Panos Panay

I think it's more of a compliment now than it's ever been. You need the phone. We send things to the phone. We want you on it as well. Want you on the Alexa app on your phone. It's an awesome experience. We can play with it if you want after. But I think it's a compliment to the phone. I think it does replace a lot of things. I'll tell this. I say it to my team all the time.

I think it's more of a compliment now than it's ever been. You need the phone. We send things to the phone. We want you on it as well. Want you on the Alexa app on your phone. It's an awesome experience. We can play with it if you want after. But I think it's a compliment to the phone. I think it does replace a lot of things. I'll tell this. I say it to my team all the time.

I think it's more of a compliment now than it's ever been. You need the phone. We send things to the phone. We want you on it as well. Want you on the Alexa app on your phone. It's an awesome experience. We can play with it if you want after. But I think it's a compliment to the phone. I think it does replace a lot of things. I'll tell this. I say it to my team all the time.

Look, our customers are going to find the easiest path to something. They just will. It's innate. It saves time. It's about speed. It's about efficiency. The only time that's not true is when you're getting more joy. And a lot of times joy comes from speed, you know, or happiness comes from being able to complete a task quicker. And so let me go back to the point of ambient.

Look, our customers are going to find the easiest path to something. They just will. It's innate. It saves time. It's about speed. It's about efficiency. The only time that's not true is when you're getting more joy. And a lot of times joy comes from speed, you know, or happiness comes from being able to complete a task quicker. And so let me go back to the point of ambient.

Look, our customers are going to find the easiest path to something. They just will. It's innate. It saves time. It's about speed. It's about efficiency. The only time that's not true is when you're getting more joy. And a lot of times joy comes from speed, you know, or happiness comes from being able to complete a task quicker. And so let me go back to the point of ambient.

Like we have one of the core tenants when we started Alexa Plus and the vision for it was we have the largest install base in homes on the planet. I think that's a pretty definitive statement. I think it's true. Probably have to check with the lawyers to say something like that. So maybe I'm wrong. So let me qualify it. We might have the largest install base on the planet.

Like we have one of the core tenants when we started Alexa Plus and the vision for it was we have the largest install base in homes on the planet. I think that's a pretty definitive statement. I think it's true. Probably have to check with the lawyers to say something like that. So maybe I'm wrong. So let me qualify it. We might have the largest install base on the planet.

Like we have one of the core tenants when we started Alexa Plus and the vision for it was we have the largest install base in homes on the planet. I think that's a pretty definitive statement. I think it's true. Probably have to check with the lawyers to say something like that. So maybe I'm wrong. So let me qualify it. We might have the largest install base on the planet.

The way Alexa Plus is designed is it's meant to be ambient. It's meant to be a conversation and it will replace tasks you do on your phone. It's gonna happen. And so does it replace the phone? Absolutely not. But does it replace certain things? I think I told you this story before. Let me tell you again.

The way Alexa Plus is designed is it's meant to be ambient. It's meant to be a conversation and it will replace tasks you do on your phone. It's gonna happen. And so does it replace the phone? Absolutely not. But does it replace certain things? I think I told you this story before. Let me tell you again.

The way Alexa Plus is designed is it's meant to be ambient. It's meant to be a conversation and it will replace tasks you do on your phone. It's gonna happen. And so does it replace the phone? Absolutely not. But does it replace certain things? I think I told you this story before. Let me tell you again.

When I was building laptops 12 years ago, when I first started on Surface, people came to me and said, there were a few people that were like, you've lost the plot, P. You're going after this thing and the laptop is dead. Like, why? Because phones are replacing the laptop. And I mean, you're using a laptop 12 years later, and it's pretty damn important to you.

When I was building laptops 12 years ago, when I first started on Surface, people came to me and said, there were a few people that were like, you've lost the plot, P. You're going after this thing and the laptop is dead. Like, why? Because phones are replacing the laptop. And I mean, you're using a laptop 12 years later, and it's pretty damn important to you.

When I was building laptops 12 years ago, when I first started on Surface, people came to me and said, there were a few people that were like, you've lost the plot, P. You're going after this thing and the laptop is dead. Like, why? Because phones are replacing the laptop. And I mean, you're using a laptop 12 years later, and it's pretty damn important to you.

Probably more important now than it was 12 years ago. So what had happened was jobs moved to the phone that were really important, shopping, social media, your photos, I don't know, communication. But what happened was the things that didn't move to the phone only got stronger on the PC over that time. And so they essentially became compliments to one another.

Probably more important now than it was 12 years ago. So what had happened was jobs moved to the phone that were really important, shopping, social media, your photos, I don't know, communication. But what happened was the things that didn't move to the phone only got stronger on the PC over that time. And so they essentially became compliments to one another.

Probably more important now than it was 12 years ago. So what had happened was jobs moved to the phone that were really important, shopping, social media, your photos, I don't know, communication. But what happened was the things that didn't move to the phone only got stronger on the PC over that time. And so they essentially became compliments to one another.

If you're going to sit down and write a long story, you're going to do it with a keyboard. You want to be snackable information, you're going to pick up your phone. And then one got better at one of them and the other got better at the other. And incredibly so. Actually strengthened them both. I see this very similar.

If you're going to sit down and write a long story, you're going to do it with a keyboard. You want to be snackable information, you're going to pick up your phone. And then one got better at one of them and the other got better at the other. And incredibly so. Actually strengthened them both. I see this very similar.