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AI models are increasingly absorbing corporate knowledge, and Microsoft CEO Satya Nadella warned that this could leave industries with a major downside: a future where a small number of AI providers capture most of the economic value while companies lose ownership of their knowledge.
In a post on X on Sunday, Nadella said he was concerned that companies across sectors could end up ceding value to a few models that “eat everything they see,” adding that there is “no societal permission for an AI future that hollows out entire industries.”
Nadella compared the potential outcome of the AI era to the first phase of globalization, arguing that outsourcing hollowed out industrial economies. He noted that GDP figures appeared acceptable on the surface, but that the displacement was real and that the consequences are still being felt.
Rather than that outcome, Nadella advocated for a broad AI ecosystem in which companies retain control of their learning systems. He said this approach would support innovation and help keep employee expertise within organizations.
Nadella’s post echoed concerns that other Big Tech chief executives have raised during the year.
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