Nadella: the next AI moat isn't the model — it's the learning loop only your company can run
rohanpaul_ai · x · 2026-09-13
Microsoft CEO Satya Nadella argues in a new interview that the next AI moat won't be the model you use, but the learning loop only your company can run.
His deeper question: what happens to the firm when intelligence becomes something you can rent? For a century, companies protected value through people, processes, data, routines, customer memory, and tacit knowledge buried in daily operations — moats that must be rebuilt when frontier capability is commoditized.
Related event: Nadella: The Next AI Moat Is Proprietary Learning Loops, Not Models(3 posts)→
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