[vernon99]

The point I think is that they _could_ and _should_ have been large bets and this makes them missed opportunities. At least most of those could have been massive cash cows (see Slack, Teams, Superhuman but 100x, etc). And they just failed to have a consistent product vision top-down, having all the pieces needed. Who to blame if not the CEO?

[jamestimmins]

Maybe, but hard to argue that any of these except LLMs have potential to be huge moneymakers. Teams is only huge because it's free and bundled with other Microsoft products, not because it's a huge product in its own right.