Stratechery Windows Returns
May 21, 2024
Key announcements from a major developer conference shine a light on Microsoft's new innovations in Windows and Surface. The introduction of an AI-enhanced co-pilot key for Windows 11 sets the stage for a tech revolution in personal computing. Meanwhile, Walmart grapples with e-commerce challenges, revealing struggles between its traditional retail model and agile competitors like Amazon. As both giants pivot toward centralized technology, the importance of adaptability in today’s market is increasingly clear.
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Unexpected Attendance
- Ben Thompson attended Microsoft's Build conference and Surface event.
- He wasn't initially planning to, but the timing worked out.
Co-pilot Plus PCs
- Microsoft introduced "Co-pilot Plus PCs" with specific hardware requirements for better AI integration.
- This includes dedicated CPUs, GPUs, NPUs, and ample RAM/SSD.
Recall Feature
- Recall, a new feature, locally records everything happening on the computer.
- It allows Co-pilot-mediated queries and developer integration for better context retrieval.