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microsoft

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Nadella's token capital essay lands inside Microsoft's own AI bill

Microsoft CEO Satya Nadella published an essay on Sunday warning that AI value concentrated in a small number of frontier models risks hollowing out entire industries the way globalization hollowed out industrial economies. He frames the answer as "token capital," a firm's owned AI capability that

Microsoft's MAI launch is a self-sufficiency pitch, not independent proof

Microsoft used Build 2026 to position itself as a self-sufficient AI lab, unveiling a seven-model MAI family, a Frontier Tuning capability for enterprise customers, and a second-generation Maia 200 accelerator that the company says is 30 percent more cost-efficient than Nvidia's GB200. Mustafa Suleyman,