Since everyone seems to have a hot take on Mustafa Suleyman joining Microsoft, in solidarity with fellow opinion ninjas, here is mine.
Satya Nadella. This guy is the ultimate GOAT. Calling him understated is perhaps understating the matter of fact, casual and no nonsense manner he runs the world’s most valuable company. He is never in the news for the usual rich people stuff — like buying islands or building yachts. Instead, he’s laser-focused on hiring top talent, making smart investments, shipping products like crazy, and acquiring companies that continue to thrive under the Microsoft umbrella. LinkedIn, GitHub, Minecraft — you name it, Microsoft owns it, but you’d never know from the way they operate. And despite its massive success, Microsoft manages to stay out of the spotlight and away from congressional hearings.
Mustafa Suleyman. This guy is a straight-up AI legend, co-founder of DeepMind, and easily one of the top 10 minds in the field. Landing him to run your AI division is like a dream come true for any tech CEO. The fact that Suleyman, who’s already sitting on a mountain of cash, chose to leave his $4 billion startup to work for Microsoft is a true testament to Satya’s leadership style.
Inflection. This company is not just losing Suleyman, its co-founder and CEO. Karén Simonyan, another co-founder, and most of the staff are also leaving to join Microsoft. This move essentially guts Inflection, a company that recently raised a $1.3 billion from a who’s who of tech giants: Microsoft, NVIDIA, Reid Hoffman, Bill Gates, and Eric Schmidt. And it’s still not an acquisition, so there are no antitrust hearing to attend or premium prices to worry about.
In a statement that’s almost too good to be true, Reid Hoffman, who also happens to be on Microsoft’s board, said, “This agreement with Microsoft means that all of Inflection’s investors will have a good outcome today, and I anticipate good future upside.” Let that sink in for a moment. It’s like watching someone walk up to a pride of lions, snatch most of their kill, and then have one of the lions thank them for the scraps. BOSS level move – right!
Since Satya started as CEO in 2014, Microsoft’s valuation has skyrocketed from $300 billion to an astounding $3 trillion in just a decade. The market clearly recognizes Satya’s contributions, even if Microsoft’s compensation committee doesn’t, given his relatively modest $50 million salary compared to other tech CEOs.
Or maybe, Satya is too busy being so good at everything else — being a visionary leader and increasing shareholder value, that he simply doesn’t have time to fill out his year-end appraisal paperwork.
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