Microsoft AI chief says AI is not conscious and we should keep it that way

Impact · against what's priced in

The AI chief's comments on avoiding conscious AI are not material to Microsoft's or Google's current valuations. The market prices these stocks based on cloud growth and immediate AI monetization, and a philosophical stance on future model consciousness does not alter these current financial trajectories.

MSFT+0.00

Doesn't touch the price's assumptions

In context

The price depends on cloud growth and the conversion of a $678 billion backlog into revenue; a policy to avoid 'conscious AI' does not impact these operational metrics or near-term monetization targets.

What MSFT's price assumes · Sep 21

• microsoft▲225%
• ai
• ai ethics
• ai safety
• consciousness
• regulation

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