- VC investor Vinod Khosla said:
- AI’s potential will be much greater than people expect today, but he sees it as a two-horse race.
- Khosla told CNBC that Microsoft partner OpenAI is agile and Google has a rich resource pool.
Venture capitalist Vinod Khosla, the first VC investor of OpenAI, ChatGPT’s parent company, says the artificial intelligence opportunity will be much bigger than people expect, but the market could be a horse race between two. prize.
His Khosla Ventures invested in OpenAI in 2019, after which the startup received billions of dollars from Microsoft. Microsoft is integrating his AI technology into Bing.
“AI technology is probably the most important technology for the planet in the next 20 years.” Khosla told CNBC on Wednesday.
He also noted that the generative AI technology behind so-called chatbots such as ChatGPT and Google’s Bard turns search engines into “answer engines.”
Microsoft and Google have plenty of room to tap into the growing market, and both bring strengths in different areas to advance AI research and technology.
“OpenAI was a great partnership because they needed the massive resources that Microsoft had. They are a fast and agile organization. [and] That’s their advantage,” Khosla said. “Google has a lot of research talent and a lot of great technology. I have no doubt they get it right.”
Investor interest in AI has surged in recent months thanks to the success of ChatGPT and the integration of chatbot technology with search engine Bing. Google’s bard stumbled earlier this week when he provided incorrect information. promotion It is meant to emphasize technology.
But Deepwater Asset Management’s Gene Munster said Wednesday’s fall in Alphabet’s stock was exaggerated and the company’s artificial intelligence technology shouldn’t be dismissed so easily.
Similarly, Bank of America said that while Microsoft was the winner in AI this week, Google has some key long-term advantages.
Kholsa said the AI market will surpass the current market of Google and Microsoft within 20 years, adding, “The market is huge, much bigger than most people predict today.”
“Both have very good infrastructure, resources to compete effectively, and I think they will be two horse races in this market,” he said. “One is agile he has OpenAI and one he has many deep talents.”