Defending The Enterprise Castle From The Model Layer

Enterprise software CEOs are probably talking to each other, and they would all like to defend their castles from the dramatic encroachment of the model layer, namely OpenAI and Anthropic.

If Microsoft’s (MSFT) lagging stock performance didn’t already cause a tinge of nervousness among its shareholders, Satya Nadella has been writing several pieces on X almost to clarify why Microsoft may be in a Summary - Enterprise software CEOs are probably talking to each other and they would all like to defend their castles from the dramatic encroachment of the model layer, namely OpenAI and Anthropic. - There are indeed indications that companies are trying to resist the temptation of giving in to the comfort of just using the frontier models.

- The token market is bifurcating into a commodity lane and a premium lane, and how the workload distribution ultimately splits between them may decide where the value gets ultimately captured. I have background of working in the sell-side (outside the US) and in a long-only buy-side (US) shop before starting MBI Deep Dives. I also did my MBA, CFA, and FRM.

I publish one Deep Dive on a publicly listed company every month.