Lack of Engagement is not a Moat
The most "AI-aware" part of their infrastructure is their security posture — which, on inspection, is really just an expression of denial that any of this is happening.
The most "AI-aware" part of their infrastructure is their security posture — which, on inspection, is really just an expression of denial that any of this is happening.
Microsoft and Uber have both hit the token wall. The organizations that navigate the AI cost squeeze are the ones treating it as an engineering problem, not a procurement one.
Every comment written in a support ticket was already a message to the future. Most organizations have not noticed that the audience changed.