Profile picture
Gavin Baker
@GavinSBaker
, 5 tweets, 1 min read Read on Twitter
1) Satya Nadella has driven the best turnaround in technology history at $MSFT. IMHO, much more impressive than Gerstner/IBM. Interesting that Alan Mulally – a phenomenal automotive and aerospace exec who lacked sw experience - was the consensus choice for $MSFT CEO at the time.
2) Only someone with absolute confidence in their own technical knowledge and judgment could have made Satya's most important decisions – embracing open source, committing 100% to the cloud, Office on IOS, giving up on mobile OS, Windows 10 free upgrade, LNKD/Github acq’s.
3) All of these seem obvious now, but they were not at the time (i.e. closing down NOK almost immediately after an $7bish acquisition). Some were only symbolic, but important internal and external signals. Others were essential to the turnaround.
4) Cultural transformation around “growth mindset” seems real and impactful.
And Satya laid the foundation even before taking over as CEO by insisting that $MSFT infrastructure software teams develop for Bing, which was critical to the Azure stack being competitive with AWS.
5) Important to also recognize it’s not all about Satya. CFO Amy Hood is A+. The communication and disclosure around the business model transition have been phenomenal along with the overall cost management, internal resourcing and capital allocation.
Missing some Tweet in this thread?
You can try to force a refresh.

Like this thread? Get email updates or save it to PDF!

Subscribe to Gavin Baker
Profile picture

Get real-time email alerts when new unrolls are available from this author!

This content may be removed anytime!

Twitter may remove this content at anytime, convert it as a PDF, save and print for later use!

Try unrolling a thread yourself!

how to unroll video

1) Follow Thread Reader App on Twitter so you can easily mention us!

2) Go to a Twitter thread (series of Tweets by the same owner) and mention us with a keyword "unroll" @threadreaderapp unroll

You can practice here first or read more on our help page!

More from @GavinSBaker see all

Profile picture
Gavin Baker
@GavinSBaker
1) Some thoughts around IPOs. Would be interesting to approximate how much incremental dilution $LYFT breaking the IPO deal price created for $PD, $ZM and $PINS. Investment banks generally try to engineer especially large first day moves after a broken IPO.
2) And given the amount of supply that is coming to market - $UBER, Slack – it was especially important for bankers to condition IPO buyers that they would make money and the deal price would not be at risk after $LYFT. Mission accomplished.
3) The first day IPO move is intended to compensate public equity investors for the risk they are taking in buying a company with which they have no history or context and incentivizes them to do the necessary work to get conviction.
Read 8 tweets
Profile picture
Gavin Baker
@GavinSBaker
1) $GOOGL, $AMZN and takeaways from CloudNext. Overall positive, especially around the embrace of open source infrastructure sw & retail vertical focus. Marc Benioff likes to tell the African parable of the scorpion and the elephant to describe AWS & every other software co.
2) The scorpion says “It’s in my nature” to the elephant as they both die after the scorpion stings the elephant during a river crossing where the scorpion is riding the elephant. AWS being the scorpion – their nature is to offer their own products & compete at every layer.
3) And in this light, it was brilliant of $GOOGL to offer managed services on GCP for $MDB, $ESTC, Confluent, etc.. Especially after AWS just announced competing products to $MDB, $ESTC in March. Startups should be careful when AWS asks to do due diligence!
Read 10 tweets
Profile picture
Gavin Baker
@GavinSBaker
1) $DIS. Really impressed with Disney Plus – can’t think of anything they could have done better - and I believe they have a good chance at being part of the emerging oligopoly for global paid video content distribution along with $NFLX and $AMZN (additive, not zero sum).
2) Scale is everything online – even more so than offline. And as @ballmatthew points out, much easier to increase prices than increase users. $6.99 shows that $DIS understands the predatory game being played by $NFLX and $AMZN and is going to compete.
3) $NFLX is deliberately underpricing their service to suck all the competitive oxygen out of SVOD globally and I suspect will only raise prices in a serious way when they are over 500m subscribers and everyone but $AMZN and $DIS has given up
Read 6 tweets

Related threads

Profile picture
PrintWeek India
@printweekindia
G Venugopal, chairman of Print and Beyond welcomes the delegates to the KMPA full day seminar #PrintAndBeyond
Ravi Joshi, president of AIFMP highlights the importance of the Federation in terms of government representation. Also traces the history of print in Malabar #PrintAndBeyond
In his keynote address, Manipal Technologies' Gautham Pai highlights the new sense of entrepreneurship. "In the previous generation, being an entrepreneur was the last choice."
#PrintAndBeyond
Read 33 tweets
Profile picture
hilzoy
@hilzoy
1/ Most people don't know what policies the parties prioritize. RW media actively misleads them, and destroys trust in people who could tell them otherwise. Perhaps if God (omniscient, trusted) told them about GOP/Dem policies, they'd change their minds.
2/ But absent a trusted source of information, they trust people who lie to them. Thus they will believe that GOP policies are bad only if those policies affect them personally (or are in some other way undeniable. E.g., the response to Katrina could not be explained away, imho.)
3/ What's more important, I think, is that people who listen to RW media have absorbed, for decades, an idea of who liberals are. We're contemptuous, amoral, hell-bent on bringing America down, just dying to feel sympathy for Osama bin Laden but NEVER for ordinary Americans, etc.
Read 8 tweets
Profile picture
🎄🔶🌸❄️Sakura To Yuki No Seirei❄️🌸🦋⚢⚧
@SakuraNoSeirei
So, I've waded through the Evangelical Alliance's new pastoral "guidelines" for interacting with trans people (ughh, the things I do to expose #transphobic #ciswits to the world), and let's just say it's time to tear this particular sh*t-bag a new hole.

1/n
CW: #Transphobia, #ConversionTherapy, #Zucker, #Religiously #driven #zealotry

2/n
So, straight off the bat, first page of text, the use of #language is . . . well, yeah, see for yourself:

"It is important to remember that transgender is not simply an issue to be debated;" - p5, #Transformed

*sigh*

When such language gets reinforced by insisting...

3/n
Read 176 tweets
Profile picture
Connor Ratliff
@connorratliff
As a warm-up for my #Mickey90 megathread starting 11/18, I'm gonna watch as many of Disney's Oswald The Lucky Rabbit cartoons as I can get access to, since OTLR is basically Mickey Mouse 1.0

I mean, just look at him. Walt lost the rights to OTLR & then re-created him as MM!
I own this dvd collection from 2007 which I was SO excited to own but I still haven't gotten around to watching, over a decade later! This twitter thread will be my excuse to finally watch these films.
There are 26 Oswald shorts by Disney. 13 are on the DVD set. They have since found 6 more, and 7 are still "lost." I think I will be able to watch 16 of them?

Here is an awesome book by @dave_bossert that pretty much covers everything about OTLR:
Read 175 tweets
Profile picture
Elissa Harris
@expectproblems
So I was thinking - for every like this post gets, I’ll do my best to post a bit of trivia about some aspect of my relationship with gender, transitioning, acceptance, etc.
A lot I’d imagine I’ll have to said before, but, y’know… it’s twitter- it’s rain vanishing down a window.
1) I didn’t have the language for it, but I first ‘knew’ I felt wrong ‘being a boy’ at around 5-6 years old.
Read 126 tweets
Profile picture
Yorick de Mombynes
@ydemombynes
Here are my favorite quotes from this amazing book. #THREAD
1. "Bitcoin can be best understood as distributed software that allows for transfer of value using a currency protected from unexpected inflation without relying on trusted third parties"
2. "While Bitcoin is a new invention of the digital age, the problems it purports to solve - namely, providing a form of money that is under the full command of its owner and likely to hold its value in the long run - are as old as human society itself"
Read 137 tweets

Trending hashtags

#gender #Rouble #usspensionjustice #MLK #Art #patientsbeforepaperwork #China #ThisIsWhy #history #EtherDelta #agribusiness #PrintAndBeyond #palestine #USD #kingdollar #vanpoli #dysphoria #KMPA #packaging #England #US #Evangelical #harddrive #china #cardiotwitter
Follow Us on Twitter!

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just three indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!