Description:

Everyone thinks Microsoft is just OpenAI’s piggy bank, but Satya Nadella has secretly been running a ruthless playbook to stop "lip-syncing" technology and start owning the industry. We break down how the tech giant went from being the "Milli Vanilli" of AI to executing a $250 billion strategy that might just swallow its partners whole.

We’ll talk about:

• The $250 Billion "Prenup": How Microsoft trapped OpenAI in a massive deal to buy exactly seven years of time to build their own internal brain.
• The "Reverse Hiring" Loophole: The controversial legal trick Nadella used to gut Inflection AI and steal Mustafa Suleyman’s team without triggering a war with regulators.
• The Nvidia Killer: Why the new Maia 200 chip is critical for lowering the "tax" paid to Jensen Huang and fixing the company's margins.
• The "Stadium" Strategy: Why the only metric that matters in the next earnings report is whether Azure growth can outpace the massive CapEx burn.

Keywords:

Microsoft ($MSFT), Satya Nadella, OpenAI, Maia 200, Azure Cloud, Inflection AI, Nvidia ($NVDA), AI Infrastructure, Mustafa Suleyman, Tech Investing.