Comment by miki123211

The value-add that Microsoft brings is checking the boxes that you want checked.

If you need some random Egyptian government compliance certification for your vendors or whatever, Microsoft probably has that, Anthropic probably doesn't. Microsoft's (as well as Oracle's) entire deal these days is figuring out what customers care about compliance-wise, and structuring their offerings to deliver exactly that. Whether they're selling their own products, or re-selling somebody else who doesn't have that kind of global footprint and clout, is secondary at best.