Microsoft and Google were bolder on AI early on than they are today

emollick · x · 2026-08-04

The post argues that Microsoft and Google took bigger reputational risks when AI was still immature than they do now, when the market is clearer.

Microsoft is cited for shipping GPT-4 before OpenAI, sticking with Copilot after Sydney’s blowups, and getting the first professional AI tool to market. Google is described as having built the first deep research product and then pivoting quickly with Bard. The surprising part, the author says, is that both companies seem less daring now than they were at the beginning.

Related event: Microsoft and Google Were Bolder Early in the AI Race(2 posts)→

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