Lark Davis
Lark Davis|Jul 03, 2026 05:01
Microsoft just committed $2.5 billion to a new unit called Microsoft Frontier Co. 6,000 employees embedded directly with clients to help them actually deploy AI, not just buy it. It lands just two days after Amazon put $1B behind a similar push. Anthropic and OpenAI both launched their own versions back in May. The pattern is clear: every major AI player now thinks the bottleneck isn't building models. It's getting them to actually work inside real companies.(Lark Davis)
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