google.
Can't MS really develop a browser - while Mozilla can, and need to adopt Chromium? It needs Electron to deliver cross-platform applications? Windows development moves at a glacial pace and it's mostly irrelevant minor features delivered full of nasty bugs - while power users see it dumbed down as far as it can go.
In the short term it can work and increase revenues. In the long term it can make Microsoft irrelevant - it could become just a cloud provider as others - just a user and reseller of technologies developed elsewhere. Some Chinese companies are going to become more innovative than Microsoft.
Biting the hand that feeds IT
