David and Kareem discuss Microsoft’s FY24 Q3 earnings, another Microsoft and Meta team up, new ARM powered Surface benchmarks, Copilot evaluating businesses, and more.
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MSFT UNBOXED
Thursday, September 10, 2026
AI
Microsoft Project Zenith Turns Windows Into a Ready-to-Code PC
Instead of starting with a generic Windows desktop, Zenith comes with tools including Visual Studio Code, Windows Terminal, Git, Python, Node.js, .NET, WSL, PowerToys and GitHub Copilot.
WSJ Flags Microsoft’s Quiet AI Reporting Gap
The article argues that Microsoft now stands out among tech giants for how little it reveals about the performance of its AI businesses, from capital expenditures to the specific contribution of AI services inside Azure.
EP.108 – Meta Fuels Microsoft’s AI, YouTube Makes Another Dumb Move, Google Targets Back to School
YouTube is taking a page from Facebook’s old playbook by changing how it counts views, which is already stirring up creators who track every metric like it’s oxygen.
Google Gives Students a Free Year of AI as Back‑to‑School Push Heats Up
The company is giving eligible college students around the world one free year of its premium Google AI plans, a move that positions Gemini as a core study tool rather than an optional add‑on.
Google Lets Gemini Users Hide Watermarks Right When Transparency Matters Most
Companies are adding more signals to help users understand what is real and what is machine‑made. Google’s move stands out because it goes in the opposite direction, slightly.
Legal
Microsoft FY27 Reporting Shakeup Raises Transparency Questions
The new structure folds Azure, Microsoft 365, Dynamics, LinkedIn, and healthcare solutions into Agents and Infra, while Devices and Consumer now houses Windows OEM, Xbox, and Search and Advertising, including LinkedIn Marketing Solutions and Premium Subscriptions.
Phil Schiller Steps Back as Apple Enters a New Leadership Era
His departure from that role now comes as Apple continues to navigate regulatory changes, including the EU’s Digital Markets Act and ongoing discussions about alternative app distribution.
WSJ Flags Microsoft’s Quiet AI Reporting Gap
The article argues that Microsoft now stands out among tech giants for how little it reveals about the performance of its AI businesses, from capital expenditures to the specific contribution of AI services inside Azure.
EA’s Buyout Closes, Company Steps Into New Private Era
Wilson says EA is entering its next chapter from a position of strength with partners who share its vision and ambition.
Inside the Interview That Questions Microsoft’s Future in AI
When a company can’t articulate a vision for Windows beyond “Copilot everywhere,” it’s not surprising that investors start asking where the actual value is.
Microsoft 365
Microsoft Cleans Up Copilot Confusion
Microsoft says the goal is “a simpler, more cohesive experience for everyone”. That’s the heart of this whole shift.
Seven New MAI Models Redefine Microsoft’s AI Roadmap
The lineup covers reasoning, coding, image generation, transcription, and voice, which makes it clear Microsoft isn’t thinking in silos.
Microsoft Adds Agentic AI to Outlook’s Email and Calendar
The goal is to reduce the amount of manual oversight required to keep both inboxes and calendars organized.
Microsoft Brings Agentic AI to the Core Office Apps
It’s impressive, and it also arrives at a very convenient moment for a company that recently raised prices on its productivity suite
Microsoft’s Recall Problem Isn’t Just Technical. It’s Trust.
The vault door is titanium, but the wall next to it is drywall.
Windows
Microsoft Project Zenith Turns Windows Into a Ready-to-Code PC
Instead of starting with a generic Windows desktop, Zenith comes with tools including Visual Studio Code, Windows Terminal, Git, Python, Node.js, .NET, WSL, PowerToys and GitHub Copilot.
Classic Outlook Theme Arrives for Web and Windows
An optional visual mode meant to soften the jump from the legacy desktop client to Microsoft’s cloud‑first experience.
Excel’s Copilot Formula Is Going Away
The formula was always experimental, and the real investment has shifted toward the Copilot side pane.
Microsoft Ends Picture Passwords as Windows Shifts to Stronger Logins
Picture passwords were born in the Windows 8 era, when touchscreens were the future and tapping a photo of your dog three times felt charmingly futuristic.
Microsoft Warns Insiders to Update as Flight Certificates Expire
Microsoft periodically refreshes the certificates that allow Insider builds to install and receive updates.
Reviews
Lepro 250ft Permanent Outdoor Lights Review: Bright, Durable, and Storm‑Ready
That first impression matters because permanent outdoor lighting is an investment you want to feel confident about before you climb up and start screwing in clips.
TCL NXTPAPER 70 Pro Review: A Month With the Matte‑Screen Phone That Reminds You What Really Matters
In a world where OLED phones keep getting brighter, sharper, and more power‑hungry, the NXTPAPER 70 Pro shows that a different approach can deliver more practical endurance without sacrificing usability.
Dell UltraSharp 52 Thunderbolt Monitor (U5226KW): A Desk‑Dominating Dream for Creatives and Power Users
If you have the room and the budget, the Dell UltraSharp 52 Thunderbolt Monitor delivers a transformative experience. It reshapes how you work, how you organize information, and how you move through creative and professional tasks.
Dell Got Its Groove Back: XPS 14 (2026) Review
For podcast cover art, social graphics, and editorial photography, this panel is legitimately production capable.
The Best GUNNAR Models for Women: Reviewing Elin, Sofia, and Erika
It is fascinating to see how the brand has evolved from its "gaming" roots into a legitimate fashion statement for women.
Editorials
Why Everyday Users Are Ditching AI as Datacenters Explode
The consumer side of AI is not just cooling. It is shrinking and shrinking fast.
Microsoft’s AI Pivot From Partner to Proprietor
The practical consequence is simple and expensive. Microsoft is effectively paying for access to the fastest external models while also investing in building its own. That buys optionality, but multiplies cost, complexity, and internal coordination challenges.
Dire Warning: Microsoft’s AI Gambit and the Dawn of Tech’s Next Big Bubble
Deutsche Bank calculates that, without tech-related investment (read: AI and data center spending), the U.S. would already be in a recession in 2025. In other words, AI is currently propping up GDP, just as telecom CapEx did before the dot-com crash.
Initial Hands‑On With The Dell XPS Premium 14 With GeForce RTX 4050
It trades ultralight portability for a more robust build and better performance under load, and Dell’s software lets you tune that balance.
Gaming
Sony State of Play 2026: All the Biggest Announcements
As someone accustomed to watching Microsoft showcases, I have to admit something uncomfortable: Sony put on a pretty damn good show.
Microsoft expands Xbox disc to digital support with a massive 800 game rollout
The scale of the rollout is also notable. More than eight hundred discs are supported at launch, covering a wide range of genres, publishers, and generations. Microsoft has said the list will continue to grow as more titles are validated
Xbox Game Pass is Adding Monthly Cloud Gaming Limits in November
Microsoft is rolling out a major update to Cloud...
IFA 2026: Alienware Introduces Next‑Gen 4K and 560Hz OLED Screens
The result is a lineup that doesn’t just add more OLED options, but reframes what different types of gamers should expect from high-end panels.
Rockstar’s Netflix Premiere Gives Fans Their First Real Look at GTA VI
The Max Payne‑style cover system, slow‑motion aiming, and visceral kill‑cam moments all hit harder when you’re seeing them through the protagonist’s eyes.
Deals
Lepro 250ft Permanent Outdoor Lights Review: Bright, Durable, and Storm‑Ready
That first impression matters because permanent outdoor lighting is an investment you want to feel confident about before you climb up and start screwing in clips.
IFA 2026: Alienware Introduces Next‑Gen 4K and 560Hz OLED Screens
The result is a lineup that doesn’t just add more OLED options, but reframes what different types of gamers should expect from high-end panels.
Dell 14S Debuts at IFA 2026 as the XPS 13’s More Affordable Sibling
Dell used its IFA 2026 stage in Berlin to...
Dell XPS 13 First Impressions: Light, Fast, and Surprisingly Capable
At about six hundred dollars, it competes directly with Apple’s MacBook Neo in a way that felt unlikely even a year ago.
Study Better and Hang Out Smarter with These Bose Back‑to‑School Picks
From study halls to dorm rooms, the Bose gear that makes school days easier
Software
Classic Outlook Theme Arrives for Web and Windows
An optional visual mode meant to soften the jump from the legacy desktop client to Microsoft’s cloud‑first experience.
Google Gives Students a Free Year of AI as Back‑to‑School Push Heats Up
The company is giving eligible college students around the world one free year of its premium Google AI plans, a move that positions Gemini as a core study tool rather than an optional add‑on.
Microsoft Ends Picture Passwords as Windows Shifts to Stronger Logins
Picture passwords were born in the Windows 8 era, when touchscreens were the future and tapping a photo of your dog three times felt charmingly futuristic.
Microsoft Warns Insiders to Update as Flight Certificates Expire
Microsoft periodically refreshes the certificates that allow Insider builds to install and receive updates.
Microsoft Finally Explains How Windows Vulnerability Management Will Evolve in the Age of AI
This is Microsoft admitting that the volume of vulnerabilities is going to rise. The company frames this as a positive sign.
AI
Microsoft Project Zenith Turns Windows Into a Ready-to-Code PC
Instead of starting with a generic Windows desktop, Zenith comes with tools including Visual Studio Code, Windows Terminal, Git, Python, Node.js, .NET, WSL, PowerToys and GitHub Copilot.
WSJ Flags Microsoft’s Quiet AI Reporting Gap
The article argues that Microsoft now stands out among tech giants for how little it reveals about the performance of its AI businesses, from capital expenditures to the specific contribution of AI services inside Azure.
EP.108 – Meta Fuels Microsoft’s AI, YouTube Makes Another Dumb Move, Google Targets Back to School
YouTube is taking a page from Facebook’s old playbook by changing how it counts views, which is already stirring up creators who track every metric like it’s oxygen.
Google Gives Students a Free Year of AI as Back‑to‑School Push Heats Up
The company is giving eligible college students around the world one free year of its premium Google AI plans, a move that positions Gemini as a core study tool rather than an optional add‑on.
Google Lets Gemini Users Hide Watermarks Right When Transparency Matters Most
Companies are adding more signals to help users understand what is real and what is machine‑made. Google’s move stands out because it goes in the opposite direction, slightly.
Legal
Microsoft FY27 Reporting Shakeup Raises Transparency Questions
The new structure folds Azure, Microsoft 365, Dynamics, LinkedIn, and healthcare solutions into Agents and Infra, while Devices and Consumer now houses Windows OEM, Xbox, and Search and Advertising, including LinkedIn Marketing Solutions and Premium Subscriptions.
Phil Schiller Steps Back as Apple Enters a New Leadership Era
His departure from that role now comes as Apple continues to navigate regulatory changes, including the EU’s Digital Markets Act and ongoing discussions about alternative app distribution.
WSJ Flags Microsoft’s Quiet AI Reporting Gap
The article argues that Microsoft now stands out among tech giants for how little it reveals about the performance of its AI businesses, from capital expenditures to the specific contribution of AI services inside Azure.
EA’s Buyout Closes, Company Steps Into New Private Era
Wilson says EA is entering its next chapter from a position of strength with partners who share its vision and ambition.
Inside the Interview That Questions Microsoft’s Future in AI
When a company can’t articulate a vision for Windows beyond “Copilot everywhere,” it’s not surprising that investors start asking where the actual value is.
Microsoft 365
Microsoft Cleans Up Copilot Confusion
Microsoft says the goal is “a simpler, more cohesive experience for everyone”. That’s the heart of this whole shift.
Seven New MAI Models Redefine Microsoft’s AI Roadmap
The lineup covers reasoning, coding, image generation, transcription, and voice, which makes it clear Microsoft isn’t thinking in silos.
Microsoft Adds Agentic AI to Outlook’s Email and Calendar
The goal is to reduce the amount of manual oversight required to keep both inboxes and calendars organized.
Microsoft Brings Agentic AI to the Core Office Apps
It’s impressive, and it also arrives at a very convenient moment for a company that recently raised prices on its productivity suite
Microsoft’s Recall Problem Isn’t Just Technical. It’s Trust.
The vault door is titanium, but the wall next to it is drywall.
Windows
Microsoft Project Zenith Turns Windows Into a Ready-to-Code PC
Instead of starting with a generic Windows desktop, Zenith comes with tools including Visual Studio Code, Windows Terminal, Git, Python, Node.js, .NET, WSL, PowerToys and GitHub Copilot.
Classic Outlook Theme Arrives for Web and Windows
An optional visual mode meant to soften the jump from the legacy desktop client to Microsoft’s cloud‑first experience.
Excel’s Copilot Formula Is Going Away
The formula was always experimental, and the real investment has shifted toward the Copilot side pane.
Microsoft Ends Picture Passwords as Windows Shifts to Stronger Logins
Picture passwords were born in the Windows 8 era, when touchscreens were the future and tapping a photo of your dog three times felt charmingly futuristic.
Microsoft Warns Insiders to Update as Flight Certificates Expire
Microsoft periodically refreshes the certificates that allow Insider builds to install and receive updates.
Reviews
Lepro 250ft Permanent Outdoor Lights Review: Bright, Durable, and Storm‑Ready
That first impression matters because permanent outdoor lighting is an investment you want to feel confident about before you climb up and start screwing in clips.
TCL NXTPAPER 70 Pro Review: A Month With the Matte‑Screen Phone That Reminds You What Really Matters
In a world where OLED phones keep getting brighter, sharper, and more power‑hungry, the NXTPAPER 70 Pro shows that a different approach can deliver more practical endurance without sacrificing usability.
Dell UltraSharp 52 Thunderbolt Monitor (U5226KW): A Desk‑Dominating Dream for Creatives and Power Users
If you have the room and the budget, the Dell UltraSharp 52 Thunderbolt Monitor delivers a transformative experience. It reshapes how you work, how you organize information, and how you move through creative and professional tasks.
Dell Got Its Groove Back: XPS 14 (2026) Review
For podcast cover art, social graphics, and editorial photography, this panel is legitimately production capable.
The Best GUNNAR Models for Women: Reviewing Elin, Sofia, and Erika
It is fascinating to see how the brand has evolved from its "gaming" roots into a legitimate fashion statement for women.
Editorials
Why Everyday Users Are Ditching AI as Datacenters Explode
The consumer side of AI is not just cooling. It is shrinking and shrinking fast.
Microsoft’s AI Pivot From Partner to Proprietor
The practical consequence is simple and expensive. Microsoft is effectively paying for access to the fastest external models while also investing in building its own. That buys optionality, but multiplies cost, complexity, and internal coordination challenges.
Dire Warning: Microsoft’s AI Gambit and the Dawn of Tech’s Next Big Bubble
Deutsche Bank calculates that, without tech-related investment (read: AI and data center spending), the U.S. would already be in a recession in 2025. In other words, AI is currently propping up GDP, just as telecom CapEx did before the dot-com crash.
Initial Hands‑On With The Dell XPS Premium 14 With GeForce RTX 4050
It trades ultralight portability for a more robust build and better performance under load, and Dell’s software lets you tune that balance.
Gaming
Sony State of Play 2026: All the Biggest Announcements
As someone accustomed to watching Microsoft showcases, I have to admit something uncomfortable: Sony put on a pretty damn good show.
Microsoft expands Xbox disc to digital support with a massive 800 game rollout
The scale of the rollout is also notable. More than eight hundred discs are supported at launch, covering a wide range of genres, publishers, and generations. Microsoft has said the list will continue to grow as more titles are validated
Xbox Game Pass is Adding Monthly Cloud Gaming Limits in November
Microsoft is rolling out a major update to Cloud...
IFA 2026: Alienware Introduces Next‑Gen 4K and 560Hz OLED Screens
The result is a lineup that doesn’t just add more OLED options, but reframes what different types of gamers should expect from high-end panels.
Rockstar’s Netflix Premiere Gives Fans Their First Real Look at GTA VI
The Max Payne‑style cover system, slow‑motion aiming, and visceral kill‑cam moments all hit harder when you’re seeing them through the protagonist’s eyes.
Deals
Lepro 250ft Permanent Outdoor Lights Review: Bright, Durable, and Storm‑Ready
That first impression matters because permanent outdoor lighting is an investment you want to feel confident about before you climb up and start screwing in clips.
IFA 2026: Alienware Introduces Next‑Gen 4K and 560Hz OLED Screens
The result is a lineup that doesn’t just add more OLED options, but reframes what different types of gamers should expect from high-end panels.
Dell 14S Debuts at IFA 2026 as the XPS 13’s More Affordable Sibling
Dell used its IFA 2026 stage in Berlin to...
Dell XPS 13 First Impressions: Light, Fast, and Surprisingly Capable
At about six hundred dollars, it competes directly with Apple’s MacBook Neo in a way that felt unlikely even a year ago.
Study Better and Hang Out Smarter with These Bose Back‑to‑School Picks
From study halls to dorm rooms, the Bose gear that makes school days easier
Software
Classic Outlook Theme Arrives for Web and Windows
An optional visual mode meant to soften the jump from the legacy desktop client to Microsoft’s cloud‑first experience.
Google Gives Students a Free Year of AI as Back‑to‑School Push Heats Up
The company is giving eligible college students around the world one free year of its premium Google AI plans, a move that positions Gemini as a core study tool rather than an optional add‑on.
Microsoft Ends Picture Passwords as Windows Shifts to Stronger Logins
Picture passwords were born in the Windows 8 era, when touchscreens were the future and tapping a photo of your dog three times felt charmingly futuristic.
Microsoft Warns Insiders to Update as Flight Certificates Expire
Microsoft periodically refreshes the certificates that allow Insider builds to install and receive updates.
Microsoft Finally Explains How Windows Vulnerability Management Will Evolve in the Age of AI
This is Microsoft admitting that the volume of vulnerabilities is going to rise. The company frames this as a positive sign.
MSFT Unboxed
Latest Articles
Lepro 250ft Permanent Outdoor Lights Review: Bright, Durable, and Storm‑Ready
That first impression matters because permanent outdoor lighting is an investment you want to feel confident about before you climb up and start screwing in clips.
Yoga Goes All In on AI: Inside Lenovo’s IFA 2026 Creator Lineup
The Yoga family aims to be the production side of a creator pipeline, the tablets are the ideation side, and the IdeaPad Vibe series shows how Lenovo plans to bring AI and cross‑device convenience to more mainstream desktops.
Microsoft Project Zenith Turns Windows Into a Ready-to-Code PC
Instead of starting with a generic Windows desktop, Zenith comes with tools including Visual Studio Code, Windows Terminal, Git, Python, Node.js, .NET, WSL, PowerToys and GitHub Copilot.
Most Popular
Microsoft Project Zenith Turns Windows Into a Ready-to-Code PC
Instead of starting with a generic Windows desktop, Zenith comes with tools including Visual Studio Code, Windows Terminal, Git, Python, Node.js, .NET, WSL, PowerToys and GitHub Copilot.
Sony State of Play 2026: All the Biggest Announcements
As someone accustomed to watching Microsoft showcases, I have to admit something uncomfortable: Sony put on a pretty damn good show.
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