Nadella embraces Trump's "Super Intelligence" label, warns on OpenAI and Anthropic models

Nadella's latest blog post is not his first move in this direction. The piece notes that he previously tried a data-theft angle, accused AI companies of hypocrisy when they crack down on distillation, and said AI models are becoming interchangeable commodities anyway — all while Microsoft lobbied for an open AI ecosystem despite its own closed ecosystem and aggressive bundling. This time he goes a step further and questions the technology itself, a more desperate move given the billions Microsoft has invested and continues to invest in AI. The piece also points out that Microsoft does not have its own frontier models, and that even if it positioned itself as a distributor of an AI interface, it would end up dependent on the AI companies, with margins taking a hit. Against that backdrop, Nadella's concerns may or may not hold up — some are certainly valid — but what is driving them is business strategy rather than a purely technical critique.