Tom Warren

So I think there's no question that's going to happen there anyway.

But I think...

Her background, if you actually look at core AI, she was more about platform scaling there with the foundry business at Microsoft AI, core AI.

And that's kind of what she did at Instacart as well, platform scaling and then user acquisition at Meta.

So I think if you look into what she's actually done and what she has expertise in, it's exactly what exports kind of needs, right?

They need someone who can get teams executing properly.

And get that user acquisition, the platform scaling, the stuff that they need to build and get ready to actually see this vision through.

Because the exports everywhere vision, I don't think is terrible, but I think it's just trying to execute on certain parts of it.

They've been really sloppy with it and just a little bit too early.

So I don't think the strategy is going to change dramatically, but I think the next-gen console and the PC stuff and where they try and push that way is going to be the cover for the strategy they originally wanted to do.

But yeah, I don't think she's some AI plant.

I just don't get that impression.

Do you think that's true?

Is there a risk there?

A few years ago, Nadella thought about spinning off Xbox, right?

But instead, Phil convinced him to do all these acquisitions and do ABK.

So he invested, obviously, heavily.

That's Microsoft's biggest acquisition.

I don't think shareholders are going to like them just writing off Activision Blizzard, right?

That's just...