Nadella is often criticized for focusing Microsoft too heavily on AI and the cloud. But a closer look at Microsoft's history reveals that he's merely carrying the baton passed to him from his predecessors.

Microsoft cofounder Bill Gates strived to set the company on a course toward AI and the cloud. His successor, Steve Ballmer, carried those efforts further by stressing Microsoft's AI and cloud commitments. He even referenced Microsoft's vision of a pocketable folding device that would benefit from the cloud.

Let's take a closer look.

Nadella honors predecessors

During a 2017 GeekWire interview, Nadella shared the investments at the forefront of Microsoft's efforts didn't begin with his tenure:

I'm very excited about what we're doing in mixed reality ... AI, ... even ... quantum. [All] these efforts didn't get started three and a half years ago. It's really Bill who started MSR. It's Steve who started our cloud push. These ... folks ... saw it long before it was conventional wisdom ... these are the things that can be successful.

Tech writers are challenged with presenting analysis about an industry that makes bets up to 20 years down the road, for an audience focused on a yearly device cycle. Readers who want the latest device news frequent sites like ours to satisfy that appetite - and we deliver. Interspersed between the reviews, news, and leaks are analyses about where the companies feeding you these devices have been, where they're going and how they'll get there.

Bill opens gates for AI

Over 20 years ago, Microsoft introduced Microsoft Bob. It was a PC-based digital assistant that Microsoft envisioned would be a Windows user's companion. Bob didn't benefit from the ubiquitous internet, mature machine learning, advanced natural language understanding or evolved AI investments. It flopped. Still, Bill Gates had a vision for an advanced AI-driven digital assistant which he shares in the archaic video above.

Years later Gates shared the following, which describes our current experiences with AI digital assistants.

We see where you're going …your calendar … your various communications, some of those communications we can actually look at the tags, look at the speech, try to be helpful to you in your activities…I think that we will be more connected, so that when somebody wants to find a gift of a certain type, or take a trip in a certain way, that there will be a closer match.

AI is not limited to digital assistants. Microsoft's mission is to infuse AI into everything from the cloud, IoT and its range of products and services.

The difference between AI, machine learning and digital assistants

Ballmer loud about the cloud

In March 2010 Steve Ballmer gave a speech where he pushed Microsoft's cloud commitments. He followed that speech with a memo to Microsoft employees which highlighted the cloud:

  • Creates opportunities and responsibilities.
  • Learns and helps you learn, decide and take action.
  • Enhances your social and professional interactions.
  • Wants smarter devices.
  • Drives server advances that drive the cloud.

He referenced the company's decade-long cloud investments and said, "To keep our momentum, it is critical that every Microsoft employee works to deliver the full benefits of the cloud to our customers."

In 2013, he stressed the company's commitment to AI and a shell that would support all of Microsoft essential services. This shell, he stressed, would respond seamlessly to users' requests and would understand and anticipate users' needs.

Clearly, Microsoft's cloud and AI investments precede Nadella's brief tenure at the company's helm.

Cloud-connected devices with a common shell

The Windows 10 family of devices is positioned to showcase a common shell and a cloud-supported mobility of experiences. This vision was also passed to Nadella by Ballmer who said in a 2013 memo:

To take advantage of our critical competitive assets, we will center our work on… partner and first-party devices with both consumer and enterprise services… A family of devices powered by a service-enabled shell… No technology company has as yet delivered a definitive family of devices useful all day for work and for play, connected with every bit of a person's information available through one cloud. Our devices must share a common user-interface approach tailored to each hardware form factor.

Windows Core OS, which brings the full power of Windows to all form factors, and CShell (Composable Shell), which adapts the Windows UI in real-time to various devices types (think Continuum), are the evolution of this vision.

Pocketable folding device, mixed reality and beyond

Ballmer references pocketable, folding device.

Microsoft's Windows Mixed Reality efforts didn't begin with Nadella. HoloLens was well underway when he took the helm, though it was previously gaming-focused.

Additionally, Windows phone fans are not alone in their desire for a foldable mobile device that could slip into a pocket. Steve Ballmer elaborates ever so briefly about such a device after sharing Microsoft's future vision in the 2010 video above.

Ballmer's stresses the capabilities of such a device (and other devices) when connected to the cloud. Nadella's leadership has simply advanced that vision as edge computing, particularly on 5G networks, will make cloud computing profoundly powerful.

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Nadella's tenure is benefiting from the decades of investments that preceded him. And though he is carrying the baton of his predecessors he has made decisions that are his own. And like his predecessors, for good or bad, he is building a legacy that his successor too, will inherit.

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