Microsoft and Salesforce have been in a relentless tug-of-war over the growing generative AI landscape. Salesforce’s CEO, Marc Benioff, hasn’t held back any punches when it comes to critiquing Microsoft’s endeavors in AI. Just last week, he expressed disappointment in how Microsoft has been handling AI, adding a pointed remark:
“When you look at Copilot and what they’ve done, it’s essentially repackaging OpenAI and embedding it into Excel.”
Microsoft, however, seems unfazed by the critique. They’ve countered Benioff’s comments about their AI projects after he shared a snippet from a Market Watch post that praised Salesforce for its advancements in AI. The piece noted:
“While Microsoft’s Copilot stands as a frontrunner in the inaugural generation of generative AI software, Salesforce Inc. has taken the lead in bringing agents to market. Currently, Agentforce 2.0 is underway, with CEO Marc Benioff talking about its potential to tap into a multitrillion-dollar industry.”
The article also delved into AI trends, examining the influence of agents on stock values and the market at large. Weighing in on this, Charles Lamanna, Microsoft’s Corporate Vice President of Business & Industry Copilot, responded to Benioff on social media, enthusiastically stating:
“We’re all excited about agents! And it’s not new territory for Microsoft. We introduced autonomous agents in May 2024, and by October 2024, 100,000 organizations were using Copilot Studio to craft agents. Copilot plus agents are the innovative combo to watch.”
Benioff also noted interesting insights about how consumers interact with Copilot. He claims users haven’t felt a significant transformation when using it, and often neglect the tool unless they don’t have access to a ChatGPT license or similar resources.
Previously, Salesforce’s CEO described Microsoft’s AI strides as detrimental to the sector, going as far as labeling Copilot as the next Microsoft Clippy, due to perceptions of its ineffectiveness and lack of value.
As the stakes in the AI agent race rise, Microsoft appears to be strategically aligning itself to challenge leaders like Salesforce Agentforce. This is bolstered by their rollout of autonomous agents and their integration in Copilot Studio.
Despite the competition, by October 2024, Microsoft boasted that over 100,000 organizations were leveraging Copilot Studio for agent creation. Yet, Benioff contends this is a sign of Microsoft being in “panic mode,” primarily driven by intense competition.
“Rebranding Copilot as ‘agents’? That’s sheer panic. Let’s be honest – Copilot hasn’t succeeded because Microsoft lacks comprehensive data, metadata, and robust enterprise security models needed for genuine corporate intelligence. That’s why Copilot falters, risks exposure of corporate data, and pushes customers to develop their own LLMs. Isn’t it like Clippy 2.0?”
With the AI agent world evolving rapidly, organizations are eager to incorporate these advanced systems into their operations. For instance, Meta’s CEO Zuckerberg envisions mid-level AI engineers replacing software engineering roles by 2025. Similarly, Salesforce’s CEO Marc Benioff indicates the company is seriously contemplating new hiring strategies for software engineers in the upcoming year.
