Microsoft Resells the Frontier
View original on tomtunguz.comOverview
Google owns its models & chips & spends aggressively on the margin that ownership captures, while Microsoft resells both layers & hedges with capacity it can stop buying.
SpinGraph analysis pending — check back after processing.
Ask AI about this story
Opens with the SpinGraph .md URL and structured context — one click, prompt included.
More from Tomasz Tunguz
View all →Markdown (.md) · JSON-LD schema (.json) · Machine-readable for AI & GEO