$Microsoft(MSFT)$ AI will even

$Microsoft(MSFT)$ AI will eventually be integrated into the enterprise. When that happens, AI will need something like Active Directory and all the controls Microsoft provides. Enterprises will claw back their IP from general models and leverage their internal IP to sell AI agents and services. When this shift begins, Microsoft will be perfectly positioned to lead. This transition will happen. The world cannot operate on wide-open, unrestrained AI models running on stolen data.

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