Nadella took a calcifying giant and made it move again. Not by shrinking but by changing the culture. "Growth mindset" replaced "know-it-all" culture. The OpenAI partnership was a company that knew it needed outside innovation. Microsoft proves mass does not have to mean slow if leadership actively fights entropy.
Nadella transformed culture but scale creates friction. Cloud decisions fast, legacy slower.
Windows Phone killed. LinkedIn pivoted. Azure grew from internal need. Can correct, not always fast.
"One Microsoft" reduced silos but 228K employees means knowledge pockets.
Enterprise relationships are moat and lock-in. Office 365 stickiness. Azure switching costs.
AI talent competitive. Copilot team growing. But size means politics.
Azure capex massive. But generates returns. Activision was $69B.
GitHub, LinkedIn data advantages. But cross-product integration still evolving.
"Nadella took a calcifying giant and made it move again. Not by shrinking but by changing the culture. Microsoft proves mass does not have to mean slow if leadership actively fights entropy."
Get a full GPI breakdown across all 7 dimensions.
START WITH THE DIAGNOSTIC