Microsoft and Google seem headed for a broader showdown over generative AI.
Google and Microsoft both have leading search engines, cloud services, and productivity tools—and both are all in on AI. A battle looms.
Google is a world leader in Generative AI. Its basic research in Google Brain, DeepMind, and Google AI has made numerous breakthroughs, including transformers, the technology that makes GPT possible.
Google’s worries about reputational risks leave an opening. Google is well aware of the shortcomings of the current generation of generative AI and has been cautious to productize it, but that’s left an opening for others. Following ChatGPT’s success, Google now seems poised to launch a competitor—but OpenAI and Microsoft have had a big head start.
Microsoft’s partnership with OpenAI makes it formidable. Microsoft seems determined not to miss the AI revolution as it did the mobile revolution. The company appears ready to take more risks than Google by moving OpenAI technologies into its products.