As a journalist, I unexpectedly found myself attending Microsoft’s Windows and Surface event before the Build developer conference. The event highlighted Microsoft’s focus on AI, with the introduction of Copilot+ PCs that boast impressive hardware capabilities. The new brand, Copilot+ PCs, requires specific components to qualify, offering unique features like Recall and Cocreator that leverage AI for enhanced user experiences.
Microsoft showcased the hardware based on Qualcomm’s Snapdragon X Elite ARM processor, signaling the culmination of a 12-year journey to bring Windows to ARM. The seamless integration of AI into the hardware sets Microsoft’s devices apart from competitors like Apple’s MacBook Air. With promises of better performance and battery life, Microsoft has set a high standard for Apple to meet at its upcoming WWDC event.
In the realm of e-commerce, Walmart’s success can be attributed to its omnichannel strategy that leverages stores for delivery, pick-up, and in-person shopping options. The company’s e-commerce operation has evolved over the years, integrating with retail to create a seamless customer experience. Walmart’s circuitous path to e-commerce dominance showcases the importance of building the online business independently before integrating it with traditional retail operations.
The transformation of Microsoft under CEO Satya Nadella saw a shift away from Windows-centricity towards a services-focused approach centered on AI and massive computing investments. Nadella’s decisions to demote Windows and prioritize services like Azure and Office have reshaped Microsoft into a services company with a strong emphasis on AI. This strategic shift has allowed Windows to differentiate itself through AI capabilities, marking a new chapter for the operating system.
In conclusion, both Microsoft and Walmart have navigated complex paths to remain competitive in their respective industries. Microsoft’s evolution towards AI-driven hardware and services under Nadella’s leadership mirrors Walmart’s journey towards e-commerce success through omnichannel integration. These companies exemplify the importance of adapting to changing market dynamics and embracing new technologies to stay relevant and innovative.
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https://stratechery.com/2024/windows-returns/
