Shambhu — WritingWriting by Shambhu.https://www.shambhu.dev/Microsoft’s AI Strategy: Why It Doesn’t Need to Win the Model War to Win the AI Markethttps://www.shambhu.dev/writing/microsoft-ai-strategy/https://www.shambhu.dev/writing/microsoft-ai-strategy/As AI agents become more capable, Microsoft may be positioning itself to profit not just from intelligence, but from the infrastructure and security systems that govern it.Wed, 21 Oct 2026 00:00:00 GMT