Tom Warren

And they've kind of built on top of that build.

And it's all, like a lot of the Windows announcements this year were very, very developer-focused.

I mean, there pretty much wasn't anything outside of dev stuff, which I think is good because in some years,

Over the past decade, they've gone very consumer-heavy at Build.

But they've done the Terminal work as well in the past.

I think this year it felt like that kind of build.

Because I remember when they unveiled Terminal, people were going nuts in the audience.

It was genuine.

It wasn't like Microsoft PR people screaming in the corner, you know?

Yeah, that's the thing.

It's almost like an existential crisis, isn't it, for Microsoft?

Because if they don't pull this off, they have Office and Windows and all of this enterprise platform stuff like M365, etc.,

But that could all just disappear, right?

It's not a guaranteed business anymore in this era where a startup can just create something that just takes all that way.

But that's what it's all about.

They need to capture that audience that they already have on the enterprise.

and get them using their own tools before they run off to use someone else's.

And there's been obviously friction internally with the OpenAI stuff where they've been competing.

They've been on this weird path where they're sort of trying to get the same sort of customers.

And I think if there's ever a time where they need to make this work, it's right now for sure.