Bit of a click bait title, but it certainly seems like the realization is setting in that the hype has exceeded near term realistic expectations and some are walking back claims (for whatever reason; honesty, derisking against investor securities suits, poor capital allocation, etc).
Nadella appears to be the adult in the room, which is somewhat refreshing considering the broad over exuberance.
Bit of a click bait title, but it certainly seems like the realization is setting in that the hype has exceeded near term realistic expectations and some are walking back claims (for whatever reason; honesty, derisking against investor securities suits, poor capital allocation, etc).
Nadella appears to be the adult in the room, which is somewhat refreshing considering the broad over exuberance.