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Yeah, I think that's right. So when people say, hey, where's your foundation model? I mean, at the end of the day, we do have the IP.
I still am a big believer in college recruiting, because at the end of the day, this is going to change the curve by which anyone can pick up proficiency in a code base... the productivity curve of a college hire is going to be much steeper than it ever before. ... we are very committed.
we manage something like 500-odd fiber operators around the world in Azure today. And by the way, I had not myself realized it. A lot of it, you know, it's called DevOps, but it's a physical asset. Things get cut. And when you sort of say DevOps, that means you literally are emailing people and saying, hey, what happened to that fiber cut? How do we repair it? So there's a lot of back and forth. So this network, the person who runs our global network, basically has built to your point about thes
We are absolutely committed and focused on making the PC a great place for local models and local models that then do a lot of the prompt processing and call into the cloud.
the workstation is back. I'm one of the most excited. If you went to CES. Which is great for Microsoft, because you have a nice desktop business. Oh, absolutely.
at the end of the day, we do have the IP.
our biggest business today is Azure business. And the Azure business, the TAM, given what's going to happen is so huge that we now need to be fantastic at building these token factories.
one of the things I learned at Microsoft is whenever I did a country visit, the data I would first study is in, let's say, in the UK, or in Switzerland, or what have you, is what is the total employment created in Switzerland in our channel? That used to be, like, the number one thing in our country reports, right? And the total number... Exactly. So channel partners, ISVs, so the number of ISVs who were there. So we used to have a complete marker of how did the ecosystem around the platform get
a company like ours, I have to do everything. It's not like I can just so go live in the future. I have to make sure we're doing a fantastic job of doing hot patching on windows is done with quality, while at the same time building the evals that are improving co-pilot quality, right?
at LinkedIn, we used to have product managers, we had designers, we had front-end engineers, and then we had back-end engineers and so on. So what we did is we sort of took those first four roles and combined them, in fact, increased scope and said, let's, they're all full stack builders. So I like that because that's a structural change that allows for us to increase the change, both the work and the workflow between these functions. And so a lot of what is happening inside of tech is that chan
It's a pretty intense time. I'm glad there's the competition. It's quite honestly, at the end of the day, when I look at it, right, as a percentage of GDP, five years from now, where will tech be, right? It will be higher. So we are blessed to be in this industry. It's a lot of intense competition. But it's not so zero sum as some people make it out. High is getting much bigger, much more, the TAM and the just the impact of this tech is going to be so massive. The question then, of course, is wh
we introduced something called Agent 365 as a way to give identities.
you'll see us even in the next week, even do things, is while I'm sitting in GitHub co-pilot. It's not as if software developers sit in isolation, right? It's not like the only thing I work on is my repo. I attend meetings. I write specs or others have written specs that I'm implementing. I need to have my repo be consistent with that. So that means using either a straightforward MCP server or a skill, I want to be able to call into my work IQ, which is the co-pilot, bring that in. That's the ty
windows is a platform where things that are bigger than windows can be born like the web a platform can only serve society if its rules allow for this