Microsoft’s Surface event was actually an AI event. It both showed how different Microsoft it, and how it hasn’t changed at all.
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.
Microsoft’s earnings were down: the news about PCs was encouraging, while Azure unsurprisingly felt the pain later than AWS. Anyone competing with Office 365, though, is in worse shape.
Apple, AMD, and Google all delivered great results; margins were the most interesting places for analysis.
Microsoft had great earnings, but had to reassure investors all the same. Plus, new advertising efforts, and why shrinking private valuations help Redmond.
Microsoft’s Surface team is in full alignment with the company’s strategy; then, Facebook’s CTO change makes sense, plus a re-visit of Boz’s infamous memo.
Intel is in much more danger than its profits suggest; the problems are a long time in the making, and the solution is to split up the company.
Microsoft (eventually) selling a phone that runs Android is not particularly meaningful in terms of its impact financially but is a totem of a major shift culturally.
The Windows division no longer exists at Microsoft, marking the end to a four-year process of changing Microsoft’s culture.
Satya Nadella sketched a new vision at Microsoft Build, but the company has yet to replace the Windows engine. Then, Microsoft (likely) compromises to get iTunes into the Windows Store.