Tag: microsoft
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Two theories of the AI investor spook-out
First, there is the fear that AI generated apps will replace existing software companies. This from Benji Edwards at Ars: These releases occurred during a week of exceptional volatility for software stocks. On January 30, Anthropic released 11 open source plugins for Cowork, its agentic productivity tool that launched on January 12. Cowork itself is…
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The vast majority of people do not have, nor will they ever have a personal computer. They haven’t been exposed to Windows or Office, or anything like that, and in their lives it’s unlikely that they will. Stephen Elop, Microsoft’s new executive vice president of Devices, in the post announcing the completion of the deal…
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Microsoft goes bonkers for cross-platform
With these changes Microsoft has shifted its emphasis from Windows developers building Windows apps via Windows Azure to all developers building all apps via Microsoft Azure – an important distinction and one likely to grow more apparent over the coming months. It sounds like Build is a nice conference with some dramatic changes from previous…
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Nice piece on the hard work ahead for Microsoft & assets they have
From El Reg’s Gavin Clarke: Let’s begin by saying money was not the problem that needed solving: on that, the world’s largest software company is printing cash. … That means everything Nadella does now is about execution, not innovation. That makes Nadella’s story as CEO one of sales and expanded market share. We, 451, have…
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From a computer on every desktop to computers on everything, everywhere
These are the most important three chunks from Satya Nadella (Microsoft’s new CEO) memo: Our industry does not respect tradition — it only respects innovation. … Our job is to ensure that Microsoft thrives in a mobile and cloud-first world. … I believe over the next decade computing will become even more ubiquitous and intelligence…
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How’s Microsoft doing with Yammer?
If we look at it from Yammer’s perspective, it’s been a good year. Being part of the Microsoft family has helped it grow its total user base by 60% in the last 12 months to almost 8 million users, and its number of paid networks has grown by 200%. Plus, Yammer’s 2012 full year sales…
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Microsoft keeps fast following to the cloud
In addition to Azure, Microsoft is offering other cloud services through Intune, its Internet-based computer management service. Developed for small offices with limited IT help, Intune provides a set of automated updating and management functionality for keeping Windows-based business computers in operating order. A quiet success for Microsoft, Intune now is used by more than…
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Microsoft adds Azure to its billion dollar a year club | Ars Technica
Amazon Web Services (AWS), by way of comparison, is estimated to have brought in $1.8 billion last year. —Microsoft adds Azure to its billion dollar a year club | Ars Technica
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The new fragmentation
The result is the CIOs and individuals face a market over the next five years where Microsoft still dominates PCs, Apple’s iPad leads the tablet category, and Google’s Android leads in smartphone sales. Frank Gillett, Forrester
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