AI Wins by Experience, Not Just Vertical Integration
The vertical integration of intelligence is non-negotiable. Control your platforms, models, chips, and data centers or watch providers do to you what you're trying to do to them. Microsoft AI is all-in on this. But they're caught in a bind: vertical integration feels like lock-in. So they stay open. But being open weakens the moat they're building in the first place. Here's what nobody's talking about though: infrastructure doesn't win markets. User experience does. Microsoft has the chips. It has the models. But Microsoft Copilot still used reluctantly in corporate environments—it's a mandated tool, not a love story. And you can't build a lasting platform on reluctance. The companies that win the next five years won't be the ones with the biggest data centers. They'll be the ones that figured out how to make their AI feel indispensable. Read more https://t.co/WjqheneMmJ #AI #VerticalIntegration #UserExperience #Microsoft #AIStrategy
Emerging Strategies: Agentic Pricing, Nuclear Cloud, Analog Marketing
Strategic Brief: The Agentic Pricing Shift, Nuclear Cloud Grids, and the Analog Marketing Rebellion https://t.co/P5qLllgBGU