Microsoft Not In Control Of Its AI Destiny Like Google And Meta, Says Gene Munster: Satya Nadella-Led Company's 'Future Is In The Hands Of OpenAI'
Microsoft Not In Control Of Its AI Destiny Like Google And Meta, Says Gene Munster: Satya Nadella-Led Company's 'Future Is In The Hands Of OpenAI'
Deepwater Asset Management's managing partner, Gene Munster has expressed concerns about Microsoft Corporation's (NASDAQ:MSFT) future in the field of AI as it continues to rely heavily on ChatGPT-parent OpenAI.
深水资产管理公司的管理合伙人吉恩·芒斯特对微软公司（纳斯达克股票代码：MSFT）在人工智能领域的未来表示担忧，因为它继续严重依赖ChatGPT母公司OpenAI。
What Happened: During an appearance on CNBC's Closing Bell on Tuesday, Munster said that the Satya Nadella-led tech giant's Build conference was "underwhelming." He went on to add that the conference did not unveil anything new that had not been previously disclosed by OpenAI.
发生了什么：芒斯特在周二的CNBC闭幕式上露面时表示，萨蒂亚·纳德拉领导的科技巨头的建筑会议 “令人难以置信”。他接着补充说，会议没有公布OpenAI此前未披露的任何新内容。
"It reminds me that Microsoft's future is in the hands of OpenAI," Munster said.
芒斯特说：“这提醒我，微软的未来掌握在OpenAI手中。”
He also highlighted the strong relationship between Microsoft and OpenAI but expressed concerns about Microsoft's lack of complete control over its AI destiny, especially in comparison to companies like Alphabet Inc.'s Google and Meta Platforms.
他还强调了微软与OpenAI之间的牢固关系，但对微软无法完全控制其人工智能命运表示担忧，特别是与Alphabet Inc等公司相比。”s 谷歌和 Meta Platforms。
"The reality is they are two different companies," Munster said, referring to OpenAI and Microsoft. "What Microsoft brought originally to OpenAI was a lot of money and separately distribution."
芒斯特在谈到OpenAI和微软时说：“现实情况是它们是两家不同的公司。”“微软最初为OpenAI带来的是大量资金和单独分配。”
He said as Sam Altman's company continues to explore its options, like they are reportedly doing with Apple Inc., it is "concerning" that "Microsoft really isn't in control of that destiny at the end of the day."
他说，随着山姆·奥特曼的公司继续探索其选择，就像据报道他们对苹果公司所做的那样，“微软最终确实无法控制命运”，这是 “令人担忧的”。
While $MSFT is well positioned to profit from the AI shift, the company's soul lies in the control of OpenAI.
— Gene Munster (@munster_gene) May 21, 2024
尽管$MSFT完全有能力从人工智能转变中获利，但该公司的灵魂在于对OpenAI的控制。
— 吉恩·芒斯特 (@munster_gene) 2024 年 5 月 21 日
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Why It Matters: On the same day, at the recent JPMorgan TMC conference, Microsoft's CVP of Cloud & AI Commercial Marketing, Alysa Taylor, shared insights into the company's evolving AI strategy and cloud initiatives, highlighting Microsoft's commitment to AI across its entire cloud stack.
为何重要：同一天，在最近的摩根大通TMC会议上，微软云与人工智能商业营销首席副总裁艾丽莎·泰勒分享了对公司不断演变的人工智能战略和云计划的见解，强调了微软在其整个云堆栈中对人工智能的承诺。
Meanwhile, at the Build developer conference, Microsoft introduced new AI-powered features, including a new iteration of its small language models, Phi-3-vision, which focuses on visual reasoning. The company also launched Team Copilot, an AI assistant designed to enhance workplace collaboration, as part of its broader strategy to integrate AI across its product line.
同时，在Build开发者大会上，微软推出了由人工智能驱动的新功能，包括其小型语言模型PHI-3-Vision的新迭代，该模型侧重于视觉推理。该公司还推出了Team Copilot，这是一款旨在增强工作场所协作的人工智能助手，这是其将人工智能整合到其产品线的更广泛战略的一部分。
As of now, Microsoft stands as the largest single investor in OpenAI, having invested more than $13 billion into the organization. It was previously reported, that the investment decision by the Nadella-led company was driven by concerns about falling behind Google in terms of AI capabilities,
截至目前，微软是OpenAI最大的单一投资者，已向该组织投资了超过130亿美元。此前有报道称，这家纳德拉领导的公司的投资决定是出于对在人工智能能力方面落后于谷歌的担忧，
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译文内容由第三方软件翻译。