The Cockroach of CPUs - FY24 Q3 Earnings, AI Explorer, Github Copilot Workspace

FY24 Q3 Earnings, AI Explorer, Github Copilot Workspace
MICROSOFT EARNINGS
• Microsoft’s AI bet is paying off: Net income of $21.9 billion on revenues of $61.9 billion in the quarter ending March 31
• Rocket sled upwards except for two things, both hardware: Surface devices and Xbox consoles
• Intelligent Cloud was again Microsoft’s biggest business unit, with $26.7 billion in revenues, up 21 percent year-over-year (YOY) and driven primarily by Azure
• Productivity and Business Processes delivered $19.6 billion in revenues, a gain of 12 percent YOY and driven by Office 365
• More Personal Computing brought up the rear, with $15.6 billion in revenues, up 12 percent YOY. Windows revenues from PC makers jumped 11 percent
• Amy Hood's comment about this all happening when MSFT is investing $10+ billion per quarter on AI infrastructure and purchased Activision Blizzard (AB) for $69 is classic. This is firing on all cylinders stuff
More Earnings Learnings
• Intel: The deathwatch continues
• AMD: Meager revenue gains, but PC market is looking OK at least
• Google/Alphabet: Explosive revenues, but its all ADs not AI
• Amazon: A wonder of the modern age, unique physical + digital advantages
• Samsung: Revenues up on strong phone, memory sales
Windows 11
• Windows 11 version 24H2 will include an AI Explorer feature. Will require NPUs/AI PCs. Might be exclusive to Qualcomm but that would be a huge mistake, seems unlikely. Runs in the background, captures everything you do, turns them into memories. Search for anything you’ve done using natural language (i.e. a chatbot interface). Analyze and interact with everything that’s currently on screen.
• Beta channel (sooner than 24H2) - improved widgets for some reason, File Explorer ”breadcrumbs” make a much-needed comeback, Show Desktop is back, baby
• Dev channel - Starting with the latest build, Microsoft has killed all the local account workarounds during Setup workarounds. Now what?
• Tiny11 Builder is updated with telemetry removal. It’s happening.
Microsoft 365
• Microsoft highlights new Copilot features for Microsoft 365 available now or soon
• OneDrive for web gets offline access (including Files on Demand), but only for commercial accounts
AI
• Email evidence shows why Microsoft partnered with OpenAI
• ChatGPT can now “remember” conversations. It’s sentient!
• Amazon Q is GA, and it’s for developers now too
• Microsoft announces GitHub Copilot Workspace and my brain hurts. Please help
• Apple is shopping around for AI and is talking to OpenAI again
Xbox
• Xbox Showcase returns on June 9, with mystery event that is obviously the next Call of Duty: Black Ops game because redacted
• Microsoft announces new Game Pass titles for early May. Guess what’s missing? You have one guess, hotshot. And seriously, haven’t we all played every Tomb Raider game already?
• Microsoft’s latest indie game showcase highlights the health of an ecosystem that doesn’t have to just be about AAA games
• Sea of Thieves comes to PlayStation 5
• Food for thought: Microsoft bought AB in October, has released only on AB title to Game Pass in what will soon be 7 months. Microsoft announced four cross-platform Xbox titles in February and they are all available now
• Fallout 4 next-gen update is here
Tips & Picks
• Tip of the week: Windows is the key to the MacBook Air
• App pick of the week: Arc browser for Windows
• RunAs Radio this week: SQL Server and AI with Muazma Zahid & Bob Ward
• Brown liquor pick of the week: Brancoveanu XO
Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell
Windows Weekly episode 879
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