vertical-integration

The Weight of the Layer You Didn’t Build
Somewhere inside Microsoft’s update machinery, a pile of metadata has grown large enough to bring Windows Server Update Services to its knees. Not a breach. Not an outage anyone engineered. Just accumulation, years of patch descriptions, superseded entries, and cross-references stacking up until the thing that distributes fixes can no longer move under its own…

Everyone Is Quietly Buying the Floor They Stand On
Microsoft spent the better part of two years renting its intelligence. The partnership with OpenAI gave it a head start nobody else had, a frontier model wired into its products before the competition finished its slide decks. This week it unveiled its own family of models to lessen that reliance and lower costs, and the…