Ark Invest's chief futurist on how AI race threatens Google's 'fragile' business model

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As the heated battle between two tech giants for chatbot superiority rages on, one analyst sees a significant leg up for Microsoft.

As the heated battle between two tech giants for chatbot superiority rages on, one analyst sees a significant leg up for Microsoft . "I think Google is fundamentally impaired by this transition to AI," Brett Winton, the chief futurist at Cathie Wood's Ark Investment Management, told Melissa Lee on CNBC's ' Fast Money ' recently.

mountain Microsoft YTD "[Google's] entire business structure revolves around this idea that people go to a site to go to another site to get to their answer," he said. 'Fragile' model Moving forward, Winton doesn't see head-to-head competition between search engines necessarily leading to a winning AI strategy. "I think Google's model is fragile, and it doesn't necessarily accrue to Microsoft's benefit," he said.

 

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Right now most AI in the public domain is a lightweight toy. If there is true cutting edge AI, governments have it or it’s not shared by big companies.

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