Microsoft is Running an AI Marathon

Microsoft added $450 billion in market capitalization in a single day, the largest one day gain in stock market history, and Ray Rike and Peter Buchanan break down the price performance strategy behind it: a restructured 27% OpenAI stake, an in-house MAI model family cutting GPU costs by up to 89% on high volume workloads, and 6,000 forward deployed engineers converting 70% of the Fortune 500 into production AI use cases.