Satya Nadella was an engineer CEO for the first few years at MS before he became completely AI lobotomized requiring literally all of his peons to do his work for him while he makes weird blog posts about a reality that doesn't exist.
If Ternus doesn't fall into that trap, he'll be great.
He had a kind of decent plan to improve things, but when AI popped up he panicked and went crazy. Same thing happened to Zuckerberg, who abandoned his VR crap and dumped into AI at a massive cost.
The AI companies' marketing plan, FOMO, worked--just on themselves and competitors.
If Ternus doesn't fall into that trap, he'll be great.