Stock is down 30% so shareholders are not happy. They're questioning the huge openai investment and antrophic seems to be the preferred choice of a lot of people despite the price tag. Google and Apple shaking hands on having gemini on ios makes it look like satya bet on the wrong horse with Altman.
They've failed to get people to buy m365 copilot and now are trying to bundle it up with e7 licenses.
So satya is probably trying to get the other domains of the company sorted out before he's backed into a corner for the ai decisions they made
