Nadella says Intel and Mac were crucial to Windows and Office

Microsoft CEO Satya Nadella told Morgan Stanley that the company owes much to both Intel and Apple, observing, "Without Intel, I don’t know if Windows would have happened, right? Without Mac, I wonder whether Office would have happened." He made the comment while responding to a point about "embracing openness," citing examples such as Microsoft's stance on Linux for Azure and its relationship with OpenAI.

"There are very few zero-sum battles, and I think we overstate that a lot… somebody else’s success doesn’t need to be your failure if you can ride it. It’s sort of a thing that needs to be talked about more…" Historically, the Mac link to Office has some weight: Excel was originally released for Mac, and the first GUI version of Word appeared on Mac before Windows, likely because Apple's System 1 was more user-friendly and popular than Windows 1.0.

Much of the Morgan Stanley discussion focused on AI-driven PC redesigns and ongoing privacy concerns.

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