Nadella paid $650M to recruit his AI chief. After 2 years he's pushing him aside
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Microsoft (NASDAQ:MSFT) CEO Satya Nadella announced a sweeping reorganization of the company's AI leadership on March 17, unifying its consumer and enterprise Copilot teams under a single executive and quietly sidelining Mustafa Suleyman β the former DeepMind co-founder he paid $650 million to bring aboard just two years ago. (1)
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Jacob Andreou, a former Snap executive who spent eight years helping scale the social platform, has been promoted to executive vice president of Copilot, reporting directly to Nadella. He'll lead a unified organization spanning both consumer and business products β two divisions that were previously housed in separate groups.
Suleyman, who arrived at Microsoft through the $650 million Inflection AI acquisition in March 2024, is being redirected to focus on "superintelligence" β building the next generation of frontier AI models (2). It's a narrowing of his mandate that removes him from the product he was hired to make successful β and parks him in a role where the deliverables are measured in years, not quarters. Copilot sits at roughly 6 million daily active users by early March 2026, behind both ChatGPT and Anthropic's Claude, which had reached approximately 9 million according to Sensor Tower data cited by CNBC (2).