Sou Hu Cai Jing·2025-07-26 09:59Core Insights - Microsoft CEO Satya Nadella wrote a memo explaining the paradox of significant profits and ongoing layoffs, referring to it as the "mystery of success" [1] - The company has made substantial profits of $75 billion over the past three fiscal quarters and plans to invest $80 billion in AI infrastructure by 2025 [1] - Despite layoffs, Microsoft expects its total employee count to remain stable [1] Employee Sentiment - Employees are speculating about the implications of the memo, questioning if further layoffs are forthcoming or if it is a response to upcoming financial reports [1][3] - Internal surveys indicate that employee sentiment is being monitored, although the company acknowledges the challenge of gauging emotions across its large workforce of approximately 220,000 employees [3] Leadership Response - Nadella's memo has received mixed feedback from employees, with some appreciating his leadership while others feel uncertain about the company's focus on key performance indicators over employee well-being [3][5] - Criticism of the memo includes perceptions of insensitivity and a lack of adequate explanation for the layoffs, with some employees suggesting it serves to signal to Wall Street rather than address internal concerns [5]