5 ms·
> Sundar is a really uninspiring leader I understand, but he made google a cash machine. Last quarter BEFORE he was CEO in 2015, google made a quarterly profit
by deepdarkforest 1y ago
> Sundar is a really uninspiring leader
I understand, but he made google a cash machine. Last quarter BEFORE he was CEO in 2015, google made a quarterly profit of around 3B. Q1 2025 was 35B. a 10x profit growth at this scale well, its unprecedented, the numbers are inspiring themselves, that's his job. He made mistakes sure, but he stuck to google's big gun, ads, and it paid off. The transition to AI started late but gemini is super competitive overall. Deepmind has been doing great as well.
Sundar is not a hypeman like Sam or Cook, but he delivers. He is very underrated imo.
- modeless 1y agoLike Ballmer, he was set up for success by his predecessor(s), and didn't derail strong growth in existing businesses but made huge fumbles elsewhere. The question is, who is Google's Satya Nadella? Demis?
- bitpush 1y agoSince we're on the topic of Microsoft, I'm sure you'd agree that Satya has done a phenomenal job. If you look objectively, what is Satya's accomplishments? One word - Azure. Azure is #2, behind AWS because Satya's effective and strategic decisions. But that's it. The "vibes" for Microsoft has changed, but MS hasnt innovated at all. Satya looked like a genius last year with OpenAI partnership, but it is becoming increasingly clear that MS has no strategy. Nobody is using Github Copilot (pioneer) or MS Copilot (a joke). They dont have any foundational models, nor a consumer product. Bing is still.. bing, and has barely gained any market share.
- modeless 1y agoMicrosoft has become a lot more friendly to open source under Satya. VSCode, GitHub, and WSL happened during his tenure, and probably wouldn't have happened under Ballmer. Turning the ship from a focus on protecting platform lock-in to meeting developers where they are is a huge accomplishment IMO.
- bitpush 1y ago> Microsoft has become a lot more friendly to open source under Satya. True, but that's just few open source projects, albeit influential ones. There are soo many other companies doing influential open source projects. I dont disagree with anything you said because turning a ship around is hard. But hand-to-heart, what big tech company is truly innovating to the future. Lets look at each company. Apple - bets are on VR/AR. Apple Car is dead. So it is just Vision Pro Amazon - No new bets. AWS is printing money, but nothing for the future. Microsoft - No new bets. They fumbled their early lead in AI. Google - Gemini, Waymo .. I think Satya gets a lot more coverage than his peer at Google.
- modeless 1y agoWaymo and DeepMind and the TPU program all predate Sundar as CEO. IMO Google should have invested more in Waymo and scaled sooner. Instead they partnered with traditional automakers and rideshare companies, sought outside investment, and prioritized a prestige launch in SF over expanding as fast as possible in easier markets. In other areas they utterly wasted huge initial investments in AR/VR and robotics, remain behind in cloud, and Google X has been a parade of boondoggles (excluding Waymo which, again, predates Sundar and even X itself). You could also argue that they fumbled AI, literally inventing the transformer architecture but failing at building products. Gemini 2.5 Pro is good, but they started out many years ahead and lost their lead.
- DrScientist 1y agoApple - have you used a Macbook recently - their ARM based product line is a big step forward - sure it's not self driving cars - but it's been the biggest jump in standard PC's for quite a while and has required innovation up and down the stack. Microsoft - No new bets. Really? Their OpenAI deal and integrating that tech into core products? Amazon - No new bets? It's still trying drone delivery, and it's also got project Kuiper - moving beyond data centres to providing the network
- coliveira 1y ago> a lot more friendly to open source under Satya. VSCode, GitHub, and WSL This is all the 1st step of embrace and extinguish.
- kccqzy 1y agoDiversifying Microsoft away from the traditional cash cow of Windows and Office is the single most important strategy for Microsoft and he executed it well.
- radialstub 1y ago> Azure is #2, behind AWS because Satya's effective and strategic decisions I am going to have to disagree with this. Azure is number 2, because MS is number 1 in business software. Cloud is a very natural expansion for that market. They just had to build something that isn't horrible and the customers would have come crawling to MS.
- modeless 1y agoYou could just as easily make the argument that cloud is a very natural expansion for Google given their expertise in datacenters and cloud software infrastructure, but they are still behind. Satya absolutely deserves credit for Microsoft's success here.
- kridsdale3 1y agoI just listened to the Acquired podcast guys talk to Balmer. Steve actually deserves a huge amount of the credit for Azure that Satya enjoys today. - Created the windows server product - Created the "rent a server" business line - Identified the need for a VM kernel and hired the right people - Oversaw MSFT's build out of web services (MSN, Xbox Live, Bing) which gave them the distributed systems and uptime know-how - Picked Satya to take over Azure, and then to succeed him
- danielmarkbruce 1y agoNo, you couldn't. The natural extension is related to customer relationships, familiarity, lock in (somewhat). Google is not behind capability wise, they are in front of MSFT actually. The customer relationships matter a whole lot more.
- inquirerGeneral 1y ago[dead]
- bogtog 1y ago> If you look objectively, what is Satya's accomplishments? Managing to keep the MS Office grift going and even expand it with MS Teams is something
- com2kid 1y agoPeople now days don't understand how genius MS was in the 90s. Their strategy and execution was insanely good, and I doubt we'll ever see anything so comprehensive ever again. 1. Clear mission statement: A PC in very house. 2. A nationwide training + certification program for software engineers and system admins across all of Microsoft's tooling 3. Programming lessons in schools and community centers across the country to ensure kids got started using MS tooling first 4. Their developer operations divisions was an insane powerhouse, they had an army of in house technical writers creating some of the best documentation that has ever existed. Microsoft contracted out to real software engineering companies to create fully fledged demo apps to show off new technologies, these weren't hello world sample apps, they were real applications that had months of effort and testing put into them. 5. Because the internet wasn't a distribution platform yet, Microsoft mailed out huge binders of physical CDs with sample code, documentation, and dev editions of all their software. 6. Microsoft hired the top technical writers to write books on the top MS software stacks and SDKs. 7. Their internal test labs had thousands upon thousands of manual testers whose job was to run through manual tests of all the most popular software, dating back a decade+, ensuring it kept working with each new build of Windows. 8. Microsoft pressed PC OEMs to lower prices again and again. MS also put their weight behind standards like AC'97 to further drop costs. 9. Microsoft innovated relentlessly, from online gaming to smart TVs to tablets. Microsoft was an early entrant in a ton of fields. The first Windows tablet PC was in 1991! Microsoft tried to make smart TVs a thing before there was any content, or even wide spread internet adoption (oops). They created some of the first e-readers, the first multimedia PDAs, the first smart infotainment systems, and so on and so forth. And they did all this with a far leaner team than what they have now! (IIRC the Windows CE kernel team was less than a dozen people!)
- akoboldfrying 1y ago> some of the best documentation that has ever existed. You have got to be kidding. The 90s was my heyday, and Microsoft documentation was extravagantly unhelpful, always.
- com2kid 1y agoCompared to today's documentation it is amazing. One of my internships was at a company writing an example app for SQL server offline replication. Taking a DB that had changed while offline and syncing them to a master DB when reconnection happened. (Back in 2004 or so, now days this is an easier thing). The company I interned at was hired by MSFT to write a sample app for Fabrikam Fine Furniture that did the following: 1. Sales people on the floor could draw a floorplan on a tablet PC of a desired sectional couch layout and the pieces would be identified and the order automatically made up . 2. Customer enters their delivery info on the tablet. 3. DB replicated down to the delivery driver's tablet PC when the driver next pulls into the loading bay with all the order info. 4. After the delivery is finished and signed for on the tablet PC, the customer's signature is digitally signed so it cannot be tampered with later. 5. When the delivery truck pulls back into the depot, SQL server replication happens again, syncing state changes from the driver back to the master DB. That is an insane sample app, just one of countless thousands that Microsoft shipped out. Compare that to the bare bones hello world samples you get now days.
- throwaway422432 1y agoHis genius is really just making good bets on people, and letting them do their thing. People like Scott Guthrie who was a key person behind dot.net, and went on to be the driving force behind Azure. Anyone who did any dot.net work 10+ years ago would know the ScottGu blog and his red shirt. Google similarly bet on Demis, and the results also show. For someone who got his start doing level design on Syndicate (still one of my all-time favourite games) he's come a long way.
- geodel 1y agoThis is kind of bullshit. One can equally say Satya was setup for success by Ballmer as he stepped away graciously taking all the blame so new CEO can start unencumbered.
- echelon 1y ago> who is Google's Satya Nadella? Demis? 100% it's Demis. A Demis vs. Satya setup would be one for the ages.
- oh_fiddlesticks 1y agoDemis has the best story arc. The path from bullfrog and lionhead games to the tip of the spear in biological research. You can't make this up He's also happens to be a really nice guy in person.
- CuriouslyC 1y agoHe delivered revenue growth by enshittifying Goog's products. Gemini is catching up because Demis is a boss and TPUs are a real competitive advantage.
- bitpush 1y agoYou either attribute both good and bad things to the CEO, or dont. If enshittifying is CEO's fault, then so is Gemini's success.
- fwip 1y agoWhy? We've all seen organizations in which some things happen because of the CEO, and others happen in spite of them.
- jama211 1y agoBut you don’t just get to pick which is which willy nilly just to push your opinions
- fwip 1y agoRight, of course, but I don't see any evidence from which to assume that they're picking "willy nilly."
- bitpush 1y agoRead back what you just wrote. It is literally "willy nilly". "Somethings are because of CEO, and some things are in spite of CEO" And it was "willy nilly" attributed that enshittification was because of CEO (how do we know? maybe it was CFO, or board) and Gemini because of Demis (how do we know? maybe it was CEO, or CFO, or Demis himself).
- zem 1y agoat the very least, enshittification is a company policy and gemini is a specific product.
- agumonkey 1y agoTheir brand is almost cooked though. At least the legacy search part. Maybe they'll morph into AI center of the future, but "Google" has been washed away.
- bitpush 1y agoWorld is much.. much bigger than HN bubble. Last year, we were all so convinced that Microsoft had it all figured out, and now look at them. Billion is a very, very large number, and sometimes you fail to appreciate how big that is.
- agumonkey 1y agoOh I'm conveying opinions other than mines, tech people I work with, that are very very removed from the HN mindset actually, were shitting on google search for a long time this week.
- lukan 1y agoGoogle ads are still everywhere, if you google or not. The question will be, when and how will the LLM's be attacked with product placements. Open marked advertisement in premium models and integrated ads in free tier ones? I still hope for a mostly adfree world, but in reality google seems in a good position now for the transition towards AI (with ads).
- tiahura 1y agoMaybe they'll morph into AI center of the future Haven't you been watching the headlines here on HN? The volume of major high-quality Google AI releases has been almost shocking. And, they've got the best data.
- agumonkey 1y agowho didn't ? I meant in the future, if this becomes a long term fruitful economic value (sorry but video and image generation have no value, it's laughable and used for cheap needs, and most of the time people are very annoyed by it).
- SV_BubbleTime 1y agoI like that you are writing as a defense of Google and Sundar.
- oceanplexian 1y ago> The transition to AI started late but gemini is super competitive overall. If by competitive you mean "We spent $75 Billion dollars and now have a middle of the pack model somewhere between Anthropic and Chinese startup", that's a generous way to put it.
- deepdarkforest 1y agoBy competitive, i mean no.1 in LM arena overall, in webdev, in image gen, in grounding etc. Plus, leading the chatbot arena ELO. Flash is the most used model in openrouter this month as well. Gemma models are leading on device stats as well. So yes, competitive
- oceanplexian 1y agoExcept coding, where it’s essentially middle of the pack. Which is the only thing that you can build objective benchmarks around. The fact that people on LM arena prefer the output has no relationship to how intelligent the model actually is.
- mattlondon 1y agoCitation needed. Gemini 2.5 pro is one of the best models there is right now, and it doesn't look like they're slowing down. There is a LLM response to basically every single Google search query, it's built into the billions of android phones etc. They're winning.
- gordonhart 1y agoGemini 2.5 Pro is excellent. Top model in public benchmarks and soundly beat the alternatives (including all Claudes and that Chinese startup’s flagship) in my company’s internal benchmarks. I’m no Google lover — in fact I’m usually a detractor due to the overall enshittification of their products — but denying that Gemini tops the pile right now is pure ignorance.
- deleted 1y ago[deleted]
- deodorel 1y agoHe might have delivered a lot of revenue growth yea, but Google culture is basically gone. Internally we're not very far from Amazon style "performance management"
- linotype 1y agoTo upper management types that’s a feature not a bug.
- gjvc 1y agoTim Cook is the opposite of a hypeman.
- cyberax 1y ago> Last quarter BEFORE he was CEO in 2015, google made a quarterly profit of around 3B. Q1 2025 was 35B. Google's revenue in 2014 was $75B and in 2024 it was $348B, that's 4.64 times growth in 10 years or 3.1 times if corrected for the inflation. And during this time, Google failed to launch any significant new revenue source.