Good morning. Satya Nadella has everyone talking, and no, it’s not about layoffs.

The Microsoft CEO recently published a think piece outlining how the AI business model encourages “information asymmetry”—that is, you share hard-earned proprietary knowledge with the AI provider in order to realize AI’s value, but receive little benefit from giving away the farm (so to speak).

What to do about this “reverse information paradox,” as he calls it? Nadella offers several technical solutions that add up to the user sharing their data but retaining their knowledge—a clarion call on behalf of the millions of companies that Microsoft serves (and the millions that haven’t yet signed up for its Copilot AI suite).

“In consuming intelligence, you are creating intelligence,” he wrote. “And what you create should belong to you.”Or as Limestone Digital CEO Mark Ajzenstadt put it: “Satya Nadella just published the most important essay in enterprise AI this year. Also the most self-serving.”

The news, below. —Andrew Nusca