(https://www.cnbc.com/2026/07/21/openai-anthropic-ai-lobbying-spending-q2-2026.html) lobbying spend by 23% to $3.17M combined in Q2 — classic behavior when you're losing the pricing power conversation. Meanwhile, (https://www.marketwatch.com/story/microsoft-has-3-secret-weapons-that-could-drive-its-stock-50-higher-analyst-says-f1afb554?mod=mw_rss_topstories) MSFT has structural advantages. The problem?

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