Is Steve Ballmer the Most Underrated CEO of the 21st Century?
Overall View of Ballmer
- Many argue Ballmer is underrated: he left Microsoft extremely well‑resourced and oriented so a stronger product leader could thrive.
- Others say he is correctly rated or even overrated: under him Microsoft went from “the” software company to one of many large incumbents, with rivals like Apple, Google, and Amazon outpacing it.
- Some see him as essentially a co‑founder who deserves credit “as much as anyone” for Microsoft’s long‑term success.
Windows and Consumer Products
- Mixed assessments of his Windows era:
- Longhorn/Vista seen by some as a failure of management; others say Vista was good on properly specced hardware, but many recall it as slow, complex, and user‑hostile.
- Windows 7 is widely cited as a success; Windows 8/Metro and removal of the Start button are viewed as disasters.
- Several commenters say current Windows (10/11) is being “enshittified” with ads, telemetry, and complexity, especially for power users.
Mobile Strategy and Phones
- Strong consensus that Microsoft “whiffed” on mobile:
- Went from significant smartphone share to near zero during Ballmer’s watch.
- Incompatibility between Windows Phone 7 and 8 APIs alienated developers.
- The Nokia acquisition and failure to capitalize on Maemo/Meego are cited as strategic blunders.
- Some argue abandoning phones freed Microsoft to focus on more lucrative enterprise segments; others say missing the primary new computing platform is an unforgivable CEO error.
Enterprise Pivot and Cloud
- Broad agreement that Ballmer decisively backed enterprise:
- Elevation of “Enterprise Business” and “Server and Tools” over the Windows/consumer side is credited with seeding Azure, Office 365/M365, and security offerings.
- This positioning helped Microsoft defend against Google Apps and iPad+iWork and later enabled Nadella’s cloud push.
- Debate over whether enterprise/B2B “has more money” than consumer/B2C; examples and counterexamples (e.g., Apple) are raised without resolution.
Comparisons, Metrics, and Wealth
- Critics note Microsoft’s stock stagnation relative to peers during Ballmer’s tenure, contrasting with Apple’s ~20× rise in the same period.
- Others emphasize revenue growth, Xbox and Azure as big wins, and diversification into many “pies.”
- Ballmer’s immense net worth is used to question the idea that he is “underrated,” including comparisons to typical lifetime earnings of teachers.
Current Microsoft and Nadella Era
- Nadella is widely credited with:
- Releasing previously shelved Office for iOS.
- Fully embracing cloud and keeping Microsoft from IBM/HP‑style stagnation.
- Yet Nadella’s Microsoft is criticized for:
- Spyware‑like behavior in Windows, aggressive monetization, and ads.
- Buzzword‑heavy “vision” (AI, metaverse, web3).
- Fractured developer platforms (WPF, WinUI, MAUI, Blazor) while internal teams favor React Native.
Other Notes and Side Topics
- Debate over how much Skype’s tech underpins Teams/O365; some claim it’s foundational, others say the real lineage is Office Communicator/Lync. The exact technical inheritance is unclear.
- Several comments highlight the famous “developers, developers, developers” focus as directionally right, though later layoffs of developers are lamented.
- Thread also touches on broader CEO overrated/underrated debates (e.g., Jack Welch, other tech CEOs) and Microsoft’s historical “flexible” business ethics.