Not the person you’re responding to, but I’d say serious here means committed to delivering value for customers, willing to take lower profits in the short term to be steadfast and reliable, deeply introspective about process (with transparent communication).
Just, you know, taking business seriously. Like they did even 6 or 8 years ago.
The core business now is execs ego-stroking each other and hoping disaster strikes after they cash out.
When Satya came in there was a dramatic shift in culture, and things were improving. I won’t argue they were super-serious, but at least getting better, and focusing on the business rather than the internal strife that Balmer loved to much.
But now… just the opposite. This IS a deeply unserious business. The tech bros got the keys to the combine and have no idea WTF to do, so it’s all cosplay.