A profile of Microsoft EVP of Copilot Charles Lamanna, a potential Satya Nadella successor; a source says Microsoft is on track to pay Anthropic $2B+ per year
THE SO WHAT
If Microsoft is on track to pay Anthropic $2B+ per year, multi-model spend is now a board-level line item — not an experiment. For enterprise buyers, this is a cue to model your own AI vendor concentration and lock-in risk with the same seriousness you treat cloud commitments.
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