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500 Startups
Used at top MBA programs including
Stanford Graduate School of Business
University of Chicago Booth School of Business
Wharton School of the University of Pennsylvania
Kellogg School of Management at Northwestern University
Reading Time Estimate
11 min read
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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