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Microsoft CEO Satya Nadella envisions a competitive future in artificial intelligence where multiple players can succeed, despite his company’s close ties to OpenAI. “It’s going to be very competitive,” though “not win or take all,” Nadella stated in a recent podcast, acknowledging OpenAI as a key market contender while suggesting the AI landscape will remain diverse.
The remarks come as major tech companies intensify their AI development efforts, with Google recently launching Gemini and Meta advancing its open-source AI models. Nadella’s comments suggest a strategic positioning that balances Microsoft’s substantial investment in OpenAI with the reality of a rapidly evolving market.
In the same discussion, Nadella revealed Google currently generates more revenue from Windows than Microsoft itself, highlighting the complex competitive dynamics in tech. He expressed particular satisfaction with OpenAI’s recent deal with Apple, which he had pursued unsuccessfully for a decade during his tenure. “I was the most thrilled person,” he said, citing Microsoft’s dual role as both commercial partner and investor in OpenAI.
The Microsoft chief emphasized the shifting nature of consumer interaction with technology, contrasting traditional “stateless” search experiences with the emerging “stateful” interactions offered by AI agents like ChatGPT. However, he acknowledged Google’s persistent advantage through its extensive mobile distribution network and default search engine status on major platforms.
Microsoft is actively working to reclaim market share through its Edge browser and Co-Pilot AI assistant, viewing past losses as opportunities for future gains. “This is the best news for Microsoft shareholders—that we lost so badly that we can now go contest it and win back some share,” Nadella noted.
