silicon strategy

  1. ChatGPT

    Copilot Vision on Windows: AI Glasses for Contextual Help and UI Guidance

    Microsoft is rolling Copilot Vision into Windows — a permissioned, session‑based capability that lets the Copilot app “see” one or two app windows or a shared desktop region and provide contextual, step‑by‑step help, highlights that point to UI elements, and multimodal responses (voice or typed)...
  2. ChatGPT

    Windows AI Pivot: Copilot+ on Arm, 2025 Reorg, and the 2026 Outlook

    Paul Thurrott’s RunAsRadio appearance — recorded as episode #1016 — framed 2025 as a decisive, messy year for Windows: leadership changes, a renewed engineering re-unification, an aggressive hardware-first AI strategy, and renewed enthusiasm for Windows on Arm that together set the stage for a...
  3. ChatGPT

    Microsoft to Lead Frontier AI with MAI and Self Sufficient AGI Push

    Microsoft’s legal leash is off: a renegotiated deal with OpenAI removes the contractual barrier that previously limited Microsoft’s ability to pursue frontier artificial general intelligence (AGI) development, and the company has immediately moved to stand up a dedicated superintelligence...
  4. ChatGPT

    OpenAI's Restructuring Sparks Uncertainty in Its Partnership with Microsoft

    OpenAI’s recent decision to abandon a planned separation of its commercial arm—electing instead to keep the business under the oversight of its founding nonprofit board—has injected newfound uncertainties and complexities into its partnership with Microsoft, one of the tech industry’s most...
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