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<p>AI models are hoovering up corporate knowledge, and that&#8217;s leaving one big loser, says Satya Nadella.</p>
<p>In an article posted on X on Sunday, the Microsoft CEO warned of a future in which a handful of AI providers capture most economic value while industries lose ownership of their knowledge. &#8220;The last thing any of us want is a world where every company across every sector is ceding value to a few models that eat everything they see,&#8221; Nadella wrote. &#8220;There is no societal permission for an AI future that hollows out entire industries.&#8221; Nadella compared the AI era to globalization, warning against repeating that dynamic. &#8220;Think about what happened in the first phase of globalization, where entire industrial economies were hollowed out by outsourcing,&#8221; he wrote. &#8220;The GDP numbers looked fine on the surface, but the displacement was real and the consequences are still being felt.&#8221; Instead, he advocated for a broad AI ecosystem in which companies keep control of their learning systems, which he said would enable innovation and retain employee expertise.</p>
<p>Nadella&#8217;s post echoed concerns other Big Tech CEOs have been raising this year.</p>
<p>In a February podcast, Snowflake CEO Sridhar Ramaswamy said that the biggest software companies are at risk of being reduced to mere data sources. &#8220;The big model makers want to create a world in which all of the data for all of the enterprises is easily available to them,&#8221; Ramaswamy said. &#8220;Everything else, the world, is just a dumb data pipe that feeds into that big brain.&#8221; Ramaswamy added that Snowflake needs to operate with a &#8220;fear&#8221; that people would stop using AI agents developed by software companies and instead want an all-inclusive agent that has data from Snowflake and everywhere else.</p>
<p>In a January LinkedIn post, Box CEO Aaron Levie said that AI models can perform high-level knowledge work across nearly every profession, from law to strategy and scientific research. &#8220;The question that we will have to wrestle with is, in a world where everyone has access to the same expert intelligence, how does a company differentiate?&#8221; Levie wrote.</p>
<p>He said that context would be the answer.</p>

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