He's CEO of a company that went all-in on forcing AI into everything, including all of MS internal procedures.
They made it mandatory to use Copilot for internal performance reviews and writing progress reports. All coding must start with a prompt and devs are called into meetings with HR if they don't use Copilot enough.
He's also in the position to see how little users interact with Copilot, how code quality took a nosedive, how productivity hasn't increased after investing billions, and Linux desktop market share is showing exponential growth now.
He's right to be nervous.
These things come in cycles.

