The Hidden Sweatshop - Windows 11 Reaches 1 Billion Users! скачать в хорошем качестве

The Hidden Sweatshop - Windows 11 Reaches 1 Billion Users!

Microsoft is burning through billions on AI, but Wall Street is finally demanding to see where the payoff is. The earnings announcement triggered a $357 billion valuation wipe-out, the largest in Microsoft’s history and the second-largest in history overall (Nvidia managed to lose $593 billion in value in the wake of DeepSeek in early 2025). Windows • Windows 11 has over one billion users - and, surprise, it got their faster than Windows 10 without any of the shenanigans • Microsoft to address the quality issues in Windows 11 in 2026 • There is already evidence that Microsoft is trying to make Windows 11 suck less: Recent OneDrive changes that address a key ensh*ttification, and let’s not forget all those security advances • What did Microsoft really promise? Not much • Microsoft has new EVPs for Security and Quality • Microsoft belatedly delivered the January Week D update last Thursday, a preview of this month’s Patch Tuesday • Dev and Beta builds both deliver Mark Russinovich’s sysmon tool Microsoft earnings deep dive • Microsoft reported a net income of $38.5 billion on revenues of $81.3 billion in the quarter ending December 31. Those figures represent gains of 60 percent and 17 percent, respectively, year-over-year • Earnings analysis: All eyes are on AI and no one is happy • Microsoft spent $37.5 billion on AI infrastructure (capex) in the quarter, up 66 percent YOY, and it’s on track to spend $150+ billion in the fiscal year • Every single question was about this and how it will ever recoup the costs • There are now 15 million paid Microsoft 365 Copilot seats out of 450+ million Microsoft 365 seats • OpenAI is Microsoft’s biggest Azure customer, but it’s unclear if there is any real money there because of accounting tricks • Windows, Edge, and Bing all “gained share,” PC maker revenues were up just 1 percent, the Windows 10 upgrade cycle was mostly a bust (it’s likely that most of it was tied to RAM pricing fears, too) • Xbox fell off a cliff with content and services revenues down 5 percent in a holiday quarter somehow and Xbox hardware revenue declined an astonishing 32 percent YOY • Standalone Office 2025 suite was a surprise hit, Hood is curious if that continues • Microsoft 365 “cost of business” up 10 percent YOY because of AI costs • AMD revenues up 34 percent to $10.3 billion • Apple delivers record revenues of $143.8 billion; iPhone made more revenues by itself than all of Microsoft AI • Microsoft is going to basically make an app store for content makers who wish to be paid for use by AI • Anthropic advertises that Claude will be advertising-free, unlike ChatGPT • The next Firefox will include the promised AI kill switch and Vivaldi “extends the middle fingerˮ to AI Xbox and games • AMD reveals next Xbox console in 2027 • We’re getting a solid collection of Xbox Game Pass titles for the beginning of February • Battlefield 6 was the best-selling shooter of 2025 and EA made $1.9 billion in Q4 • Epic Games has big plans for its PC launcher/store • Nintendo has now sold 17 million Switch 2s as OG Switch hits 155 million units Tips and picks • Tip of the week: Make OneDrive Folder Backup work for you • App pick of the week: Bitwarden (TWiT sponsor) • RunAs Radio this week: Getting Started using Purview with Erica Toelle • Brown liquor pick of the week: Glendronach Ode to Dark Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Windows Weekly episode 969 More Info: https://twit.tv/shows/windows-weekly/... Sponsor: • http://zscaler.com/security Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Products we recommend: https://www.amazon.com/shop/twitnetca... TWiT may earn commissions on certain products. Follow us: Website: https://twit.tv/ Bluesky: https://bsky.app/profile/twit.tv Mastodon: https://mastodon.social/@TWiT Facebook:   / twitnetwork   Instagram:   / twit.tv   X (Twitter): https://x.com/TWiT TikTok:   / twittok   LinkedIn:   / twit-llc   #microsoft #windows11 #windows 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, Windows Weekly, Security Now, Intelligent Machines, and more.