Microsoft’s AI strategy is suddenly looking less like a victory lap and more like a stress test. The company is still generating enormous revenue, still sitting at the center of the enterprise cloud market, and still spending aggressively to build out the infrastructure that powers the AI boom...
In the battle to monetize generative AI, two of the industry’s heaviest hitters have drawn divergent lines: Google is deliberately keeping Gemini ad-free today and pushing paid subscriptions and bundles, while OpenAI has begun testing in-conversation sponsored placements in ChatGPT’s free and...