I've been fascinated with Satya's comment around SaaS applications collapsing in the AI era. I think our phones will have their essential capabilities built-in but will mainly serve as connectors to a virtual cloud device for everything else.
In my opinion the mobile OS track will be for regular end user style products. They may also see trends in AI around user data tracking or specialized products for AI / user syncing to learn more about users and customize products.
I've been fascinated with Satya's comment around SaaS applications collapsing in the AI era. I think our phones will have their essential capabilities built-in but will mainly serve as connectors to a virtual cloud device for everything else.
In my opinion the mobile OS track will be for regular end user style products. They may also see trends in AI around user data tracking or specialized products for AI / user syncing to learn more about users and customize products.