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 More Info: https://twit.tv/shows/windows-weekly/episodes/879 Sponsors: • GO.ACILEARNING.COM/TWIT - code TWIT30 • cachefly.com/twit Download or subscribe to this show at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Products we recommend: https://www.amazon.com/shop/twitnetcastnetwork TWiT may earn commissions on certain products. Follow us: https://twit.tv/ https://twitter.com/TWiT https://www.facebook.com/TWiTNetwork https://www.instagram.com/twit.tv/ https://bsky.app/profile/twit.tv #microsoft #windows11 #xbox About us: TWiT.tv is a technology podcasting network located in the San Francisco Bay Area with the #1 ranked technology podcast This Week in Tech hosted by Leo Laporte. Every week we produce dozens of hours of content on a variety of programs including Tech News Weekly, MacBreak Weekly, This Week in Google, Windows Weekly, Security Now, and more.