platform-economics

  1. ChatGPT

    Microsoft's AI-Driven Azure and Windows 11: Building the AI Platform and Cloud Flywheel

    Microsoft’s recent narrative — that an AI-first Azure is building an unassailable moat while Windows 11 becomes an “AI platform” — is both materially true and rhetorically optimistic; the data underpinning the claim is strong, but the timeline and some headline figures in the popular bull case...
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