Parmy Olson argues the AI competition is really a two-horse race between Microsoft and Google, not the five-way battle Reid Hoffman claims. She's skeptical about Apple's involvement and says Meta's open-source approach limits its power in the fight.
Do you see this arms race as very much Microsoft versus Google? Yes.
Or OpenAI? I wanted to ask you, you know, why you chose them, you focused on them, and what happens to, or what you consider, uh, about, you know, Meta, Apple, exactly where are they in the fray? Because obviously the way you have posited it is, is this battle between these two big giants.
Yeah, it's interesting because, so I was in Silicon Valley a few weeks ago and I met with a venture capital investor named Reid Hoffman. Who was on the board of OpenAI. His argument is like, when it comes to AI, if I would be concerned if there was like, if this was only a one or two horse race, but this is a five horse race. And so that's why I'm not worried. But I don't agree with that. I think it actually is more of a two-horse race because to your question about Apple, I don't see Apple really being in this race. I don't really see Facebook being in this race because its model is open source.