What I like about Nadella is that he is very responsive to threats, and I think he fundamentally gets the business. Much of MS' product line is improving acros

What I like about Nadella is that he is very responsive to threats, and I think he fundamentally gets the business. Much of MS' product line is improving across the board and ramping up vs AWS. Cook really understands the customer perspective around privacy, and I view him as part of the A bomb that will destroy the glacier of Surveillance Capitalism. FB is limping, and Google is bleeding. He'll likely be ramming it at Mach5 with the subscription icebreaker which feeds right into the Apple ecosystem. Now, I do think he needs to drop %s and bring them down to reality as part of a long play to make it the best platform and defeat monopoly arguments.