Microsoft’s AI moat isn’t just about intelligence

Weekends are usually reserved for unwinding, not for keeping pace with the relentless churn of artificial intelligence. Yet on 12 July, a Sunday, Microsoft CEO Satya Nadella’s viral post, The Reverse Information Paradox, became essential weekend reading. Its central argument was both simple and provocative: “In the AI age, the buyer risks giving away knowledge, just in order to use what they bought.”

In other words, enterprises may inadvertently enrich the very AI systems they pay to use by exposing them to their proprietary knowledge.