Looks like it.

https://x.com/EngramLab/status/2069465879696576844

https://x.com/karlmehta/status/2069329697843151333

Satya Nadella reveals why every company may need its own AI model: the model becomes the new company database.

"To me, a model is like the database market."

"A firm should be able to take the tacit knowledge it has and embed it inside weights in a model that they control."

"When somebody asks me how many models should there be, I'll say as many models as firms in the world."

The contrarian part: the value may not sit in one universal frontier model. It sits in each company turning its private operating knowledge into a controlled model.