Tom Warren

Yeah, so this year, the whole point of Build this year is that it was a smaller, sort of intimate venue in San Francisco.

So they used to have Build at San Francisco, like, I can't remember, it was many, many years ago now.

There was a few protesters outside early yesterday morning.

There's none today, but they didn't get inside this time.

So there wasn't the sort of chaos that we had last year, where the keynote was interrupted and all that sort of stuff.

But yeah, the vibes are differently...

Definitely feels smaller and definitely more about getting actual developers in this time.

I obviously spoke to Mustafa Suleiman yesterday and he kind of took the gloves off essentially, which I think I get the sense that he's been wanting to do that for a little while.

But just basically he said, we want to be one of the top four AI model, creating frontier models in the world.

I think we haven't heard them say that exactly before because they've had that really close open AI partnership.

I think that was a big part of Build this year.

It was the coming out party for Microsoft AI and the models and stuff.

They had seven models.

That was a big chunk.

But then on the flip side, I think the other thing is,

there was a big presence of Windows again, which I kind of think they had to have, but also in the sense of positioning Windows to developers as being able to have this local AI compute, so they don't have to worry about the tokens, which is the kind of era that we're getting into now.

It's the cost of AI now, right?

And all the token usage.

And that's really bubbling up in the news cycle at the moment.

Yeah, I think so to some extent.