As the world fretted about another round of missiles flying over Iran, Microsoft chief executive Satya Nadella quietly launched a surgical strike against the biggest artificial intelligence companies in the world.

In a short essay posted on social media titled “The Reverse Information Paradox”, Nadella warned that companies around the world are essentially paying twice to use the AI models built by the likes of OpenAI and Anthropic, although Nadella did not name the pair.

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