Panos Panay has ever been the unit down Microsoft’s Surface line. He helped bring Surface to beingness arsenic a concealed task much than 10 years ago. He’s presented the caller devices onstage astatine events, showed up astatine malls to beforehand Surface hardware, and has steered Microsoft’s Surface tablets to occurrence successful the years since.
Now, he’s leaving successful a astonishment departure announced conscionable days earlier Microsoft’s adjacent large Surface event. Panay volition nary longer beryllium presenting astatine Microsoft’s showcase connected Thursday but volition stay astatine the institution for different mates of weeks arsenic portion of a modulation process. He’s reportedly joining Amazon to regenerate Dave Limp and pb Amazon’s Echo and Alexa push. Amazon is besides holding its ain hardware lawsuit connected Wednesday.
Panay has spent the past decennary mostly focused connected Surface devices aft Microsoft archetypal developed its tablet arsenic a Windows-powered rival to Apple’s iPad. The Surface Pro tablet, which started disconnected arsenic a string and integrative concept, has had a lasting power connected Windows laptops, pushing Microsoft’s OEM partners and rivals to absorption connected prime and 2-in-1 devices. The line’s occurrence brought Panay into the relation of Microsoft’s main merchandise officer.
Photo by Amelia Holowaty Krales / The Verge
With Panay’s daze resignation, Microsoft’s lawsuit successful New York City volition present connection the archetypal glimpse astatine the aboriginal of Windows and Surface nether caller leadership. Microsoft is expected to unveil 3 caller Surface devices but besides absorption connected AI-powered features for Surface, Windows, Office, Bing, and more.
Yusuf Mehdi, Microsoft’s user selling head, volition present instrumentality connected the work of starring the Windows and Surface businesses and products externally. Crucially, Mehdi’s occupation rubric hasn’t changed with Panay’s departure here, truthful Microsoft nary longer has a main merchandise officer.
With nary wide replacement for Panay’s unsocial relation astatine Microsoft, it seems similar Mehdi volition instrumentality connected his responsibilities of being the main look of Windows and Surface devices. Whereas Panay is simply a merchandise maker, Mehdi has, much often than not, been the selling feline for Microsoft’s assorted user efforts.
He archetypal joined Microsoft successful 1992, moving connected merchandise absorption for Internet Explorer and Windows earlier helping pb Microsoft’s introduction into hunt with Bing. His vocation astatine Microsoft has spanned 3 antithetic CEOs — Bill Gates, Steve Ballmer, and Satya Nadella — and a assortment of antithetic merchandise launches. He’s been progressive successful Surface, the Windows 10 launch, and the HoloLens headset.
Image: Stephen Brashear / Invision
Mehdi was besides astatine the halfway of Microsoft’s failed TV propulsion for Xbox and the motorboat of the Xbox One console. Later, helium was successful complaint of a “modern life” initiative to effort and triumph backmost the consumers Microsoft had fto down, pursuing the company’s decisions to kill disconnected its Groove Music service, discontinue Kinect, scrap its Microsoft Band fittingness device, and adjacent discontinue Windows Phone. Microsoft yet laid disconnected its modern beingness team during cuts past year.
Microsoft is splitting up immoderate of Panay’s different responsibilities. Pavan Davuluri, who heads a squad focused connected silicon, systems, and devices crossed Windows and cloud, volition present study straight to Rajesh Jha, Microsoft’s vice president of acquisition and devices. This squad includes cardinal Surface endowment similar Ralf Groene, Stevie Bathiche, and Robin Seiler. Pavan volition besides instrumentality connected Windows readying and merchandise absorption responsibility.
Interestingly, Microsoft is besides gathering a caller “Windows and Web Experiences” team. Microsoft often forms these types of teams erstwhile it wants to tackle a peculiar caller country for Windows, and this time, it’s gathering AI-powered web services for Windows. We’ve already seen Microsoft pivot towards web-powered features successful Windows 11, with basal things similar the hunt interface dynamically updating from the web, a widgets system, and more. So expect to spot a batch much of this successful the future.
Mikhail Parakhin, who has been focused connected Bing Chat successful caller months, is starring this caller experiences team, and it volition see executives who person a past successful merchandise management, engineering, and Microsoft’s cross-devices Android work.
Image: Microsoft
These Windows and Surface leaders volition present steer Microsoft’s operating strategy and hardware toward AI. It’s what Microsoft wants radical to get excited astir close present and thing we’re apt to spot a batch of astatine the company’s lawsuit connected Thursday. Microsoft has been progressively trying to usage Windows arsenic a conveyance for its AI efforts oregon to effort and propulsion Bing and Edge onto consumers and businesses alike.
I interviewed cardinal Surface members past twelvemonth for a communicative connected 10 years of Surface, and it was wide from speaking to them that AI was going to person a large interaction connected Windows and Surface for the adjacent decennary to come. There person been persistent rumors about the institution gathering its ain Arm chips for servers and Surface PCs, and adjacent rival AI chips to debar a costly reliance connected Nvidia.
“AI is going to reinvent however you bash everything connected Windows,” Panay said earlier this year. Panay won’t beryllium astatine Microsoft anymore to pb this reinvention of however you usage Windows. But his resignation hasn’t signaled a strategy displacement oregon alteration successful absorption for Windows astatine Microsoft, from what I tin tell.
Image: Microsoft
The question close present is astir however Microsoft continues to innovate connected the hardware side. Panay was ever a devices fan, having led the Surface Pro improvement that has seen companies similar Apple, Dell, and Asus nutrient their ain Surface-like devices. But Microsoft signaled changes successful its hardware portfolio earlier this twelvemonth amid layoffs. Is determination inactive country for Surface to bash innovative laptop and tablet designs similar we’ve seen implicit the past decade, oregon does Microsoft’s propulsion for AI overshadow the risky hardware bets?
Microsoft is rumored to have scrapped plans for a dual-screen Surface Duo 3, years aft effectively canceling its Windows-powered Surface Neo dual-screen device. It’s not wide what the aboriginal holds for Microsoft’s ain Android efforts. The archetypal Surface Duo conscionable reached extremity of beingness with conscionable 2 Android mentation updates. Microsoft’s mice, keyboards, and webcams person besides been discontinued successful favour of Surface accessories.
Microsoft besides invested heavy successful Windows 11 during the pandemic and the PC income boom, but Surface and devices gross has been battered this twelvemonth arsenic PC shipments experienced large declines. Before the PC pandemic boom, Nadella was also looking astatine a aboriginal beyond Windows, iOS, and Android. He joked successful January 2020 that Windows could beryllium called “Azure Edge” successful the aboriginal to marque it wide that unreality services are the biggest hardware concern astatine Microsoft.
Photo by Amelia Holowaty Krales / The Verge
During the FTC v. Microsoft hearing, we heard that Microsoft wants to move Windows afloat to the cloud connected the user side, thing it has been progressively doing connected the commercialized broadside with Windows 365. The enactment of a caller web-focused Windows squad suggests this effort is precise overmuch successful motion.
Perhaps this uncertainty astir the PC concern aft a large roar successful income has led Panay backmost to conscionable wanting to physique devices alternatively than the analyzable task of moving Windows and gearing it up for AI and a aboriginal successful the cloud.
All of this volition beryllium apical of caput watching however Microsoft discusses Windows and Surface astatine its lawsuit connected Thursday. We’re entering a caller AI epoch for Windows and Microsoft’s galore services, and it volition beryllium cardinal to spot precisely however Surface plays its portion without 1 of its cardinal inventors astatine the helm.