In detail
- Nadella prescribes private evaluations, internal training on company data, and queryable, reusable institutional knowledge.
- Companies must be able to swap base models without losing built-up knowledge.
- Microsoft trains its own models and is tying customers to Azure and Office tooling while warning of value concentration.
Why it matters
Value in AI may shift from base models to firm‑specific learning loops and data ownership; firms that don't build these capabilities risk losing competitive and economic leverage to platform owners.
For you Assess which internal knowledge and data can become reusable training assets and plan how to integrate them into controlled learning loops or partnerships.