Nadella's Flip-Flop

MBI Deep Dives678 FollowersFollow5ShareSavePlay(9min)Comment(1)SummaryThere are perhaps few things in the current AI revolution that keep my opinions grounded than watching Microsoft’s evolving position in the post-ChatGPT world.Why is Nadella suddenly preaching the gospel of modularity and decoupling of different layers? Because Microsoft controls the harness (VS Code, GitHub, Azure AI Foundry) and the context (Microsoft 365, enterprise data). What they do not own outright is a frontier model.Perhaps Microsoft will soon have an opportunity to choose from multiple models to offer “Copilot Cowork.”. jewhyte/iStock Editorial via Getty Images There are perhaps few things in the current AI revolution that keep my opinions grounded than watching Microsoft’s (MSFT) evolving position in the post-ChatGPT world. It can be tempting to imagine investors just freneticallyThis article was written byMBI Deep Dives678 FollowersFollowI have background of working in the sell-side (outside the US) and in a long-only buy-side (US) shop before starting MBI Deep Dives. I also did my MBA, CFA, and FRM. I publish one Deep Dive on a publicly listed company every month.