Reminds me of this - https://www.wheresyoured.at/the-era-of-the-business-idiot/

To be clear, I am deeply unconvinced that Nadella actually runs his life in this way, but if he does, Microsoft’s board should fire him immediately.

Nadella drove a massive push to cloud which temporarily averted the inevitable slowing of Microsoft’s growth (“look, cloud line go up” while windows and office pulled the overall steadily down) but has had several significant misses since. Remember HoloLens?