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1. The new class of “AI PCs”
  • In terms of the consumer experience, the Copilot+ PCs offer fastest implementation of Microsoft 365 apps (e.g. Excel, Word, PowerPoint, Outlook). Microsoft also touts new experiences built directly into Windows, including AI-powered image creation/editing (Cocreator) and automatic real-time translations of any audio that passes through the PC (even offline) across 40 languages (Live Captions), as well as an AI agent accessible through a new Copilot key and access to models like OpenAI’s GPT-4o (coming soon).
  • One of the most notable new features is the controversial Recall (previously AI Explorer), which serves as a software-based “memory” that takes snapshots every few seconds to track all activities taking place on the PC and store them in a “Semantic Index.” (There’s a similar Mac app called Rewind.) Users can rewind and explore their “timeline” or use natural-language search to return to an email, retrieve a document, or find a website.
  • Microsoft’s move marks an inflection point for Arm-based chips, which are energy-efficient and widely used in mobile devices but less common in PCs. Only about 15% of PCs use an Arm-based chip today, and that’s driven in large part by Apple, which has 90% of the Arm-based laptop market. Analysts believe, however, that could more than double to 30% by 2026. While Microsoft is launching its Copilot+ PCs with Snapdragon X series chipsets from Qualcomm, it plans to deepen its partnerships with other chipmakers such as Intel (Lunar Lake) and AMD (Strix Point). (Microsoft has been trying to grow the Arm-based Windows PC market for some time.) According to Microsoft, “87% of the total app minutes people spend in apps today have native Arm versions,” and the remaining x86/x64 apps can run using its now-faster Prism emulator.
Related Content:
  • May 24 2024 (3 Shifts): RAG, vector databases, and the alternatives to AI fine-tuning
  • Oct 27 2023 (3 Shifts): Nvidia makes waves with its move into Arm-based PC chips
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Disclosure: Contributors have financial interests in Microsoft, Alphabet, and OpenAI. Amazon, Google, and OpenAI are vendors of 6Pages.
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