Podcast appearances and mentions of Satya Nadella

It's like news breaks in chunks these days. Is that planned? It feels planned. In this episode we cover: Saudi Arabia buys the rest of EVO and announces plans for multiple cities worldwide to host their own. Phil Spencer has retired and his replacement is definitely a signal of what is to come. And Aussies are fun to hang with wherever you meet them. (Okay we don't really cover that but I do mention it.) In this episode we reference these articles a few times, and I recommend you read them if you have time because they add a ton of context: The Verge article about Xbox Leadership shake up (Sarah Bonds abrupt exit): https://www.theverge.com/tech/883015/microsoft-xbox-new-ceo-shakeup-notepad Seamus Blackley says Xbox is being sunsetted: https://gamesbeat.com/what-an-xbox-founder-thinks-of-the-new-xbox-ceo-seamus-blackley-interview/ Do I think Xbox is being sunsetted? No. If it gets back on track it is a big earner, and it fits with Satya Nadella's goals. Namely consumer cloud compute and AI adoption. I expect the next iteration of Xbox to have an AI assistant that you can't opt out of, and of course AI "tools" will be used in all projects moving forward. I expect it will be used as a selling point on every game. "New AI makes bots behave naturally!" "AI learns and adapts to how you play!!!!" " GenAI generated levels mean every playthrough is unique!!!!!!!!" Stuff like that. Do I think Xbox is being brought in line with Satya Nadella's AI push? Absolutely. Do I think Asha Sharma is going to bring about a new Xbox Golden Age? No. But I do think we need to wait a year to see what she actually does. Because this year will mostly be finishing up Phil's plans. We won't know her real priorities for 6 months minimum, and I am saying a year to be generous.  

One of the OG founders of Xbox, Seamus Blackley, believes that new CEO Asha Sharma was not brought in to "fix" Xbox... but to "sunset" it. Yes, her background is in AI. Yes, her background in gaming is... lacking. And no, physical consoles and games don't make sense with Microsoft CEO Satya Nadella only cares about chasing AI and record profits. Press F.Watch the podcast episodes on YouTube and all major podcast hosts including Spotify.CLOWNFISH TV is an independent, opinionated news and commentary podcast that covers Entertainment and Tech from a consumer's point of view. We talk about Gaming, Comics, Anime, TV, Movies, Animation and more. Hosted by Kneon and Geeky Sparkles.Get more news, views and reviews on Clownfish TV News - https://more.clownfishtv.com/On YouTube - https://www.youtube.com/c/ClownfishTVOn Spotify - https://open.spotify.com/show/4Tu83D1NcCmh7K1zHIedvgOn Apple Podcasts - https://podcasts.apple.com/us/podcast/clownfish-tv-audio-edition/id1726838629

Microsoft vs. Microslop?! Former CEO Bill Gates told current CEO Satya Nadella he was wasting billions on AI. Eventually he came around, but if the AI bubble bursts, Bill told you so...Watch the podcast episodes on YouTube and all major podcast hosts including Spotify.CLOWNFISH TV is an independent, opinionated news and commentary podcast that covers Entertainment and Tech from a consumer's point of view. We talk about Gaming, Comics, Anime, TV, Movies, Animation and more. Hosted by Kneon and Geeky Sparkles.Get more news, views and reviews on Clownfish TV News - https://more.clownfishtv.com/On YouTube - https://www.youtube.com/c/ClownfishTVOn Spotify - https://open.spotify.com/show/4Tu83D1NcCmh7K1zHIedvgOn Apple Podcasts - https://podcasts.apple.com/us/podcast/clownfish-tv-audio-edition/id1726838629

Deze video wordt mede mogelijk gemaakt door Capcom. Alle meningen in deze video zijn onze eigen. Capcom heeft inhoudelijk geen inspraak op de content en zien de video net als jullie hier voor het eerst op de site.Welkom bij een nieuwe editie van Gamekings Daily. In deze gaming vodcast praten twee hosts van Gamekings over het laatste nieuws uit de wereld die videogames heet. Koos is op deze maandag bij JJ aan de desk aangeschoven om het laatste nieuws met hem door te nemen. En nieuws was er. Voor de zoveelste keer zette Microsoft het beleid rond de Xbox op zijn kop. En niet zo'n klein beetje ook. Phil Spencer ging op of werd met pensioen gestuurd bij Xbox, beoogd opvolger Sarah Bond stapte op en een dame die baas was van een AI-afdeling bij Microsoft kreeg de teugels vooraan in handen. Hoe dan? Waarom zijn deze maatregelen genomen? Wat wil Microsoft-baas Satya Nadella met deze moves bereiken? De twee heren spreken er uitgebreid over in de Gamekings Daily van maandag 23 februari 2026.Phil Spencer stopt bij Xbox, AI-baas leidt de dans nuAndere onderwerpen in deze aflevering zijn de twee Far Cry en tig Assassin's Creed games die Ubisoft volgens Yves Guillemot in ontwikkeling heeft en de sukkels die de eerste beelden van Resident Evil Requiem hebben gelekt. Wat vinden de twee hiervan?Speel vanaf 27 februari het gruwelijke Resident Evil RequiemHet zijn momenteel hoogtijdagen voor de ouderwetse gamer. De gamer die van goede single player games houdt met uitdagende actie en een sterk verhaal. Crimson Desert komt eraan, Nioh 3 is net uit en aanstaande donderdag is het tijd voor de release van Resident Evil Requiem. Het negende deel van de beruchte franchise van Capcom, staat klaar om je de stuipen op het lijf te jagen. Aanstaande woensdag hebben we vanaf 16:00 de review voor je klaarstaan.

Asha Sharma lidera XboxAsha Sharma asume como CEO de Microsoft Gaming y promete reforzar Xbox y creatividad humanaPor Félix Riaño @LocutorCoMicrosoft nombra a Asha Sharma CEO de su división de videojuegos tras la salida de Phil Spencer. La nueva etapa mezcla consola, nube e inteligencia artificial con foco en juegos creados por personas.Microsoft anunció un cambio histórico en su división de videojuegos. Phil Spencer, quien llevaba 38 años en la empresa y 12 años al frente de Xbox, se va a retirar. En su lugar llega Asha Sharma, ejecutiva que venía liderando productos de inteligencia artificial dentro de Microsoft. Ahora será la nueva directora ejecutiva de Microsoft Gaming y reportará directamente a Satya Nadella.La noticia llega en un momento delicado. Las ventas de consolas Xbox han caído frente a PlayStation y Nintendo. Además, los ingresos por videojuegos bajaron cerca de 10 % en el último trimestre reportado, mientras otras áreas de Microsoft crecían alrededor de 17 %. ¿Puede una líder con perfil en inteligencia artificial recuperar la confianza de los jugadores tradicionales de Xbox?Un giro inesperado hacia la inteligencia artificialPara entender este momento hay que mirar atrás. Phil Spencer tomó el control de Xbox en 2014, cuando la marca atravesaba problemas con el lanzamiento de Xbox One. En esos años se habló incluso de vender la división. Spencer defendió mantener hardware, estudios y software bajo un mismo equipo. Impulsó Xbox Game Pass y lideró compras gigantescas como ZeniMax por 7.500 millones de dólares y Activision Blizzard por 68.700 millones de dólares.Hoy Microsoft Gaming reúne casi 40 estudios. Allí viven sagas como Halo, Call of Duty, World of Warcraft, Diablo y Candy Crush Saga. Son mundos que mueven millones de jugadores cada mes.En ese contexto entra Asha Sharma. Ella trabajó en Meta, fue directora de operaciones en Instacart y luego regresó a Microsoft para liderar CoreAI, el grupo que desarrolla herramientas de inteligencia artificial. En su primer mensaje dijo algo directo: no va a llenar el ecosistema con “basura hecha por IA”. Aseguró que los juegos seguirán siendo arte creado por personas.La llegada de Asha Sharma ha generado debate. Muchos jugadores temen que Xbox se convierta en un laboratorio de inteligencia artificial y pierda identidad. Durante los últimos años, Microsoft llevó varios juegos exclusivos a consolas rivales. Eso hizo que parte de la comunidad sintiera que Xbox estaba perdiendo su esencia.Además, los números no ayudan. Según datos de mercado citados por medios especializados, las ventas de consolas Xbox cayeron hasta 70 % en la temporada navideña de 2025 frente al año anterior. Mientras tanto, Sony y Nintendo mantienen una base fuerte de usuarios.También hubo recortes de personal y cierre de estudios. Más de 2.500 puestos relacionados con videojuegos se han eliminado desde 2024. Todo esto ocurre mientras el desarrollo de juegos es cada vez más costoso y largo.A esto se suma otra pregunta. Microsoft está invirtiendo miles de millones en inteligencia artificial. ¿Se usará la IA para ayudar a los desarrolladores o para reducir costos? Sharma dice que no perseguirá eficiencia rápida a costa de calidad. Pero muchos fans quieren ver acciones concretas, como nuevos juegos exclusivos potentes y una consola con identidad clara.En sus primeras declaraciones, Asha Sharma marcó tres prioridades. Primero, grandes juegos. Habló de personajes inolvidables y de historias que hagan sentir algo. Segundo, el regreso de Xbox como consola central para sus fans más fieles. Y tercero, el futuro del juego en múltiples dispositivos.Eso significa que Xbox va a seguir en consolas, pero también en PC, móviles y nube. Microsoft ya permite jugar títulos propios en otras plataformas y en streaming. Sharma dice que buscará romper barreras para que un desarrollador cree una vez y llegue a muchos dispositivos.Matt Booty fue ascendido a director de contenido y seguirá supervisando los estudios. Phil Spencer acompañará la transición hasta el verano. No habrá cambios inmediatos en la estructura de estudios.La gran prueba llegará pronto. En 2026 se esperan lanzamientos de alto impacto, incluido Grand Theft Auto VI, que estará disponible en Xbox Series X y Series S. Si Xbox logra atraer jugadores con catálogo fuerte y experiencia estable, el nuevo liderazgo ganará tiempo y confianza.Xbox cumple 25 años desde el lanzamiento de su primera consola en 2001. En ese cuarto de siglo, la marca pasó de ser una apuesta arriesgada frente a Sony a convertirse en una red global con más de 500 millones de usuarios activos mensuales, según cifras compartidas por Microsoft.La compra de Activision Blizzard por 68.700 millones de dólares fue una de las más grandes en la historia del entretenimiento digital. Esa operación dio a Microsoft franquicias como Call of Duty y World of Warcraft. También consolidó su presencia en juegos móviles gracias a King, creadora de Candy Crush.Asha Sharma tiene 36 años y formación en negocios. Antes de volver a Microsoft, gestionó en Instacart operaciones que movían más de 30.000 millones de dólares en volumen bruto de mercancías. Su experiencia ha estado centrada en plataformas digitales que escalan a millones de usuarios.En paralelo, Microsoft desarrolla herramientas de inteligencia artificial como Copilot y servicios en la nube que pueden integrarse en el desarrollo de videojuegos. La promesa es usar estas tecnologías para acelerar pruebas, mejorar gráficos o ayudar a los equipos creativos, sin reemplazar el trabajo humano.El reto será equilibrar tradición y tecnología. La industria del videojuego vive una transformación profunda. Consolas, nube, suscripciones y ahora IA conviven en un mismo tablero.Phil Spencer se retira y Asha Sharma toma el mando de Xbox en un momento desafiante. La promesa es reforzar la consola y usar inteligencia artificial con responsabilidad. Vamos a seguir atentos a los próximos anuncios y lanzamientos. Cuéntame qué esperas tú del futuro de Xbox y sigue Flash Diario en Spotify.BibliografíaMicrosoft BlogCNBCThe VergeVarietyForbesPCMagConviértete en un supporter de este podcast: https://www.spreaker.com/podcast/flash-diario-de-el-siglo-21-es-hoy--5835407/support.Apoya el Flash Diario y escúchalo sin publicidad en el Club de Supporters. 

En este episodio exploramos la "mesa invisible" de toda negociación: el juego de egos, validación e inseguridades que corre paralelo a la discusión de términos. A través de casos como el drama de OpenAI y Sam Altman, la guerra pública de Epic contra Apple, y el conflicto Disney-Scarlett Johansson, examinamos cómo los egos pueden destruir acuerdos que tienen perfecto sentido racional. Contrastamos con la adquisición de LinkedIn por Microsoft, donde Satya Nadella pagó una prima por la cooperación genuina. El episodio incluye tres herramientas para mapear y navegar egos en negociaciones de alto impacto.  Puntos Clave: • Toda negociación tiene dos mesas: la visible (términos) y la invisible (egos) • Tres tipos de ego: el que necesita ganar, el que necesita respeto, el que no puede perder cara • Dar la "victoria narrativa" puede ser más importante que ganar en términos • El costo de humillar: la otra parte encontrará formas de hacerte pagar • Los mejores negociadores entienden y respetan las emociones en juego 

In this episode of the Mint Techcetra podcast, our host Shouvik Das and Leslie D'Monte talk about the two most significant developments shaping the future of technology and regulation in India.The conversation begins with a critical look at the IT Rules 2026, where new amendments have introduced the world's strictest content removal timelines. We discuss the practical challenges platforms face with the two hour takedown mandate for deepfakes and non-consensual imagery, and whether a seven day grievance redressal period is enough to ensure true accountability.We then shift focus to the upcoming India AI Impact Summit in New Delhi. With global tech leaders like Sam Altman, Jensen Huang, and Satya Nadella in attendance, we explore India's strategic pivot toward Small Language Models (SLMs). Instead of chasing trillion-parameter foundational models, India is betting on indic languages, frugal innovation, and expanding its Digital Public Infrastructure (DPI) to become a global hub for AI applications.  Learn more about your ad choices. Visit megaphone.fm/adchoices

"Two years from now, all white-collar jobs may be gone." — Dario Amodei (via Keith Teare)Keith Teare leads this week's tech roundup with a video he made on Google's Veo: one glass half-full of water, another half-full of spiders. It's a metaphor for the AI moment. The water represents the tools released in the past two weeks—Anthropic's Claude 4.6, OpenAI's CodeX 5.3—which Keith calls "beyond belief." The spiders represent the fear, which he acknowledges is not irrational. But maybe spiders are the wrong metaphor. Maybe we're the frogs being slowly boiled, not noticing the temperature rise until it's too late.The trigger was Matt Schumer's viral essay "Something Big is Happening," which got 50 million views by telling engineers to become AI experts immediately or become irrelevant. Keith tested the thesis: he built venturebets.io, a prediction market, in a single day. He automated That Was The Week so completely that his weekly workflow dropped from six hours to under one. But then Dario Amodei and Satya Nadella both said the quiet part loud: in two years, there may be no white-collar jobs left. Keith's response? The glass doesn't contain jobs—it contains the future of life. And he'd rather have time to make videos of spiders crawling out of glasses than spend six hours curating links. The rest of us may not have the luxury of choosing. About the GuestKeith Teare is a serial entrepreneur and investor, founder of SignalRank, and author of the newsletter That Was The Week. He co-hosts the weekly tech roundup on Keen On America.ReferencesEssays discussed:●      Matt Schumer's "Something Big is Happening" went viral with 50 million views, arguing that engineers must become AI experts immediately or face obsolescence.●      Noah Smith published two essays: "The Fall of the Nerds" and "You Are No Longer the Smartest Type of Thing on Earth," arguing that humanity's destiny is now mostly out of our own hands.●      Josh Tyrangiel wrote "America Isn't Ready for What AI Will Do to Jobs" in The Atlantic.●      The Financial Times published "Anthropic's Breakout Moment" on the company's enterprise momentum.Tools and companies mentioned:●      Claude 4.6 from Anthropic and CodeX 5.3 from OpenAI represent a "step change" in agentic AI—you give tasks, not prompts, and sub-agents complete them autonomously.●      Google Veo is Google's video generation tool, which Keith used to create the glass-half-full-of-spiders metaphor.●      Polymarket and Kalshi are prediction markets that Keith's new venturebets.io aims to match in quality.People mentioned:●      Dario Amodei, CEO of Anthropic, predicted that white-collar jobs may be gone in two years.●      Satya Nadella, CEO of Microsoft, echoed Amodei's prediction about the end of white-collar work.About Keen On AmericaNobody asks more awkward questions than the Anglo-American writer and filmmaker Andrew Keen. In Keen On America, Andrew brings his pointed Transatlantic wit to making sense of the United States—hosting daily interviews about the history and future of this now venerable Republic. With nearly 2,800 episodes since the show launched on TechCrunch in 2010, Keen On America is the most prolific intellectual interview show in the history of podcasting.WebsiteSubstackYouTubeApple PodcastsSpotifyChapters:(00:00) - The glass half-full of spiders (01:30) - Matt Schumer's viral essay (03:15) - Every week is the biggest week in AI (04:30) - Claude 4.6 and CodeX 5.3: a step change (06:00) - Keith builds a prediction market in a day (07:45) - Fear is a bad operating system (09:30) - What's actually changed with That Was The Week? (12:00) - Trusting the algorithm to read for you (14:00) - Noah Smith: You're no longer the smartest thing on Earth (16:00) - The rabbit vs. the tiger (17:30) - Google's quantum computer and parallel universes (19:00) - America isn't ready for what AI will do to jobs (20:30) - Amodei and Nadella: two years to no white-collar jobs (22:00) - What's in the glass is the future of life (24:00) - Anthropic's breakout moment (26:00) - Claude Code vs. CodeX: Keith switches sides

After years of ignoring and maligning Windows, Microsoft has finally woken up and is making some happy noises. Last week, we discussed how Microsoft plans to improve the quality of Windows and that there are already many signs of that work in various security features and new OneDrive Folder Backup changes - plus those two new direct reports to Nadella. Then, Microsoft announced its Windows Baseline Security Mode and User Transparency and Consent initiatives with questions about the timing. And now, Microsoft just explained Windows 11 version 26H1, and it's not like 24H2 at all despite being tied to Snapdragon X2 silicon.Something happened ... and that something is tied to 26H1 26H1: Only for Snapdragon X2, a "scoped release," based on a "different core" from 24H2 and 25H2 You cannot upgrade 24H2 or 25H2 to 26H1 You cannot upgrade 26H1 to 26H2 (!) - instead, those on 26H1 "will have a path to update in a future Windows release." - Is that future Windows release Windows 12? Probably 24H2, 25H2, and 26H1 will all have the same user-facing features, this has been the case with all support Windows (11) versions for 2+ years (Remember, this is not what happened with 24H2. Shipped early on Snapdragon X1, but was made available to all Windows 11 PCs later that year) So why is this happening now? Fortune 500/corporate customer pushback on AI is one guess This is GOOD news, however it all unfolds More Windows 11 Yesterday was Patch Tuesday, so get to work. Updates this month include: Agent in Settings (Copilot+ PCs only) improvements. Settings improvements, cross-device Resume improvements, Windows MIDI Services improvements, Narrator improvements, Smart App Control improvements, Windows Hello New ESS improvements, and File Explorer improvements Somewhat related to the quality/security push noted above, Microsoft is rolling out new Secure Boot certificates this year for older (pre-2024/25) PCs Microsoft announces a Store CLI that does (almost) nothing new compared to winget New Dev and Beta builds with minor changes: Emoji 16.0, camera improvements, various fixes More earnings Amazon hits $213.4 billion in revenues, will spend $200 billion CAPEX/AI infrastructure this fiscal year, more than Google ($175/$185 billion) or Microsoft (estimated $150+ billion) Qualcomm $12.25 billion in revenues, up 5 percent Alphabet/Google - Up 18 percent (!) to $113.8 billion - 750 million MAUs on Gemini, 74 percent of revenues come from advertising Spotify - somehow has over 750 million MAUs now AI and dev OpenAI and Anthropic release dueling agentic AI coding models that do more than agentic AI coding within minutes of each other Ads appear in ChatGPT Free and Go as threatened Duck.ai adds private, anonymous real-time AI voice chat NET 11 Preview 1 arrives, but there's nothing major here Xbox & games Microsoft announces the 2025 Xbox Excellence Awards Celebrate 35 years of Id Software - Castle Wolfenstein 3D was a wake-up call for PC gaming, but DOOM was a miracle, and Quake was a real WTF moment Sony sold 8 million PlayStation 5s (down 16 percent YOY) in the holiday quarter, 92 million (!) overall Valve predictably delays the vaporware Steam Machine Epic Games is having a winter sale - for example, Silent Hill 2, GTA V Enhanced are 50 percentR These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/970 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: threatlocker.com/twit helixsleep.com/windows trustedtech.team/windowsweekly365 cachefly.com/twit

After years of ignoring and maligning Windows, Microsoft has finally woken up and is making some happy noises. Last week, we discussed how Microsoft plans to improve the quality of Windows and that there are already many signs of that work in various security features and new OneDrive Folder Backup changes - plus those two new direct reports to Nadella. Then, Microsoft announced its Windows Baseline Security Mode and User Transparency and Consent initiatives with questions about the timing. And now, Microsoft just explained Windows 11 version 26H1, and it's not like 24H2 at all despite being tied to Snapdragon X2 silicon.Something happened ... and that something is tied to 26H1 26H1: Only for Snapdragon X2, a "scoped release," based on a "different core" from 24H2 and 25H2 You cannot upgrade 24H2 or 25H2 to 26H1 You cannot upgrade 26H1 to 26H2 (!) - instead, those on 26H1 "will have a path to update in a future Windows release." - Is that future Windows release Windows 12? Probably 24H2, 25H2, and 26H1 will all have the same user-facing features, this has been the case with all support Windows (11) versions for 2+ years (Remember, this is not what happened with 24H2. Shipped early on Snapdragon X1, but was made available to all Windows 11 PCs later that year) So why is this happening now? Fortune 500/corporate customer pushback on AI is one guess This is GOOD news, however it all unfolds More Windows 11 Yesterday was Patch Tuesday, so get to work. Updates this month include: Agent in Settings (Copilot+ PCs only) improvements. Settings improvements, cross-device Resume improvements, Windows MIDI Services improvements, Narrator improvements, Smart App Control improvements, Windows Hello New ESS improvements, and File Explorer improvements Somewhat related to the quality/security push noted above, Microsoft is rolling out new Secure Boot certificates this year for older (pre-2024/25) PCs Microsoft announces a Store CLI that does (almost) nothing new compared to winget New Dev and Beta builds with minor changes: Emoji 16.0, camera improvements, various fixes More earnings Amazon hits $213.4 billion in revenues, will spend $200 billion CAPEX/AI infrastructure this fiscal year, more than Google ($175/$185 billion) or Microsoft (estimated $150+ billion) Qualcomm $12.25 billion in revenues, up 5 percent Alphabet/Google - Up 18 percent (!) to $113.8 billion - 750 million MAUs on Gemini, 74 percent of revenues come from advertising Spotify - somehow has over 750 million MAUs now AI and dev OpenAI and Anthropic release dueling agentic AI coding models that do more than agentic AI coding within minutes of each other Ads appear in ChatGPT Free and Go as threatened Duck.ai adds private, anonymous real-time AI voice chat NET 11 Preview 1 arrives, but there's nothing major here Xbox & games Microsoft announces the 2025 Xbox Excellence Awards Celebrate 35 years of Id Software - Castle Wolfenstein 3D was a wake-up call for PC gaming, but DOOM was a miracle, and Quake was a real WTF moment Sony sold 8 million PlayStation 5s (down 16 percent YOY) in the holiday quarter, 92 million (!) overall Valve predictably delays the vaporware Steam Machine Epic Games is having a winter sale - for example, Silent Hill 2, GTA V Enhanced are 50 percentR These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/970 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: threatlocker.com/twit helixsleep.com/windows trustedtech.team/windowsweekly365 cachefly.com/twit

After years of ignoring and maligning Windows, Microsoft has finally woken up and is making some happy noises. Last week, we discussed how Microsoft plans to improve the quality of Windows and that there are already many signs of that work in various security features and new OneDrive Folder Backup changes - plus those two new direct reports to Nadella. Then, Microsoft announced its Windows Baseline Security Mode and User Transparency and Consent initiatives with questions about the timing. And now, Microsoft just explained Windows 11 version 26H1, and it's not like 24H2 at all despite being tied to Snapdragon X2 silicon.Something happened ... and that something is tied to 26H1 26H1: Only for Snapdragon X2, a "scoped release," based on a "different core" from 24H2 and 25H2 You cannot upgrade 24H2 or 25H2 to 26H1 You cannot upgrade 26H1 to 26H2 (!) - instead, those on 26H1 "will have a path to update in a future Windows release." - Is that future Windows release Windows 12? Probably 24H2, 25H2, and 26H1 will all have the same user-facing features, this has been the case with all support Windows (11) versions for 2+ years (Remember, this is not what happened with 24H2. Shipped early on Snapdragon X1, but was made available to all Windows 11 PCs later that year) So why is this happening now? Fortune 500/corporate customer pushback on AI is one guess This is GOOD news, however it all unfolds More Windows 11 Yesterday was Patch Tuesday, so get to work. Updates this month include: Agent in Settings (Copilot+ PCs only) improvements. Settings improvements, cross-device Resume improvements, Windows MIDI Services improvements, Narrator improvements, Smart App Control improvements, Windows Hello New ESS improvements, and File Explorer improvements Somewhat related to the quality/security push noted above, Microsoft is rolling out new Secure Boot certificates this year for older (pre-2024/25) PCs Microsoft announces a Store CLI that does (almost) nothing new compared to winget New Dev and Beta builds with minor changes: Emoji 16.0, camera improvements, various fixes More earnings Amazon hits $213.4 billion in revenues, will spend $200 billion CAPEX/AI infrastructure this fiscal year, more than Google ($175/$185 billion) or Microsoft (estimated $150+ billion) Qualcomm $12.25 billion in revenues, up 5 percent Alphabet/Google - Up 18 percent (!) to $113.8 billion - 750 million MAUs on Gemini, 74 percent of revenues come from advertising Spotify - somehow has over 750 million MAUs now AI and dev OpenAI and Anthropic release dueling agentic AI coding models that do more than agentic AI coding within minutes of each other Ads appear in ChatGPT Free and Go as threatened Duck.ai adds private, anonymous real-time AI voice chat NET 11 Preview 1 arrives, but there's nothing major here Xbox & games Microsoft announces the 2025 Xbox Excellence Awards Celebrate 35 years of Id Software - Castle Wolfenstein 3D was a wake-up call for PC gaming, but DOOM was a miracle, and Quake was a real WTF moment Sony sold 8 million PlayStation 5s (down 16 percent YOY) in the holiday quarter, 92 million (!) overall Valve predictably delays the vaporware Steam Machine Epic Games is having a winter sale - for example, Silent Hill 2, GTA V Enhanced are 50 percentR These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/970 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: threatlocker.com/twit helixsleep.com/windows trustedtech.team/windowsweekly365 cachefly.com/twit

After years of ignoring and maligning Windows, Microsoft has finally woken up and is making some happy noises. Last week, we discussed how Microsoft plans to improve the quality of Windows and that there are already many signs of that work in various security features and new OneDrive Folder Backup changes - plus those two new direct reports to Nadella. Then, Microsoft announced its Windows Baseline Security Mode and User Transparency and Consent initiatives with questions about the timing. And now, Microsoft just explained Windows 11 version 26H1, and it's not like 24H2 at all despite being tied to Snapdragon X2 silicon.Something happened ... and that something is tied to 26H1 26H1: Only for Snapdragon X2, a "scoped release," based on a "different core" from 24H2 and 25H2 You cannot upgrade 24H2 or 25H2 to 26H1 You cannot upgrade 26H1 to 26H2 (!) - instead, those on 26H1 "will have a path to update in a future Windows release." - Is that future Windows release Windows 12? Probably 24H2, 25H2, and 26H1 will all have the same user-facing features, this has been the case with all support Windows (11) versions for 2+ years (Remember, this is not what happened with 24H2. Shipped early on Snapdragon X1, but was made available to all Windows 11 PCs later that year) So why is this happening now? Fortune 500/corporate customer pushback on AI is one guess This is GOOD news, however it all unfolds More Windows 11 Yesterday was Patch Tuesday, so get to work. Updates this month include: Agent in Settings (Copilot+ PCs only) improvements. Settings improvements, cross-device Resume improvements, Windows MIDI Services improvements, Narrator improvements, Smart App Control improvements, Windows Hello New ESS improvements, and File Explorer improvements Somewhat related to the quality/security push noted above, Microsoft is rolling out new Secure Boot certificates this year for older (pre-2024/25) PCs Microsoft announces a Store CLI that does (almost) nothing new compared to winget New Dev and Beta builds with minor changes: Emoji 16.0, camera improvements, various fixes More earnings Amazon hits $213.4 billion in revenues, will spend $200 billion CAPEX/AI infrastructure this fiscal year, more than Google ($175/$185 billion) or Microsoft (estimated $150+ billion) Qualcomm $12.25 billion in revenues, up 5 percent Alphabet/Google - Up 18 percent (!) to $113.8 billion - 750 million MAUs on Gemini, 74 percent of revenues come from advertising Spotify - somehow has over 750 million MAUs now AI and dev OpenAI and Anthropic release dueling agentic AI coding models that do more than agentic AI coding within minutes of each other Ads appear in ChatGPT Free and Go as threatened Duck.ai adds private, anonymous real-time AI voice chat NET 11 Preview 1 arrives, but there's nothing major here Xbox & games Microsoft announces the 2025 Xbox Excellence Awards Celebrate 35 years of Id Software - Castle Wolfenstein 3D was a wake-up call for PC gaming, but DOOM was a miracle, and Quake was a real WTF moment Sony sold 8 million PlayStation 5s (down 16 percent YOY) in the holiday quarter, 92 million (!) overall Valve predictably delays the vaporware Steam Machine Epic Games is having a winter sale - for example, Silent Hill 2, GTA V Enhanced are 50 percentR These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/970 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: threatlocker.com/twit helixsleep.com/windows trustedtech.team/windowsweekly365 cachefly.com/twit

After years of ignoring and maligning Windows, Microsoft has finally woken up and is making some happy noises. Last week, we discussed how Microsoft plans to improve the quality of Windows and that there are already many signs of that work in various security features and new OneDrive Folder Backup changes - plus those two new direct reports to Nadella. Then, Microsoft announced its Windows Baseline Security Mode and User Transparency and Consent initiatives with questions about the timing. And now, Microsoft just explained Windows 11 version 26H1, and it's not like 24H2 at all despite being tied to Snapdragon X2 silicon.Something happened ... and that something is tied to 26H1 26H1: Only for Snapdragon X2, a "scoped release," based on a "different core" from 24H2 and 25H2 You cannot upgrade 24H2 or 25H2 to 26H1 You cannot upgrade 26H1 to 26H2 (!) - instead, those on 26H1 "will have a path to update in a future Windows release." - Is that future Windows release Windows 12? Probably 24H2, 25H2, and 26H1 will all have the same user-facing features, this has been the case with all support Windows (11) versions for 2+ years (Remember, this is not what happened with 24H2. Shipped early on Snapdragon X1, but was made available to all Windows 11 PCs later that year) So why is this happening now? Fortune 500/corporate customer pushback on AI is one guess This is GOOD news, however it all unfolds More Windows 11 Yesterday was Patch Tuesday, so get to work. Updates this month include: Agent in Settings (Copilot+ PCs only) improvements. Settings improvements, cross-device Resume improvements, Windows MIDI Services improvements, Narrator improvements, Smart App Control improvements, Windows Hello New ESS improvements, and File Explorer improvements Somewhat related to the quality/security push noted above, Microsoft is rolling out new Secure Boot certificates this year for older (pre-2024/25) PCs Microsoft announces a Store CLI that does (almost) nothing new compared to winget New Dev and Beta builds with minor changes: Emoji 16.0, camera improvements, various fixes More earnings Amazon hits $213.4 billion in revenues, will spend $200 billion CAPEX/AI infrastructure this fiscal year, more than Google ($175/$185 billion) or Microsoft (estimated $150+ billion) Qualcomm $12.25 billion in revenues, up 5 percent Alphabet/Google - Up 18 percent (!) to $113.8 billion - 750 million MAUs on Gemini, 74 percent of revenues come from advertising Spotify - somehow has over 750 million MAUs now AI and dev OpenAI and Anthropic release dueling agentic AI coding models that do more than agentic AI coding within minutes of each other Ads appear in ChatGPT Free and Go as threatened Duck.ai adds private, anonymous real-time AI voice chat NET 11 Preview 1 arrives, but there's nothing major here Xbox & games Microsoft announces the 2025 Xbox Excellence Awards Celebrate 35 years of Id Software - Castle Wolfenstein 3D was a wake-up call for PC gaming, but DOOM was a miracle, and Quake was a real WTF moment Sony sold 8 million PlayStation 5s (down 16 percent YOY) in the holiday quarter, 92 million (!) overall Valve predictably delays the vaporware Steam Machine Epic Games is having a winter sale - for example, Silent Hill 2, GTA V Enhanced are 50 percentR These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/970 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: threatlocker.com/twit helixsleep.com/windows trustedtech.team/windowsweekly365 cachefly.com/twit

Tom Uren and Amberleigh Jack talk about Microsoft CEO Satya Nadella's messaging around personnel changes at the top of its security organisation. These signal a focus on selling security products rather than on making secure products. They also discuss Expedition Cloud, a Chinese cyber range that replicated the critical infrastructure of neighbouring countries, apparently to develop and fine-tune cyber disruption operations. Finally, they talk about what we've learnt about the role of cyber operations in the US bombing of Iranian nuclear facilities. It was far bigger than we previously thought. This episode is also available on Youtube. Show notes

After years of ignoring and maligning Windows, Microsoft has finally woken up and is making some happy noises. Last week, we discussed how Microsoft plans to improve the quality of Windows and that there are already many signs of that work in various security features and new OneDrive Folder Backup changes - plus those two new direct reports to Nadella. Then, Microsoft announced its Windows Baseline Security Mode and User Transparency and Consent initiatives with questions about the timing. And now, Microsoft just explained Windows 11 version 26H1, and it's not like 24H2 at all despite being tied to Snapdragon X2 silicon.Something happened ... and that something is tied to 26H1 26H1: Only for Snapdragon X2, a "scoped release," based on a "different core" from 24H2 and 25H2 You cannot upgrade 24H2 or 25H2 to 26H1 You cannot upgrade 26H1 to 26H2 (!) - instead, those on 26H1 "will have a path to update in a future Windows release." - Is that future Windows release Windows 12? Probably 24H2, 25H2, and 26H1 will all have the same user-facing features, this has been the case with all support Windows (11) versions for 2+ years (Remember, this is not what happened with 24H2. Shipped early on Snapdragon X1, but was made available to all Windows 11 PCs later that year) So why is this happening now? Fortune 500/corporate customer pushback on AI is one guess This is GOOD news, however it all unfolds More Windows 11 Yesterday was Patch Tuesday, so get to work. Updates this month include: Agent in Settings (Copilot+ PCs only) improvements. Settings improvements, cross-device Resume improvements, Windows MIDI Services improvements, Narrator improvements, Smart App Control improvements, Windows Hello New ESS improvements, and File Explorer improvements Somewhat related to the quality/security push noted above, Microsoft is rolling out new Secure Boot certificates this year for older (pre-2024/25) PCs Microsoft announces a Store CLI that does (almost) nothing new compared to winget New Dev and Beta builds with minor changes: Emoji 16.0, camera improvements, various fixes More earnings Amazon hits $213.4 billion in revenues, will spend $200 billion CAPEX/AI infrastructure this fiscal year, more than Google ($175/$185 billion) or Microsoft (estimated $150+ billion) Qualcomm $12.25 billion in revenues, up 5 percent Alphabet/Google - Up 18 percent (!) to $113.8 billion - 750 million MAUs on Gemini, 74 percent of revenues come from advertising Spotify - somehow has over 750 million MAUs now AI and dev OpenAI and Anthropic release dueling agentic AI coding models that do more than agentic AI coding within minutes of each other Ads appear in ChatGPT Free and Go as threatened Duck.ai adds private, anonymous real-time AI voice chat NET 11 Preview 1 arrives, but there's nothing major here Xbox & games Microsoft announces the 2025 Xbox Excellence Awards Celebrate 35 years of Id Software - Castle Wolfenstein 3D was a wake-up call for PC gaming, but DOOM was a miracle, and Quake was a real WTF moment Sony sold 8 million PlayStation 5s (down 16 percent YOY) in the holiday quarter, 92 million (!) overall Valve predictably delays the vaporware Steam Machine Epic Games is having a winter sale - for example, Silent Hill 2, GTA V Enhanced are 50 percentR These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/970 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: threatlocker.com/twit helixsleep.com/windows trustedtech.team/windowsweekly365 cachefly.com/twit

In this episode of Excess Returns, Kai Wu of Sparkline Capital returns to discuss his latest research on AI adoption, ROI, and what it all means for investors.Building on his prior work on the AI CapEx boom, Kai tackles the trillion dollar question at the center of today's market: Is AI generating real, measurable economic returns across the broader economy, or are we still in an infrastructure-driven bubble?Using a systematic analysis of earnings calls, patent data, and adoption trends, Kai lays out a framework for identifying which companies are truly benefiting from artificial intelligence and how investors can position portfolios accordingly.Find the Full Paper Here:https://etf.sparklinecapital.com/Main topics covered:Satya Nadella's AI bubble framework and why broad economic diffusion mattersThe AI adoption S-curve and where we are in the technology diffusion cycleA new AI ROI taxonomy based on earnings call analysis and quantified economic gainsReal-world AI productivity, revenue, and cost-saving examples across industriesInfrastructure vs early adopters vs laggards and how companies were categorizedAI-driven outperformance and excess returns across different adopter groupsValuation dispersion between AI infrastructure stocks and AI early adoptersThe risk of overcapacity and lessons from railroads and the dot-com telecom boomCompetition among large language models and the durability of AI moatsS&P 500 exposure to AI infrastructure and hidden concentration riskThe case for AI early adopters as a middle ground between growth and valueIntangible value investing and the concept of AI yieldTimestamps:00:00:00 The trillion dollar question and what “real ROI” means00:03:19 Nadella's bubble framework: diffusion vs a narrow CapEx trade00:06:08 The classic tech diffusion S-curve and where AI is on it00:32:25 Why infrastructure is being rewarded even if the ROI story is different00:33:04 The key chart: adoption vs valuation shows “basically no relationship”00:38:00 Why early adopters and laggards should separate00:38:26 The “25% ROI” example and how it could show up later in fundamentals00:39:03 Railroads and fiber: builders go bankrupt, users capture the value00:39:45 Telecom index fell 95% and never recovered (dot-com bust parallel)00:40:00 The application layer captures profits; infrastructure becomes a utility00:41:00 The punchline: transformative tech, but builders can still be bad investments00:42:57 Overcapacity question: where are we on the line?00:43:17 The buildout: another $5 trillion of data centers “or whatever the number is”00:44:00 If there's no ROI, companies cancel orders00:45:01 Moat and LLM competition discussion begins00:49:00 The big one: adding infrastructure names gets the S&P to 46% AI infrastructure00:50:00 “Alternative indices” swing you to laggard risk00:51:00 The “false choice” and the “middle ground” framing (early adopters)

DA Davidson says Oracle is a 'Buy' on renewed optimism for OpenAI. Melius Research is downgrading Microsoft saying CEO Satya Nadella has "lost the AI narrative." Plus, why Bitcoin could drop to $38K Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, I sit down with Yossi (Joseph) Landes—President and co-founder of Nerdio (a unicorn), and a 23-year veteran of Microsoft.But this conversation isn't mainly about startups.It's about growing in Gemara when you don't see yourself as “the best learner,” and building a life where Torah stays at the center—through airports, moves abroad, pressure, and big responsibility.We talk about:“I might be the worst learner in the whole yeshiva.” And how that humility became fuel—not a stop sign.Daf Yomi as identity: train rides, flights, gates, and “downtime” that turns into real learning time.Awe for talmidei chachamim: the pictures on his desk, and what they remind him of when work gets loud.Lessons from Satya Nadella + lessons from yeshiva—especially the mindset of being a learn-it-all, not a know-it-all.What it takes to stay frum while living around the world—plus huge hakaras hatov to Chabad for making that possible.“Truth is found in the field”: how empathy, listening, and outside-in thinking shaped his leadership style.The long game: building a unicorn company, and still saying, “When I'm done, I want to learn full time.”If you appreciate Shtark Tank, please make sure to subscribe and leave a 5-star review!

CRIMSON RHEN REPRINT LINK – https://www.kickstarter.com/projects/nydaria/crimson-rhen-the-adventure-edition-hardcover-graphic-novelMicrosoft stock just got downgraded, and investors are having concerns about their pivot to an "AI first" company. Speaking of which, adoption of Copilot is ABYSMAL, even within Microsoft itself. Is this why Satya Nadella was pushing people so hard to try AI? They're betting the farm on it?Watch the podcast episodes on YouTube and all major podcast hosts including Spotify.CLOWNFISH TV is an independent, opinionated news and commentary podcast that covers Entertainment and Tech from a consumer's point of view. We talk about Gaming, Comics, Anime, TV, Movies, Animation and more. Hosted by Kneon and Geeky Sparkles.Get more news, views and reviews on Clownfish TV News - https://more.clownfishtv.com/On YouTube - https://www.youtube.com/c/ClownfishTVOn Spotify - https://open.spotify.com/show/4Tu83D1NcCmh7K1zHIedvgOn Apple Podcasts - https://podcasts.apple.com/us/podcast/clownfish-tv-audio-edition/id1726838629

Microsoft is burning through billions on AI, but Wall Street is finally demanding to see where the payoff is. The earnings announcement triggered a $357 billion valuation wipe-out, the largest in Microsoft's history and the second-largest in history overall (Nvidia managed to lose $593 billion in value in the wake of DeepSeek in early 2025).Windows Windows 11 has over one billion users - and, surprise, it got their faster than Windows 10 without any of the shenanigans Microsoft to address the quality issues in Windows 11 in 2026 There is already evidence that Microsoft is trying to make Windows 11 suck less: Recent OneDrive changes that address a key ensh*ttification, and let's not forget all those security advances What did Microsoft really promise? Not much Microsoft has new EVPs for Security and Quality Microsoft belatedly delivered the January Week D update last Thursday, a preview of this month's Patch Tuesday Dev and Beta builds both deliver Mark Russinovich's sysmon tool Microsoft earnings deep dive Microsoft reported a net income of $38.5 billion on revenues of $81.3 billion in the quarter ending December 31. Those figures represent gains of 60 percent and 17 percent, respectively, year-over-year Earnings analysis: All eyes are on AI and no one is happy Microsoft spent $37.5 billion on AI infrastructure (capex) in the quarter, up 66 percent YOY, and it's on track to spend $150+ billion in the fiscal year Every single question was about this and how it will ever recoup the costs There are now 15 million paid Microsoft 365 Copilot seats out of 450+ million Microsoft 365 seats OpenAI is Microsoft's biggest Azure customer, but it's unclear if there is any real money there because of accounting tricks Windows, Edge, and Bing all "gained share," PC maker revenues were up just 1 percent, the Windows 10 upgrade cycle was mostly a bust (it's likely that most of it was tied to RAM pricing fears, too) Xbox fell off a cliff with content and services revenues down 5 percent in a holiday quarter somehow and Xbox hardware revenue declined an astonishing 32 percent YOY Standalone Office 2025 suite was a surprise hit, Hood is curious if that continues Microsoft 365 "cost of business" up 10 percent YOY because of AI costs AMD revenues up 34 percent to $10.3 billion Apple delivers record revenues of $143.8 billion; iPhone made more revenues by itself than all of Microsoft AI Microsoft is going to basically make an app store for content makers who wish to be paid for use by AI Anthropic advertises that Claude will be advertising-free, unlike ChatGPT The next Firefox will include the promised AI kill switch and Vivaldi "extends the middle fingerˮ to AI Xbox and games AMD reveals next Xbox console in 2027 We're getting a solid collection of Xbox Game Pass titles for the beginning of February Battlefield 6 was the best-selling shooter of 2025 and EA made $1.9 billion in Q4 Epic Games has big plans for its PC launcher/store Nintendo has now sold 17 million Switch 2s as OG Switch hits 155 million units Tips and picks Tip of the week: Make OneDrive Folder Backup work for you App pick of the week: Bitwarden (TWiT sponsor) RunAs Radio this week: Getting Started using Purview with Erica Toelle Brown liquor pick of the week: Glendronach Ode to These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/969 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: zscaler.com/security

Microsoft is burning through billions on AI, but Wall Street is finally demanding to see where the payoff is. The earnings announcement triggered a $357 billion valuation wipe-out, the largest in Microsoft's history and the second-largest in history overall (Nvidia managed to lose $593 billion in value in the wake of DeepSeek in early 2025).Windows Windows 11 has over one billion users - and, surprise, it got their faster than Windows 10 without any of the shenanigans Microsoft to address the quality issues in Windows 11 in 2026 There is already evidence that Microsoft is trying to make Windows 11 suck less: Recent OneDrive changes that address a key ensh*ttification, and let's not forget all those security advances What did Microsoft really promise? Not much Microsoft has new EVPs for Security and Quality Microsoft belatedly delivered the January Week D update last Thursday, a preview of this month's Patch Tuesday Dev and Beta builds both deliver Mark Russinovich's sysmon tool Microsoft earnings deep dive Microsoft reported a net income of $38.5 billion on revenues of $81.3 billion in the quarter ending December 31. Those figures represent gains of 60 percent and 17 percent, respectively, year-over-year Earnings analysis: All eyes are on AI and no one is happy Microsoft spent $37.5 billion on AI infrastructure (capex) in the quarter, up 66 percent YOY, and it's on track to spend $150+ billion in the fiscal year Every single question was about this and how it will ever recoup the costs There are now 15 million paid Microsoft 365 Copilot seats out of 450+ million Microsoft 365 seats OpenAI is Microsoft's biggest Azure customer, but it's unclear if there is any real money there because of accounting tricks Windows, Edge, and Bing all "gained share," PC maker revenues were up just 1 percent, the Windows 10 upgrade cycle was mostly a bust (it's likely that most of it was tied to RAM pricing fears, too) Xbox fell off a cliff with content and services revenues down 5 percent in a holiday quarter somehow and Xbox hardware revenue declined an astonishing 32 percent YOY Standalone Office 2025 suite was a surprise hit, Hood is curious if that continues Microsoft 365 "cost of business" up 10 percent YOY because of AI costs AMD revenues up 34 percent to $10.3 billion Apple delivers record revenues of $143.8 billion; iPhone made more revenues by itself than all of Microsoft AI Microsoft is going to basically make an app store for content makers who wish to be paid for use by AI Anthropic advertises that Claude will be advertising-free, unlike ChatGPT The next Firefox will include the promised AI kill switch and Vivaldi "extends the middle fingerˮ to AI Xbox and games AMD reveals next Xbox console in 2027 We're getting a solid collection of Xbox Game Pass titles for the beginning of February Battlefield 6 was the best-selling shooter of 2025 and EA made $1.9 billion in Q4 Epic Games has big plans for its PC launcher/store Nintendo has now sold 17 million Switch 2s as OG Switch hits 155 million units Tips and picks Tip of the week: Make OneDrive Folder Backup work for you App pick of the week: Bitwarden (TWiT sponsor) RunAs Radio this week: Getting Started using Purview with Erica Toelle Brown liquor pick of the week: Glendronach Ode to These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/969 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: zscaler.com/security

Microsoft is burning through billions on AI, but Wall Street is finally demanding to see where the payoff is. The earnings announcement triggered a $357 billion valuation wipe-out, the largest in Microsoft's history and the second-largest in history overall (Nvidia managed to lose $593 billion in value in the wake of DeepSeek in early 2025).Windows Windows 11 has over one billion users - and, surprise, it got their faster than Windows 10 without any of the shenanigans Microsoft to address the quality issues in Windows 11 in 2026 There is already evidence that Microsoft is trying to make Windows 11 suck less: Recent OneDrive changes that address a key ensh*ttification, and let's not forget all those security advances What did Microsoft really promise? Not much Microsoft has new EVPs for Security and Quality Microsoft belatedly delivered the January Week D update last Thursday, a preview of this month's Patch Tuesday Dev and Beta builds both deliver Mark Russinovich's sysmon tool Microsoft earnings deep dive Microsoft reported a net income of $38.5 billion on revenues of $81.3 billion in the quarter ending December 31. Those figures represent gains of 60 percent and 17 percent, respectively, year-over-year Earnings analysis: All eyes are on AI and no one is happy Microsoft spent $37.5 billion on AI infrastructure (capex) in the quarter, up 66 percent YOY, and it's on track to spend $150+ billion in the fiscal year Every single question was about this and how it will ever recoup the costs There are now 15 million paid Microsoft 365 Copilot seats out of 450+ million Microsoft 365 seats OpenAI is Microsoft's biggest Azure customer, but it's unclear if there is any real money there because of accounting tricks Windows, Edge, and Bing all "gained share," PC maker revenues were up just 1 percent, the Windows 10 upgrade cycle was mostly a bust (it's likely that most of it was tied to RAM pricing fears, too) Xbox fell off a cliff with content and services revenues down 5 percent in a holiday quarter somehow and Xbox hardware revenue declined an astonishing 32 percent YOY Standalone Office 2025 suite was a surprise hit, Hood is curious if that continues Microsoft 365 "cost of business" up 10 percent YOY because of AI costs AMD revenues up 34 percent to $10.3 billion Apple delivers record revenues of $143.8 billion; iPhone made more revenues by itself than all of Microsoft AI Microsoft is going to basically make an app store for content makers who wish to be paid for use by AI Anthropic advertises that Claude will be advertising-free, unlike ChatGPT The next Firefox will include the promised AI kill switch and Vivaldi "extends the middle fingerˮ to AI Xbox and games AMD reveals next Xbox console in 2027 We're getting a solid collection of Xbox Game Pass titles for the beginning of February Battlefield 6 was the best-selling shooter of 2025 and EA made $1.9 billion in Q4 Epic Games has big plans for its PC launcher/store Nintendo has now sold 17 million Switch 2s as OG Switch hits 155 million units Tips and picks Tip of the week: Make OneDrive Folder Backup work for you App pick of the week: Bitwarden (TWiT sponsor) RunAs Radio this week: Getting Started using Purview with Erica Toelle Brown liquor pick of the week: Glendronach Ode to These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/969 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: zscaler.com/security

Microsoft is burning through billions on AI, but Wall Street is finally demanding to see where the payoff is. The earnings announcement triggered a $357 billion valuation wipe-out, the largest in Microsoft's history and the second-largest in history overall (Nvidia managed to lose $593 billion in value in the wake of DeepSeek in early 2025).Windows Windows 11 has over one billion users - and, surprise, it got their faster than Windows 10 without any of the shenanigans Microsoft to address the quality issues in Windows 11 in 2026 There is already evidence that Microsoft is trying to make Windows 11 suck less: Recent OneDrive changes that address a key ensh*ttification, and let's not forget all those security advances What did Microsoft really promise? Not much Microsoft has new EVPs for Security and Quality Microsoft belatedly delivered the January Week D update last Thursday, a preview of this month's Patch Tuesday Dev and Beta builds both deliver Mark Russinovich's sysmon tool Microsoft earnings deep dive Microsoft reported a net income of $38.5 billion on revenues of $81.3 billion in the quarter ending December 31. Those figures represent gains of 60 percent and 17 percent, respectively, year-over-year Earnings analysis: All eyes are on AI and no one is happy Microsoft spent $37.5 billion on AI infrastructure (capex) in the quarter, up 66 percent YOY, and it's on track to spend $150+ billion in the fiscal year Every single question was about this and how it will ever recoup the costs There are now 15 million paid Microsoft 365 Copilot seats out of 450+ million Microsoft 365 seats OpenAI is Microsoft's biggest Azure customer, but it's unclear if there is any real money there because of accounting tricks Windows, Edge, and Bing all "gained share," PC maker revenues were up just 1 percent, the Windows 10 upgrade cycle was mostly a bust (it's likely that most of it was tied to RAM pricing fears, too) Xbox fell off a cliff with content and services revenues down 5 percent in a holiday quarter somehow and Xbox hardware revenue declined an astonishing 32 percent YOY Standalone Office 2025 suite was a surprise hit, Hood is curious if that continues Microsoft 365 "cost of business" up 10 percent YOY because of AI costs AMD revenues up 34 percent to $10.3 billion Apple delivers record revenues of $143.8 billion; iPhone made more revenues by itself than all of Microsoft AI Microsoft is going to basically make an app store for content makers who wish to be paid for use by AI Anthropic advertises that Claude will be advertising-free, unlike ChatGPT The next Firefox will include the promised AI kill switch and Vivaldi "extends the middle fingerˮ to AI Xbox and games AMD reveals next Xbox console in 2027 We're getting a solid collection of Xbox Game Pass titles for the beginning of February Battlefield 6 was the best-selling shooter of 2025 and EA made $1.9 billion in Q4 Epic Games has big plans for its PC launcher/store Nintendo has now sold 17 million Switch 2s as OG Switch hits 155 million units Tips and picks Tip of the week: Make OneDrive Folder Backup work for you App pick of the week: Bitwarden (TWiT sponsor) RunAs Radio this week: Getting Started using Purview with Erica Toelle Brown liquor pick of the week: Glendronach Ode to These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/969 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: zscaler.com/security

Microsoft is burning through billions on AI, but Wall Street is finally demanding to see where the payoff is. The earnings announcement triggered a $357 billion valuation wipe-out, the largest in Microsoft's history and the second-largest in history overall (Nvidia managed to lose $593 billion in value in the wake of DeepSeek in early 2025).Windows Windows 11 has over one billion users - and, surprise, it got their faster than Windows 10 without any of the shenanigans Microsoft to address the quality issues in Windows 11 in 2026 There is already evidence that Microsoft is trying to make Windows 11 suck less: Recent OneDrive changes that address a key ensh*ttification, and let's not forget all those security advances What did Microsoft really promise? Not much Microsoft has new EVPs for Security and Quality Microsoft belatedly delivered the January Week D update last Thursday, a preview of this month's Patch Tuesday Dev and Beta builds both deliver Mark Russinovich's sysmon tool Microsoft earnings deep dive Microsoft reported a net income of $38.5 billion on revenues of $81.3 billion in the quarter ending December 31. Those figures represent gains of 60 percent and 17 percent, respectively, year-over-year Earnings analysis: All eyes are on AI and no one is happy Microsoft spent $37.5 billion on AI infrastructure (capex) in the quarter, up 66 percent YOY, and it's on track to spend $150+ billion in the fiscal year Every single question was about this and how it will ever recoup the costs There are now 15 million paid Microsoft 365 Copilot seats out of 450+ million Microsoft 365 seats OpenAI is Microsoft's biggest Azure customer, but it's unclear if there is any real money there because of accounting tricks Windows, Edge, and Bing all "gained share," PC maker revenues were up just 1 percent, the Windows 10 upgrade cycle was mostly a bust (it's likely that most of it was tied to RAM pricing fears, too) Xbox fell off a cliff with content and services revenues down 5 percent in a holiday quarter somehow and Xbox hardware revenue declined an astonishing 32 percent YOY Standalone Office 2025 suite was a surprise hit, Hood is curious if that continues Microsoft 365 "cost of business" up 10 percent YOY because of AI costs AMD revenues up 34 percent to $10.3 billion Apple delivers record revenues of $143.8 billion; iPhone made more revenues by itself than all of Microsoft AI Microsoft is going to basically make an app store for content makers who wish to be paid for use by AI Anthropic advertises that Claude will be advertising-free, unlike ChatGPT The next Firefox will include the promised AI kill switch and Vivaldi "extends the middle fingerˮ to AI Xbox and games AMD reveals next Xbox console in 2027 We're getting a solid collection of Xbox Game Pass titles for the beginning of February Battlefield 6 was the best-selling shooter of 2025 and EA made $1.9 billion in Q4 Epic Games has big plans for its PC launcher/store Nintendo has now sold 17 million Switch 2s as OG Switch hits 155 million units Tips and picks Tip of the week: Make OneDrive Folder Backup work for you App pick of the week: Bitwarden (TWiT sponsor) RunAs Radio this week: Getting Started using Purview with Erica Toelle Brown liquor pick of the week: Glendronach Ode to These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/969 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: zscaler.com/security

Microsoft is burning through billions on AI, but Wall Street is finally demanding to see where the payoff is. The earnings announcement triggered a $357 billion valuation wipe-out, the largest in Microsoft's history and the second-largest in history overall (Nvidia managed to lose $593 billion in value in the wake of DeepSeek in early 2025).Windows Windows 11 has over one billion users - and, surprise, it got their faster than Windows 10 without any of the shenanigans Microsoft to address the quality issues in Windows 11 in 2026 There is already evidence that Microsoft is trying to make Windows 11 suck less: Recent OneDrive changes that address a key ensh*ttification, and let's not forget all those security advances What did Microsoft really promise? Not much Microsoft has new EVPs for Security and Quality Microsoft belatedly delivered the January Week D update last Thursday, a preview of this month's Patch Tuesday Dev and Beta builds both deliver Mark Russinovich's sysmon tool Microsoft earnings deep dive Microsoft reported a net income of $38.5 billion on revenues of $81.3 billion in the quarter ending December 31. Those figures represent gains of 60 percent and 17 percent, respectively, year-over-year Earnings analysis: All eyes are on AI and no one is happy Microsoft spent $37.5 billion on AI infrastructure (capex) in the quarter, up 66 percent YOY, and it's on track to spend $150+ billion in the fiscal year Every single question was about this and how it will ever recoup the costs There are now 15 million paid Microsoft 365 Copilot seats out of 450+ million Microsoft 365 seats OpenAI is Microsoft's biggest Azure customer, but it's unclear if there is any real money there because of accounting tricks Windows, Edge, and Bing all "gained share," PC maker revenues were up just 1 percent, the Windows 10 upgrade cycle was mostly a bust (it's likely that most of it was tied to RAM pricing fears, too) Xbox fell off a cliff with content and services revenues down 5 percent in a holiday quarter somehow and Xbox hardware revenue declined an astonishing 32 percent YOY Standalone Office 2025 suite was a surprise hit, Hood is curious if that continues Microsoft 365 "cost of business" up 10 percent YOY because of AI costs AMD revenues up 34 percent to $10.3 billion Apple delivers record revenues of $143.8 billion; iPhone made more revenues by itself than all of Microsoft AI Microsoft is going to basically make an app store for content makers who wish to be paid for use by AI Anthropic advertises that Claude will be advertising-free, unlike ChatGPT The next Firefox will include the promised AI kill switch and Vivaldi "extends the middle fingerˮ to AI Xbox and games AMD reveals next Xbox console in 2027 We're getting a solid collection of Xbox Game Pass titles for the beginning of February Battlefield 6 was the best-selling shooter of 2025 and EA made $1.9 billion in Q4 Epic Games has big plans for its PC launcher/store Nintendo has now sold 17 million Switch 2s as OG Switch hits 155 million units Tips and picks Tip of the week: Make OneDrive Folder Backup work for you App pick of the week: Bitwarden (TWiT sponsor) RunAs Radio this week: Getting Started using Purview with Erica Toelle Brown liquor pick of the week: Glendronach Ode to These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/969 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: zscaler.com/security

In this episode, Matt is joined by Charlie Bell, Microsoft's EVP of Security, Compliance, Identity, and Management, to discuss the future of AI and its implications on cybersecurity.The conversation revolves around IDC's prediction of 1.3 billion AI agents by 2028, Charlie's insights from his recent writings 'Beware of Double Agents', and the crucial aspects of agentic Zero Trust.They explore the benefits and risks associated with AI agents, the importance of security culture, and strategies to mitigate potential threats.Charlie also shares his experiences working with Satya Nadella and the importance of collaboration and curiosity in leadership.--Key Moments:02:08 The Exponential Growth and Impact of AI Agents03:47 AI Agents: Beyond Conversational Interfaces05:48 Security Challenges in the Age of AI Agents06:57 Parallels Between Cloud Adoption and AI Agent Era09:19 Democratization of AI: From Developers to Everyone13:57 The Concept of Double Agents in AI16:07 New Attack Vectors and Security Concerns21:43 Combating Security Challenges in AI22:07 The Importance of Identity and Containment23:50 Alignment and Intent in AI Systems27:08 Observability and Accountability of AI Agents30:00 AI in Security and Assumed Breach33:17 Fostering a Culture of Security38:45 Leadership Insights from Satya Nadella--Key Links:MicrosoftConnect with Charlie on LinkedInMentioned in this episode:Free report from HatchWorks AI — State of AI 2026What's real in AI this year, what's hype, and what leaders should prioritize — including production lessons, designing for agents, and governance. https://hatchworks.com/state-of-ai-2026/AI Opportunity FinderFeeling overwhelmed by all the AI noise out there? The AI Opportunity Finder from HatchWorks cuts through the hype and gives you a clear starting point. In less than 5 minutes, you'll get tailored, high-impact AI use cases specific to your business—scored by ROI so you know exactly where to start. Whether you're looking to cut costs, automate tasks, or grow faster, this free tool gives you a personalized roadmap built for action.

A judge has ruled that the Elon Musk versus OpenAI case is going to trial in April 2026. This is a public grand jury trial, and is gearing up to be an insane spectacle in tech, with leaders like Sam Altman, Satya Nadella and Elon Musk potentially taking the stand in court. The case stems over disputes about the founding and initial funding of OpenAI, where Elon Musk was heavily involved when it was a non-profit. Now Sam Altman's for profit conversion has been surrounded in drama since day one, and is being fully called into question with this court case. Is Elon Musk about to end up with a huge chunk of OpenAI? I discuss with reporter Alex Heath (founder of sources.news) to get an inside scoop on the case. Let me know what you think in the comments below!!0:00 Legendary Tech Reporter Alex Heath0:57 OpenAI vs Elon Musk case going to trial4:10 Will Sam Altman settle and give Elon a chunk of OpenAI?7:48 The unraveling between Elon Musk and Sam Altman8:49 Juicy stories from the case11:04 Big public jury trial coming15:00 Is OpenAI In Financial Trouble??17:50 What is OpenAI's Upcoming Hardware product?20:40 Do you think xAI has caught up to the other LLMs?Sources.news: https://sources.news/Alex Heath on X: https://x.com/alexeheath

The MacVoices Live! panel looks at Apple's decision to partner with Google's Gemini models as part of its upcoming AI strategy, considering privacy, control, and execution timelines among the factors. Chuck Joiner, David Ginsburg, Eric Bolden, Brian Flanigan-Arthurs, Norbert Frassa, Marty Jencius, and Jim Rea debate whether this move strengthens Apple Intelligence while preserving on-device and private cloud safeguards, and contrast it with Microsoft's all-in Copilot approach, which lacks an off switch and gives users no choices.  MacVoices is supported by Squarespace. Check out https://www.squarespace.com/MACVOICES to save 10% off your first purchase of a website or domain using offer code MACVOICES. MacVoices is supported by Hello Fresh. Go to HelloFresh.com/macvoice10fm to gett 10 free meals + a FREE ZwillingKnife (a $144.99 value) on your third box. Offer valid while supplies last. Free meals applied as discount on first box, new subscribers only, varies by plan.  Show Notes: Chapters: • 00:11 – Apple and Google announce Gemini partnership • 02:04 – Privacy concerns and Apple's gatekeeping role • 03:37 – Using Gemini models without surrendering control • 06:16 – Meeting the next-generation Siri deadline • 10:06 – OpenAI, Google, and changing AI leadership • 15:14 – Microsoft Copilot and the lack of an off switch Links: Apple picks Google's Gemini AI for its big Siri upgrade https://www.theverge.com/news/860521/apple-siri-google-gemini-ai-personalization Satya Nadella wants the internet to keep an open mind about AI. The internet isn't having it https://www.fastcompany.com/91471196/satya-nadella-microsoft-microslop-ai Guests: Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Norbert Frassa is a technology "man about town". Follow him on Twitter and see what he's up to. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession 'firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Support:      Become a MacVoices Patron on Patreon      http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect:      Web:      http://macvoices.com      Twitter:      http://www.twitter.com/chuckjoiner      http://www.twitter.com/macvoices      Mastodon:      https://mastodon.cloud/@chuckjoiner      Facebook:      http://www.facebook.com/chuck.joiner      MacVoices Page on Facebook:      http://www.facebook.com/macvoices/      MacVoices Group on Facebook:      http://www.facebook.com/groups/macvoice      LinkedIn:      https://www.linkedin.com/in/chuckjoiner/      Instagram:      https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes      Video in iTunes      Subscribe manually via iTunes or any podcatcher:      Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

In this episode, we sit down with Jordi Hayes and John Coogan, the hosts of TBPN, a daily, live technology and business show that's quietly become one of the most premium properties in modern media. TBN runs three hours live every weekday across YouTube, Twitch, and RSS, blending the format of legacy TV with the energy of creator-led streaming. In just over a year, the show has built a loyal audience, hosted over 1,000 guests (including Sam Altman, Mark Zuckerberg, and Satya Nadella), and sold out every ad slot for the year ahead. In the conversation, John and Jordi break down their “anti-scale” philosophy: why they're intentionally staying niche, how they've built an influential audience of tech and business decision-makers, and why they believe the future of media belongs to great shows. We also go deep on their unique advertising strategy, which includes ultra-short host reads and season-long deals. Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us a textLayoffs, chips, and a lobster-shaped lesson in security—this month's news run is a tour of how tech's biggest bets collide with real-world constraints. We start with Amazon's plan to complete 30,000 job cuts under the banner of “flattening the org.” That might clean up charts, but it also stretches managers thin and risks slowing the very decisions teams need to ship. The human cost is harder to quantify than a balance sheet win, and we unpack where productivity gains end and morale debt begins.From there, we get into Microsoft's Maya 200 inference chip and why efficiency is the story to watch. Performance per dollar, power budgets, and inference at scale matter more than leaderboard sprints. If the claims hold up outside marketing decks, Maya points to a future where better throughput and lower costs beat raw hype. We also dive into Satya Nadella's push to retire “AI slop” and think of these systems as scaffolding for human potential—useful framing for knowledge work, but incomplete for roles where augmentation often previews automation. It's the tension shaping careers, budgets, and product choices across the stack.We pivot to enterprise infrastructure with Nutanix's slower-than-expected VMware migrations. Even when customers want options, they face real friction: tooling parity, skill gaps, data gravity, and the risk of moving mission-critical workloads without bulletproof rollback. The lesson is pragmatic—platforms don't win on promises, they win on migration paths that reduce toil and make costs predictable.And then there's Moltbot, the rebranded assistant formerly known as Clawdbot, which sparked a security backlash and a reminder that agents touching calendars, email, and payments need guardrails before cleverness. Limit scopes, sandbox actions, cap spend, log everything. AI that touches real life must be boringly safe before it's impressive.If this breakdown helped you cut through the noise, follow the show, share it with a friend, and leave a quick review. What story hit you hardest—and why?Purchase Chris and Tim's book on AWS Cloud Networking: https://www.amazon.com/Certified-Advanced-Networking-Certification-certification/dp/1835080839/ Check out the Monthly Cloud Networking Newshttps://docs.google.com/document/d/1fkBWCGwXDUX9OfZ9_MvSVup8tJJzJeqrauaE6VPT2b0/Visit our website and subscribe: https://www.cables2clouds.com/Follow us on BlueSky: https://bsky.app/profile/cables2clouds.comFollow us on YouTube: https://www.youtube.com/@cables2clouds/Follow us on TikTok: https://www.tiktok.com/@cables2cloudsMerch Store: https://store.cables2clouds.com/Join the Discord Study group: https://artofneteng.com/iaatj

Dans cet épisode, on résume les prises de parole des grands patrons de la tech au Forum économique et social de Davos, au cours duquel l'intelligence artificielle s'est imposé comme un thème central, à la fois économique, social et géopolitique.Extrait de L'Hebdo du 24/01/26Une bataille industrielle et géopolitique mondialeAu Forum économique mondial de Davos 2026, rarement la technologie — et en particulier l'intelligence artificielle — n'aura occupé une place aussi dominante. Cela révèle un basculement majeur : l'IA n'est plus seulement un enjeu technologique, mais un instrument de puissance économique et géopolitique. De OpenAI à Meta, en passant par Palantir ou la française Mistral AI, les dirigeants de la tech ne sont plus invités comme experts, mais comme acteurs centraux du pouvoir mondial. Le débat n'est plus de savoir si l'IA va transformer le monde, mais qui la contrôlera, qui en profitera… et qui en paiera le prix.L'IA devient une infrastructure stratégiqueJensen Huang, patron de Nvidia, décrit désormais l'IA comme une véritable infrastructure, comparable à l'électricité ou aux télécoms. Une mutation qui implique des investissements colossaux et une mobilisation directe des États. Selon lui, chaque pays doit développer sa propre IA, en s'appuyant sur sa langue, sa culture et ses compétences locales.La nécessité d'une IA "utile"Deuxième enseignement majeur : l'IA doit impérativement démontrer son utilité concrète. Satya Nadella, PDG de Microsoft, met en garde contre un engouement purement technologique. Sans bénéfices visibles pour la santé, l'éducation ou l'efficacité des services publics, l'intelligence artificielle pourrait perdre sa légitimité sociale et susciter défiance et rejet.Robots, emploi et promesses d'abondanceFidèle à son style, Elon Musk projette un futur où les robots seraient plus nombreux que les humains, ouvrant selon lui une ère d'abondance sans précédent. Une vision optimiste qui contraste avec les inquiétudes sur l'emploi. Dario Amodei, dirigeant d'Anthropic, anticipe une transformation rapide du marché du travail, notamment dans le développement informatique, avec l'essor du « vibe coding », où l'IA écrit le code à la place des humains.-----------♥️ Soutien : https://mondenumerique.info/don

Newly unsealed court documents reveal the behind-the-scenes history of Microsoft and OpenAI · including a surprise: Amazon Web Services was the Silicon Valley AI lab's original partner. Plus, Microsoft CEO Satya Nadella debuts a new AI catchphrase at Davos, startup CEO Dave Clark gets attention for his "wildly productive weekend," Elon Musk talks aliens, and the latest on physical AI startups in the Pacific Northwest, including Overland AI and AIM Intelligent Machines. With GeekWire co-founders John Cook and Todd Bishop; edited by Curt Milton.See omnystudio.com/listener for privacy information.

Our guest today is a legend in the world of entrepreneurship. He began his adult life as an immigrant student in the US, way back in the 1960s. He started his own company in the US tech space at a time when Indian-Americans were not particularly known for entrepreneurship.  In 1987, he became the first Indian-American founder to take a venture-backed company public on the Nasdaq. He was also the first Indian-American to serve as a top executive in a multi-billion-dollar Silicon Valley giant, blazing a trail that would be followed by the likes of Sundar Pichai and Satya Nadella. Subsequently, he set up The IndUS Enterpreneurs (TiE) a non-profit to mentor entrepreneurs in the US and India. He has been a hugely successful venture capitalist and angel investor. And now, at the sprightly young age of 80, he is out with a memoir  that talks about his entrepreneurial journey: ‘The Ground Breaker: Risks, Rewards, and Lessons from a legendary Entrepreneur'. Guest: Kanwal Rekhi, Indo-American businessman and venture capitalist Host: G Sampath Edited by Shiksha Jural Produced by Shiksha Jural and Jude Weston Learn more about your ad choices. Visit megaphone.fm/adchoices

forced Microsoft out of the #1 spot in the Cloud Wars Top 10.Highlights00:03 — Going to go a little more deeply into the shuffles in the Cloud Wars Top 10, some big shake-ups here. Companies moving up and down. Microsoft, former number one, drops down to number three. Google Cloud, up to number one, Oracle to number two.00:25 — I want to talk today about my main reasons for moving Microsoft down from number one to number three. The Microsoft tumble here is really centered on its deep cybersecurity flaws that were exposed about 18-24 months ago. The range and scope of these cybersecurity shortcomings and weaknesses outweigh the extraordinary financial revenue and commercial success.01:38 — The significance of these cyber business shortcomings really came out about just over a year ago, when simultaneously both CEO Satya Nadella and Charlie Bell, who's Executive Vice President of Microsoft's Security business, both came out with public documents outlining how they were going in tandem to totally overhaul Microsoft's cybersecurity business, top to bottom.02:44 — This came out only after a government watchdog had very publicly flagged these shortcomings that Microsoft had and the results, the disastrous results, that led to some issues in China and some exposures of valuable information and more after that. I covered this extensively through the middle of 2024 and later throughout the year,04:18 — Microsoft has always said — Nadella has so frequently said — "Cybersecurity is our number one priority." Well, it's easy to say that. Apparently, it's very hard to do that and to live it. And this also then speaks to a lot of the questions I get about, "How do you do these rankings?" I take into account here the customer value that's being created.05:35 — It's a remarkable time here. And, I just want to emphasize Microsoft's commercial success. Revenue growth has been remarkable. It's by far the biggest cloud company in the world. Its growth rates have been remarkable. Its RPO numbers are great, but this cybersecurity failing just absolutely knocks them out of the running to be the top dog here. Visit Cloud Wars for more.

Microsoft chief executive Satya Nadella has warned that artificial intelligence (AI) risks becoming a speculative bubble unless its use spreads beyond big tech companies and wealthy economies. More than half of CEOs report seeing neither increased revenue nor decreased costs from AI, despite massive investments in the technology. Please Like, Comment and Follow 'Philip Teresi on KMJ' on all platforms: --- Philip Teresi on KMJ is available on the KMJNOW app, Apple Podcasts, Spotify, YouTube or wherever else you listen to podcasts. -- Philip Teresi on KMJ Weekdays 2-6 PM Pacific on News/Talk 580 AM & 105.9 FM KMJ | Website | Facebook | Instagram | X | Podcast | Amazon | - Everything KMJ KMJNOW App | Podcasts | Facebook | X | Instagram See omnystudio.com/listener for privacy information.

(0:00) Jason and Sacks welcome Microsoft CEO Satya Nadella (1:31) Future of AI copilots and agents, impact on white collar work (8:01) How Microsoft has scaled revenue and profits with flat headcount (10:50) The extreme competition in AI: Microsoft, xAI, Google, OpenAI, Anthropic (12:39) Views on diffusion, how the US tech stack can win globally (19:59) OpenAI deal, owning the IP, thoughts on open-source winning AI, Microsoft's AI stack, do they need a foundation model? (26:08) What SaaS adoption looks like in the age of AI Follow Satya: https://x.com/satyanadella Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect

Microsoft CEO Satya Nadella is practically begging users to give Copilot AI a chance because if you don't find AI useful, it might go away because of the cost. Oh no! Meanwhile, OpenAI is teetering on insolvency as we speak...Watch the podcast episodes on YouTube and all major podcast hosts including Spotify.CLOWNFISH TV is an independent, opinionated news and commentary podcast that covers Entertainment and Tech from a consumer's point of view. We talk about Gaming, Comics, Anime, TV, Movies, Animation and more. Hosted by Kneon and Geeky Sparkles.Get more news, views and reviews on Clownfish TV News - https://more.clownfishtv.com/On YouTube - https://www.youtube.com/c/ClownfishTVOn Spotify - https://open.spotify.com/show/4Tu83D1NcCmh7K1zHIedvgOn Apple Podcasts - https://podcasts.apple.com/us/podcast/clownfish-tv-audio-edition/id1726838629

MRKT Matrix - Tuesday, January 20th Dow drops 840 points, S&P 500 heads for worst drop in 3 months on Trump tariff threat over Greenland (CNBC) Ray Dalio warns that ‘capital wars' could follow Trump's actions, with countries dumping U.S. assets (CNBC) Treasury Secretary Scott Bessent Turns Up the Heat on Fed's Jerome Powell (WSJ) Salesforce's Benioff calls for AI regulation, says models have become ‘suicide coaches' (CNBC) Microsoft chief Satya Nadella warns AI boom could falter without wider adoption (FT) Anthropic CEO Says Government Should Help Ensure AI's Economic Upside Is Shared (WSJ) DeepMind CEO Says Chinese AI Firms Are 6 Months Behind the West (Bloomberg) Nvidia suppliers halt H200 output after China blocks chip shipments (FT) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

McKay delves into the power to be found in shifting our perspective from suspicion to grace. He notes that, by choosing to believe the best in others, we bridge the social gaps that often leave us feeling isolated or misunderstood.Moving beyond the "Liking Gap," where we underestimate how much others value us, this episode examines how "positive attribution bias" can revolutionize leadership and personal resilience. McKay shares compelling accounts - from Satya Nadella's cultural shift at Microsoft to a principal uncovering the hidden struggles of a defiant student - to prove that understanding often lies just beneath the surface of a mistake. He also recounts the importance of self-belief through the lens of Miss USA Rachel Smith's recovery from a public fall and the mental fortitude of Olympic marathoners. Ultimately, our host challenges us to "lighten up" and replace judgment with curiosity, showing that giving the benefit of the doubt is not just a gift to others, but a pathway to our own peace.Main Themes:We are generally more liked and respected than our anxieties suggest.Intentionally assuming good intent reduces stress and fosters collaboration.Leadership improves when we prioritize understanding the "why" behind missed goals.Disruptive behavior often dissolves once a person's underlying struggles are seen.A strong internal belief window carries us through public failures and misfortunes.Reducing self-criticism and catastrophizing opens doors for new opportunities.Asking "I wonder what their day was like?" creates a buffer for compassion.Top 10 Quotes:"People give us the benefit of the doubt more often than not.""When you assume the best, people give you their best.""If we had judged him by the missed deadline alone, we would have punished the guy who saved us.""People rise to the story they think you believe about them.""Suspicion invites bitterness; generosity invites peace.""Once a student feels understood, disruptive behaviors often dissolve.""Giving the benefit of the doubt often means giving away your doubts.""All things are possible to him that believeth.""The belief you hold will be the ground in which seeds of hope grow in times of uncertainty.""Giving the benefit of the doubt turns tension into understanding, turns suspicion into connection, and turns judgment into grace."Show Links:Open Your Eyes with McKay Christensen

News and Updates: On3 disables X replies to prevent users from using Grok to bypass paywalls. The AI frequently extracted subscription-only recruiting intel, threatening the site's business model. Grok faces backlash for generating nonconsensual sexualized images, including deepfakes of minors and world leaders. xAI dismissed concerns as "media lies" despite documented safeguard failures. France proposes banning social media for under-15s and expanding phone bans to high schools by September 2026. President Macron aims to curb youth violence and mental health issues. Satya Nadella predicts 2026 as a pivotal AI year, urging a shift from "AI slop" debates toward substance. He emphasizes using AI as a "cognitive amplifier" for productivity. Instagram CEO Adam Mosseri advocates for "fingerprinting" real media at the camera level. He believes verifying authentic content is more practical than chasing increasingly realistic AI fakes. Meta pauses the global rollout of Ray-Ban Display glasses due to explosive U.S. demand. Supply shortages have pushed international waitlists into 2026 as production struggles to keep pace.

Satya Nadella gave up much of his CEO duties in 2025. Are we on the cusp of a new CEO? And does some money manager/political duo like Amy Hood and Brad Smith actually make more sense in this role than an engineer-type for the modern Microsoft? Microsoft is trying to win our hearts and minds on AI After spending three years trying to jam AI down our collective throats, Microsoft has only met resistance. Now, the real marketing begins Governments and regulators: Microsoft will build out its AI infrastructure by actually paying for it and respecting the communities in which this happens Customers: Satya Nadella is blogging, and he wants us to stop complaining about AI. He's the wrong messenger Windows 11 First Patch Tuesday of 2026 brings security and bug fixes but no new features First update of 2026 brings Copilot-powered image descriptions in Narrator, new IT policies for Copilot, other changes to Dev & Beta Dev is about to switch to 26H1 IDC says that PC sales rose 8.1 percent in 2025, warns again about 2026 The good & bad of Paul's Panther Lake laptop Dell doesn't sell any PCs to consumers so it obviously has opinions about why consumers don't buy PCs for AI Microsoft will soon retire its Lens mobile app AI Apple predictably partners with Google to bring Gemini to Siri Samsung correctly points out we're all using AI already so there's no reason to complain about it We can't trust AI, so Microsoft is letting Copilot go shopping with our credit cards We can't trust AI, so OpenAI is giving ChatGPT access to our private health data Gmail is getting more AI because email is the low-hanging fruit of data collection Xbox and gaming Developer Direct returns on January 22 with Fable and Forza 6 gameplay Microsoft to bring Avowed to PS5 in February Tips and picks Tip of the week: Kick off 2026 with a security checkup App pick of the week: Microsoft Local Foundry RunAs Radio this week: Azure in 2026 with Jeremy Winter Brown liquor pick of the week: Don Julio 70 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: zscaler.com/security helixsleep.com/windows

Satya Nadella gave up much of his CEO duties in 2025. Are we on the cusp of a new CEO? And does some money manager/political duo like Amy Hood and Brad Smith actually make more sense in this role than an engineer-type for the modern Microsoft? Microsoft is trying to win our hearts and minds on AI After spending three years trying to jam AI down our collective throats, Microsoft has only met resistance. Now, the real marketing begins Governments and regulators: Microsoft will build out its AI infrastructure by actually paying for it and respecting the communities in which this happens Customers: Satya Nadella is blogging, and he wants us to stop complaining about AI. He's the wrong messenger Windows 11 First Patch Tuesday of 2026 brings security and bug fixes but no new features First update of 2026 brings Copilot-powered image descriptions in Narrator, new IT policies for Copilot, other changes to Dev & Beta Dev is about to switch to 26H1 IDC says that PC sales rose 8.1 percent in 2025, warns again about 2026 The good & bad of Paul's Panther Lake laptop Dell doesn't sell any PCs to consumers so it obviously has opinions about why consumers don't buy PCs for AI Microsoft will soon retire its Lens mobile app AI Apple predictably partners with Google to bring Gemini to Siri Samsung correctly points out we're all using AI already so there's no reason to complain about it We can't trust AI, so Microsoft is letting Copilot go shopping with our credit cards We can't trust AI, so OpenAI is giving ChatGPT access to our private health data Gmail is getting more AI because email is the low-hanging fruit of data collection Xbox and gaming Developer Direct returns on January 22 with Fable and Forza 6 gameplay Microsoft to bring Avowed to PS5 in February Tips and picks Tip of the week: Kick off 2026 with a security checkup App pick of the week: Microsoft Local Foundry RunAs Radio this week: Azure in 2026 with Jeremy Winter Brown liquor pick of the week: Don Julio 70 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: zscaler.com/security helixsleep.com/windows

Satya Nadella gave up much of his CEO duties in 2025. Are we on the cusp of a new CEO? And does some money manager/political duo like Amy Hood and Brad Smith actually make more sense in this role than an engineer-type for the modern Microsoft? Microsoft is trying to win our hearts and minds on AI After spending three years trying to jam AI down our collective throats, Microsoft has only met resistance. Now, the real marketing begins Governments and regulators: Microsoft will build out its AI infrastructure by actually paying for it and respecting the communities in which this happens Customers: Satya Nadella is blogging, and he wants us to stop complaining about AI. He's the wrong messenger Windows 11 First Patch Tuesday of 2026 brings security and bug fixes but no new features First update of 2026 brings Copilot-powered image descriptions in Narrator, new IT policies for Copilot, other changes to Dev & Beta Dev is about to switch to 26H1 IDC says that PC sales rose 8.1 percent in 2025, warns again about 2026 The good & bad of Paul's Panther Lake laptop Dell doesn't sell any PCs to consumers so it obviously has opinions about why consumers don't buy PCs for AI Microsoft will soon retire its Lens mobile app AI Apple predictably partners with Google to bring Gemini to Siri Samsung correctly points out we're all using AI already so there's no reason to complain about it We can't trust AI, so Microsoft is letting Copilot go shopping with our credit cards We can't trust AI, so OpenAI is giving ChatGPT access to our private health data Gmail is getting more AI because email is the low-hanging fruit of data collection Xbox and gaming Developer Direct returns on January 22 with Fable and Forza 6 gameplay Microsoft to bring Avowed to PS5 in February Tips and picks Tip of the week: Kick off 2026 with a security checkup App pick of the week: Microsoft Local Foundry RunAs Radio this week: Azure in 2026 with Jeremy Winter Brown liquor pick of the week: Don Julio 70 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: zscaler.com/security helixsleep.com/windows

Artificial intelligence is no longer just a tool – it's becoming a force in the physical world. This special episode of The Optimistic Outlook highlights how industrial AI is moving beyond software to drive real-world impact. From factories and power grids to buildings, transportation systems, and even drug discovery, industrial AI is reshaping the systems that underpin everyday life.   You'll hear excerpts from Siemens President and CEO Roland Busch's CES keynote, including onstage conversations with leaders such as NVIDIA CEO Jensen Huang, Microsoft CEO Satya Nadella, PepsiCo Latin America CEO Athina Kanioura, and Commonwealth Fusion Systems CEO Bob Mumgaard. Together, they explore how digital twins, AI-powered simulation, and deep industry partnerships are already delivering measurable results—and setting the foundation for an industrial AI revolution.   Throughout the episode, Siemens USA Interim President and CEO Ann Fairchild provides context and commentary on what these breakthroughs mean for customers, industries, and society – and why Siemens is uniquely positioned to help scale industrial AI responsibly and impactfully.   Show notes Siemens CES Keynote with Roland Busch (Full video on YouTube) Siemens at CES 2026: Official Landing Page 

Satya Nadella gave up much of his CEO duties in 2025. Are we on the cusp of a new CEO? And does some money manager/political duo like Amy Hood and Brad Smith actually make more sense in this role than an engineer-type for the modern Microsoft? Microsoft is trying to win our hearts and minds on AI After spending three years trying to jam AI down our collective throats, Microsoft has only met resistance. Now, the real marketing begins Governments and regulators: Microsoft will build out its AI infrastructure by actually paying for it and respecting the communities in which this happens Customers: Satya Nadella is blogging, and he wants us to stop complaining about AI. He's the wrong messenger Windows 11 First Patch Tuesday of 2026 brings security and bug fixes but no new features First update of 2026 brings Copilot-powered image descriptions in Narrator, new IT policies for Copilot, other changes to Dev & Beta Dev is about to switch to 26H1 IDC says that PC sales rose 8.1 percent in 2025, warns again about 2026 The good & bad of Paul's Panther Lake laptop Dell doesn't sell any PCs to consumers so it obviously has opinions about why consumers don't buy PCs for AI Microsoft will soon retire its Lens mobile app AI Apple predictably partners with Google to bring Gemini to Siri Samsung correctly points out we're all using AI already so there's no reason to complain about it We can't trust AI, so Microsoft is letting Copilot go shopping with our credit cards We can't trust AI, so OpenAI is giving ChatGPT access to our private health data Gmail is getting more AI because email is the low-hanging fruit of data collection Xbox and gaming Developer Direct returns on January 22 with Fable and Forza 6 gameplay Microsoft to bring Avowed to PS5 in February Tips and picks Tip of the week: Kick off 2026 with a security checkup App pick of the week: Microsoft Local Foundry RunAs Radio this week: Azure in 2026 with Jeremy Winter Brown liquor pick of the week: Don Julio 70 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: zscaler.com/security helixsleep.com/windows

In today's Cloud Wars Minute, I examine Satya Nadella's call to shift AI focus from capabilities to societal contributions.Highlights00:21 — One of the leading voices in the AI Revolution, Microsoft CEO Satya Nadella, has outlined his vision for AI in a blog post. Nadella states that 2026 will be a pivotal year for AI. He says we are now past the initial discovery phase and entering a phase of widespread diffusion. Now is the time to hone in on real-world impact, to emphasize what needs to be done.01:10 — Nadella focuses on three areas that require more attention. First, he suggests that we should move beyond the notion of AI slop versus AI sophistication. Instead, we need to view AI capabilities as, and I quote, “scaffolding for human potential,” rather than a substitute.01:40 — Secondly, Nadella explains that we need to develop more sophisticated engineering that shifts the focus from specific AI models to broader systems. This involves orchestrating multimodal architectures and, crucially, implementing agents. Finally, Nadella emphasizes that for AI to gain social acceptance, these systems must be evaluated based on their real-world impact.02:10 — This statement is Nadella's most explicit reference to how Microsoft has positioned itself, particularly through the strong statements made by Microsoft AI CEO, Mustafa Suleyman, regarding the company's commitment to human-centered AI. It's very encouraging to see this sentiment reinforced by leadership. Visit Cloud Wars for more.

Satya Nadella gave up much of his CEO duties in 2025. Are we on the cusp of a new CEO? And does some money manager/political duo like Amy Hood and Brad Smith actually make more sense in this role than an engineer-type for the modern Microsoft? Microsoft is trying to win our hearts and minds on AI After spending three years trying to jam AI down our collective throats, Microsoft has only met resistance. Now, the real marketing begins Governments and regulators: Microsoft will build out its AI infrastructure by actually paying for it and respecting the communities in which this happens Customers: Satya Nadella is blogging, and he wants us to stop complaining about AI. He's the wrong messenger Windows 11 First Patch Tuesday of 2026 brings security and bug fixes but no new features First update of 2026 brings Copilot-powered image descriptions in Narrator, new IT policies for Copilot, other changes to Dev & Beta Dev is about to switch to 26H1 IDC says that PC sales rose 8.1 percent in 2025, warns again about 2026 The good & bad of Paul's Panther Lake laptop Dell doesn't sell any PCs to consumers so it obviously has opinions about why consumers don't buy PCs for AI Microsoft will soon retire its Lens mobile app AI Apple predictably partners with Google to bring Gemini to Siri Samsung correctly points out we're all using AI already so there's no reason to complain about it We can't trust AI, so Microsoft is letting Copilot go shopping with our credit cards We can't trust AI, so OpenAI is giving ChatGPT access to our private health data Gmail is getting more AI because email is the low-hanging fruit of data collection Xbox and gaming Developer Direct returns on January 22 with Fable and Forza 6 gameplay Microsoft to bring Avowed to PS5 in February Tips and picks Tip of the week: Kick off 2026 with a security checkup App pick of the week: Microsoft Local Foundry RunAs Radio this week: Azure in 2026 with Jeremy Winter Brown liquor pick of the week: Don Julio 70 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: zscaler.com/security helixsleep.com/windows

Xbox didn't miss a beat to kick off the new year. In a scratch pad by Microsoft CEO, Satya Nadella, he spoke to how we need to accept AI as slop versus sophistication. As one would imagine, this had the adverse effect as "Microslop" began trending all over social media. The timing could be better as the rise of AI datacenters have caused a massive spikes in hardware prices. So much so that there are now reports that both Xbox and PlayStation may delay their upcoming hardware as a result. The question now becomes if a delayed Xbox system ever sees the light of day since it feels like 2027's new hardware was to be an offramp and the benefit of plans already being in motion. Time would tell, but for now, let's eat some "slop." Sign up for your $1 per month trial at https://www.shopify.com/duke Please keep in mind that our timestamps are approximate, and will often be slightly off due to dynamic ad placement. 0:00:00 - Intro00:05:37 - Holiday break updates00:17:29 - Fallout season 2 thoughts00:28:03 - The state of the Health Is Wealth grind00:33:16 - Vince Zampella passes away at 5500:49:02 - Bethesda wants to make a 600 hour Fallout game00:58:11 - Xbox console sales are downright terrible01:04:04 - A New Witcher 3 expansion in 2025?01:11:44 - Clair Obscur dev on what's next01:18:39 - Sony patents AI playing games for you01:26:32 - The Ubisoft Holiday Hack01:29:41 - Update on Exodus leadership changes01:39:46 - What We're Playing02:17:49 - What to expect from Xbox in 202602:43:21 - Next gen consoles are delayed?02:55:51 - Satya Nadella says to stop calling AI “slop”03:17:58 - Zenimax Lead Departs After Xbox Cancellation Learn more about your ad choices. Visit podcastchoices.com/adchoices

Continuing our big name-dropping look-back with Sam Altman, Lisa Su, Sebastian Siemiatkowski, Satya Nadella, Matthew Prince, Arthur Mensch, Sir Demis Hassabis, Marc Benioff, and Dario Amodei, this is the second special Christmas edition of the pod – and this time we're looking at what we've learned about the impact of AI on the real world since the Tech Pod started in October 2024 with DeepMind's Sir Demis Hassabis. From robotaxis to listening pendants: what does AI look like in real life? How is it being used in business? And will there be any jobs left? Hosted on Acast. See acast.com/privacy for more information.

A $20 billion AI deal while you were away?