Why Apple stopped talking about iPhone units
A hardware company that reports on services is telling you where the moat moved.
Nvidia gives away the software so it can keep selling the chips
CUDA is free, open to any developer, and the most expensive thing about leaving Nvidia. That is not an accident.
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Microsoft is not selling AI. It is selling the seat it already owns.
Putting Copilot inside Office is a distribution decision dressed as a product launch.