Salesforce CEO Marc Benioff discussed the evolving dynamics between Microsoft and OpenAI during a CNBC interview from Davos. He noted that OpenAI's partnership with Microsoft was ending as it explores options with SoftBank and Oracle on a significant data center project. Benioff suggested that Microsoft’s growing AI ambitions would lead them to prioritize their own developments over OpenAI. The tension between the two has apparently built over time, particularly after OpenAI released enterprise products that compete directly with Microsoft's offerings. Benioff implied that OpenAI might aim to become a significant rival to Microsoft in the tech landscape.
I think it's extremely important that OpenAI gets to other platforms quickly because Microsoft is building their own AI and I don't think Microsoft will use OpenAI in the future. They'll have their own frontier models.
Reports indicate tension between the two companies has been building since at least mid-2023, after OpenAI released its own, competing enterprise product.
OpenAI's exclusive agreement with Microsoft was to end whenever OpenAI achieved what they both agreed was AGI. To hear Sam Altman tell it, AGI is possible now.
Benioff predicted the end of Microsoft exclusively hosting OpenAI was destined to happen and that OpenAI may rival Microsoft someday.
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