This chapter explores Microsoft's strategic shift in gaming, moving from hardware sales to streaming services amid layoffs and AI-driven workforce dynamics. It also addresses Starbucks' declining same-store sales, emphasizing the impact of operational changes and competitive pressures in markets like China. The discussion highlights the need for both companies to adapt and rethink their approaches to maintain consumer engagement in a rapidly changing landscape.
Is efficiency everything? Starbucks certainly seems to think so.
(00:21) Bill Mann and Mary Long discuss Microsoft’s AI timeline and what “experience” means at the world’s largest coffee chain.
Then, (15:10) Bloomberg media reporter Hannah Miller joins for a conversation on what the Paris Olympics mean for Peacock.
Companies mentioned: MSFT, SBUX, LCKNY, CMCSA, NLFX, AMZN, DIS, WBD
Host: Mary Long
Guests: Bill Mann, Hannah Miller
Producer: Ricky Mulvey
Engineers: Dan Boyd, Austin Morgan
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