In light of the widespread use of innovative AI technologies like generative AI, Salesforce CEO Marc Benioff believes we’re living in extraordinary times, as this technology has the potential to drastically change every facet of our daily lives (as reported by The Financial Times).
According to Salesforce’s CEO:
Occasionally, there are pivotal instances similar to those experienced by figures like Steve Jobs, where an entirely new aspect of an industry is born. For instance, Tom Watson introduced the mainframe, Steve Jobs the personal computer, and Marc Andreessen the browser.
Currently, we find ourselves surrounded by an era that showcases groundbreaking ideas, resources, and technology, much like the enchanting atmosphere of Silicon Valley.
As a researcher delving into the impact of artificial intelligence, I recently had an engaging conversation with an executive who touched upon various aspects of this transformative technology. Notably, we discussed its potential influence on employment and humanity at large. In addition to these broader topics, he shared his ongoing disagreement with Microsoft, particularly highlighting his viewpoint that their latest offering, Copilot, is essentially a modern-day Clippy and fails to deliver substantial value.
Stephen Morris, the Financial Times’ San Francisco Bureau Chief, inquired of Salesforce CEO Marc Benioff: “What is your perspective on Satya Nadella?” Known for his straightforwardness, Benioff has been vocal about his critiques regarding Microsoft’s artificial intelligence initiatives.
Microsoft’s leading executives have softened their statements, implying that Benioff may not fully understand the situation. In response to some of Benioff’s remarks about the company, Microsoft’s Chief Communication Officer Frank X. Shaw stated that Benioff’s intense focus on Copilot appears to be more a marketing tactic than a genuine concern with truth or substance.
Nevertheless, Salesforce’s CEO has pointed out that he finds it appropriate to express his thoughts when they eventually prove accurate. Benioff continued to assert that he believes Microsoft let down its customers with Copilot.
In contrast to Cursor AI’s significant triumph in the developer sector, Benioff contends that Microsoft has fallen short in meeting comparable standards with Copilot and GitHub. This perceived failure has led OpenAI to purchase Windsurf, a competitor of Cursor AI, for $3 billion as stated by Benioff. He further explained, “Microsoft’s Copilot and GitHub did not live up to their potential in terms of productivity.
The executive suggested that Microsoft is essentially marketing ChatGPT as one of its products, implying that this approach is part of their overall AI strategy. He emphasized Microsoft’s dissatisfaction with this strategy, which has led them to recruit Mustafa Suleyman, co-founder of Google DeepMind, to manage their AI division and create a new model within the Prometheus program.
Salesforce CEO says Microsoft and OpenAI are drifting further apart
As a researcher delving into this topic, I believe Benioff posits that Microsoft could be distancing itself from OpenAI, aiming to reduce its reliance on the creators of ChatGPT for its AI technology. He envisions a scenario where ChatGPT may not remain central to Copilot in the future.
The CEO of Salesforce noted that during Sarah Friar’s talk (OpenAI’s CFO) at a Goldman Sachs conference, her presentation supported his hypothesis. In the executive’s words, OpenAI’s architecture diagram didn’t include Microsoft’s software in the data center, application, API, or model tier.
A stack diagram serves as a conventional tool employed by tech companies to underscore their planned approaches for the upcoming period.
It’s clear as day that Microsoft and OpenAI have a massive rift, one that seems irreversible at this point. This isn’t a small disagreement; it’s a significant split that doesn’t appear to be reconciling anytime soon.
Salesforce CEO, Marc Benioff
When OpenAI revealed their $500 billion Stargate initiative to build data centers nationwide in the U.S., Benioff foresaw that Microsoft would not adopt OpenAI’s technology for future AI developments.
It’s worth noting that Satya Nadella, CEO of Microsoft, has made it clear they plan to pour a massive $80 billion into developing data centers specifically for their artificial intelligence initiatives.
Yet, a fresh report disclosed that Microsoft has withdrawn from two major data center projects as they no longer wish to offer further assistance in training ChatGPT.
It was mentioned in a separate report that Sam Altman stated OpenAI is now free from compute limitations, soon after Microsoft no longer held its exclusive cloud provider position. This isn’t surprising given that the company behind ChatGPT had previously expressed worries about Microsoft failing to fulfill their cloud computing requirements.
Microsoft seems to be working on creating its own AI models and evaluating third-party ones for Copilot, even with its significant partnership with OpenAI. This was confirmed by Mustafa Suleyman from Microsoft, who mentioned that the company is developing AI models that are slightly behind OpenAI’s (approximately 3 to 6 months). He suggested that Microsoft’s approach is to follow closely behind at a more affordable price point.
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2025-05-14 18:00