Microsoft
3 teardowns of the decisions behind Microsoft. Covered from both sides — the engineering read and the boardroom read.
Both lenses
OpenAI Doesn't Own Its Own Datacenters. That's the Point.
OpenAI's flagship model is genuinely theirs. The ground it trains on isn't — Azure last year, Oracle this year, Microsoft back in on the Norway site OpenAI walked away from. That rotation is the real story under GPT-5.6.
Microsoft Stopped Betting on Gaming. Read the Memo, Not the Headline.
New Xbox CEO Asha Sharma wrote a memo on July 6 admitting Microsoft got 64 cents back for every dollar it invested in small studio acquisitions in a typical year. That is a Fortune-500 executive putting a loss ratio in a public memo. This is not a cost-cutting story — it is a portfolio-conviction story, and the template every conglomerate with a ZIRP-era optionality portfolio needs to read.
Microsoft Just Bet Against Error Correction
Microsoft's Majorana 2 quantum chip doesn't correct its errors faster than Google or IBM. It bets it shouldn't have to — and that single architectural call could decide who owns the next decade of compute.