Todd McKinnon, CEO of security firm Okta, said there's a risk that Microsoft's position in AI becomes reduced to that of a consultancy.
Microsoft is effectively outsourcing all of its best artificial intelligence research and development to OpenAI, according to Todd McKinnon, CEO of cybersecurity firm Okta.
It comes as a number of the firm's top products — such as Copilot, the firm's generative AI chatbot, and PCs that are equipped with generative AI software — incorporate tech made by OpenAI, the lab behind artificial intelligence chatbot ChatGPT."It's so bizarre," McKinnon told CNBC. "Imagine working at Microsoft. OpenAI is over there making all the exciting stuff. It's almost like Microsoft is going to turn into a consulting company.
Microsoft has effectively become the leader in the push toward foundation AI models given its investment in and partnership with OpenAI. This has raised concerns that Google's position in search could be undermined, as internet users increasingly turn to ChatGPT and other AI chatbots for their search needs.Last year, when Google unveiled its Gemini AI chatbot , an ad on social media site X showed it giving the wrong answer to a user question.
"It's different than other generations of technology like with personal computers, where it was not necessarily the biggest companies in the world that had the advantage, because the whole thing about personal computers is they were truly disruptive in the sense that they were almost toys," McKinnon said.
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