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DonFerrari said:
theprof00 said:

Honestly, this right here makes me think that he's trying to get pressure on Satya Nadella to invest more in content.

Public exposing and pressuring your boss like that isn't a good idea.

My theory doesn't support the following idea that he's doing so publically. My assumption is that nadella told him in confidence that he believed more in growing the platform. Nothing Spencer said here would have betrayed that confidence, but rather brought the issue to light.