Conditional Access no longer begins and ends with identity signals.

👋 Hi, Merill and Joshua here with this week’s roundup of the latest news on Microsoft Entra from around the globe 🌍.

👋 Hi, Merill and Joshua here with this week’s roundup of the latest news on Microsoft Entra from around the globe 🌍

Microsoft has stopped trying to win the model race. That is the strategy, not a failure of it.Subscribe to get FREE AI PM resources in your welcome Email.

Chris Hohn once said: “Good companies are likely to remain good, and bad companies are just bad.”

Table of contents (What’s inside)

Overall this was a strong quarter. Topline growth looks strong, but the way Microsoft is getting there is getting more expensive each quarter. Capex and costs are rising fast and hurting the overall FCF. A similar story as Google’s. Microsoft is still FCF positive though.

Introduction

Every migration conference talk, every vendor whitepaper, every how to move off proprietary databases thread on Reddit it’s all Oracle → Postgres. And fair enough, that’s the bigger, louder migration. Oracle licensing costs alone have pushed thousands of companies toward Postgres.

Microsoft has introduced MAI-Cyber-1-Flash, marking the company's entry into purpose-built artificial intelligence models for cybersecurity operations. The model operates within MDASH (Multi-model De…

Investing is all about buying exceptional businesses at attractive prices.

Recently, there’s been a significant uptick in what seems like coordinated anti-Anthropic campaigns, dressed as either 1) pro-Open Source movement, or 2) pro-data intellectual property (IP) advocacy for enterprises. For example:

This week in AI, the spotlight is on cybersecurity defense, AI governance, and specialized reasoning models. From Microsoft introducing MAI-Cyber-1-Flash, to Anthropic clarifying its stance on open-weight models, and Cogent launching VR-1, AI continues to become more resilient, transparent, and security-focused.

Cybercriminals have shifted tactics in phishing campaigns by exploiting Microsoft's legitimate authentication infrastructure rather than deploying fake login pages, according to research from Check P…

TL; DR

TL; DR

This post focuses on Microsoft Defender XDR integration with MDO. If you missed the previous post, catch up with Part 11: SecOps Guide - Incident Response with MDO. But if you're already running MDO and want to understand how it connects to the broader Microsoft security stack - read on.

Things from Me

Happy Wednesday! The biggest week of the earnings season is here with Microsoft and Meta leading the way after the market close. Read on to see what Wall Street is expecting from these leaders and why this could be a make-or-break moment for the market.

I. Headlines & Catalysts

Table of Contents

Xbox Security runs a gaming-specific Microsoft Entra baseline across more than 70 tenants every night.

Summary: After MS Forms produced a questionable winner from a 32-person force-ranking exercise, I exported the raw data and compared the default output with Borda scoring, pairwise wins, and the Schulze method. The analysis showed that different methods can produce different winners, which is why UX researchers need enough statistical knowledge to recog…

What I Read This Week: a summary of the content that I consumed this past week…