A new Stratechery interview with Microsoft CEO Satya Nadella is his clearest case for where Microsoft fits in AI. He arg...

A new Stratechery interview with Microsoft CEO Satya Nadella is his clearest case for where Microsoft fits in AI. He argues a company's private evals and its own reinforcement-learning loop are the real moat, which makes the frontier model underneath interchangeable. That's the logic for building MAI models in-house while still partnering with OpenAI.https://benjaminhan.net/posts/20260608-an-interview-with-microsoft-ceo-satya-nadella-abou/?utm_source=mastodon&utm_medium=social#Microsoft #OpenAI #AI