Podcasts about nadella

Play Episode Listen Later Mar 25, 2026

In 2015, Satya Nadella said that he wanted users to love Windows. But Microsoft has only enshittified Windows more aggressively since then. Paul wrote a book. And now Microsoft says it's changed, baby, and it's serious this time. Here's what was said ... and what was not said.A Timeline Early signs of positive change: Rust in the Windows kernel, numerous new security features in Windows 11 - "two sides" of Windows, the engineering side and the "let's push AI at all costs/UX" side - more recently, Baseline Security Mode and User Transparency and Consent announcement Last September, Pavan Davuluri took over Windows and reorganized the business immediately, bringing Server/Core back in-house In December, Paul saw the first signs of positive changes in OneDrive, while not perfect, a major step back from the enshittification there. It took a few months to understand exactly what changed. In January, there are over one billion Windows 11 users. Davuluri first mentions a push for quality in 2026 - "pain points" In February, Nadella announced leadership changes that included people directly in charge of security and engineering quality Now, Microsoft has announced that it will address (some of) the complaints about Windows 11, and this includes performance and reliability improvements across the board Microsoft said it will Let you move the Taskbar to other screen edges, finally Improve File Explorer performance Make changes to how users to skip Windows Updates (vaguely) Make improvements to Widgets (but what about the quality problem?) Remove unnecessary Copilot entry points Make the Windows Insider Program more transparent More relevant recommendations in Start - ?? Reduce resource usage across the board, give more resources to what you're doing (good for gaming, especially) Reduce interaction latency - WInUI3 Reduce search latency throughout - also context menus and navigation (which is WinUI3, I guess) Make improvements to Windows Subsystem for Linux OS, drive, and in-box app reliability improvements Windows Hello improvements - Wonders if this is tied to the complaint about speed here What Microsoft didn't discuss Of the several items in the Windows 11 Enshittification Checklist, only one was addressed by Davuluri's post, Windows Update chaos, and then only partially. Not mentioned: Forced telemetry, bundled crapware, forced Microsoft account sign-ins, forced Microsoft Edge usage and configuration harassment, hardware requirements (less relevant today), OneDrive behaviors (partially addressed already). Recall is rare in that it's opt-in, but most of the AI and unwanted features are opt-out or worse Controlled Feature Releases are not controlled, but they do suck Microsoft has monthly Security Updates that include new features. Security and Feature updates should be separate and have different pausing rules Microsoft is not removing Copilot from Windows, nor is it doing less AI; it is just removing Copilot icons from most places and trying to be more thoughtful about how it deploys AI in Windows 11 The Windows Insider Program makes 0 sense right now, and this was only partially addressed; it's not clear what's changing yet Davuluri says that WinUI3 UIs are the solution to many performance problems, but just using an old Mor These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/976 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell

ai microsoft security xbox windows reduce remove feature forced wonders consent rust ux recall copilot windows 10 satya nadella onedrive microsoft edge widgets leo laporte windows updates nadella copilot ai windows subsystem richard campbell windows hello linux os taskbar paul thurrott windows insider program arm chips

Windows Weekly 976: Full Thurrottle

Windows Weekly (Video HI)

Play Episode Listen Later Mar 25, 2026 136:31

In 2015, Satya Nadella said that he wanted users to love Windows. But Microsoft has only enshittified Windows more aggressively since then. Paul wrote a book. And now Microsoft says it's changed, baby, and it's serious this time. Here's what was said ... and what was not said.A Timeline Early signs of positive change: Rust in the Windows kernel, numerous new security features in Windows 11 - "two sides" of Windows, the engineering side and the "let's push AI at all costs/UX" side - more recently, Baseline Security Mode and User Transparency and Consent announcement Last September, Pavan Davuluri took over Windows and reorganized the business immediately, bringing Server/Core back in-house In December, Paul saw the first signs of positive changes in OneDrive, while not perfect, a major step back from the enshittification there. It took a few months to understand exactly what changed. In January, there are over one billion Windows 11 users. Davuluri first mentions a push for quality in 2026 - "pain points" In February, Nadella announced leadership changes that included people directly in charge of security and engineering quality Now, Microsoft has announced that it will address (some of) the complaints about Windows 11, and this includes performance and reliability improvements across the board Microsoft said it will Let you move the Taskbar to other screen edges, finally Improve File Explorer performance Make changes to how users to skip Windows Updates (vaguely) Make improvements to Widgets (but what about the quality problem?) Remove unnecessary Copilot entry points Make the Windows Insider Program more transparent More relevant recommendations in Start - ?? Reduce resource usage across the board, give more resources to what you're doing (good for gaming, especially) Reduce interaction latency - WInUI3 Reduce search latency throughout - also context menus and navigation (which is WinUI3, I guess) Make improvements to Windows Subsystem for Linux OS, drive, and in-box app reliability improvements Windows Hello improvements - Wonders if this is tied to the complaint about speed here What Microsoft didn't discuss Of the several items in the Windows 11 Enshittification Checklist, only one was addressed by Davuluri's post, Windows Update chaos, and then only partially. Not mentioned: Forced telemetry, bundled crapware, forced Microsoft account sign-ins, forced Microsoft Edge usage and configuration harassment, hardware requirements (less relevant today), OneDrive behaviors (partially addressed already). Recall is rare in that it's opt-in, but most of the AI and unwanted features are opt-out or worse Controlled Feature Releases are not controlled, but they do suck Microsoft has monthly Security Updates that include new features. Security and Feature updates should be separate and have different pausing rules Microsoft is not removing Copilot from Windows, nor is it doing less AI; it is just removing Copilot icons from most places and trying to be more thoughtful about how it deploys AI in Windows 11 The Windows Insider Program makes 0 sense right now, and this was only partially addressed; it's not clear what's changing yet Davuluri says that WinUI3 UIs are the solution to many performance problems, but just using an old Mor These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/976 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell

ai microsoft security xbox windows reduce remove feature forced wonders consent rust ux recall copilot windows 10 satya nadella onedrive microsoft edge widgets leo laporte windows updates nadella copilot ai windows subsystem richard campbell windows hello linux os taskbar paul thurrott windows weekly windows insider program arm chips

Windows Weekly 976: Full Thurrottle

Radio Leo (Audio)

Play Episode Listen Later Mar 25, 2026 136:31 Transcription Available

In 2015, Satya Nadella said that he wanted users to love Windows. But Microsoft has only enshittified Windows more aggressively since then. Paul wrote a book. And now Microsoft says it's changed, baby, and it's serious this time. Here's what was said ... and what was not said.A Timeline Early signs of positive change: Rust in the Windows kernel, numerous new security features in Windows 11 - "two sides" of Windows, the engineering side and the "let's push AI at all costs/UX" side - more recently, Baseline Security Mode and User Transparency and Consent announcement Last September, Pavan Davuluri took over Windows and reorganized the business immediately, bringing Server/Core back in-house In December, Paul saw the first signs of positive changes in OneDrive, while not perfect, a major step back from the enshittification there. It took a few months to understand exactly what changed. In January, there are over one billion Windows 11 users. Davuluri first mentions a push for quality in 2026 - "pain points" In February, Nadella announced leadership changes that included people directly in charge of security and engineering quality Now, Microsoft has announced that it will address (some of) the complaints about Windows 11, and this includes performance and reliability improvements across the board Microsoft said it will Let you move the Taskbar to other screen edges, finally Improve File Explorer performance Make changes to how users to skip Windows Updates (vaguely) Make improvements to Widgets (but what about the quality problem?) Remove unnecessary Copilot entry points Make the Windows Insider Program more transparent More relevant recommendations in Start - ?? Reduce resource usage across the board, give more resources to what you're doing (good for gaming, especially) Reduce interaction latency - WInUI3 Reduce search latency throughout - also context menus and navigation (which is WinUI3, I guess) Make improvements to Windows Subsystem for Linux OS, drive, and in-box app reliability improvements Windows Hello improvements - Wonders if this is tied to the complaint about speed here What Microsoft didn't discuss Of the several items in the Windows 11 Enshittification Checklist, only one was addressed by Davuluri's post, Windows Update chaos, and then only partially. Not mentioned: Forced telemetry, bundled crapware, forced Microsoft account sign-ins, forced Microsoft Edge usage and configuration harassment, hardware requirements (less relevant today), OneDrive behaviors (partially addressed already). Recall is rare in that it's opt-in, but most of the AI and unwanted features are opt-out or worse Controlled Feature Releases are not controlled, but they do suck Microsoft has monthly Security Updates that include new features. Security and Feature updates should be separate and have different pausing rules Microsoft is not removing Copilot from Windows, nor is it doing less AI; it is just removing Copilot icons from most places and trying to be more thoughtful about how it deploys AI in Windows 11 The Windows Insider Program makes 0 sense right now, and this was only partially addressed; it's not clear what's changing yet Davuluri says that WinUI3 UIs are the solution to many performance problems, but just using an old Mor These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/976 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell

ai microsoft security xbox windows reduce remove feature forced wonders consent rust ux recall copilot windows 10 satya nadella onedrive microsoft edge widgets leo laporte windows updates nadella copilot ai windows subsystem richard campbell windows hello linux os taskbar paul thurrott windows weekly windows insider program arm chips

WW 976: Full Thurrottle - Microsoft's Plan To Save Windows in 2026

Play Episode Listen Later Mar 25, 2026

In 2015, Satya Nadella said that he wanted users to love Windows. But Microsoft has only enshittified Windows more aggressively since then. Paul wrote a book. And now Microsoft says it's changed, baby, and it's serious this time. Here's what was said ... and what was not said.A Timeline Early signs of positive change: Rust in the Windows kernel, numerous new security features in Windows 11 - "two sides" of Windows, the engineering side and the "let's push AI at all costs/UX" side - more recently, Baseline Security Mode and User Transparency and Consent announcement Last September, Pavan Davuluri took over Windows and reorganized the business immediately, bringing Server/Core back in-house In December, Paul saw the first signs of positive changes in OneDrive, while not perfect, a major step back from the enshittification there. It took a few months to understand exactly what changed. In January, there are over one billion Windows 11 users. Davuluri first mentions a push for quality in 2026 - "pain points" In February, Nadella announced leadership changes that included people directly in charge of security and engineering quality Now, Microsoft has announced that it will address (some of) the complaints about Windows 11, and this includes performance and reliability improvements across the board Microsoft said it will Let you move the Taskbar to other screen edges, finally Improve File Explorer performance Make changes to how users to skip Windows Updates (vaguely) Make improvements to Widgets (but what about the quality problem?) Remove unnecessary Copilot entry points Make the Windows Insider Program more transparent More relevant recommendations in Start - ?? Reduce resource usage across the board, give more resources to what you're doing (good for gaming, especially) Reduce interaction latency - WInUI3 Reduce search latency throughout - also context menus and navigation (which is WinUI3, I guess) Make improvements to Windows Subsystem for Linux OS, drive, and in-box app reliability improvements Windows Hello improvements - Wonders if this is tied to the complaint about speed here What Microsoft didn't discuss Of the several items in the Windows 11 Enshittification Checklist, only one was addressed by Davuluri's post, Windows Update chaos, and then only partially. Not mentioned: Forced telemetry, bundled crapware, forced Microsoft account sign-ins, forced Microsoft Edge usage and configuration harassment, hardware requirements (less relevant today), OneDrive behaviors (partially addressed already). Recall is rare in that it's opt-in, but most of the AI and unwanted features are opt-out or worse Controlled Feature Releases are not controlled, but they do suck Microsoft has monthly Security Updates that include new features. Security and Feature updates should be separate and have different pausing rules Microsoft is not removing Copilot from Windows, nor is it doing less AI; it is just removing Copilot icons from most places and trying to be more thoughtful about how it deploys AI in Windows 11 The Windows Insider Program makes 0 sense right now, and this was only partially addressed; it's not clear what's changing yet Davuluri says that WinUI3 UIs are the solution to many performance problems, but just using an old Mor These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/976 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell

ai microsoft security xbox windows reduce remove feature forced wonders consent rust ux recall copilot windows 10 satya nadella onedrive microsoft edge widgets leo laporte windows updates nadella copilot ai windows subsystem richard campbell windows hello linux os taskbar paul thurrott windows insider program arm chips

Windows Weekly 976: Full Thurrottle

All TWiT.tv Shows (Video LO)

Play Episode Listen Later Mar 25, 2026 136:31 Transcription Available

In 2015, Satya Nadella said that he wanted users to love Windows. But Microsoft has only enshittified Windows more aggressively since then. Paul wrote a book. And now Microsoft says it's changed, baby, and it's serious this time. Here's what was said ... and what was not said.A Timeline Early signs of positive change: Rust in the Windows kernel, numerous new security features in Windows 11 - "two sides" of Windows, the engineering side and the "let's push AI at all costs/UX" side - more recently, Baseline Security Mode and User Transparency and Consent announcement Last September, Pavan Davuluri took over Windows and reorganized the business immediately, bringing Server/Core back in-house In December, Paul saw the first signs of positive changes in OneDrive, while not perfect, a major step back from the enshittification there. It took a few months to understand exactly what changed. In January, there are over one billion Windows 11 users. Davuluri first mentions a push for quality in 2026 - "pain points" In February, Nadella announced leadership changes that included people directly in charge of security and engineering quality Now, Microsoft has announced that it will address (some of) the complaints about Windows 11, and this includes performance and reliability improvements across the board Microsoft said it will Let you move the Taskbar to other screen edges, finally Improve File Explorer performance Make changes to how users to skip Windows Updates (vaguely) Make improvements to Widgets (but what about the quality problem?) Remove unnecessary Copilot entry points Make the Windows Insider Program more transparent More relevant recommendations in Start - ?? Reduce resource usage across the board, give more resources to what you're doing (good for gaming, especially) Reduce interaction latency - WInUI3 Reduce search latency throughout - also context menus and navigation (which is WinUI3, I guess) Make improvements to Windows Subsystem for Linux OS, drive, and in-box app reliability improvements Windows Hello improvements - Wonders if this is tied to the complaint about speed here What Microsoft didn't discuss Of the several items in the Windows 11 Enshittification Checklist, only one was addressed by Davuluri's post, Windows Update chaos, and then only partially. Not mentioned: Forced telemetry, bundled crapware, forced Microsoft account sign-ins, forced Microsoft Edge usage and configuration harassment, hardware requirements (less relevant today), OneDrive behaviors (partially addressed already). Recall is rare in that it's opt-in, but most of the AI and unwanted features are opt-out or worse Controlled Feature Releases are not controlled, but they do suck Microsoft has monthly Security Updates that include new features. Security and Feature updates should be separate and have different pausing rules Microsoft is not removing Copilot from Windows, nor is it doing less AI; it is just removing Copilot icons from most places and trying to be more thoughtful about how it deploys AI in Windows 11 The Windows Insider Program makes 0 sense right now, and this was only partially addressed; it's not clear what's changing yet Davuluri says that WinUI3 UIs are the solution to many performance problems, but just using an old Mor These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/976 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell

ai microsoft security xbox windows reduce remove feature forced wonders consent rust ux recall copilot windows 10 satya nadella onedrive microsoft edge widgets leo laporte windows updates nadella copilot ai windows subsystem richard campbell windows hello linux os taskbar paul thurrott windows weekly windows insider program arm chips

Windows Weekly 976: Full Thurrottle

Radio Leo (Video HD)

Play Episode Listen Later Mar 25, 2026 136:31 Transcription Available

In 2015, Satya Nadella said that he wanted users to love Windows. But Microsoft has only enshittified Windows more aggressively since then. Paul wrote a book. And now Microsoft says it's changed, baby, and it's serious this time. Here's what was said ... and what was not said.A Timeline Early signs of positive change: Rust in the Windows kernel, numerous new security features in Windows 11 - "two sides" of Windows, the engineering side and the "let's push AI at all costs/UX" side - more recently, Baseline Security Mode and User Transparency and Consent announcement Last September, Pavan Davuluri took over Windows and reorganized the business immediately, bringing Server/Core back in-house In December, Paul saw the first signs of positive changes in OneDrive, while not perfect, a major step back from the enshittification there. It took a few months to understand exactly what changed. In January, there are over one billion Windows 11 users. Davuluri first mentions a push for quality in 2026 - "pain points" In February, Nadella announced leadership changes that included people directly in charge of security and engineering quality Now, Microsoft has announced that it will address (some of) the complaints about Windows 11, and this includes performance and reliability improvements across the board Microsoft said it will Let you move the Taskbar to other screen edges, finally Improve File Explorer performance Make changes to how users to skip Windows Updates (vaguely) Make improvements to Widgets (but what about the quality problem?) Remove unnecessary Copilot entry points Make the Windows Insider Program more transparent More relevant recommendations in Start - ?? Reduce resource usage across the board, give more resources to what you're doing (good for gaming, especially) Reduce interaction latency - WInUI3 Reduce search latency throughout - also context menus and navigation (which is WinUI3, I guess) Make improvements to Windows Subsystem for Linux OS, drive, and in-box app reliability improvements Windows Hello improvements - Wonders if this is tied to the complaint about speed here What Microsoft didn't discuss Of the several items in the Windows 11 Enshittification Checklist, only one was addressed by Davuluri's post, Windows Update chaos, and then only partially. Not mentioned: Forced telemetry, bundled crapware, forced Microsoft account sign-ins, forced Microsoft Edge usage and configuration harassment, hardware requirements (less relevant today), OneDrive behaviors (partially addressed already). Recall is rare in that it's opt-in, but most of the AI and unwanted features are opt-out or worse Controlled Feature Releases are not controlled, but they do suck Microsoft has monthly Security Updates that include new features. Security and Feature updates should be separate and have different pausing rules Microsoft is not removing Copilot from Windows, nor is it doing less AI; it is just removing Copilot icons from most places and trying to be more thoughtful about how it deploys AI in Windows 11 The Windows Insider Program makes 0 sense right now, and this was only partially addressed; it's not clear what's changing yet Davuluri says that WinUI3 UIs are the solution to many performance problems, but just using an old Mor These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/976 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell

ai microsoft security xbox windows reduce remove feature forced wonders consent rust ux recall copilot windows 10 satya nadella onedrive microsoft edge widgets leo laporte windows updates nadella copilot ai windows subsystem richard campbell windows hello linux os taskbar paul thurrott windows weekly windows insider program arm chips

Oracle ↔ Microsoft Multicloud Miracle: After 2.5 Years, How Do Customers Benefit?

ai microsoft customers benefit oracle senior vice president openai product marketing satya nadella larry ellison multicloud nadella nathan thomas

Play Episode Listen Later Mar 24, 2026 5:18

In today's Cloud Wars Minute, I examine how AI and data access are accelerating unprecedented cooperation among cloud leaders. Highlights 00:03 — It's been two and a half years now since that momentous interview featuring Satya Nadella and Larry Ellison talking about their partnership to do multi-cloud between Oracle and Microsoft. And in some ways, I regard this as the multi-cloud miracle, because we've accepted it. 01:10 — It's opening up more ways in which competing tech vendors are going to work together to drive better benefits, better outcomes for customers. So, I had a very interesting interview with Nathan Thomas, Senior Vice President for Product Marketing at Oracle Cloud Infrastructure, where he heads up the multi-cloud effort. And I wanted to talk to him about the benefits. 02:24 — I want to also go back quickly and touch on what Nadella and Ellison talked about two and a half years ago. One of Ellison's first points, he said, this just makes it easier for customers, and they get the benefits of both Microsoft's top technology and Oracle's top technology optimized to work together. 03:36 — At the time, he said, OpenAI, take it to where the data is. So two and a half years ago, Nadella was very keen on this subject of how this multi-cloud partnership between Oracle and Microsoft would benefit the early days of the AI movement. 04:44 — And when you put it in terms of business outcomes, then these competitive things that are behind the scenes matter less and less. So this is an interesting time. I hope we'll see more of this. Visit Cloud Wars for more.

Nadella's sacrifice: Why agents threaten Office & how Microsoft responds

Breaking Analysis with Dave Vellante

Play Episode Listen Later Feb 28, 2026 41:02

office microsoft sacrifice responds threaten nadella

Two Years Till We're Cooked: The Death of White Collar Work and Other Human Things

Keen On Democracy

Play Episode Listen Later Feb 15, 2026 43:14

"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

WW 970: Token Kill! - What Version 26H1's Scoped Release Implies

Play Episode Listen Later Feb 12, 2026 153:12 Transcription Available

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

spotify amazon ai google microsoft fortune security sony pc doom agent playstation xbox windows preview wtf beta duck gemini openai consent resume ads valve token silent hill pcs settings emoji maus copilot anthropic narrators qualcomm quake satya nadella windows 11 yoy onedrive shipped leo laporte nadella implies patch tuesday secure boot richard campbell file explorer scoped paul thurrott windows insider program

Windows Weekly 970: Token Kill!

Windows Weekly (Video HI)

Play Episode Listen Later Feb 12, 2026 153:12 Transcription Available

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

spotify amazon ai google microsoft fortune security sony pc doom agent playstation xbox windows preview wtf beta duck gemini openai consent resume ads valve token silent hill pcs settings emoji maus copilot anthropic narrators qualcomm quake satya nadella windows 11 yoy onedrive shipped leo laporte nadella patch tuesday secure boot richard campbell file explorer paul thurrott windows weekly windows insider program

Windows Weekly 970: Token Kill!

Radio Leo (Audio)

Play Episode Listen Later Feb 12, 2026 153:12 Transcription Available

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

spotify amazon ai google microsoft fortune security sony pc doom agent playstation xbox windows preview wtf beta duck gemini openai consent resume ads valve token silent hill pcs settings emoji maus copilot anthropic narrators qualcomm quake satya nadella windows 11 yoy onedrive shipped leo laporte nadella patch tuesday secure boot richard campbell file explorer paul thurrott windows weekly windows insider program

WW 970: Token Kill! - What Version 26H1's Scoped Release Implies

Play Episode Listen Later Feb 12, 2026 153:12 Transcription Available

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

spotify amazon ai google microsoft fortune security sony pc doom agent playstation xbox windows preview wtf beta duck gemini openai consent resume ads valve token silent hill pcs settings emoji maus copilot anthropic narrators qualcomm quake satya nadella windows 11 yoy onedrive shipped leo laporte nadella implies patch tuesday secure boot richard campbell file explorer scoped paul thurrott windows insider program

Windows Weekly 970: Token Kill!

All TWiT.tv Shows (Video LO)

Play Episode Listen Later Feb 12, 2026 153:12 Transcription Available

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

spotify amazon ai google microsoft fortune security sony pc doom agent playstation xbox windows preview wtf beta duck gemini openai consent resume ads valve token silent hill pcs settings emoji maus copilot anthropic narrators qualcomm quake satya nadella windows 11 yoy onedrive shipped leo laporte nadella patch tuesday secure boot richard campbell file explorer paul thurrott windows weekly windows insider program

Windows Weekly 970: Token Kill!

Radio Leo (Video HD)

Play Episode Listen Later Feb 12, 2026 153:12 Transcription Available

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

spotify amazon ai google microsoft fortune security sony pc doom agent playstation xbox windows preview wtf beta duck gemini openai consent resume ads valve token silent hill pcs settings emoji maus copilot anthropic narrators qualcomm quake satya nadella windows 11 yoy onedrive shipped leo laporte nadella patch tuesday secure boot richard campbell file explorer paul thurrott windows weekly windows insider program

46% of the S&P 500 is One AI Bet | Kai Wu on Why It's Likely the Wrong One

Excess Returns

Play Episode Listen Later Feb 10, 2026 62:26

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)

ai building roi railroads llm telecom satya nadella capex moat nadella wrong one overcapacity

⚖️ The "Substance" Pivot: Silent Failures, The DeepSeek Shock, & The End of "Magic" AI

AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store

Play Episode Listen Later Jan 31, 2026 37:54

OBDM1359 - Earth's Gravity Will Stop | Unwinding the UFO Disinfo | Strange New

Our Big Dumb Mouth

Play Episode Listen Later Jan 24, 2026 129:23

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

Microsoft's Tumble: Deep Cybersecurity Flaws Outweigh Revenue Success

Play Episode Listen Later Jan 22, 2026 6:26

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.

success china deep microsoft security companies cybersecurity revenue oracle flaws google cloud tumble satya nadella nadella charlie bell

DHUnplugged #787: The Elitists Convene

DH Unplugged

Play Episode Listen Later Jan 21, 2026 65:16

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

Dell AI PC Retreat, Cloudflare vs. Italy, Why iOS 26 Matters

Tech Gumbo

Play Episode Listen Later Jan 19, 2026 21:58

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.

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Satya Nadella Outlines the Next Chapter in AI: Real-World Systems

ai microsoft real world next chapter outlines ai revolution satya nadella nadella mustafa suleyman

Play Episode Listen Later Jan 14, 2026 2:58

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.

The End Of Year M&A Rush

Techmeme Ride Home

Play Episode Listen Later Dec 30, 2025 24:05

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

ai rush vc end of year nadella

Leading with intelligence: How AI is redefining the future of leadership decisions

Irish Tech News Audio Articles

Play Episode Listen Later Dec 19, 2025 8:35

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...

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The Challenge of AI

Voice of the DBA

Play Episode Listen Later Dec 17, 2025 3:51

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

ceo ai microsoft copilot chief commercial officer satya nadella microsoft ai nadella suleyman

Microsoft's CEO just confirmed our AI power thesis

Wall Street Unplugged - What's Really Moving These Markets

Play Episode Listen Later Nov 5, 2025 56:26

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

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A Giant Crypto Grift: Xbox Chief on His New Blockchain Thriller and Why Web3 Still Matters

Keen On Democracy

Play Episode Listen Later Oct 19, 2025 39:44

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

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Satya Nadella Picks Successor, Starts Journey to Chairman + CTO

Play Episode Listen Later Oct 7, 2025 5:18

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.

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WW 944: Shakin' the Treats - Microsoft becomes a $4 trillion company

Play Episode Listen Later Aug 6, 2025 153:55

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

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Windows Weekly 944: Shakin' the Treats

Play Episode Listen Later Aug 6, 2025 153:55

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

amazon ai apple school work home tips fun microsoft chatgpt security pc xbox windows openai treats wei settings amd maus azure copilot game pass cod qualcomm xbox game pass qs fy yoy cy shakin github copilot degenerates windows pcs leo laporte creed mirage m365 nadella windows vista wpf richard campbell file explorer microsoft earnings paul thurrott windows weekly david weston windows microsoft windows insider program

WW 943: Five Paperclips - Looking back at 10 Years of Windows 10

Play Episode Listen Later Jul 30, 2025 167:42

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

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Windows Weekly 943: Five Paperclips