At least from the article, it seems he wants to position Microsoft as someone who provides access to all models including non frontier models in order to democratize access. He sees OpenAI, Anthropic and Google as the AI giants who are trying to dictate the future.
I interpret "AI giant" not to mean who are the biggest USERS of AI, but rather, who is leading the direction of AI development / has the most leverage.
Aside from Office/Teams, a lot of their SaaS apps are more or less replaceable by AI generated code within a few days. Chances are that also comes with fewer bugs and it at least 10x as performant (not an exaggeration, the MS cloud is extremely slow).
Their other more complex software like SharePoint or the power platform will be replaced by other solutions in my opinion. I had to adapt a Power Automate flow yesterday. It is just painful. And buggy as well, even integration with their own services.
That with Microsoft long since have abandoned the strategy to ask what the customer want instead of their latest business model, I think MS will have to rely on their enterprise IT customers.
Not really. Microsoft is more of a proprietary software monopolist that has strangled the economy for the past few decades, and they don't want to lose what remains of their lucrative position.
Man who helped prop up AI giant currently eating the economy (OpenAI) says we can’t let AI giants eat the economy. I don’t understand how this person is still the CEO of Microsoft.
