Windows 11 just got its most noticeable Start menu revamp in a while, but is it a productivity boost or just more Microsoft meddling? The team digs into Patch Tuesday's big surprises and whether generative tools are transformative essentials or just a passing fad.

Windows 11

• Patch Tuesday was yesterday, your new Start menu is right where Microsoft left it
• Copilot+ PCs: Improvements to Click to Do, File Explorer, Voice access, and Windows Search
• All PCs, eventually: Taskbar improvements, Administrator Protection (off by default), Quality updates
• Heading into Ignite next week, Microsoft cites recent security wins in Windows 11 and Surface
• First 26H1 build comes to Canary to prove that there will be nothing new in it, ever
• Qualcomm takes a one-time $5.7 billion hit thanks to Big Stupid Bill but still nails it in quarterly earnings

Microsoft

• WSJ continues its Microsoft financial accountability criticisms
• Also reports that internal documents state OpenAI expects to lose $74 billion in 2028, the year Anthropic will break even
• If Paul starts a business and it loses money for three years in a row, it becomes a hobby. So WTF is OpenAI exactly?

AI

• Microsoft AI creates a Superintelligence team as a sort-of alternative to AGI
• Microsoft launched .NET 10 at .NET Conf on Tuesday - Plus, Visual Studio 2026 with a new monthly release schedule and Insider versions going forward
• Double-digit performance improvements again, somehow
• Uno announced Uno Platform Studio 2.0 with a fun surprise for Paul: They upgraded the original WPF version of .NETpad into a cross platform app in 3 minutes! There will be a demo on Thursday
• .NETpad is transitioning to WinUIpad with the Windows App SDK rewrite. It is going poorly because Windows App SDK is terrible, cannot be open sourced quickly enough

Xbox

• Steam announces a new videogame console, the Steam Machine!
• Backbone Pro Xbox Edition is now available
• Fallout 4 Anniversary Edition is here with with Xbox Play Anywhere support, Creations
• Halo: Campaign Evolved is coming, so Halo: Infinite becomes a lot more finite
• Call of Duty Black Ops 6 player on PC? Hope you enjoyed that 180 GB "update" you had to install before playing a year-old game (also got a 6.7 GB update Wednesday. For the love of God)
• GTA VI has been delayed yet again as it edges into Duke Nukem Forever territory
• Sony has now sold over 84 million PS5 consoles, meaning it has outsold every Xbox generation ever made
• Sony is selling a 27-inch gaming display in the U.S. and Japan

Tips & picks

• Tip of the week: Solving the problem over identifying the problem
• App pick of the week: Tiny11 Builder
• RunAs Radio this week: Azure Resiliency with Chris Ayers
• Brown liquor pick of the week: Kyoto Whisky Kuro-Obi Black Belt Blended

Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell

Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly

Check out Paul's blog at thurrott.com

The Windows Weekly theme music is courtesy of Carl Franklin.

Join Club TWiT for Ad-Free Podcasts!
Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit

Sponsors:

• bitwarden.com/twit
• outsystems.com/twit
• auraframes.com/ink
• zapier.com/windows

We've heard that Microsoft will go off script this year with a 26H1 release of Windows 11 specifically aimed at Snapdragon X2-based PCs, as it did with the early release of 24H2 last year for the first-generation Snapdragon X. Also, Microsoft's latest earnings call left analysts baffled as execs dodged questions about multibillion-dollar AI losses and the real story behind OpenAI's ballooning deficit.

26H1!

• Now confirmed by the release notes of a Windows Update
• And the Dev channel will soon switch over to 26H1 testing, with Beta moving to 25H2 (from 24H2)
• Expectations? All three versions will be functionally identical except for some Copilot+ PC-specific features that may be briefly only on Snapdragon X2. And then there will be a 26H2 for everyone

More Windows 11

• Microsoft (over) simplifies its Windows Update naming scheme, and then has to backtrack a bit because of admin/IT backlash
• October Preview Update screwed up Task Manager a little bit
• Dev/Beta update noted above included a new build with Ask Copilot in the Taskbar, Full-screen experience for Xbox gaming handhelds, Shared audio over Bluetooth LE in preview, and improvements to the WOA Prism emulator (which partially explains the expectations bit above)
• Microsoft Edge password manager can now save and sync passkeys, but you should still use a third-party password/identity manager
• Microsoft Store gets a bulk installer but only on the web

Earnings learnings

• Microsoft earnings: Revenues up 18 percent to $77.7 billion but cost of AI is spiraling out of control and will only get bigger this FY
• Productivity and Business Processes revenues up 17 percent YOY to $33 billion
• Intelligent Cloud revenues of $30.9 billion, a gain of 28 percent YOY
• More Personal Computing delivered $13.8 billion in revenues, up 4 percent YOY.
• CapEx/AI infrastructure build-out costs are $34.9 billion (vs. $20 billion one year ago), plus a $4.1 billion loss attributed to OpenAI that was mentioned in a 10-Q (SEC) filing but not in its earnings reports
• Paul's analysis sticks mostly to Wall Street complicity in Microsoft's earnings non-transparency shenanigans. This is getting weird, given the amounts of money we're now talking about
• This isn't a first, but Spotify's earnings announcements includes a few BS sleights of hand too
• AMD: 36 percent revenue growth isn't enough for Wall Street
• Alphabet/Google: Up 16 percent to $102.3 billion, ads are 72.5 percent of revenues
• Amazon: Up 13 percent to $180 billion in revenues, $30 from AWS
• Apple: Up 8 percent to $102.5 billion, this quarter will be its best ever

AI, antitrust, & dev

• Epic Games and Google announce settlement in Epic v. Google, a dramatic common-sense move that Apple should (but won't) emulate
• Regulatory filings tied to Microsoft earnings suggest OpenAI lost $12 billion in most recent quarter
• Freed from Microsoft, OpenAI immediately signs $38 billion infrastructure deal with AWS
• .NET 10 to launch next week at .NET Conf 2025

Xbox & games

• Xbox Game Pass getting Call of Duty Black Ops 7, five more Day One games in coming days (with an *)
• Xbox October Update rolls out with game shader preloading on Xbox Ally, new modules in Game Hubs on console, more games to stream on Xbox Cloud Gaming, more
• Nintendo Switch 2 is off to a blockbuster first year with

T

These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/957

Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell

Sponsors:

• helixsleep.com/windows
• framer.com/design promo code WW
• 1password.com/windowsweekly
• auraframes.com/ink

Welp, Azure crashed on Microsoft's earnings day, the cloud's weakest link exposed just as AI investments hit mind-boggling numbers. And 2.5 years into the AI era, things are still moving quickly, and there are extreme opinions on both ends of the spectrum. But Paul finally found a source for a good way to evaluate AI and figure out where it works and where it does not. It came from an unexpected place.

Windows 11

• Week D arrives with a massive Preview Update for 24H2 and 25H2 - including the new Start menu, finally
• Copy & Search, Voice typing improvements, Proactive Memory Diagnostics, more in Dev and Beta
• Copilot Vision in Copilot app updated with text input and output across all Insider channels
• Intel earnings are great unless you understand how numbers work

Microsoft 365

• Australia regulator sues Microsoft over misleading Microsoft 365 consumer pricing
• Copilot is being integrated into the People, Files, and Calendar companion apps for Microsoft 365 commercial
• On the day Microsoft will report earnings, Microsoft 365 and Azure went down. Hilarious!

AI

• OpenAI completes its transition to a for-profit owned by a non-profit
• Microsoft's stake is 27 percent. A lot has changed in the Microsoft/OpenAI partnership agreement
• WSJ finally calls out Microsoft for its lack of financial reporting transparency. Paul's been complaining about that for over a decade - Big Tech has became a shell game. These companies are managing money they don't even have and actual products and services and "real" value be damned
• Big Copilot feature dump for consumers with a human touch: Mico, Copilot Groups, memory improvements, connectors, Proactive Actions in preview, Copilot for Health, Copilot in Edge improvements, and Copilot in Windows updates from last week
• Microsoft 365 Copilot is getting App Builder and Workflow agents
• GitHub Copilot to support third-party AI agents
• Grammarly rebrands as Superhuman

Xbox and gaming

• Credible report claims Microsoft requires Xbox/Microsoft Gaming to deliver 30 percent profit margin
• That is impossible and this is clearly coming from Amy Hood and has led to the ensh*ttification of Xbox as a platform
• As Microsoft launches first gaming handhelds, all anyone wants to talk about is the next-generation Xbox console. It started with Sarah Bond last week - "very premium" console with "curated" experience
• Phil Spencer discusses it this week, who implied Windows at the heart of console
• The rumor mill churns up - Will be Windows, as we've said, will drop multiplayer paywall that debuted in 2002
• Now Satya Nadella is commenting on the next console, confirms publisher focus for this business
• Halo: Campaign Evolved is coming in 2026, new features, new Unreal Engine graphics, new PS5 compatibility
• Also, The Outer Worlds 2 is now available. Yes, on PS5 too
• Amazon relaunches Luna, and the new Amazon layoffs point to a new focus on casual gaming

Tips and picks

• Tip of the week: Understand where AI works and where AI is just a marketing term used to hype something that doesn't work
• App pick of the week: Tiny11 Builder
• RunAs Radio this week: AI for DBAs with Grant Fritchey
• Brown liquor pick of the week: Redbreast Dream Casks

These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/956

Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell

Sponsors:

• framer.com/design promo code WW
• auraframes.com/ink
• ventionteams.com/twit
• cachefly.com/twit