Intel and AMD are coming together to evolve x86; this is a shock given their history, but not a surprise given their reality.
Interviews with Microsoft CEO Satya Nadella and CTO Kevin Scott About the AI Platform Shift
Interviews with Microsoft CEO Satya Nadella and CTO Kevin Scott about Microsoft’s approach to building AI
Microsoft Build, Copilot Platforms, A Note on Recall
The most important theme at Microsoft Build was Microsoft’s attempt to build platforms on top of AI; the scope of their success, though, may already be defined.
Windows Returns
Microsoft held its most compelling Windows’ event in years, because Windows is no longer the center of the company.
Does VR Matter?, Modular Products and Defining New Markets, TikTok Acquirers
First, the theoretical case for why Meta’s approach to VR is more likely to succeed, then, which companies should acquire TikTok
Microsoft’s Surface AI Event, The New Microsoft, The Old Microsoft
Microsoft’s Surface event was actually an AI event. It both showed how different Microsoft it, and how it hasn’t changed at all.
Quest vs. Vision, Vision and the Mac, Apple Acquires Mira
Follow-up to Apple Vision, including why Meta is by no means doomed when it comes to VR/AR. Then, why the Vision Pro probably cannot replace the Mac, and revisiting AR in the light of Apple’s most recent acquisition.
Windows and the AI Platform Shift
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 Earnings, Azure’s Slowdown, Office Strikes Back
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.
AI and the Big Five
Given the success of existing companies with new epochs, the most obvious place to start when thinking about the impact of AI is with the big five: Apple, Amazon, Facebook, Google, and Microsoft.