Happy Tuesday. We will continue going over tech presentations as they take place. Today’s update will be dedicated to the Microsoft event that occurred yesterday.

Microsoft’s Copilot+ PC Event

One day before kicking off its Build developer conference, Microsoft held a 67-minute live presentation (not livestreamed) at its Washington headquarters that left me with more questions than answers.

Heading into the event, expectations called for Microsoft to have Windows, Surface, and AI news. While all of that ended up being true, the event came across as more of a PC industry pep rally for Windows partners to bring the fight to Apple (the Mac). The event didn’t come across to me as strong or, to be frank, compelling for consumers. Instead, the issues we have previously talked about regarding Microsoft having trouble connecting with consumers came to light.

An Above Avalon membership is required to continue reading this update. Members can read the full update here. (Members: Daily Updates are accessible via the archive. If you haven’t logged into the archive before, fill out this form to receive an invite.)

Choose either a monthly or annual membership. Payment is hosted by MoonClerk and secured by Stripe. Apple Pay and other mobile payment options are accepted. After signup, use this link to update your payment information and membership status at any time. Contact me with any questions.

Subscribe $20/month

Subscribe $200/year

Contact me directly if you would like to purchase multiple subscriptions (five or more) for your team or company.

An audio version of the newsletter is available to members who have the podcast add-on attached to their membership. More information about the podcast add-on is found here. Special Inside Orchard bundle pricing is available for Above Avalon members. Additional membership customization is available via the Financial Models add-ons.