Microsoft spent about $650 million to import a ready-made AI team, then gave it Copilot, Bing and an enormous distribution machine. Two years later, the wager is no longer about catching ChatGPT - it is about whether Microsoft can turn borrowed momentum into models, products and trust of its own.
The Utah Microsoft partner has spent three decades fixing expensive, disconnected systems. Its telling idea is deeply un-consultant-like: teach the client to carry part of the load.