Vinod Goje, the VP engineering manager at Bank of America, said Microsoft is well-positioned for a post-OpenAI model future. It has the cloud infrastructure, the enterprise relationships, and the financial firepower to pivot faster than most realize, he pointed out, stressing that he was speaking personally and not representing his employer. While losing exclusive access to OpenAI鈥檚 latest models would sting, they鈥檝e got partnerships with Meta, their own research teams, and enough resources to acquire or develop alternatives.
鈥淭he real disruption isn鈥檛 whether Microsoft can survive without OpenAI. It鈥檚 that we鈥檙e essentially flying blind on the most consequential technology decisions of our lifetime,鈥 he noted. 鈥淲hen you can鈥檛 even agree on what AGI looks like, how do you write contracts? How do you regulate it? How do you prevent it from being controlled by whoever gets there first? It鈥檚 a preview of the governance chaos coming if we don鈥檛 get serious about how AGI is defined, verified and shared. What this really reveals is the structural weakness in how we govern foundational technologies.鈥
Goje argued that the MS-OpenAI situation shows how unprepared the industry is for the implications of GenAI.