About this episode

The episode discusses Microsoft's financial performance, AI investments, and updates on Windows 11 amidst strategic accounting moves by major tech companies.

Behind the headlines about skyrocketing revenues and AI investments, the actual costs and future risks for Microsoft, Google, and Amazon are shrouded in strategic accounting moves. Plus, Paul finished rewriting and adding new chapters to the Windows 11 Field Guide - mostly just clean-up now, and then whatever new monthly features. Lastly, The Document Foundation issues a friendly reminder about the Office 2021 EOL and how that never happens with their software Microsoft earnings Microsoft earnings up 18 percent to $90 billion Analysis: Microsoft finds a new way to not account for AI costs Windows Pavan Davuluri says he's "energized" about what's happening to Windows in 2026. OK. But what's really happened so far? When will the biggest changes land? And when, if ever, will you address the real enshittification in Windows 11? Windows Insider Program: Five new builds - New Taskbar comes to Beta channel This leads to questions of timing, and here, WIP is not all that transparent still Another antitrust win: Apple to allow Copy and Paste between Windows and iPhone AMD revenues up 50 percent to $11.5 billion, but it's all AI datacenter Amazon: up 20 percent to $200 billion Apple: up 16…

Topics covered

• Microsoft earnings
• AI investments
• Windows 11 updates
• Antitrust issues
• Gaming industry
• Financial analysis

Keywords

• Microsoft
• AI
• Windows 11
• earnings
• antitrust
• gaming
• financial analysis

Mentioned in this episode

Organizations: Microsoft, Google, Amazon, The Document Foundation, Apple, AMD, Xbox

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