I'm not complaining, and I'm not claiming he is or isn't behind a given decision. I'm just trying to understand what people see as evidence of his savviness, as

I'm not complaining, and I'm not claiming he is or isn't behind a given decision. I'm just trying to understand what people see as evidence of his savviness, as I don't see much besides a pile of money and an adequately-maintained natural monopoly that now looks to be in a fair bit of trouble both in the market (thus his recent announcement of a dramatic retooling) and in the public eye (e.g., the latest whistleblowers and the Congressional hearings). And it's perfectly possible that he is more responsible for the bad choices than he is for the good ones. I've dealt with execs like that. I'd bet many others have as well.