Microsoft just committed $2.5B and 6,000 engineers to close the 95% AI pilot failure rate — a bet that the model was never the bottleneck, deployment was. This episode unpacks Microsoft Frontier Company, why Claude Sonnet 5 quietly proves the same point, and the four planning questions to bring to your CIO and CFO. 

This weeks highlights:

• Enterprise AI value just moved from the model to the deployment layer. 
• 95% of enterprise AI pilots deliver no measurable bottom-line impact. 
• Mid-tier models now match flagship capability at a fraction of the cost. 
• Frontier model shutdowns are no longer hypothetical — they are a documented cycle. 

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