Satya Nadella · 100 · Top decileJensen Huang · 90 · Top decileTim Cook · 50 · Reliable with notable missesElon Musk · 30 · Visionary, serial timeline slipperSundar Pichai · 0 · Reliable on core, fragile on launchesSatya Nadella · 100 · Top decileJensen Huang · 90 · Top decileTim Cook · 50 · Reliable with notable missesElon Musk · 30 · Visionary, serial timeline slipperSundar Pichai · 0 · Reliable on core, fragile on launchesSatya Nadella · 100 · Top decileJensen Huang · 90 · Top decileTim Cook · 50 · Reliable with notable missesElon Musk · 30 · Visionary, serial timeline slipperSundar Pichai · 0 · Reliable on core, fragile on launches
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The leaderboard
Ranked by score, last 8 quarters.
5 scorecards · 44 commitments tracked
#01 · MSFT
Satya Nadella
Microsoft Corporation
0
Capex commitments delivered. Cloud and Copilot growth targets executed. Capacity-constrained narrative consistent across quarters. Some pending forward commitments yet to be tested.
Top decile4/8 delivered→
#02 · NVDA
Jensen Huang
NVIDIA Corporation
0
Conservative guidance, clean beats. Specific product timelines delivered in every case examined. One honest walk-back on H20 China.
Top decile13/17 delivered→
#03 · AAPL
Tim Cook
Apple Inc.
0
Strong on services growth, India, and capital returns. Two material credibility hits: the Apple Car (cancelled after a decade) and the more-personalized Siri (originally promised for 2024, still 'coming this year').
Reliable with notable misses1/5 delivered→
#04 · TSLA
Elon Musk
Tesla, Inc.
0
World-class at delivering on hardware buildouts that have committed factories and capital behind them. Chronically over-promises on autonomy and AI timelines, often by years. The pattern has been consistent for a decade.
Visionary, serial timeline slipper2/11 delivered→
#05 · GOOGL
Sundar Pichai
Alphabet Inc.
0
Cloud growth has been exceptional. Waymo is executing on a clear cadence. AI product launches have been a different story: a multi-year pattern of high-profile stumbles followed by quiet recoveries. Recent quarters show meaningful improvement.
Reliable on core, fragile on launches0/3 delivered→
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Data analytics, not investment advice. Track-record metrics derived from publicly available executive statements on earnings calls and SEC filings. Every score is one click away from its source quotes.