Microsoft
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Microsoft argued there is an AI platform shift, and the fact that Windows is interesting again — and that Apple is facing AI-related questions for its newest products — is evidence that is correct.
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Microsoft has come full circle from the company that cared more about Windows than Office; the retirement of the Office name is possible precisely because Microsoft gave up on Windows and went to the cloud.
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The Windows division no longer exists at Microsoft, marking the end to a four-year process of changing Microsoft’s culture.
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There are striking similarities between Microsoft today and IBM in the Lou Gerstner era, but today’s IBM should be a warning to Redmond.
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It is very fair to say that Apple is threatened by the potential rise of AI. Google, though, is also threatened by its inability to own customers’ attention. The solution for both companies may entail…
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Microsoft needs to first understand the type of company it is, and choose its strategy accordingly. That means focusing on services, not devices.
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Xbox Games to Go Cross-Platform?, Console Context, Xbox’s Final Strategy
Xbox is poised to bring exclusive games to the PS5; this has been the logical endgame for Microsoft for a decade.
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Google Earnings, Microsoft Earnings
Google’s earnings were inscrutable, which doesn’t inspire confidence; then Microsoft’s earnings looked incredible, but it’s important to trace where the AI growth is coming from.
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An Interview with Arm CEO Rene Haas
An interview with Arm CEO Rene Haas about building subsystems on the leading edge and evolving Arm’s business model.
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Sam Altman Back at OpenAI, Q*, Going Forward
Catching up on the OpenAI situation, which has reached a resolution — for now, anyways.
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The OpenAI Saga Continues, Microsoft’s New Chips, Microsoft’s AI Platform Hedge
More updates on the OpenAI saga, including the problematic board. Then, Microsoft unveils new chips, and is creating an AI platform that looks a lot like Microsoft’s other platforms.
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OpenAI’s Misalignment and Microsoft’s Gain
The end of a dramatic weekend in tech is that OpenAI has split and Microsoft is partnered with one and has hired the other; this is the ultimate failure case of what should have been a for-profit company organized the wrong way.
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The OpenAI Keynote
OpenAI’s developer keynote was exciting, both because AI was exciting, and because OpenAI has the potential to be a meaningful consumer tech company.
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Google Earnings, Microsoft Earnings, AI Leverage
Google’s ad business looks good, but the cloud is slowing; Microsoft’s results suggest that is because the latter is winning in AI.