Stratechery Windows and the AI Platform Shift
May 24, 2023
Discover how Microsoft's Build Developer Conference has transformed under CEO Satya Nadella, moving from a Windows-centric model to emphasizing Azure and Office 365. Dive into the intersection of AI and Microsoft's ecosystem as it competes with Google in an evolving tech landscape. Explore Windows' new role as a platform for AI development, contrasting its position with Apple's supremacy in the smartphone sector. Get insights on upcoming product announcements and the challenges Nadella faces in driving innovation.
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Microsoft's Build Transformation
- Microsoft's Build conference shifted from Windows-centric to cloud and AI-focused.
- This reflects Nadella's successful move to prioritize platforms like Azure and Office 365.
Nadella's AI Analogy
- Satya Nadella compared the current AI shift to historical computing milestones like the internet and the iPhone.
- He likened the impact of ChatGPT to the "Mosaic moment" and a shift from "bicycle to steam engine."
Microsoft's AI Advantage
- Microsoft's AI integrations, like co-pilots and business chat, offer tangible value for businesses.
- This strengthens their ecosystem and pressures competitors to catch up.