How Microsoft Outsmarted Every Competitor in the AI Race
Автор: ARPU
Загружено: 2025-10-07
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Microsoft has added over two trillion dollars in market value since the launch of ChatGPT, cementing its position as a four-trillion-dollar behemoth. But how has this fifty-year-old incumbent so thoroughly dominated AI monetization while its cloud-native rivals have stagnated?
The answer isn't a single breakthrough model. It's the result of a decades-long strategy to construct an enterprise ecosystem with immensely high switching costs—a fortress that now serves as a proprietary distribution channel for its premium-priced AI services. Microsoft doesn't have to sell AI into a competitive market; it simply installs it as an upgrade for a captive one.
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