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AI Moves to Metered Utility: Microsoft, Cisco, and the Demand for Explicit Governance
The episode identifies a structural shift from AI as a discrete feature to AI as an ongoing operational system, emphasizing the growing burden of governance, accountability, and consumption oversight for managed service providers. Companies such as Microsoft, Cisco, and Google are redirecting strategy toward building control planes and governance infrastructure to address operational friction in deploying AI agents, as operational complexity—rather than access to tools—emerges as the bottleneck. This shift is substantiated by reports from GTIA, Cisco, and insights into vendor incentives and…
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