Microsoft CEO Nadella's argument in one sentence: companies pay for AI twice. Once in money, and again in know-how. To use AI at work, you have to keep feeding it your data, your processes, your judgment, and in that process, knowledge that amounts to trade secrets flows toward the AI provider. Every prompt and every correction is a leak. His prescription: draw a 'trust boundary.' Set things up so your data and everything the AI learns from it accumulate inside your company rather than leaking out, and design for switching, never letting yourself get locked into a single model. He ends with a pointed jab: AI companies claim 'fair use' when training on everyone else's public data, yet ban others from copying their models and reserve the right to learn from what customers do.
Why it matters · When Microsoft's CEO says customers must own their learning loop, he's drawing the next battle line of the AI stack, and it runs through every model provider's terms of service.