At first I thought this was a joke article, its like these guys live in a completely different world to the real one.
When someone doesn’t seem rational, it is probably because we don’t understand what reasons they are saying the things they do. It is like with the Xbone gamers asking, “This console does not seem designed to be fun.” Oh, it was designed to be fun. It is fun for the third party companies. When we wonder how a bad game can be released, usually the answer is that it was fun for someone else. It was fun for the developer to make or was fun for the accounting office to ship so it fits into the quarter. It takes significant maturity to focus on the customers having fun and not yourself.
Rationality is just someone’s sense of fun. My guess is that the Microsoft VP is trying to make things fun for the investors. Investing is fun when ‘everything grows by 30% or more!’