Industry

Satya Nadella just named something every architect should pin to the wall. Kenneth Arrow’s old information paradox said a seller can’t prove information’s worth without revealing it: disclose, and you’ve given it away. AI inverts it: now the buyer leaks. To get real value from a model you feed it your proprietary context, and the vendor learns more about you than you learn from it.

I was at Microsoft Ignite for the Foundry announcements, and the framing runs ahead of the substance. Microsoft rebranded most of its Azure AI stack as Microsoft Foundry: one PaaS spanning models, agents, tools, knowledge, and governance. Underneath the launch-day gloss, three things actually matter to anyone shipping enterprise agents.