Podcasts about nadella

"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

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)

En este episodio exploramos cómo el cinismo corporativo, disfrazado de experiencia y sofisticación, destruye más oportunidades que cualquier competidor externo. A través de casos como Microsoft bajo Ballmer versus Nadella, Kodak rechazando su propia invención de la cámara digital, y el surgimiento de Slack desde las cenizas de un videojuego fracasado, examinamos el costo invisible del "ya lo intentamos" y el "eso no va a funcionar". El episodio incluye tres herramientas prácticas para combatir el cinismo sin caer en la ingenuidad: el Test del "Sí, y..." vs. "Sí, pero...", la Auditoría de Ideas Rechazadas, y el ejercicio de Abogado del Ángel.  Puntos Clave: • El cinismo se disfraza de experiencia, inteligencia y realismo • El escéptico pregunta para entender; el cínico descarta para protegerse • Kodak inventó la cámara digital y la rechazó por cinismo institucional • Satya Nadella transformó Microsoft preguntando qué ideas habían sido matadas injustamente • El opuesto del cinismo no es la ingenuidad, sino la curiosidad rigurosa 

30/1 WS futures misti. Trump: oggi l'annuncio sul prossimo presidente Fed, sarà Kevin Warsh. Salgono dollaro e rendimenti dei Treasuries. Apple non entusiasma nonostante vendite iPhone e servizi record. Timori su margini per costo memory chip. SpaceX e XAi verso la fusione. OpenAI verso Ipo nel 4Q, Amazon pronta a investire 50mld$. Shutdown, verso accordo con democratici. Oro rifiata, miglior mese dal 1980, Ubs alza il target Price. Argento miglior mese dal 1979. Bitcoin sotto 83 mila dollari. Petrolio in calo dopo aver toccato massimi da sei mesi su possibile attacco in Iran. Trump: dazi a chi fornirà petrolio a Cuba. Sandisk stella del 2026: +17% pre-market dopo i conti. Software in territorio orso. Microsoft e ServiceNow -10%, per la società di Nadella peggior seduta da marzo 2020. Meta +10%, Tesla -3,5%: Asia mista, Shanghai giù. In Giappone inflazione sotto le attese. Il tesoro Usa non designa la Cina come “manipolatore di valute” ma accusa opacità. Eurozona: pil preliminare 4Q, inflazione in Francia e Spagna. S&P decide sul racing dell'Italia. Asml raddoppia SAP. Stellantis: il 21 maggio il piano industriale a Detroit, Alessandro Melzi D'Eril riorganizza Mediobanca.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Parce que… c'est l'épisode 0x699! Shameless plug 29 janvier 2026 - The Coming AI Hackers 25 et 26 février 2026 - SéQCure 2026 CfP 31 mars au 2 avril 2026 - Forum INCYBER - Europe 2026 14 au 17 avril 2026 - Botconf 2026 28 et 29 avril 2026 - Cybereco Cyberconférence 2026 9 au 17 mai 2026 - NorthSec 2026 3 au 5 juin 2026 - SSTIC 2026 19 septembre 2026 - Bsides Montréal Notes IA Le ciel nous tombe sur la tête New Study Shows GPT-5.2 Can Reliably Develop Zero-Day Exploits at Scale An AI wrote VoidLink, the cloud-targeting Linux malware AIs are Getting Better at Finding and Exploiting Internet Vulnerabilities AI-powered cyberattack kits are ‘just a matter of time' Fail West Midlands copper chief cops it after Copilot copped out When two years of academic work vanished with a single click L'humain dans tout ça Could ChatGPT Convince You to Buy Something? Why AI Keeps Falling for Prompt Injection Attacks Google Gemini Prompt Injection Flaw Exposed Private Calendar Data via Malicious Invites What an AI-Written Honeypot Taught Us About Trusting Machines Microsoft & Anthropic MCP Servers at Risk of RCE, Cloud Takeovers apply_chat_template() Is the Safety Switch Ukraine's new defence minister vows data-driven overhaul of military AI Agents ‘Perilous' for Secure Apps Such as Signal, Whittaker Says cURL removes bug bounties Nadella talks AI sovereignty at the World Economic Forum Wikipedia volunteers spent years cataloging AI tells. Now there's a plugin to avoid them. Souveraineté European Open Digital Ecosystems What it's like to be banned from the US for fighting online hate Europe wants to end its dangerous reliance on US internet technology Red A scammer's blueprint: How cybercriminals plot to rob a target in a week Shostack + Associates > Threat Advisory: GPS Attacks [SA-26-01] Risky Chinese Electric Buses Spark Aussie Gov't Review Blue Congressional appropriators move to extend information-sharing law, fund CISA IPv6 is not insecure because it lacks a NAT Microsoft Teams External Domain Anomalies Allow Defenders to Detect Attackers at Earliest Healthy Security Cultures Thrive on Risk Reporting Privacy Starmer stares down social media ban barrel in latest U-turn Europe's GDPR cops dished out €1.2B in fines last year Microsoft Gave FBI BitLocker Encryption Keys, Exposing Privacy Flaw Shostack + Associates > Shostack + Friends Blog > Bitlocker, the FBI, and Risk TikTok Is Now Collecting Even More Data About Its Users. Here Are the 3 Biggest Changes Social Analyzer - Le détective du web qui scanne vos profils sociaux (OSINT) iCloud with Advanced Data Protection doesn't delete your files Divers CISA won't attend infosec industry's biggest conference You Got Phished? Of Course! You're Human… Internet Voting is Too Insecure for Use in Elections Work-from-office mandate? Expect top talent turnover, culture rot Collaborateurs Nicolas-Loïc Fortin Crédits Montage par Intrasecure inc Locaux réels par Intrasecure inc

Jacques Vallee exposes the Nazi UFO Myth https://youtu.be/GWLfw6_-dZ0?si=o5AjLTodpxoO59Pe&t=1179 00:00:00 – Snow panic buying hits Ohio 00:07:57 – Storm-prep talk turns into generator wiring 00:12:30 – Shatner admits the raisin bran stunt was an ad 00:21:38 – "Gravity shuts off" rumor gets dunked 00:26:36 – Life-in-the-weeds sidebar about goats and chaos 00:31:30 – Agartha memes revive Nazi occult mythology 00:40:57 – Tom DeLonge UFO lore goes full Nordics-vs-bugs 00:49:41 – "Nazi UFO" framing as slow-drip disclosure tactic 00:55:35 – Disinfo theory: add lizard-eating-people to ruin it 00:59:40 – Movie pick: Watch the Skies and the AI dub weirdness 01:04:32 – Connecticut's mysterious hum gets a $16K study 01:09:02 – Texas warns of a fresh wave of mystery seed mailers 01:17:55 – Call-in digs into Aryan bloodline lore without aliens 01:26:38 – Giant drilling rig tips over and catches fire 01:30:54 – AI-assisted "Double Dutch" suicide pod for couples 01:35:36 – Swiss Sarco death sparks seizure and investigation talk 01:40:14 – Art student eats AI art as protest performance 01:48:59 – Nadella warns AI needs "social permission" to burn power 01:52:38 – AI hype meets ROI reality check 01:57:22 – Weird-news lightning round pivots to Chuck's Arcade 02:01:51 – Chuck E. Cheese rebrand confusion and final plugs 02:05:45 – Post-show stinger and sign-off riffing     Copyright Disclaimer Under Section 107 of the Copyright Act 1976, allowance is made for "fair use" for purposes such as criticism, comment, news reporting, teaching, scholarship, and research ▀▄▀▄▀ CONTACT LINKS ▀▄▀▄▀ ► Website: http://obdmpod.com ► Twitch: https://www.twitch.tv/obdmpod ► Full Videos at Odysee: https://odysee.com/@obdm:0 ► Twitter: https://twitter.com/obdmpod ► Instagram: obdmpod ► Email: ourbigdumbmouth at gmail ► RSS: http://ourbigdumbmouth.libsyn.com/rss ► iTunes: https://itunes.apple.com/us/podcast/our-big-dumb-mouth/id261189509?mt=2    

Full Audio including Detailed Analysis at https://podcasts.apple.com/us/podcast/the-substance-pivot-silent-failures-the-deepseek/id1684415169?i=1000746493777

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.

Here we go again – Tariffs and retaliatory tariffs DAVOS – Elitists are Meeting Suicide Coaches? Hedge funds – finally a good year! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter   Warm-Up - Here we go again - Tariffs and retaliatory tariffs - DAVOS - Elitists are Meeting - Suicide Coaches? - Hedge funds - finally a good year! Markets - Silver and Gold - ATH - Selling off after Greenland threat - Netflix - Saga continues Davos - 2026 - Economic Confab that often brings out the elite (elitists) - Many watch for their key points and do the opposite - Trump going, Xi Jinping and Narendra Modi not - Why is Zelensky going? - Kushner, Bessent, Little Marco will be attending with Trump - Did you know - Larry Fink is the interim Co-Chair. - The CEOs that you would expect that love the limelight ) (Jensen, Nadella etc) World Economic Forum Report (Davos) - Due out Wednesday - expected to show that geopolitical confrontation is the top concern this year - Rising Inflation - Economic Downturn - Asset Bubbles - High debt burdens - Any of those could be any year and anyone in the world that is breathing could have made that list WEF List NEXT - Greenland - Sell or Else! - Trump promises 100% that he will impose tariffs and follow through - The tariffs will start at 10% on Feb. 1 and shoot up to 25% on June 1, Trump said. - Denmark, Norway, Sweden, France, Germany, the United Kingdom, the Netherlands and Finland - Supposedly in response to EU allies moving troops into Greenland - Greenland protests with - Make America Go Away hats - 200% tariff threatened in champagne and wines (Mad at Macron) Oh - and Gaza - The new Board of Peace - Trump names himself 'Board of Peace' chair under October plan - Marco Rubio, special envoy Steve Witkoff, former British prime minister Tony Blair and Trump's son-in-law, Jared Kushner. - Supposedly Putin has said he was also invited to be on the board. - Purpose? Officially, the Board is mandated to “promote stability, restore dependable and lawful governance, and secure enduring peace in areas affected or threatened by conflict... Saks - bankrupt - Chapter 11 - Problems really got worse after they agreed to purchase Needless Markup (aka Neiman Marcus) - Amazon filed an objection to Saks Global's bankruptcy financing plan on the grounds it could harm creditors and push the tech company further down the repayment pecking order. - Amazon The tech company invested $475 million into Saks' acquisition of Neiman Marcus in December 2024,  a stake it said is now effectively “worthless.” - Amazon threatened more “drastic remedies” if Saks doesn't heed its concerns, including the appointment of an examiner or a trustee. - Amazon initially invested because it thought Saks would start selling its products on Amazon's website and the tech company would offer technology and logistics expertise.| - Amazon's attorneys: “Saks continuously failed to meet its budgets, burned through hundreds of millions of dollars in less than a year, and ran up additional hundreds of millions of dollars in unpaid invoices owed to its retail partners.” Suicide Coaches - “This year, you really saw something pretty horrific, which is these AI models became suicide coaches,” Benioff told CNBC's Sarah Eisen on Tuesday at the World Economic Forum's flagship conference in Davos, Switzerland. - In 2018, Benioff said social media should be treated like a health issue, and said the platforms should be regulated like cigarettes: “They're addictive, they're not good for you.” - “Bad things were happening all over the world because social media was fully unregulated,” he said Tuesday, “and now you're kind of seeing that play out again with artificial intelligence.” China - China 2025 new yuan loans 16.27 trln yuan, lowest since 2018 - Dec new yuan loans beat forecast - PBOC announces targeted monetary policy easing - "From the asset side, amid the property market adjustment, the private sector including households and firms showed insufficient willingness to add leverage, while government bond issuance was ramped up to stabilize leverage and the economy." - Now what is happening is that $ that used to go into real estate is heading for stocks/risk assets. - Chinese authorities tightened rules on margin financing, signaling unease over the pace of a rally. - - Under the new rule, investors must now provide margin equal to the full value of the securities they buy on credit, up from the previous 80% threshold. - - - Regulators made the move to rein in potential froth in financial markets, with a fund manager saying it sends a clear signal that they want a slow bull market, not an overheated one. --- Under the new rule, investors must now provide margin equal to the full value of the securities they buy on credit, up from the previous 80% threshold, according to a Shenzhen Stock Exchange statement. The move, which applies to Shenzhen, Shanghai and Beijing bourses, underscores regulators' efforts to rein in potential froth in financial markets. More China - China's population of 1.4 billion continued to shrink, marking the fourth straight year of decrease, new government statistics show. The total population in 2025 stood at 1.404 billion, which was 3 million less than the previous year. - After the one-child policy - now government is pushing or more births - Measured another way, the birth rate in 2025 — 5.63 per 1,000 people — is the lowest on record since 1949 - Government tactics range from cash subsidies to taxing condoms to eliminating a tax on matchmakers and day care centers. Bank Earnings - Generally pretty good! - Yield curve is helping in a big way - steepening - Goldman beats, BAC beast Morgan Stanley bets etc. etc. - Goldman: The company said profit jumped 12% from a year earlier to $4.62 billion, or $14.01 per share, on gains across its capital markets businesses. - Morgan Stanley: Last Thursday reported fourth-quarter results that exceeded Wall Street expectations on the back of strong revenue from wealth management. Fed Chair - Over the weekend, Hassett thinks Trump is right not to have him in that position (What a sap! Good he is not in running anymore) - Rick Reider and Warsh are front-runners - Who ever kisses the most ass should win - Warsh would actually be a good pick - experience and smart guy that is level headed - Meanwhile - all of a sudden Trump says he is not looking to fire Powell (maybe h wants him to resign) Netflix/Warner Brothers Update - Netflix now plans to pay $27.75 per WBD share entirely in cash to acquire WBD's streaming platform HBO Max and the Warner Bros. film studio. - In reaction tot he hostile takeover bid from Paramount/Skydance - The last offer was unanimously approved by the BOD - NFLX Earnings ..... --- Earnings per share: 56 cents vs. 55 cents, estimated ------Revenue: $12.05 billion vs $11.97 billion, estimated - Stock down AH Inflation (Did we talk about this?) - Even though we are told there is little inflation... - Consumer Price Index increases 0.3% in December - Food, rents were the main drivers of consumer inflation - Underlying inflation rises a moderate 0.2% - Food prices surged 0.7% Planes! - Boeing outsold Airbus last year - First time since 2018 - BA stock made an ATH last week Bond Vigilantes - Danish pension operator AkademikerPension said it is exiting U.S. Treasurys over finance concerns tied to America's budget shortfall. - The move comes amid increasing tensions with the U.S. over Greenland as President Donald Trump pushes for control of the island. - AkademikerPension said it plans to have closed its position of around $100 million in U.S. Treasurys by the end of the month. - 10 YR yields moved up again to 4.3% - What if.....??? (Mutual assured destruction?) Hedgies - Hedge fund investors posted gains of about 12.6% last year, the best returns since 2009, according to data compiled by Hedge Fund Research Inc. - Funds run by industry giants such as D.E. Shaw & Co. and Millennium Management posted double-digit returns, with Bridgewater Associates' Pure Alpha II fund scoring a 34% gain. - Hedge funds secured net inflows of $71 billion during the first three quarters of last year, a major reversal after a decade of outflows, with the industry's giants being among the major beneficiaries.     Love the Show? Then how about a Donation? ANNOUNCING THE WINNER OF THE THE CLOSEST TO THE PIN CUP 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

L'agenda del giorno 1 del forum di Davos: Trump, l'Ue deve mollare sulla Groenlandia; Trump minaccia dazi del 200% su champagne e vini francesi; L'atteso discorso di Von Der Leyen al WEF; Parla anche Macron:; Il capo di Microsoft sui costi dell'AI Learn more about your ad choices. Visit megaphone.fm/adchoices

News and Updates: Dell AI PC Retreat- Dell admits AI PCs failed to drive demand, refocusing on gaming and consumers, reviving XPS branding, downplaying Copilot marketing as RAM shortages threaten PC prices. Microsoft and Partner Scramble- Microsoft's Copilot PC push is faltering as Dell says AI confuses buyers, forcing Nadella into hands-on product control while partners revert to traditional hardware selling. Cloudflare vs. Italy- Cloudflare faces a massive Italian fine over anti-piracy blocking, prompting CEO threats to exit Italy, pull Olympic services, and challenge regulations he calls undemocratic censorship. Why iOS 26 Matters- Despite resistance to iOS 26's design changes, Apple urges rapid upgrades because security patches, zero-day fixes, and improved AirDrop protections outweigh temporary battery concerns issues.

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.

This flurry of M&A deals at the end of the year (I have another one to tell you about) are people getting out while the getting is good, or is this just the start of what's going to be a big deal in 2026? And are half of the big VC raises we're seeing just folks trying to build up cash reserves to hedge either way? Meta to Buy Manus, an AI Startup With Chinese Roots (Bloomberg) After a Year of Blistering Growth, AI Chip Makers Get Ready for Bigger 2026 (WSJ) AI start-ups amass record $150bn funding cushion as bubble fears mount (WSJ) Microsoft's Nadella overhauls leadership as he plots AI strategy beyond OpenAI (FT) Waymo and Other Driverless Taxis Move Into a New Era (Bloomberg) Listen to This: Some Audiobooks Are Outselling Hardcovers (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

By Fay Niewiadomski Today's leaders are faced with a multitude of disruptions, whether it's technological shifts from the acceleration of AI or global economic volatility brought on by events like the COVID-19 pandemic. In such a context, command-and-control styles of leadership reliant on predictable outcomes have become ineffective. Now is the time to reimagine leadership - redefining what intelligence looks like and how this distinguishes from simply 'knowledge'. How AI is redefining the future of leadership decisions How can leaders predict the unpredictable and lead effectively when they cannot see what's coming next? The answer lies in a powerful duality: establishing an unwavering strategic direction while empowering tactical discretion within clearly defined boundaries. This replaces predictability with transformative thinking, symbiosis with AI and new decision-making configurations. Transformation requires operational understanding: Human intelligence is the ability to understand context, use emotional intelligence and judgment of consequences to determine the best approach in specific situations. Intelligence is not to be confused with knowledge, the gathering and classification of facts, principles, theories and practices from various disciplines. Psychology Today describes "successful leaders as having high social intelligence, the ability to embrace change, inner resources such as self-awareness and self-mastery, and above all, the capacity to focus on the things that truly merit their attention." AI is not a substitute for human intelligence. AI is a tool to be used by humans for streamlining execution, accelerating decision making, empowering creativity and innovation and elevating team collaboration and impact. The examples below demonstrate human wisdom and good judgment. AI may or may not have been used as an accelerator or an enabler. Strategic Direction and "Red Lines" Strategic perspective is the destination. It is the "why" that exists beyond the immediate chaos. A specific quarterly goal like "increase sales by 10%," can be rendered meaningless by a sudden market crash. Strategic direction provides a filter for all decisions. "We need to remain both profitable and ethical within our industry", is an example of a non-negotiable pillar. In a crisis, a company guided by this might forgo a highly profitable but ethically dubious opportunity (e.g., price gouging during a shortage) because it violates a core "red line." Conversely, it might pursue an ethically sound but initially costly initiative (e.g., protecting employee health) because it aligns with being a sustainable and respected enterprise. Microsoft's Cloud-First Transformation When Satya Nadella took over as CEO in 2014, the tech landscape was uncertain. Microsoft's legacy Windows-centric model was under threat. Nadella didn't predict every new gadget or app; he established a new strategic direction: "to empower every person and every organization on the planet to achieve more." More concretely, he bet the company on being a "cloud-first, mobile-first" provider. This strategic clarity meant divesting from businesses like Nokia that no longer fit this destination and making massive, unwavering investments in Azure cloud infrastructure. The destination was clear, even if the exact path to get there wasn't. Agile Tactical-Discretion If strategy is the destination, tactics are the daily choices of speed, direction, and route. In uncertainty, these must be agile, contextual, and often decentralized. Leaders cannot possibly have all the answers at the top. Instead, they must create boundaries within which their teams can make smart, rapid decisions. This means clearly communicating the "red lines" (what we never do) and the "guardrails" (the principles that guide what we should do). For a company like Patagonia, a red line might be "we will never source materials from suppliers that use forced labor." A guardrail might be "always prioritize product du...

In his book, The Coming Wave, the CEO of Microsoft AI laid out the risks of AI tech bluntly. "These tools will only temporarily augment human intelligence. They will make us smarter and more efficient for a time, and will unlock enormous amounts of economic growth, but they are fundamentally labor-replacing," he wrote. Suleyman advocated for regulatory oversight and other government interventions, such as new taxes on autonomous systems and a universal basic income to prevent a socioeconomic collapse. This book was published before Suleyman joined Microsoft. Satya Nadella is more optimistic than his new deputy. In an interview at Microsoft headquarters, while sitting next to his human chief of staff, Nadella said that his Copilot assistants wouldn't replace his human assistant. As his chief of staff sat typing notes of the conversation on her tablet, Nadella acknowledged that AI will cause "hard displacement and changes in labor pools," including for Microsoft. Judson Althoff, Chief Commercial Officer, said that Nadella was pressuring his team to find ways to use AI to increase revenue without adding headcount. Read the rest of The Challenge of AI

1.India among nations hit as Mexico raises import duties up to 50% On December 10, Mexico's Senate approved tariff hikes of up to 50% next year on imports from China and several other Asian countries, aiming to bolster local industry despite opposition from business groups and affected governments. The proposal, passed earlier by the lower house, will raise or impose new duties of up to 50% from 2026 on certain goods such as autos, auto parts, textiles, clothing, plastics and steel from countries without trade deals with Mexico, including China, India, South Korea, Thailand and Indonesia. The majority of products will see tariffs of up to 35%. The import duty on cars will rise to 50 per cent from 20 per cent, dealing a significant blow to India's largest vehicle exporters to Mexico including Volkswagen, Hyundai, Nissan and Maruti Suzuki. 2.Microsoft deepens India bet with AI tie-ups and 200,000 Copilot licenses across top IT firms, and CEO Satya Nadella develops his own cricket app  Microsoft Chairman and CEO Satya Nadella has announced partnerships with four Indian IT companies — Cognizant, Infosys, TCS, and Wipro. Each company will deploy over 50,000 Microsoft Copilot licenses, collectively surpassing 200,000 licenses, and setting a new benchmark for enterprise-scale AI adoption. On a side note, Satya Nadella, a die-hard cricket fan, has been spending his free time coding and designing his own app that he used to analyze the centuries-old game. He talked about combining two of his passions when he designed a Deep Research AI app over Thanksgiving. He then used it to select a team of all-time greats in Indian test cricket, for starters. “The system produced consensus areas, debates, reasoning chains, everything. It was fantastic,” Nadella said during a company event in Bangalore. “I wanted to get a job on the Copilot team.” Nadella is meeting business and political leaders in India this week.  3.IndiGo to give travel vouchers worth ₹10,000 to affected passengers  IndiGo on Thursday said it will offer travel vouchers worth ₹10,000 to passengers impacted by flight disruption on December 3-5. These can be used for any future IndiGo flight in 12 months. The travel vouchers will be in addition to compensation payable under government norms. Directorate General of Civil Aviation norms require airlines to pay compensation of ₹,5000-10,000 to passengers whose flights are cancelled within 24 hours of departure time.  The announcement comes a day after Delhi High Court asked why the airline was not paying compensation. The court also questioned the government for its failure to prevent the chaos. 4.Prada to launch ‘Made in India' Kolhapuri chappals after backlash Prada will make a limited-edition collection of Kolhapuri chappals in India inspired by India's traditional footwear -Kolhapuri sandals, selling each pair at around  $930(₹84,000), turning a backlash over cultural appropriation into a collaboration with Indian artisans. The Italian luxury group plans to make 2,000 pairs of Kolhapuri chappals in the regions of Maharashtra and Karnataka under a deal with two state-backed cooperative bodies.

Microsoft commits USD 17.5 billion investment in India: CEO Satya Nadella Microsoft plans to invest USD 17.5 billion (around Rs 1.58 lakh crore) in India to help build infrastructure, skills, and sovereign capabilities needed for the country's AI future, CEO Satya Nadella said on social media platform X. “To support the country's ambitions, Microsoft is committing USD17.5B—our largest investment ever in Asia—to help build the infrastructure, skills, and sovereign capabilities needed for India's AI-first future,” Nadella said on X after meeting Prime Minister Narendra Modi. Microsoft, in a statement, said the company plans to invest USD 17.5 billion in India over the next four years (2026-2029) to drive AI diffusion at a population scale. This comes on top of Microsoft's earlier commitment of USD 3 billion announced in January 2025 Govt cuts IndiGo's flight schedule by 10 per cent: Civil Aviation Minister K Rammohan Naidu The Civil Aviation Minister has asked for a 10 per cent cut in planned IndiGo flights to help restore order at India's biggest airline, which cancelled thousands of flights nationwide after failing to plan for tighter safety regulations. Posting a picture of IndiGo CEO Pieter Elbers, sitting with folded hands in front of him, Minister Ram Mohan Naidu, in a post on X, said that the airline management was summoned to the ministry to provide an update. The curtailment is double of what the sector regulator DGCA had ordered on Monday. JioHotstar to invest ₹4,000 crore for South Indian content push Streaming service JioHotstar has announced that it will be investing ₹4,000 crore over the next five years to strengthen South India's creative economy. Sushant Sreeram, Head – SVOD Business & Chief Marketing Officer at JioStar, said the investment forms part of a broader collaboration with the Tamil Nadu government. He said that “As part of this vision, JioHotstar will invest ₹4,000 crore to nurture creators, strengthen the production ecosystem and build a pipeline of stories that are ready for India and ready for the world,” On December 9, JioHotstar formalised a Letter of Intent with the Government of Tamil Nadu in the presence of the Chief Minister, MK Stalin. SBI to hire around 16,000 people each fiscal, open 200-300 branches in FY26: Chairman India's largest lender State Bank of India (SBI) will hire 16,000 employees in current financial year and will hire a similar number of employees each fiscal to aid its business expansion plans and beef up its customer service, chairman CS Setty told businessline in an interaction. The bank also intends to fill “white spaces” by opening 200-300 branches this fiscal, he said. The employee hiring and physical network expansion moves are in-line with the lender's plan to double its business size to ₹200 lakh crore in 6-7 years from ₹100 lakh crore in Q2FY26, report Piyush Shukla and K Ram Kumar.

Nadella's comments on the AI power crisis. Plus, why every CEO should follow Palantir's (PLTR) playbook… Bill Gates' shocking pivot on climate change… Key takeaways from Election Tuesday… Why the Fear Index is useless… And JPMorgan's (JPM) latest crypto move. In this episode: Bill Gates' shocking pivot on climate change [0:38] Key takeaways from Election Tuesday [10:19] A big disconnect between the Fear Index and the market [14:12] Every CEO should follow Palantir's investor relations playbook [19:41] Nadella just confirmed our thesis on the AI power crisis [36:41] JPMorgan just took another big leap into crypto [49:01] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

In the midst of today's AI hysteria, have we forgotten about blockchain technology and the seductive Web3 promise of decentralization? Robbie Bach, longtime Xbox chief and lieutenant of former Microsoft CEO Steve Ballmer, certainly hasn't. In his new novel, The Blockchain Syndicate, the prescient Bach imagines not only a giant political crypto grift, but also warns about the siren song of Distributed Autonomous Organizations (DAOs). No, blockchain might not be as sexy or lucrative as LLMs these days - but Web3 still matters even if, as Bach suggests, its promise of a decentralized network remains more seductive than substantive.1. Crypto as “Giant Grift” Bach views cryptocurrency as a highly risky, speculative investment vehicle comparable to commodities like gold or silver, but warns there's “definitely a giant grift” happening, with vulnerable people—particularly older investors putting their savings at risk—being exploited by those taking advantage of the crypto craze.2. AI Bubble Will Burst (But Not Catastrophically) Bach believes we're in an AI investment bubble where valuations are unsustainable. He predicts a “sorting” of winners and losers over the next 12-18 months, with many AI investments failing to pay out, though he avoids the term “explosive pop” in favor of a more gradual reckoning.3. Blockchain: Powerful Tool, Double-Edged Sword Despite AI hype, Bach argues blockchain remains highly relevant and current. He sees it as neither inherently good nor bad—just a tool that can be used for legitimate purposes or criminal ones. He's particularly intrigued by its dual nature: ultimate transparency yet also ultimate obfuscation through anonymity.4. Microsoft's Secret Weapon: Adaptability Bach credits Microsoft's longevity to its ability to make “tectonic shifts” across generations—from DOS to Windows, to cloud computing, to AI. He argues this skill at navigating massive transitions under Gates, Ballmer, and Nadella is more impressive than any single product innovation.5. FBI and CIA Are Irreplaceable Bach emphasizes that regardless of political views about current leadership, institutions like the FBI and CIA are essential for national security with no viable replacement. If they're not working well, the solution is to fix them, not abandon them—a theme central to his thriller's premise.Keen On America is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe

Microsoft CEO Satya Nadella offered a glimpse of the "first of many" massive Nvidia AI systems it is rolling out, starting now. a16z's Anish Acharya calls India office reports “entirely fake news!” Learn more about your ad choices. Visit podcastchoices.com/adchoices

In today's Cloud Wars Minute, I reflect on Nadella's legacy and the parallels to other tech icons like Larry Ellison and Bill Gates.Highlights00:13 — Well, Microsoft seems to be setting out to ensure that it is creating the new rules for its own future. Its CEO, Satya Nadella, has picked a successor, and this is going to allow Nadella to focus the vast majority of his time on product development, product engineering, architecture, advanced technology, and more. So, big changes are coming at Microsoft.01:23 — Nadella has spent the last 12 years as CEO, during which time Microsoft has achieved just phenomenal results. It now has a market cap approaching $4 trillion, rivaling NVIDIA. Nadella has totally remade the company. It was a bit of a mess when he took over in 2014. Now, one blemish I would say on Nadella's record is the issue of security.02:35 — Nadella has named Judson Althoff, the head of sales for Microsoft for the last nine years, overseeing customers and partners, as CEO of the commercial business. His new role will involve almost every part of the organization, except product development and engineering. Marketing and operations report to Althoff. Operations report to Althoff.03:02 — What Nadella wants Althoff to do is use this new role to get all parts of the company working in concert — very smoothly and fluidly. They said Microsoft's customers are moving faster than ever before, and this is going to require Microsoft itself to move faster than it ever has.03:55 — Very few people could ever understand what it's like to be in that role at a company of that size and that influence and say “You know, it's time for a new adventure for me and a new way of operating for the company.” Bill Gates, in 2000, he said, “I just want to be Chairman, and I'll be Chief Software Architect.” Hats off to Satya Nadella. Visit Cloud Wars for more.

President Donald Trump organiseerde een etentje in het Witte Huis en alle techbaasjes van Silicon Valley kwamen opdagen. Het werd geheel volgens Trumpiaans recept één grote kleffe bedoening. Niet vanwege het eten, maar vanwege de grote bak slijm die de elite van Silicon Valley uitstortte over de oranje president. Maar echt veel indruk maakten alle complimenten niet. Trump kondigde importheffingen aan op chips voor bedrijven die hun productie niet naar de VS verplaatsen. Welke bedrijven daar het meest van profiteren en wat dat betekent voor jouw Nederlandse chipbedrijven, bespreken we deze aflevering. Maar er is meer chipnieuws. Chipbedrijf Broadcom kwam met cijfers, en zij zagen een flink gestegen omzet. Ze hebben er bovendien een flinke klant bijgekregen. Ze zeggen niet welke, maar volgens Bloomberg is het OpenAI. Grote vraag: waarom lukte het Nvidia niet om die opdracht te winnen? En waarom stijgt Broadcom dit jaar harder dan Nvidia? We hebben het ook nog over de Fed, want dat Trump de onafhankelijkheid van de Fed om zeep wil helpen, dat wisten we al. Maar het wordt nóg gekker: een econoom van het Witte Huis die een Fed-bestuurder vervangt, zegt nu dat hij ook nog zijn baan in het Witte Huis wil behouden. Stephen Miran werd gegrild in de Senaat om benoemd te worden voor vier maanden en gaat dan dus zowel in het Witte Huis als bij de Fed aan de slag. See omnystudio.com/listener for privacy information.

Every founder hits limits. The question is which ones.Business mechanics carry you into 7 figures. But past $5M, human mechanics become the choke point.That's when the cost explodes. You could be leaking millions a year without even seeing it.This episode shows you how to tell if it's time for a business coach… or a performance coach.  About the PodcastBuilt for high-performers who don't need help.  Just leverage. This is the show that breaks what quietly kills performance at scale.  Especially the mental patterns slowing down even the smartest founders. If you never want to get dragged down by pressure, burnout, or hesitation… welcome home. Hosted by doctor of psychology and executive coach Dr. Yishai Barkhordari.  Inside the episode:·       Why business mechanics stop working after $5M ARR·       The math of wasted hours: how $3.1M leaks out every year·       Uber's Kalanick vs. Microsoft's Nadella: failure vs. success in human mechanics·       The Mechanics Check: how to diagnose if you need a business coach or a performance coach This episode is for Founders/Execs who: ·       Know the next move but keep hesitating·       Waste hours cleaning up team drama·       Feel like they're stalling even with the right strategy·       Want to figure out their next leverage point (and how to pick the right coach to move faster)  What to do next:  → Send this EP to the founder/exec who's too sharp to stall this long. → Follow Dr. Yishai on LinkedIn: https://www.linkedin.com/in/dryishai/ → Book a Pattern-Break Session (link on LinkedIn page) to experience it firsthand (limited spots) Disclaimer: This content is for informational purposes only. It is not therapy, clinical advice, or coaching guidance.All examples and stories are illustrative. Results are not guaranteed and will vary based on personal effort, context, and market conditions.Always consult qualified professionals before making decisions that impact your business, health, or well-being.© 2025 Yishai Barkhordari, Psychologist, PLLC. All rights reserved. 

 In today's Cloud Wars Minute, I unpack the strategy behind Microsoft's $368B in contracted cloud business and Q4 surge.Highlights00:39— CEO Satya Nadella explained what was behind this huge growth in Microsoft's Azure revenue in Q4, which ended June 30. Overall cloud revenue for the quarter was up 27% to $46.7 billion. This is the first time it's ever released any revenue figures for Azure.01:14 — Azure was up — I think it was 34% — to more than $75 billion. So, I divided four into 75, got almost $19 billion. It said it was “more than,” so I'm going to go with Q4 Azure revenue of $19 billion. And in Q4, it grew 39%. So 34% Azure growth for the year, spiking in Q4 to 39%. And its RPO (remaining performance obligation) was up an astonishing 37% to $368 billion.02:09 — Nadella pointed to, first, classic migrations from on-prem to the cloud. He cited an enormous initiative that Microsoft undertook with SAP to move Nestlé's huge SAP estate from on-prem to the cloud. He talked about cloud-native applications scaling very rapidly.03:16 — And third, he talked about AI workloads: the investments that Microsoft is making and the progress it is making on building out its infrastructure for Azure to be able to handle all of this new and rising demand. And he bristled a little bit at the notion that some other hyperscalers are doing more in the way of data centers and regions and gigawatt capacity and data center capacity04:22 — So again, an extraordinary quarter there from Microsoft Azure, sort of at the heart of so much of this. We'll have a lot more detail on this in an article that we'll be posting later this morning on Cloud Wars. Visit Cloud Wars for more.

In today's Cloud Wars Minute, I discuss Satya Nadella's bold Q4 claim that Microsoft is the #1 cloud provider, leaving rivals to fight for second place.Highlights00:12 — Microsoft laid out a very clear, unmistakable story in Q4 that it is the biggest and right now certainly the most powerful, most influential cloud provider. CEO Satya Nadella used the opportunity of these unprecedented financial results to spread the word that, “We're number one, and all of the other hyperscalers — Google, Oracle, and AWS — can fight for the number two spot.”01:06 — Q4 cloud revenue was up 27% to 46.7 billion. Full year cloud revenue was $168 billion, up 23%. One that really blows me away, its RPO for Q4 was $368 billion up 37%, so that is remaining performance,obligation, contracted business not yet recognized as revenue. Then for Azure, for the full year, $75 billion and a 39% growth rate in Q4. So pretty powerful stuff.02:04 — Nadella said, "We're the leaders in breadth of AI products and AI infrastructure." He said, "In our overall tech stack, nobody can touch us, and that's how we're able to deliver at this scale." He said, "We have more data centers than anybody else does," cutting against some claims that have been made by Oracle and others. "We are outperforming everybody else."03:16 — I thought it was interesting that, without identifying those specific companies, he referred to our competitors and that we're doing more than them. Now, I think this was a smart move by Nadella, right? Because we're not talking about some technical features — these are the technological foundations that business leaders will be betting the future of their companies on.03:55 — So, the hyperscalers with the best overall capabilities are going to be the ones that those business leaders tend to go with. I think it's a smart move by Nadella here to say, in my view, here's where we stand. We're out ahead of the others on all this. Now, I'm sure Google Cloud, Oracle, and AWS will have their own points of view on this, and I would encourage all of them to speak up.04:20 — I'm not talking about name-calling, but a very clear and well-articulated, reasoned, customer-oriented set of here's where I stand versus competitors here. I was glad to see this from Microsoft. I hope everybody does it, and later this morning on Cloud Wars, I'll have a detailed article offering the verbatim comments that Nadella made about these different subjects. Visit Cloud Wars for more.

Hey Strangers, #microsoft #fired #ai "Microsoft is thriving," said CEO and chairman Satya Nadella in a new statement following a round of layoffs earlier this month that cost 9000 employees their jobs.The statement, shared publicly and with Microsoft employees, reiterates the company's mission, with Nadella doubling down on the importance of AI.First, he acknowledged the layoffs. "I want to express my sincere gratitude to those who have left," he said. "Their contributions have shaped who we are as a company, helping build the foundation we stand on today. And for that, I am deeply grateful."He continued: "I also want to acknowledge the uncertainty and seeming incongruence of the times we're in. By every objective measure, Microsoft is thriving - our market performance, strategic positioning, and growth all point up and to the right. We're investing more in CapEx than ever before. Our overall headcount is relatively unchanged, and some of the talent and expertise in our industry and at Microsoft is being recognised and rewarded at levels never seen before. And yet, at the same time, we've undergone layoffs."This is the enigma of success in an industry that has no franchise value. Progress isn't linear. It's dynamic, sometimes dissonant, and always demanding. But it's also a new opportunity for us to shape, lead through, and have greater impact than ever before."It's clear that AI is now at the heart of Microsoft, as Nadella stated its three business priorities are security, quality, and AI transformation. "We are doubling down on the fundamentals while continuing to define new frontiers in AI," he said.=======================================My other podcasthttps://www.youtube.com/channel/UCKpvBEElSl1dD72Y5gtepkw**************************************************Something Strangehttps://www.youtube.com/watch?v=GRjVc2TZqN4&t=4s**************************************************article links:https://www.eurogamer.net/microsoft-is-thriving-claims-ceo-doubling-down-on-ai-after-9000-employees-lost-jobs-in-latest-layoffs======================================Today is for push-ups and Programming and I am all done doing push-ups Discordhttps://discord.gg/MYvNgYYFxqTikTokhttps://www.tiktok.com/@strangestcoderYoutubehttps://www.youtube.com/channel/UCe9xwdRW2D7RYwlp6pRGOvQ?sub_confirmation=1Twitchhttps://www.twitch.tv/CodingWithStrangersTwitterhttps://twitter.com/strangestcodermerchSupport CodingWithStrangers IRL by purchasing some merch. All merch purchases include an alert: https://streamlabs.com/codingwithstrangers/merchGithubFollow my works of chaos https://github.com/codingwithstrangersTipshttps://streamlabs.com/codingwithstrangers/tipPatreonhttps://www.patreon.com/TheStrangersWebullhttps://act.webull.com/vi/c8V9LvpDDs6J/uyq/inviteUs/Join this channelhttps://www.youtube.com/channel/UCe9xwdRW2D7RYwlp6pRGOvQ/joinTimeline00:00 intro00:26 What Talking We Talking About02:34 Article07:14 My Thoughts10:01 outro anything else?Take Care--- Send in a voice message: https://podcasters.spotify.com/pod/show/coding-with-strangers/message

Microsoft's fiscal year ended on a high note, assuming you didn't just get laid off. WinSAT's formal assessment will give you some interesting PC performance information, similar to the old WEI score from Windows Vista. And Proton finally makes a standalone authenticator app; How to transition from whatever you're currently using and why you'll need to keep using Microsoft Authenticator too.Microsoft Earning Quarterly: net income of $27.2 billion on revenues of $76.4 billion. Those figures represent gains of 24 percent and 18 percent, respectively, year-over-year (YOY) Annual: a net income of $101.8 billion (up 16 percent YOY) on revenues of $281.7 billion (up 15 percent) Another look at layoffs, which are nothing new under Satya Nadella - Over 17,000 in CY 2025 so far, despite over $100 billion in profits in FY Headcount "unchanged" YOY Big announcements below were likely made to avoid Qs about layoffs and it almost worked AI spending in FY was about $85 billion, higher than promised AI spending in this quarter will jump to $30 billion (!!!!) Azure earned $75 billion in revenues in FY, its first-ever disclosure of this number - Fun with math, that means $56 billion in revenues in previous FY. How far back can we go? Microsoft's market cap exceeded $4 trillion after earnings release "Copilot" has over 100 million MAUs, really M365 Copilot, which even Nadella thinks is a new M365 tier GitHub Copilot has over 20 million MAUs, probably most are free HUGE gains in Microsoft Gaming/Xbox, discussed below Windows 11 But first, something completely different: Microsoft's "vision" for Windows in 2030 David Weston a curious choice for this video, first in a series - he's in security Daily work life changes thanks to AI - less toil work, less eyes and more talking, multimodal interactions Security - customers want appliance-level security, "it just works" security - Degenerates into a general security discussion Back to AI, reclaiming our lives Windows 11 SE, RIP - We hardly knew you. Literally. Insider: Changes to Home view in File Explorer for Work and School sign-ins, Settings app changes in Dev (25H2) and Beta (24H2) More earnings AMD - HUGE gains in its PC businesses! Qualcomm up 10% Apple up 9.6% Amazon up 13% AI & dev OpenAI releases its first open-weight reasoning models and Microsoft gives them away for free Apple is trying to Sherlock ChatGPT Of course Alexa+ will get ads Dev: Microsoft has a native app problem on Windows Microsoft says it will fix Windows App SDK Paul just switched .NETpad to the Windows App SDK and can confirm it's a nightmare WPF is half-assed... and last year, it took Microsoft over 9 months to deliver the first Windows Copilot Runtime capabilities to devs, but you still can't use this in production. Also, it's not called that anymore Xbox & games Microsoft Gaming has over 500 million MAUs - More fun with math COD has 50 million MAUs Microsoft has nearly 40 games in development Xbox Game Pass has $5 billion in revenues in FY, over 500 million hours played in FY Gaming Copilot (Beta) is available on Game Bar for Windows PC for Xbox Insiders enrolled in the PC Gaming Preview Assassin's Creed Mirage and more coming to Game Pass this month OG Switch models now cost more thanks to tariffs Tips & Picks Tip of the week: These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/944 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: 1password.com/windowsweekly uscloud.com

Microsoft's fiscal year ended on a high note, assuming you didn't just get laid off. WinSAT's formal assessment will give you some interesting PC performance information, similar to the old WEI score from Windows Vista. And Proton finally makes a standalone authenticator app; How to transition from whatever you're currently using and why you'll need to keep using Microsoft Authenticator too.Microsoft Earning Quarterly: net income of $27.2 billion on revenues of $76.4 billion. Those figures represent gains of 24 percent and 18 percent, respectively, year-over-year (YOY) Annual: a net income of $101.8 billion (up 16 percent YOY) on revenues of $281.7 billion (up 15 percent) Another look at layoffs, which are nothing new under Satya Nadella - Over 17,000 in CY 2025 so far, despite over $100 billion in profits in FY Headcount "unchanged" YOY Big announcements below were likely made to avoid Qs about layoffs and it almost worked AI spending in FY was about $85 billion, higher than promised AI spending in this quarter will jump to $30 billion (!!!!) Azure earned $75 billion in revenues in FY, its first-ever disclosure of this number - Fun with math, that means $56 billion in revenues in previous FY. How far back can we go? Microsoft's market cap exceeded $4 trillion after earnings release "Copilot" has over 100 million MAUs, really M365 Copilot, which even Nadella thinks is a new M365 tier GitHub Copilot has over 20 million MAUs, probably most are free HUGE gains in Microsoft Gaming/Xbox, discussed below Windows 11 But first, something completely different: Microsoft's "vision" for Windows in 2030 David Weston a curious choice for this video, first in a series - he's in security Daily work life changes thanks to AI - less toil work, less eyes and more talking, multimodal interactions Security - customers want appliance-level security, "it just works" security - Degenerates into a general security discussion Back to AI, reclaiming our lives Windows 11 SE, RIP - We hardly knew you. Literally. Insider: Changes to Home view in File Explorer for Work and School sign-ins, Settings app changes in Dev (25H2) and Beta (24H2) More earnings AMD - HUGE gains in its PC businesses! Qualcomm up 10% Apple up 9.6% Amazon up 13% AI & dev OpenAI releases its first open-weight reasoning models and Microsoft gives them away for free Apple is trying to Sherlock ChatGPT Of course Alexa+ will get ads Dev: Microsoft has a native app problem on Windows Microsoft says it will fix Windows App SDK Paul just switched .NETpad to the Windows App SDK and can confirm it's a nightmare WPF is half-assed... and last year, it took Microsoft over 9 months to deliver the first Windows Copilot Runtime capabilities to devs, but you still can't use this in production. Also, it's not called that anymore Xbox & games Microsoft Gaming has over 500 million MAUs - More fun with math COD has 50 million MAUs Microsoft has nearly 40 games in development Xbox Game Pass has $5 billion in revenues in FY, over 500 million hours played in FY Gaming Copilot (Beta) is available on Game Bar for Windows PC for Xbox Insiders enrolled in the PC Gaming Preview Assassin's Creed Mirage and more coming to Game Pass this month OG Switch models now cost more thanks to tariffs Tips & Picks Tip of the week: These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/944 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: 1password.com/windowsweekly uscloud.com

Microsoft's fiscal year ended on a high note, assuming you didn't just get laid off. WinSAT's formal assessment will give you some interesting PC performance information, similar to the old WEI score from Windows Vista. And Proton finally makes a standalone authenticator app; How to transition from whatever you're currently using and why you'll need to keep using Microsoft Authenticator too.Microsoft Earning Quarterly: net income of $27.2 billion on revenues of $76.4 billion. Those figures represent gains of 24 percent and 18 percent, respectively, year-over-year (YOY) Annual: a net income of $101.8 billion (up 16 percent YOY) on revenues of $281.7 billion (up 15 percent) Another look at layoffs, which are nothing new under Satya Nadella - Over 17,000 in CY 2025 so far, despite over $100 billion in profits in FY Headcount "unchanged" YOY Big announcements below were likely made to avoid Qs about layoffs and it almost worked AI spending in FY was about $85 billion, higher than promised AI spending in this quarter will jump to $30 billion (!!!!) Azure earned $75 billion in revenues in FY, its first-ever disclosure of this number - Fun with math, that means $56 billion in revenues in previous FY. How far back can we go? Microsoft's market cap exceeded $4 trillion after earnings release "Copilot" has over 100 million MAUs, really M365 Copilot, which even Nadella thinks is a new M365 tier GitHub Copilot has over 20 million MAUs, probably most are free HUGE gains in Microsoft Gaming/Xbox, discussed below Windows 11 But first, something completely different: Microsoft's "vision" for Windows in 2030 David Weston a curious choice for this video, first in a series - he's in security Daily work life changes thanks to AI - less toil work, less eyes and more talking, multimodal interactions Security - customers want appliance-level security, "it just works" security - Degenerates into a general security discussion Back to AI, reclaiming our lives Windows 11 SE, RIP - We hardly knew you. Literally. Insider: Changes to Home view in File Explorer for Work and School sign-ins, Settings app changes in Dev (25H2) and Beta (24H2) More earnings AMD - HUGE gains in its PC businesses! Qualcomm up 10% Apple up 9.6% Amazon up 13% AI & dev OpenAI releases its first open-weight reasoning models and Microsoft gives them away for free Apple is trying to Sherlock ChatGPT Of course Alexa+ will get ads Dev: Microsoft has a native app problem on Windows Microsoft says it will fix Windows App SDK Paul just switched .NETpad to the Windows App SDK and can confirm it's a nightmare WPF is half-assed... and last year, it took Microsoft over 9 months to deliver the first Windows Copilot Runtime capabilities to devs, but you still can't use this in production. Also, it's not called that anymore Xbox & games Microsoft Gaming has over 500 million MAUs - More fun with math COD has 50 million MAUs Microsoft has nearly 40 games in development Xbox Game Pass has $5 billion in revenues in FY, over 500 million hours played in FY Gaming Copilot (Beta) is available on Game Bar for Windows PC for Xbox Insiders enrolled in the PC Gaming Preview Assassin's Creed Mirage and more coming to Game Pass this month OG Switch models now cost more thanks to tariffs Tips & Picks Tip of the week: These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/944 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: 1password.com/windowsweekly uscloud.com

Microsoft's fiscal year ended on a high note, assuming you didn't just get laid off. WinSAT's formal assessment will give you some interesting PC performance information, similar to the old WEI score from Windows Vista. And Proton finally makes a standalone authenticator app; How to transition from whatever you're currently using and why you'll need to keep using Microsoft Authenticator too.Microsoft Earning Quarterly: net income of $27.2 billion on revenues of $76.4 billion. Those figures represent gains of 24 percent and 18 percent, respectively, year-over-year (YOY) Annual: a net income of $101.8 billion (up 16 percent YOY) on revenues of $281.7 billion (up 15 percent) Another look at layoffs, which are nothing new under Satya Nadella - Over 17,000 in CY 2025 so far, despite over $100 billion in profits in FY Headcount "unchanged" YOY Big announcements below were likely made to avoid Qs about layoffs and it almost worked AI spending in FY was about $85 billion, higher than promised AI spending in this quarter will jump to $30 billion (!!!!) Azure earned $75 billion in revenues in FY, its first-ever disclosure of this number - Fun with math, that means $56 billion in revenues in previous FY. How far back can we go? Microsoft's market cap exceeded $4 trillion after earnings release "Copilot" has over 100 million MAUs, really M365 Copilot, which even Nadella thinks is a new M365 tier GitHub Copilot has over 20 million MAUs, probably most are free HUGE gains in Microsoft Gaming/Xbox, discussed below Windows 11 But first, something completely different: Microsoft's "vision" for Windows in 2030 David Weston a curious choice for this video, first in a series - he's in security Daily work life changes thanks to AI - less toil work, less eyes and more talking, multimodal interactions Security - customers want appliance-level security, "it just works" security - Degenerates into a general security discussion Back to AI, reclaiming our lives Windows 11 SE, RIP - We hardly knew you. Literally. Insider: Changes to Home view in File Explorer for Work and School sign-ins, Settings app changes in Dev (25H2) and Beta (24H2) More earnings AMD - HUGE gains in its PC businesses! Qualcomm up 10% Apple up 9.6% Amazon up 13% AI & dev OpenAI releases its first open-weight reasoning models and Microsoft gives them away for free Apple is trying to Sherlock ChatGPT Of course Alexa+ will get ads Dev: Microsoft has a native app problem on Windows Microsoft says it will fix Windows App SDK Paul just switched .NETpad to the Windows App SDK and can confirm it's a nightmare WPF is half-assed... and last year, it took Microsoft over 9 months to deliver the first Windows Copilot Runtime capabilities to devs, but you still can't use this in production. Also, it's not called that anymore Xbox & games Microsoft Gaming has over 500 million MAUs - More fun with math COD has 50 million MAUs Microsoft has nearly 40 games in development Xbox Game Pass has $5 billion in revenues in FY, over 500 million hours played in FY Gaming Copilot (Beta) is available on Game Bar for Windows PC for Xbox Insiders enrolled in the PC Gaming Preview Assassin's Creed Mirage and more coming to Game Pass this month OG Switch models now cost more thanks to tariffs Tips & Picks Tip of the week: These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/944 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: 1password.com/windowsweekly uscloud.com

Microsoft's fiscal year ended on a high note, assuming you didn't just get laid off. WinSAT's formal assessment will give you some interesting PC performance information, similar to the old WEI score from Windows Vista. And Proton finally makes a standalone authenticator app; How to transition from whatever you're currently using and why you'll need to keep using Microsoft Authenticator too.Microsoft Earning Quarterly: net income of $27.2 billion on revenues of $76.4 billion. Those figures represent gains of 24 percent and 18 percent, respectively, year-over-year (YOY) Annual: a net income of $101.8 billion (up 16 percent YOY) on revenues of $281.7 billion (up 15 percent) Another look at layoffs, which are nothing new under Satya Nadella - Over 17,000 in CY 2025 so far, despite over $100 billion in profits in FY Headcount "unchanged" YOY Big announcements below were likely made to avoid Qs about layoffs and it almost worked AI spending in FY was about $85 billion, higher than promised AI spending in this quarter will jump to $30 billion (!!!!) Azure earned $75 billion in revenues in FY, its first-ever disclosure of this number - Fun with math, that means $56 billion in revenues in previous FY. How far back can we go? Microsoft's market cap exceeded $4 trillion after earnings release "Copilot" has over 100 million MAUs, really M365 Copilot, which even Nadella thinks is a new M365 tier GitHub Copilot has over 20 million MAUs, probably most are free HUGE gains in Microsoft Gaming/Xbox, discussed below Windows 11 But first, something completely different: Microsoft's "vision" for Windows in 2030 David Weston a curious choice for this video, first in a series - he's in security Daily work life changes thanks to AI - less toil work, less eyes and more talking, multimodal interactions Security - customers want appliance-level security, "it just works" security - Degenerates into a general security discussion Back to AI, reclaiming our lives Windows 11 SE, RIP - We hardly knew you. Literally. Insider: Changes to Home view in File Explorer for Work and School sign-ins, Settings app changes in Dev (25H2) and Beta (24H2) More earnings AMD - HUGE gains in its PC businesses! Qualcomm up 10% Apple up 9.6% Amazon up 13% AI & dev OpenAI releases its first open-weight reasoning models and Microsoft gives them away for free Apple is trying to Sherlock ChatGPT Of course Alexa+ will get ads Dev: Microsoft has a native app problem on Windows Microsoft says it will fix Windows App SDK Paul just switched .NETpad to the Windows App SDK and can confirm it's a nightmare WPF is half-assed... and last year, it took Microsoft over 9 months to deliver the first Windows Copilot Runtime capabilities to devs, but you still can't use this in production. Also, it's not called that anymore Xbox & games Microsoft Gaming has over 500 million MAUs - More fun with math COD has 50 million MAUs Microsoft has nearly 40 games in development Xbox Game Pass has $5 billion in revenues in FY, over 500 million hours played in FY Gaming Copilot (Beta) is available on Game Bar for Windows PC for Xbox Insiders enrolled in the PC Gaming Preview Assassin's Creed Mirage and more coming to Game Pass this month OG Switch models now cost more thanks to tariffs Tips & Picks Tip of the week: These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/944 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: 1password.com/windowsweekly uscloud.com

Microsoft's fiscal year ended on a high note, assuming you didn't just get laid off. WinSAT's formal assessment will give you some interesting PC performance information, similar to the old WEI score from Windows Vista. And Proton finally makes a standalone authenticator app; How to transition from whatever you're currently using and why you'll need to keep using Microsoft Authenticator too.Microsoft Earning Quarterly: net income of $27.2 billion on revenues of $76.4 billion. Those figures represent gains of 24 percent and 18 percent, respectively, year-over-year (YOY) Annual: a net income of $101.8 billion (up 16 percent YOY) on revenues of $281.7 billion (up 15 percent) Another look at layoffs, which are nothing new under Satya Nadella - Over 17,000 in CY 2025 so far, despite over $100 billion in profits in FY Headcount "unchanged" YOY Big announcements below were likely made to avoid Qs about layoffs and it almost worked AI spending in FY was about $85 billion, higher than promised AI spending in this quarter will jump to $30 billion (!!!!) Azure earned $75 billion in revenues in FY, its first-ever disclosure of this number - Fun with math, that means $56 billion in revenues in previous FY. How far back can we go? Microsoft's market cap exceeded $4 trillion after earnings release "Copilot" has over 100 million MAUs, really M365 Copilot, which even Nadella thinks is a new M365 tier GitHub Copilot has over 20 million MAUs, probably most are free HUGE gains in Microsoft Gaming/Xbox, discussed below Windows 11 But first, something completely different: Microsoft's "vision" for Windows in 2030 David Weston a curious choice for this video, first in a series - he's in security Daily work life changes thanks to AI - less toil work, less eyes and more talking, multimodal interactions Security - customers want appliance-level security, "it just works" security - Degenerates into a general security discussion Back to AI, reclaiming our lives Windows 11 SE, RIP - We hardly knew you. Literally. Insider: Changes to Home view in File Explorer for Work and School sign-ins, Settings app changes in Dev (25H2) and Beta (24H2) More earnings AMD - HUGE gains in its PC businesses! Qualcomm up 10% Apple up 9.6% Amazon up 13% AI & dev OpenAI releases its first open-weight reasoning models and Microsoft gives them away for free Apple is trying to Sherlock ChatGPT Of course Alexa+ will get ads Dev: Microsoft has a native app problem on Windows Microsoft says it will fix Windows App SDK Paul just switched .NETpad to the Windows App SDK and can confirm it's a nightmare WPF is half-assed... and last year, it took Microsoft over 9 months to deliver the first Windows Copilot Runtime capabilities to devs, but you still can't use this in production. Also, it's not called that anymore Xbox & games Microsoft Gaming has over 500 million MAUs - More fun with math COD has 50 million MAUs Microsoft has nearly 40 games in development Xbox Game Pass has $5 billion in revenues in FY, over 500 million hours played in FY Gaming Copilot (Beta) is available on Game Bar for Windows PC for Xbox Insiders enrolled in the PC Gaming Preview Assassin's Creed Mirage and more coming to Game Pass this month OG Switch models now cost more thanks to tariffs Tips & Picks Tip of the week: These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/944 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: 1password.com/windowsweekly uscloud.com

This week on the GeekWire Podcast: Microsoft soars past Wall Street expectations, briefly hitting a $4 trillion valuation, while Amazon faces sharper scrutiny over its AI strategy. Todd Bishop and John Cook break down the contrasting earnings results, analyst reactions, and what it all means for the future of AI — and Seattle's place in it. Plus: insights from Microsoft's Mustafa Suleyman on the future of Copilot, a throwback lesson from the Zune era, and a guestbook entry that shows just how mainstream ChatGPT has become. Related stories and links Microsoft plans record $30B in quarterly capital spending Microsoft cut product R&D jobs, added operations roles over the past year Microsoft beats expectations, says Azure revenue tops $75B annually Internal memo: Nadella urges long-term thinking as Azure marks 15 years Microsoft reaches $4 trillion valuation after big earnings report Amazon Web Services profits squeezed amid AI spending surge Amazon tops Q2 estimates with $167.7B in revenue, $18.2B in profits Can Seattle own the AI era? 20 investors and founders weigh the potential From Startup to Exit: Microsoft@50: Birth of Xbox, with Chief Xbox Officer, Robbie Bach Colin & Samir Podcast with Microsoft AI CEO Mustafa Suleyman Tim Ferriss Podcast with Expedia and Zillow co-founder Rich BartonSee omnystudio.com/listener for privacy information.

Ten years ago yesterday, Microsoft released Windows 10, fixing the issues with Windows 8.x and giving Windows 7 users a solid upgrade. One historical curiosity: It was the first Windows release without a major launch event. In other news, Microsoft publishes a Nadella email to the troops about the layoffs, but he never really addresses the layoffs.Windows 10 turns 10 The Bad: Its legacy is mixed, as this is when the enshittification of Windows began, really Windows as a Service Ads, crapware, and telemetry — plus some made-up privacy issues Terry Myerson gaff about one billion users Universal apps/One Windows was a bust, with Windows Phone and HoloLens failures Windows 10's launch was a missed opportunity to make the Store matter The Good: Windows Subsystem for Linux was huge WinGet was also huge, but is underappreciated and underutilized to this day It did reverse the mistakes of Windows 8, and in time it got more stable as Microsoft figured out WaaS (and then went on to abuse it) Oh, and the Windows 10 Field Guide is free to celebrate the anniversary Windows 11 Microsoft is using Rust for Surface drivers, and it wants all Windows drivers to switch to Rust too The Link to Windows app is getting a nice upgrade on Android Dev (25H2) and Beta (24H2): Settings agent for x86, SCOOBE changes, Click to Do improvements, Windows Search improvements Canary: Just a couple of bug fixes (Actually, two builds, one today also with no features) Adobe Premiere Pro, After Effects, Audition, and Media Encoder are Now Native on Windows 11 on Arm in beta Opera files antitrust case against Microsoft in Brazil for Windows 11/Edge behaviors Another app blocking Recall in a slow-drop of negative Recall-related AI privacy news for Microsoft. Rant: More importantly, Recall is boring and not useful given the hype around it. Intel earnings are flat, but more layoffs are on the way Lenovo rollable laptop in action! (ThinkBook Plus Gen 6) Lenovo makes a lot of weird laptops now (like the dual-screen Yoga Book 9i Paul reviewed last year) — apparently they didn't get the message after Microsoft cancelled the Surface Neo and Windows 10X. Does the average modern Windows laptop really need a touchscreen? Is this a relic of the Windows 8 era? AI & Microsoft 365 Perplexity Comet is real and it shows the way forward for AI web browsers Coincidentally, Microsoft suddenly launches Copilot mode for Microsoft Edge. (But I've played with Copilot Mode, and it's no Comet or Dia.) Copilot is getting real-time expressions. It's the return of Clippy! Microsoft's long-term Copilot plans are a lot wilder than you might expect Google earned $96.4 billion in one quarter. This shows that it has not been impacted by other AIs yet Xbox & gaming Xbox is coming to Gamerscom in Germany in August, and it's bringing the ROG Xbox Ally handhelds The July Xbox Update is here and it's all about the PC Paul reviewed the Lenovo Legion Go S, and the Windows experience was so bad. Also, PC OEMs are having trouble competing with the Steam Deck's pricing on gaming handhelds. Tips & picks Tips of the week: Chris and Paul are partnering on his new newsletter App pick of the week: Perplexity Pro Beer pick of the week: Alesong Rhino Suit These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/943 Hosts: Leo Laporte and Paul Thurrott Guest: Chris Hoffman Sponsor: cachefly.com/twit

Ten years ago yesterday, Microsoft released Windows 10, fixing the issues with Windows 8.x and giving Windows 7 users a solid upgrade. One historical curiosity: It was the first Windows release without a major launch event. In other news, Microsoft publishes a Nadella email to the troops about the layoffs, but he never really addresses the layoffs.Windows 10 turns 10 The Bad: Its legacy is mixed, as this is when the enshittification of Windows began, really Windows as a Service Ads, crapware, and telemetry — plus some made-up privacy issues Terry Myerson gaff about one billion users Universal apps/One Windows was a bust, with Windows Phone and HoloLens failures Windows 10's launch was a missed opportunity to make the Store matter The Good: Windows Subsystem for Linux was huge WinGet was also huge, but is underappreciated and underutilized to this day It did reverse the mistakes of Windows 8, and in time it got more stable as Microsoft figured out WaaS (and then went on to abuse it) Oh, and the Windows 10 Field Guide is free to celebrate the anniversary Windows 11 Microsoft is using Rust for Surface drivers, and it wants all Windows drivers to switch to Rust too The Link to Windows app is getting a nice upgrade on Android Dev (25H2) and Beta (24H2): Settings agent for x86, SCOOBE changes, Click to Do improvements, Windows Search improvements Canary: Just a couple of bug fixes (Actually, two builds, one today also with no features) Adobe Premiere Pro, After Effects, Audition, and Media Encoder are Now Native on Windows 11 on Arm in beta Opera files antitrust case against Microsoft in Brazil for Windows 11/Edge behaviors Another app blocking Recall in a slow-drop of negative Recall-related AI privacy news for Microsoft. Rant: More importantly, Recall is boring and not useful given the hype around it. Intel earnings are flat, but more layoffs are on the way Lenovo rollable laptop in action! (ThinkBook Plus Gen 6) Lenovo makes a lot of weird laptops now (like the dual-screen Yoga Book 9i Paul reviewed last year) — apparently they didn't get the message after Microsoft cancelled the Surface Neo and Windows 10X. Does the average modern Windows laptop really need a touchscreen? Is this a relic of the Windows 8 era? AI & Microsoft 365 Perplexity Comet is real and it shows the way forward for AI web browsers Coincidentally, Microsoft suddenly launches Copilot mode for Microsoft Edge. (But I've played with Copilot Mode, and it's no Comet or Dia.) Copilot is getting real-time expressions. It's the return of Clippy! Microsoft's long-term Copilot plans are a lot wilder than you might expect Google earned $96.4 billion in one quarter. This shows that it has not been impacted by other AIs yet Xbox & gaming Xbox is coming to Gamerscom in Germany in August, and it's bringing the ROG Xbox Ally handhelds The July Xbox Update is here and it's all about the PC Paul reviewed the Lenovo Legion Go S, and the Windows experience was so bad. Also, PC OEMs are having trouble competing with the Steam Deck's pricing on gaming handhelds. Tips & picks Tips of the week: Chris and Paul are partnering on his new newsletter App pick of the week: Perplexity Pro Beer pick of the week: Alesong Rhino Suit These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/943 Hosts: Leo Laporte and Paul Thurrott Guest: Chris Hoffman Sponsor: cachefly.com/twit

Ten years ago yesterday, Microsoft released Windows 10, fixing the issues with Windows 8.x and giving Windows 7 users a solid upgrade. One historical curiosity: It was the first Windows release without a major launch event. In other news, Microsoft publishes a Nadella email to the troops about the layoffs, but he never really addresses the layoffs.Windows 10 turns 10 The Bad: Its legacy is mixed, as this is when the enshittification of Windows began, really Windows as a Service Ads, crapware, and telemetry — plus some made-up privacy issues Terry Myerson gaff about one billion users Universal apps/One Windows was a bust, with Windows Phone and HoloLens failures Windows 10's launch was a missed opportunity to make the Store matter The Good: Windows Subsystem for Linux was huge WinGet was also huge, but is underappreciated and underutilized to this day It did reverse the mistakes of Windows 8, and in time it got more stable as Microsoft figured out WaaS (and then went on to abuse it) Oh, and the Windows 10 Field Guide is free to celebrate the anniversary Windows 11 Microsoft is using Rust for Surface drivers, and it wants all Windows drivers to switch to Rust too The Link to Windows app is getting a nice upgrade on Android Dev (25H2) and Beta (24H2): Settings agent for x86, SCOOBE changes, Click to Do improvements, Windows Search improvements Canary: Just a couple of bug fixes (Actually, two builds, one today also with no features) Adobe Premiere Pro, After Effects, Audition, and Media Encoder are Now Native on Windows 11 on Arm in beta Opera files antitrust case against Microsoft in Brazil for Windows 11/Edge behaviors Another app blocking Recall in a slow-drop of negative Recall-related AI privacy news for Microsoft. Rant: More importantly, Recall is boring and not useful given the hype around it. Intel earnings are flat, but more layoffs are on the way Lenovo rollable laptop in action! (ThinkBook Plus Gen 6) Lenovo makes a lot of weird laptops now (like the dual-screen Yoga Book 9i Paul reviewed last year) — apparently they didn't get the message after Microsoft cancelled the Surface Neo and Windows 10X. Does the average modern Windows laptop really need a touchscreen? Is this a relic of the Windows 8 era? AI & Microsoft 365 Perplexity Comet is real and it shows the way forward for AI web browsers Coincidentally, Microsoft suddenly launches Copilot mode for Microsoft Edge. (But I've played with Copilot Mode, and it's no Comet or Dia.) Copilot is getting real-time expressions. It's the return of Clippy! Microsoft's long-term Copilot plans are a lot wilder than you might expect Google earned $96.4 billion in one quarter. This shows that it has not been impacted by other AIs yet Xbox & gaming Xbox is coming to Gamerscom in Germany in August, and it's bringing the ROG Xbox Ally handhelds The July Xbox Update is here and it's all about the PC Paul reviewed the Lenovo Legion Go S, and the Windows experience was so bad. Also, PC OEMs are having trouble competing with the Steam Deck's pricing on gaming handhelds. Tips & picks Tips of the week: Chris and Paul are partnering on his new newsletter App pick of the week: Perplexity Pro Beer pick of the week: Alesong Rhino Suit These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/943 Hosts: Leo Laporte and Paul Thurrott Guest: Chris Hoffman Sponsor: cachefly.com/twit

Ten years ago yesterday, Microsoft released Windows 10, fixing the issues with Windows 8.x and giving Windows 7 users a solid upgrade. One historical curiosity: It was the first Windows release without a major launch event. In other news, Microsoft publishes a Nadella email to the troops about the layoffs, but he never really addresses the layoffs.Windows 10 turns 10 The Bad: Its legacy is mixed, as this is when the enshittification of Windows began, really Windows as a Service Ads, crapware, and telemetry — plus some made-up privacy issues Terry Myerson gaff about one billion users Universal apps/One Windows was a bust, with Windows Phone and HoloLens failures Windows 10's launch was a missed opportunity to make the Store matter The Good: Windows Subsystem for Linux was huge WinGet was also huge, but is underappreciated and underutilized to this day It did reverse the mistakes of Windows 8, and in time it got more stable as Microsoft figured out WaaS (and then went on to abuse it) Oh, and the Windows 10 Field Guide is free to celebrate the anniversary Windows 11 Microsoft is using Rust for Surface drivers, and it wants all Windows drivers to switch to Rust too The Link to Windows app is getting a nice upgrade on Android Dev (25H2) and Beta (24H2): Settings agent for x86, SCOOBE changes, Click to Do improvements, Windows Search improvements Canary: Just a couple of bug fixes (Actually, two builds, one today also with no features) Adobe Premiere Pro, After Effects, Audition, and Media Encoder are Now Native on Windows 11 on Arm in beta Opera files antitrust case against Microsoft in Brazil for Windows 11/Edge behaviors Another app blocking Recall in a slow-drop of negative Recall-related AI privacy news for Microsoft. Rant: More importantly, Recall is boring and not useful given the hype around it. Intel earnings are flat, but more layoffs are on the way Lenovo rollable laptop in action! (ThinkBook Plus Gen 6) Lenovo makes a lot of weird laptops now (like the dual-screen Yoga Book 9i Paul reviewed last year) — apparently they didn't get the message after Microsoft cancelled the Surface Neo and Windows 10X. Does the average modern Windows laptop really need a touchscreen? Is this a relic of the Windows 8 era? AI & Microsoft 365 Perplexity Comet is real and it shows the way forward for AI web browsers Coincidentally, Microsoft suddenly launches Copilot mode for Microsoft Edge. (But I've played with Copilot Mode, and it's no Comet or Dia.) Copilot is getting real-time expressions. It's the return of Clippy! Microsoft's long-term Copilot plans are a lot wilder than you might expect Google earned $96.4 billion in one quarter. This shows that it has not been impacted by other AIs yet Xbox & gaming Xbox is coming to Gamerscom in Germany in August, and it's bringing the ROG Xbox Ally handhelds The July Xbox Update is here and it's all about the PC Paul reviewed the Lenovo Legion Go S, and the Windows experience was so bad. Also, PC OEMs are having trouble competing with the Steam Deck's pricing on gaming handhelds. Tips & picks Tips of the week: Chris and Paul are partnering on his new newsletter App pick of the week: Perplexity Pro Beer pick of the week: Alesong Rhino Suit These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/943 Hosts: Leo Laporte and Paul Thurrott Guest: Chris Hoffman Sponsor: cachefly.com/twit

Ten years ago yesterday, Microsoft released Windows 10, fixing the issues with Windows 8.x and giving Windows 7 users a solid upgrade. One historical curiosity: It was the first Windows release without a major launch event. In other news, Microsoft publishes a Nadella email to the troops about the layoffs, but he never really addresses the layoffs.Windows 10 turns 10 The Bad: Its legacy is mixed, as this is when the enshittification of Windows began, really Windows as a Service Ads, crapware, and telemetry — plus some made-up privacy issues Terry Myerson gaff about one billion users Universal apps/One Windows was a bust, with Windows Phone and HoloLens failures Windows 10's launch was a missed opportunity to make the Store matter The Good: Windows Subsystem for Linux was huge WinGet was also huge, but is underappreciated and underutilized to this day It did reverse the mistakes of Windows 8, and in time it got more stable as Microsoft figured out WaaS (and then went on to abuse it) Oh, and the Windows 10 Field Guide is free to celebrate the anniversary Windows 11 Microsoft is using Rust for Surface drivers, and it wants all Windows drivers to switch to Rust too The Link to Windows app is getting a nice upgrade on Android Dev (25H2) and Beta (24H2): Settings agent for x86, SCOOBE changes, Click to Do improvements, Windows Search improvements Canary: Just a couple of bug fixes (Actually, two builds, one today also with no features) Adobe Premiere Pro, After Effects, Audition, and Media Encoder are Now Native on Windows 11 on Arm in beta Opera files antitrust case against Microsoft in Brazil for Windows 11/Edge behaviors Another app blocking Recall in a slow-drop of negative Recall-related AI privacy news for Microsoft. Rant: More importantly, Recall is boring and not useful given the hype around it. Intel earnings are flat, but more layoffs are on the way Lenovo rollable laptop in action! (ThinkBook Plus Gen 6) Lenovo makes a lot of weird laptops now (like the dual-screen Yoga Book 9i Paul reviewed last year) — apparently they didn't get the message after Microsoft cancelled the Surface Neo and Windows 10X. Does the average modern Windows laptop really need a touchscreen? Is this a relic of the Windows 8 era? AI & Microsoft 365 Perplexity Comet is real and it shows the way forward for AI web browsers Coincidentally, Microsoft suddenly launches Copilot mode for Microsoft Edge. (But I've played with Copilot Mode, and it's no Comet or Dia.) Copilot is getting real-time expressions. It's the return of Clippy! Microsoft's long-term Copilot plans are a lot wilder than you might expect Google earned $96.4 billion in one quarter. This shows that it has not been impacted by other AIs yet Xbox & gaming Xbox is coming to Gamerscom in Germany in August, and it's bringing the ROG Xbox Ally handhelds The July Xbox Update is here and it's all about the PC Paul reviewed the Lenovo Legion Go S, and the Windows experience was so bad. Also, PC OEMs are having trouble competing with the Steam Deck's pricing on gaming handhelds. Tips & picks Tips of the week: Chris and Paul are partnering on his new newsletter App pick of the week: Perplexity Pro Beer pick of the week: Alesong Rhino Suit These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/943 Hosts: Leo Laporte and Paul Thurrott Guest: Chris Hoffman Sponsor: cachefly.com/twit

Story of the Week (DR): Astronomer HR chief Kristin Cabot resigns following Coldplay ‘kiss cam' incident MMAstronomer's human resources chief Kristin Cabot has resigned from the company following an affair that was caught on camera at a Coldplay concert.The intimate moment between Cabot and CEO Andy Byron went viral on the internet after the two hid when Coldplay's lead singer called them out during the concert.Both Byron and Chabot have now resigned from Astronomer and have been removed from the company's leadership team webpage.They did it! Zero women! 10 execs/ 5 directorsTrump's order to block 'woke' AI in government encourages tech giants to censor their chatbotsTech companies looking to sell their artificial intelligence technology to the federal government must now contend with a new regulatory hurdle: prove their chatbots aren't “woke.”President Donald Trump's sweeping new plan to counter China in achieving “global dominance” in AI promises to cut regulations and cement American values into the AI tools increasingly used at work and home. But one of Trump's three AI executive orders signed Wednesday — the one “preventing woke AI in the federal government” — marks the first time the U.S. government has explicitly tried to shape the ideological behavior of AI.The move also pushes the tech industry to abandon years of work to combat the pervasive forms of racial and gender bias that studies and real-world examples have shown to be baked into AI systems.OpenAI's Sam Altman warns of AI voice fraud crisis in bankingOpenAI CEO Sam Altman warned the financial industry of a “significant impending fraud crisis” because of the ability of artificial intelligence tools to impersonate a person's voice to bypass security checks and move money.“A thing that terrifies me is apparently there are still some financial institutions that will accept the voiceprint as authentication,” Altman said. “That is a crazy thing to still be doing. AI has fully defeated that.”Uber will let women drivers and riders request to avoid being paired with men starting next month Goodliest of the Week (MM/DR): DR: Top U.N. Court Says Countries Must Act on Climate ChangeThe International Court of Justice, the United Nations' top court, issued an advisory opinion Wednesday that found all nations must tackle climate change and those that do not act could be obliged to pay reparations for the harm caused to the environment.The ruling was the result of years of efforts by activists and small island nations. The case was first initiated by Pacific Islands Students Fighting Climate Change, a group of young Pacific Islanders facing the existential threat of rising sea levels, and led by the island nation of Vanuatu.MM: Glass Lewis sues Texas over new ESG and DEI limits on proxy advisersGlass Lewis is my new heroISS too Assholiest of the Week (MM): FCC approves $8 billion Paramount-Skydance mergerParamount agrees to pay $16 million to settle Trump's CBS lawsuitSuit was filed because Trump didn't like the editing on a Kamala interviewSenators Investigate Whether David Ellison Cut Side Deal With Trump After $16 Million Paramount SettlementSam Altman and the “you should be worried about the thing I built” manbaby tech bro ethosSam Altman is terrified about a coming AI fraud crisisSam Altman is worried some young people have an 'emotional over-reliance' on ChatGPT when making decisionsTrump's ‘anti-woke AI' order could reshape how US tech companies train their modelsWhen running AI giant OpenAI becomes too overwhelming Sam Altman turns to pen and paper—it's a habit shared by Bill Gates and Richard BransonMicrosoft's Satya Nadella says job cuts have been 'weighing heavily' on him DRSatya Nadella on the ‘enigma of success' in the age of AI: a thriving business, but 15,000+ layoffs“Before anything else, I want to speak to what's been weighing heavily on me, and what I know many of you are thinking about: the recent job eliminations. These decisions are among the most difficult we have to make. They affect people we've worked alongside, learned from, and shared countless moments with—our colleagues, teammates, and friends. I want to express my sincere gratitude to those who have left.”“I also want to acknowledge the uncertainty and seeming incongruence of the times we're in. By every objective measure, Microsoft is thriving—our market performance, strategic positioning, and growth all point up and to the right.”And yet, at the same time, we've undergone layoffs. This is the enigma of success…DistractionsElon Musk's Tesla Is Now the Most Hated Electric Vehicle MakerElon Musk Tells Tesla Investors to Focus on a Future Filled With RobotsElon Musk Warns That Tesla Board Could Fire Him "If I Go Crazy"EpsteinTrump's order to make chatbots anti-woke is unconstitutional, senator saysMeme stocksBeyond Meat? Krispy Kreme? Opendoor? American Eagle? Headliniest of the Week DR: Elon Musk wants more control of Tesla so activist investors can't boot him—but not so much the board can't fire him if he goes ‘crazy'MM: The typical employee would have had to start working before the Revolutionary War to match average CEO's 2024 pay Who Won the Week? DR: Satya Nadella's bullshit (More than 15,000 positions—about 7% of the company's global workforce—have been eliminated since January; $79M 2024 pay/408:1 CEO pay ratio):“By every objective measure, Microsoft is thriving—our market performance, strategic positioning, and growth all point up and to the right” he wrote, noting the company's capital expenditures, largely fueled by investments in AI and cloud infrastructure, are at historic highs. Despite these investments, he said headcount “is relatively unchanged,” given the simultaneous reduction of jobs.Nadella called this tension the “enigma of success in an industry that has no franchise value,” arguing that success in tech is not permanent or evenly distributed. “Progress isn't linear. It's dynamic, sometimes dissonant, and always demanding. But it's also a new opportunity for us to shape, lead through, and have greater impact than ever before.”Expressing gratitude to those let go, Nadella acknowledged the human cost. “Their contributions have shaped who we are as a company, helping build the foundation we stand on today. And for that, I am deeply grateful.”MM: People who pay CEOs - The gap between CEO and worker pay keeps increasing—and Trump's policies are making it grow faster - and according to our analysis, directors on the pay committee have zero repercussions for overpaying. 11% of shareholder votes were less than 90% in favor of pay, but greater than 90% in favor of directors who set pay (in 2%, it was less than 75% for pay and greater than 90% for directors) Predictions DR: Satya Nadella divorces his wife and tells her he is “deeply grateful” but this is the “enigma of love”MM: Someone in MAGA realizes that they don't need to look for documents released related to Jeffrey Epstein to find connections between Trump and sex traffickers since he actually hired a former CEO of a sex trafficking ring, Linda MacMahon, to run the Education Department and the whole White House has been WWE-ified

In today's Cloud Wars Minute, I analyze the recent Microsoft layoffs.Highlights00:14 — It's an ugly part of the free-market capitalism world, but what is inevitable in some ways — is layoffs. In the first six months of this year, Microsoft has laid off 15,000 people. I think we need to look at this as part of the new normal. It's an unfortunate consequence of the AI revolution and the incredible benefits and growth that it's going to drive.01:08 — I think we've seen a lot of people say, “Oh, here it comes, AI is displacing people.” These big companies are going to try to cut costs. They're trying to reduce expenses. I think here, the focus isn't on cutting costs, saving money, and dumping people, but rather on: Can we be prepared as quickly as possible for a very, very different future?02:12 — And that's what this AI revolution is going to bring. I think Nadella is trying very hard here to ensure that they've got their entire workforce aligned on growth opportunities for the future and all the changes that the AI revolution is going to bring to Microsoft's customers, rather than, you know, piddling around with, “How do we save a couple bucks here and there?”03:03 — Every process is ultimately going to be affected by this. It's going to change how companies think, how they work, how they operate, what their processes are, how they grow, how they make money. Any company that wants to stay in business is going to realign its workforce to match up with those new opportunities. That's what I believe Microsoft is doing.04:27 — I think we're going to see that across every industry, every region of the world. One of the outcomes is that we'll see some people moved around to new opportunities inside companies, but we're also going to see some people let go because they either don't have the backgrounds, the mindset, or whatever it might be, to match up with what their businesses need. Visit Cloud Wars for more.

He is the opposite of Elon Musk and "Founder Mode" being promoted by some of the loudest voices in business today. Microsoft CEO Satya Nadella talks about human-centered leadership. It's what Lone Rock Leadership Co-Founder Russ Hill says is the core of the 3rd Leader approach advocated in the Lead In 30 course. Staya Nadella transformed Microsoft from a competitive, siloed culture into a collaborative powerhouse that grew from $300 billion to $3 trillion in market value.Link to full interview between Adam Grant and Satya Nadella: https://www.youtube.com/watch?v=G0E8eUQ5KXg• Contrasting leadership styles: "founder mode" (directive, demanding) vs. "third leader" (participatory, human-centered)• Microsoft's extraordinary growth under Nadella: 10x market cap, over 1,000% stock price increase• The "Model, Coach, Care" management framework that develops great managers• How psychological safety and vulnerability create better business outcomes• Growth mindset as a core cultural principle: transitioning from "know-it-alls" to "learn-it-alls" • The power of continuous learning through daily human interactions• Leadership that values both high performance and human dignityShare this episode with a colleague, your team or a friend. Tap on the share button and text the link.--Get weekly leadership tips delivered to your email inbox:Subscribe to our leadership email newsletterhttps://www.leadin30.com/newsletterConnect with me on LinkedIn or to send me a DM:https://www.linkedin.com/in/russleads/Tap here to check out my first book, Decide to Lead, on Amazon. Thank you so much to the thousands of you who have already purchased it for yourself or your company! --About the podcast:The Lead In 30 Podcast with Russ Hill is for leaders of teams who want to grow and accelerate their results. In each episode, Russ Hill shares what he's learned consulting executives. Subscribe to get two new episodes every week. To connect with Russ message him on LinkedIn!

On this episode of the GeekWire Podcast, we talk with Microsoft CEO Satya Nadella about the company's 50th anniversary, and where it's headed from here. Plus, highlights from Microsoft’s 50th anniversary event in Redmond, which featured a rare joint appearance by Nadella with former leaders Bill Gates and Steve Ballmer. The day also reflected Microsoft's role in an increasingly complex global landscape, with a CNBC interview focusing in part on the impact of tariffs on the company and the global economy, and a protest outside the event condemning the use of the company’s technologies to support Israel in the ongoing war in Gaza. Related coverage: Inside Microsoft’s 50th: Iconic moments, strong memories, and the realities of the outside world Gates, Ballmer, Nadella and Copilot: Microsoft CEOs past and present engage in podcast chat with AI Inside the Microsoft Archives: How the tech giant preserves, shares, and learns from its history Microsoft@50 is an independent GeekWire editorial project supported by Accenture. More in GeekWire’s Microsoft@50 series AI Dreams: Microsoft@50, Chapter 1 Microsoft President Brad Smith on AI, global turmoil, and key issues facing the tech giant at 50 Microsoft’s startup story: How the company became a tech giant, and what we can learn from it today A new era for Windows: Can Microsoft’s longtime engine power another tech revolution? ‘The Road Ahead’ at 30: What Bill Gates’ classic book about the future says about the world today Bill Gates on Microsoft at 50, and what’s next for AI and innovation More: Microsoft@50See omnystudio.com/listener for privacy information.