Microsoft is transferring the development of its best artificial intelligence tools and software to OpenAI, which could benefit Google. The CEO of identity security firm Okta, Todd McKinnon, mentioned that Google has been leading the way in AI research, particularly with the development of transformers that power generative AI technologies. These transformers, which track relationships in sequential data like words, have been a breakthrough for Google. As Microsoft begins incorporating OpenAI’s technology into its products, such as the generative AI chatbot CoPilot, there is a concern that Microsoft may become more of a consultancy in the AI space.
Google, on the other hand, has faced challenges with its own AI efforts, including public blunders like the Gemini AI chatbot giving the wrong answers to user questions and creating ahistorical images from prompts about history. These issues have raised doubts about Google’s ability to achieve commercial success with its AI investments. Microsoft, with its significant investment in and partnership with OpenAI, has emerged as a leader in foundation AI models. This could potentially impact Google’s position in the search market as users rely more on AI chatbots like ChatGPT for their search needs.
AI is a segment of technology that has been heavily backed by major tech giants like Microsoft and Google, rather than growing organically through new product cycles. McKinnon highlighted the massive investments required for AI development, with Microsoft alone reportedly investing $13 billion in OpenAI. These investments have led to concerns about competition and the influence of large tech companies in the AI space. The cybersecurity industry, in particular, faces risks from AI issues like disinformation that could potentially hinder technological progress.
The future of AI regulation is uncertain, with McKinnon predicting that increased oversight could favor only the biggest and most powerful companies in controlling AI. Despite the challenges and risks associated with AI development, the potential for artificial intelligence remains high. However, it will be crucial for tech companies to navigate the complexities of AI research and development in order to capitalize on the opportunities presented by this innovative technology.
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