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Microsoft's CEO Satya Nadella: All-In on AI for Future Success

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Re: Microsoft's CEO Satya Nadella: All-In on AI for Future Success

#3

Post by gedy »

I guess I don't follow what these software companies would do long term being "all in" on AI. Training AI on your personal files, writing docs for you, etc really seems like no moat. (Unless the big companies push for AI "regulation" or "safety" that only they can afford to sell).

Seems more a good play for hardware than software sellers.

Re: Microsoft's CEO Satya Nadella: All-In on AI for Future Success

#5

Post by adamnemecek »

gedy wrote: post #3

I guess I don't follow what these software companies would do long term being "all in" on AI. Training AI on your personal files, writing docs for you, etc really seems like no moat. (Unless the big companies push for AI "regulation" or "safety" that only they can afford to sell). Seems more a good play for hardware than software sellers.

You lack imagination.

Re: Microsoft's CEO Satya Nadella: All-In on AI for Future Success

#7

Post by gedy »

adamnemecek wrote: post #5
gedy wrote: post #3

I guess I don't follow what these software companies would do long term being "all in" on AI. Training AI on your personal files, writing docs for you, etc really seems like no moat. (Unless the big companies push for AI "regulation" or "safety" that only they can afford to sell). Seems more a good play for hardware than software sellers.

You lack imagination.

AI for sure is an incredible tool, but it's like a new type of UI with low barrier to entry (eventually)

Re: Microsoft's CEO Satya Nadella: All-In on AI for Future Success

#8

Post by senttoschool »

gedy wrote: post #3

I guess I don't follow what these software companies would do long term being "all in" on AI. Training AI on your personal files, writing docs for you, etc really seems like no moat. (Unless the big companies push for AI "regulation" or "safety" that only they can afford to sell). Seems more a good play for hardware than software sellers.

One of the most lucrative aspects is to sell AI tools, models, training to the government and the military. Microsoft is in prime position to do this. Microsoft's CEO has no shame in targeting government agencies and the military. It's great if you own the stock. Maybe not if you're concerned about the morality of providing these technologies to people who can weaponize it.
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