Azure
-
Microsoft Earnings, Apple Earnings
Microsoft unveils its new agentic business model, and Apple confronts shortages in memory and chips even as the Mac benefits from AI.
-
Copilot Cowork, Anthropic’s Integration, Microsoft’s New Bundle
Microsoft is seeking to commoditize its complements, but Anthropic has a point of integration of their own; it’s good enough that Microsoft is making a new bundle on top of it.
-
Xbox Replaces Head of Gaming, Xbox History, Whither Xbox
Xbox has a new head, who isn’t a gamer; I suspect Microsoft is doing what it should have done a decade ago: get out of the console business.
-
Microsoft and Software Survival
Microsoft got hammered on Wall Street for capacity allocation decisions that were the right ones: the software that wins will use AI to usurp other software.
-
Gemini 3, Winners and Losers, Integration and the Enterprise
Gemini 3 is out, and looks to be state of the art. What does that mean for everyone else in the AI space, and what markets might Google win?
-
Microsoft Earnings, CoreAI/MantleAI, Additional Notes
Microsoft declares independence from OpenAI and sketches out its future role building scaffolding for AI. Plus, Windows is tiny now.
-
Microsoft Earnings, Microsoft’s Core Capability, Amazon Earnings
Microsoft and Amazon are approaching AI differently, in ways that reflect their core capabilities.
-
Stargate, The End of Microsoft and OpenAI
OpenAI’s Stargate announcement and revised deal with Microsoft mark the end of the relevant portion of their partnership.