The back-and-forth between Microsoft and Salesforce over the generative AI race continues to be a hot topic, particularly with Salesforce’s CEO Marc Benioff chiming in quite frequently. Not long ago, he openly critiqued Microsoft’s approach to artificial intelligence, suggesting that they’ve really let people down, especially with their implementation of AI technology. Benioff humorously jabbed, “And today, when we look at Copilot and what they’ve done. They’ve merely taken OpenAI and embedded it into Excel.”
In what seems like a retort to these jabs, Microsoft responded to Benioff’s disparaging comments. Market Watch recently highlighted Salesforce’s triumphs in the AI sector, especially with agent technology. They noted, “While Microsoft’s Copilot has become the flagbearer of the initial wave of generative AI, Salesforce Inc. has outpaced them with market-ready agents. Their latest iteration, Agentforce 2.0, is already launching, and Marc Benioff has been actively promoting it as a significant multitrillion-dollar opportunity.”
An analysis in the post delves into AI trends and how agents are influencing stock prices and the broader market. Charles Lamanna, from Microsoft, took to X to enthusiastically respond, stating, “We’ve been thrilled about agents for quite some time! Back in May 2024, we rolled out autonomous agents, and by October 2024, 100,000 organizations had embraced Copilot Studio to design agents. The duo of Copilot and agents is definitely one to keep an eye on.”
Benioff didn’t hold back when sharing customer feedback about Copilot’s user experience. He mentioned that the tool hasn’t quite wowed users, saying they don’t really engage with its features unless there’s no ChatGPT license available to them.
Last year, Benioff made waves by saying that Microsoft’s foray into AI was a “tremendous disservice” to the sector, likening Copilot to the infamously underwhelming Microsoft Clippy, claiming it fails to work effectively or deliver tangible value.
Amidst this growing AI agent rivalry, Microsoft appears to have carved out a niche to contend head-to-head with competitors like Salesforce’s Agentforce. Launching autonomous agents and bringing them into Copilot Studio’s fold indicates significant strides in their strategic positioning.
With impressive claims that more than 100,000 organizations had adopted Copilot Studio for agent creation by late 2024, Microsoft shows it’s not backing down. Meanwhile, Benioff argues that this is a sign of desperation, with Microsoft’s efforts revealing a state of ‘panic mode’ in response to fierce competition.
As Benioff puts it, “Microsoft rebranding Copilot as ‘agents’? That’s definitely panic mode. Let’s face it—Copilot hasn’t succeeded because Microsoft lacks the necessary data, metadata, and enterprise security to produce genuine corporate intelligence. This is why Copilot often errs, leaks corporate data, and pushes customers to develop their own LLMs.”
Despite Benioff’s skepticism, companies are rapidly joining the AI agents movement, looking to seamlessly integrate them into their operations. For instance, Meta’s CEO, Mark Zuckerberg, has projected a future where mid-level AI engineers might eclipse traditional software engineering roles by 2025. Similarly, Salesforce is contemplating such shifts in their hiring strategy for developers in the near future.