Interview with a $MSFT employee on why the real value in AI is in what gets built on top of the model: 1. He sees the real value sitting not in the models themselves but in what gets built on top of them, what $MSFT internally calls scaffolding, meaning how AI connects to an organization's data, what context it is given, and how well it amplifies the intelligence already inside a business. The expert's view is that as models continue to improve and commoditize, the differentiation will shift entirely to that layer above the model. 2. The expert believes that token costs are a real and often underestimated problem, noting that even $MSFT is pulling back on unlimited Claude licenses because the cost spike became unsustainable. He also mentions that most companies are not getting the data i
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