Copilots. LLMs. Models. Nearly everything coming out of Microsoft today revolves around AI—new technology, groundbreaking innovations, and a wave of new products and services. But is there a clear strategy behind it all?

Barry Briggs from Directions on Microsoft, the world’s leading independent analysis firm covering Microsoft, takes a deep dive into the company’s AI approach. He believes Microsoft has a clever, visionary, yet undeniably risky strategy for AI. In this video, he synthesizes Microsoft’s messaging, interprets their direction, and explores what it all means for the future. Walking through their strategy from top to bottom, he provides insights and analysis, accompanied by brief demos to illustrate key points.