Nilay Patel
π€ SpeakerAppearances Over Time
Podcast Appearances
Maybe we need to reset it all.
And so Asha is just going to execute that well.
That's one approach.
We can see if that's what she actually wants to do.
Then there's what I hear a lot of people saying, especially gamers who are prone to hyperbole, that her job is to just shut it down.
It's just bring this to an end because Activision didn't work.
Bethesda didn't work.
All Satya Nadella cares about is replacing all of us with AI agents that are using Excel or whatever he cares about.
Microsoft just wants to wash its hands of this business.
And she's just going to trim it down to sell it to whoever wants to buy it.
Yeah, you talk about writing an acquisition.
Nadella came in as the new CEO, and his first job was to write down the Nokia deal and get rid of it.
And so you're like, maybe he can just do it again.
Yeah, or you just keep collecting your 30% of Candy Crush revenue and you just don't talk about it in earnings reports and it'll be fine.
You can just print that money and keep those things going and not talk about it and hope no one notices and then spend your time trying to increase copilot adoption with consumers or whatever.
But it sounds to me like you're saying we should watch out for actual moves to make Xbox more relevant.
All right, Tom, I'm going to let you go back to that baby of yours.
Thank you so much for jumping on and explaining all your reporting to us.
I hope Microsoft can keep things chill until you're officially back from leave.
But I make no promises on behalf of such an adult.