Microsoft Acquires Inflection AI Team
Narrative
Microsoft hires Inflection co-founders and team. Pi product continues independently. Talent acquisition not full acquisition.
Reality
Mustafa Suleyman leads Microsoft AI. Most Inflection team joined. Pi product maintained but marginal. Regulatory scrutiny of talent deals.
Implication
Demonstrated big tech talent acquisition strategy. Inflection product effectively neutralized. Regulatory attention on acqui-hires. Consolidation pressure on smaller labs.