- Broadly speaking, Microsoft is trying to do “more with less”. In addition to that, “AI and the implementation of AI everywhere are really important”.
- The specialist highlighted Microsoft’s focus on maximising customers’ efficiency, saying: “The theory is there that if they can help customers be really efficient, that’s going to help them through this period of inflation-driven recession.”
- AI and ChatGPT “are supposed to make people’s life easier”, they added. AI will likely be integrated into Office and Windows and used to improve commercial and consumer search functions. “The big thing that I could see on Xbox is really recommendations.”
- Turning to the challenged PC market, the specialist does not anticipate the market seeing normalisation until 2024, but noted that Windows 11 should create a selling opportunity. We also heard that Apple’s PC market share gain “was pretty shocking”.
- The former Microsoft VP is “nervous” about Surface. “I don’t know if they have the differentiation that they once had in that space”.
- Meanwhile, they emphasised that content is king on the gaming side, characterising Game Pass as a “huge asset”.
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