Topher
Identifies as young
Well they are still a two trillion dollar corporation. It's possible, but the juice isn't worth the squeeze for Microsoft. They are primarily a B2B company.
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[Jez] Windows and Xbox are now prioritizing user feedback in a huge pivot...but why now? I can't help but be suspicious — it smells a bit like panic
- Thread starter Topher
- Start date
Well they are still a two trillion dollar corporation. It's possible, but the juice isn't worth the squeeze for Microsoft. They are primarily a B2B company.
Mayar
Member
In reality, there is less money there, because the market valuation has never given a real idea of the real value of a company. It is an open market, where any company in a day, because of someone somewhere sneezing (This is a joke, by the way - just in case
), can lose a couple of billions in value, and then successfully get them back just as well. I think a big factor here is that you need to carefully weigh whether the money spent is worth the end result. And it seems to me that after Activision Blizzard, Microsoft's ambitions in purchasing and spending money have significantly diminished, and they will be much more careful in the future.
kpopSuperstar
Gold Member
He cherry-picks specific points to paint a fake picture, I don't know if he understands what he just wrote. He is trying to say that Microsoft might need Xbox as a stable cornerstone because of bad AI investments? what?
mayham2199
Member
Insanely delusional.He cherry-picks specific points to paint a fake picture, I don't know if he understands what he just wrote. He is trying to say that Microsoft might need Xbox as a stable cornerstone because of bad AI investments? what?
kevboard
Member
they should copy Steam... just copy Steam...
first thing they should copy is Steam's controller settings. I want full per-game rebinds, per game analog stick adjustments (reaction curve, deadzone, negative deadzone), and GYRO EMULATION...
release your fucking gyro controller already! we know you worked on it! we saw the leaks guys! release it and allow us to bind the gyro to stick and mouse inputs in all games like Steam allows it, including gyro on/off trigger settings etc.
first thing they should copy is Steam's controller settings. I want full per-game rebinds, per game analog stick adjustments (reaction curve, deadzone, negative deadzone), and GYRO EMULATION...
release your fucking gyro controller already! we know you worked on it! we saw the leaks guys! release it and allow us to bind the gyro to stick and mouse inputs in all games like Steam allows it, including gyro on/off trigger settings etc.
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A data center for AI is an "ultra" version of a data center.
I don't know, 10x more power, 10x more cooling?
Cooling, for example, is a no-go; are you going to return half the cooling towers?
And the transmission line you already paid for? Double the capacity of a normal data center?
I think that's the gist of it. Building a data center for AI costs twice as much as a "normal" data center, and if the AI flops and you convert to a "normal data center" you lose all the extra money you spent.
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nkarafo
Member
At his age i got a Master System, in like 1990, and i still jizzed my pants. It wasn't a Mega Drive, but it was a massive upgrade over my Atari 2600.
I hate spoiled kids.
From what I see, I think what sustains Microsoft today isn't Azure, it's Office/Windows... It's the rental/licensing of Office and Windows to companies that sustains Microsoft.
Gamer_By_Proxy
About to beat off
Ugh is Jezz oversharing from his dream journal again? This is what happens when you're the only employee left in the office.
IntentionalPun
Ask me about my wife's perfect butthole
Pretty sure Office 365 and Azure are basically equals.
The last time I saw Microsoft's "creative accounting," it was basically this: rent Office and get 1TB of OneDrive as a bonus, and we'll declare that you bought 1TB of OneDrive (Azure) and got Office as a bonus.
IntentionalPun
Ask me about my wife's perfect butthole
panda-zebra
Member
I love how Jez can take a bonkers shower thought scheme* to take xbox back to not just relevance but the cornerstone of Microsoft's core business, and splooge it out through his internal ExtendThisTextLikeI'mDesperateToHitThe2000WordCountForMyHomework.bat and have the stones to post it online for others to be subjected to.
*I'm in no way implying or suggesting Jez takes showers
There there, Jeremy... there there.
Have a little lie down and sip a little lukewarm bean juice. AI is but a blip, that big old meanie Satya is going to remember what made Microsoft great eventually - xbox.
*I'm in no way implying or suggesting Jez takes showers
There there, Jeremy... there there.
Have a little lie down and sip a little lukewarm bean juice. AI is but a blip, that big old meanie Satya is going to remember what made Microsoft great eventually - xbox.
Loomy
Thinks Microaggressions are Real
You're right. Office (+ LinkedIn lol) is higher than Azure/server business.
Loomy
Thinks Microaggressions are Real
Yeah, he clearly just wanted to write about Microsoft & OpenAI in light of the Ronan Farrow New Yorker article, but had to put an Xbox spin because he's the Xbox guy, I guess? And his only "in" was. "Hey, Microsoft is doing a lot of surveys lately. What's that about? Is this fine?"
ToughestSoul
Member
They are really bringing back the vertical task bar?
Thebonehead
Gold Member
Well they are, according to most people in the know, Customer 'A' for Nvidia contributing over 20% of their revenue.
Huge amount to be spending on that hardware which is why the team they originally built for surface, Xbox and hololens custom silicon pivoted and produced Maia, which is custom silicon for inference. I.e. running the models at scale.
Microsoft claims their own chips are 30% cheaper, but the real value is in the reduced opex for them as it's 750w Vs nvidias 1200w. The Maia platform is denser, cooler and cheaper to run.
The b200 racks are still required for training though, but there are rumours they have custom silicon inbound for this.
Maia 3 is due next year built on intel 18a so should be cheaper still.
GitHub copilot is genuinely useful
Copilot I think I've used once in windows. Crazy they built it into notepad, although they are rolling out out of all the places it's not needed now
Huge amount to be spending on that hardware which is why the team they originally built for surface, Xbox and hololens custom silicon pivoted and produced Maia, which is custom silicon for inference. I.e. running the models at scale.
Microsoft claims their own chips are 30% cheaper, but the real value is in the reduced opex for them as it's 750w Vs nvidias 1200w. The Maia platform is denser, cooler and cheaper to run.
The b200 racks are still required for training though, but there are rumours they have custom silicon inbound for this.
Maia 3 is due next year built on intel 18a so should be cheaper still.
GitHub copilot is genuinely useful
Copilot I think I've used once in windows. Crazy they built it into notepad, although they are rolling out out of all the places it's not needed now
DenchDeckard
Moderated wildly
Sounds like the classic.
This is just a hyperthetical but anyone who works in business has probably experienced it.
My guess, Phil was actually a half decent guy but was too nice. Evidence over the years points to this.
He was attempting to captain a ship that was owned by a massive company and got absolutely done in from it. He stepped down, something that can shock a company like MS when an employee of that level retires. With 40 years at the same company. Phil looked broken and gave up.
Sometimes , the dust clears, the stars align and a company finally realises they lost a good egg. AI is being called slop, microslop etc. Investors and satya will be shook. They hire a girl and he HAS to give her the resources to carry out her ideas. Probably something Phil was wrestling with. Budget etc.
Microslop is seeing where the ai bubble is going and they damage it has done to their company. They see steam succeeding and chipping away at xbox and more importantly from a business perspective they can see more people are migrating to pc than plaustation. Pc that it their bread and butter.
They simply HAVE to support xbox now. They lost its champion and have to apply funds to strengthen it in the race of increased competition and a public that is basically fed up with the company and its direction.
Big opportunity for Xbox to use this opportunity to get what the leaders there want and hopefully its good for all of us.
This is just a hyperthetical but anyone who works in business has probably experienced it.
My guess, Phil was actually a half decent guy but was too nice. Evidence over the years points to this.
He was attempting to captain a ship that was owned by a massive company and got absolutely done in from it. He stepped down, something that can shock a company like MS when an employee of that level retires. With 40 years at the same company. Phil looked broken and gave up.
Sometimes , the dust clears, the stars align and a company finally realises they lost a good egg. AI is being called slop, microslop etc. Investors and satya will be shook. They hire a girl and he HAS to give her the resources to carry out her ideas. Probably something Phil was wrestling with. Budget etc.
Microslop is seeing where the ai bubble is going and they damage it has done to their company. They see steam succeeding and chipping away at xbox and more importantly from a business perspective they can see more people are migrating to pc than plaustation. Pc that it their bread and butter.
They simply HAVE to support xbox now. They lost its champion and have to apply funds to strengthen it in the race of increased competition and a public that is basically fed up with the company and its direction.
Big opportunity for Xbox to use this opportunity to get what the leaders there want and hopefully its good for all of us.
Panajev2001a
GAF's Pleasant Genius
Sorry but this reads like the soapy fan fiction / novel you read in the bathtub, with candles lit, and sipping your white wine.
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Unknown Soldier
Banned
MSFT stock is down a lot from ATH because of extremely negative corporate feedback about Copilot and AI shit and their corporate sales and uptake rate on Copilot and AI shit has been nothing short of catastrophic
Let me clear that corporate money is 99% of MS's revenues and profits, they don't really give a shit about consumers because Windows is given away for free to consumers anyways and Xbox is a rounding error in their balance sheet. The only thing carrying Microsoft Gaming is Activision Blizzard
The fact that they are soliciting user feedback isn't because they want consumer feedback. They couldn't give less of a shit. The feedback they want is from the corporations who pay actual money for Windows, Office, and Azure licenses
Let me clear that corporate money is 99% of MS's revenues and profits, they don't really give a shit about consumers because Windows is given away for free to consumers anyways and Xbox is a rounding error in their balance sheet. The only thing carrying Microsoft Gaming is Activision Blizzard
The fact that they are soliciting user feedback isn't because they want consumer feedback. They couldn't give less of a shit. The feedback they want is from the corporations who pay actual money for Windows, Office, and Azure licenses
Mephisto40
Member
Steve Holt
Member
Sounds like he's upset that Phil got his marching orders when in reality he has left Xbox in the worst state it's ever been in. Totally direction less.
DenchDeckard
Moderated wildly
Fancy discussing, from your experience in the industry why it reads like fan fiction?
I was attempting to be positive about our industry that we hold dearly, but clearly something in the way I have put it you disagree with so I am happy to look at other angles, what do you think could be going on?
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Panajev2001a
GAF's Pleasant Genius
I know you have this urge, but why?
DenchDeckard
Moderated wildly
Because I am happy, and want there to be good things.
Do you want to discuss my points and why im writing dreams etc? I am more than happy to talk about what parts you found to be a dreamworld? what are they?
jm89
Member
HerjansEagleFeeder
Member
These people are so desperate to believe in the predictability of human behaviour (because their own career depend on this fiction), that they'd rather spend another couple million on a new "cool" ad campaign than actually change the corporate culture inside their own companies. But people aren't just stupid or mindless robots. No matter how many diverse, grinning, happy faces you put on your ads. People know your whole org is rotten from the core inside, with nothing but opportunistic, narcissistic and corrupt assholes in top positions. Apparently they don't like that.
PlayStaytion
Member
Microsoft is all ears only when something serious about Windows is happening, not Xbox, the attention scale is vastly different. This time it's Windows definitely. I don't know, a unified launcher to please everyone, I don't want the shape of the industry we have today based on some foolish personal decision that happened in 2005 like Valve and Windows live, we need to move pass that point of immaturity.
Shockwave_Fox
Member
Can't help but just look at these guys and others like them as sad losers.
Topher
Identifies as young
Astray
Member
They are repositioning to fight Steam instead of Playstation. So makes sense that they want to gain as much feature parity as possible before they actually turn the ignition on.The fact that most of these Xbox updates seem to be feverishly copying as many Steam features as they can also feels like panic
So in other words.. A monopoly?
The funniest thing is Destin trying to tease his when other shills already unboxed the thing lmao.
Man should have never left IGN.
mckmas8808
Mckmaster uses MasterCard to buy Slave drives
Oh My God................this is such an amazing point that I'm stealing it lol. It's perfect and straight to the point. The Anti-AI people are getting to be as annoying as the Anti-DEI people. And it's all due to the same thing. There's no nuance that they can accept in the converstation.
ChorizoPicozo
Member
mckmas8808
Mckmaster uses MasterCard to buy Slave drives
The funniest thing is Destin trying to tease his when other shills already unboxed the thing lmao.
Man should have never left IGN.
And lately I've seen Destin change within the last week or so with his "coverage" now also.
Astray
Member
He's been entirely unmoored ever since he left IGN. He's kinda caught between catering towards an Xbox audience that is slowly dying off and the larger mainstream gaming audience that he has no idea how to engage.
I have sympathy for him tbh because I'm not entirely sure whether his exit was self-driven or not.
Lucie Goosey
Member
It's cuz they're sloppy.