Microsoft In The AI Stack
Microsoft has built the most comprehensive AI stack in the industry, spanning from custom silicon to consumer applications. It's OpenAI’s partnership yielding a 27% equity stake worth around $135B Microsoft is executing a strategic architecture that hedges across three horizons: monetizing current AI use cases, building platform control for the agentic era, and preserving optionality for a post-AGI world.
The fundamental tension: Microsoft is both OpenAI’s largest investor and its emerging competitor.
Satya Nadella framed the opportunity clearly: “We are in the beginning phases of AI diffusion and its broad GDP impact. Our TAM will grow substantially across every layer of the tech stack as this diffusion accelerates. Even in these early innings, we have built an AI business that is larger than some of our biggest franchises that took decades to build.“
I sit down with you to understand what business goals you want to achieve in the coming months, then map out the use cases, and from there embed the BE Thinking OS into the memory layer of ChatGPT or Claude, for you to become what I call a Super Individual Contributor, Manager, Executive, or Solopreneur.
If you need more help in assessing whether this is for you, feel free to reply to this email and ask any questions!
You can also get it by joining our BE Thinking OS Coaching Program.
