Updated: June 11, 2026 (June 11, 2026)

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Microsoft’s Evolving AI Strategy: New Clues from Build. Season 5. Episode 10.

Directions analyst David Berry sifts through the AI strategy announcements from Microsoft Build and discusses with Mary Jo Foley the potential impact on enterprises customers.

Last week Microsoft held Build, one of its two biggest annual conferences. There were all kinds of announcements, from an Android-based device platform for agents, to seven new or updated Microsoft-developed AI models. Today—after taking a week to digest the news – we’re going to talk about what we learned from Build and go deeper on some of the products and services announced there that we think will matter to enterprises.