Filed under microsoft.

Nadella's Half-Drawn Ledger

Satya Nadella's essay on the reverse information paradox names a real problem: enterprise buyers surrender proprietary knowledge — prompts, corrections, evaluation harnesses — to AI vendors with each query. The framing is analytically sound. It is also written by the CEO most commercially exposed to a future in which that knowledge lives outside his cloud tenant. The enterprise buyer's job is to notice which parts of the argument survive when the messenger changes.