Salesforce CEO "Large models have no moat," major short seller "OpenAI is the next Netscape"
Salesforce CEO Marc Benioff believes that large models have no moat, and users will choose the cheapest and best products. Investor Burry claims that OpenAI is the next Netscape, destined to fail and burn cash. Microsoft is trying to maintain OpenAI's operations and absorb intellectual property. The industry needs a $500 billion IPO
Software giant Salesforce CEO Marc Benioff has made another statement. A few weeks ago, he publicly claimed that Gemini 3 outperforms GPT 5, which has attracted significant attention in the industry.
This time, he stated that large models will be the infrastructure of the new era, and users will always choose "the cheapest and the best," indicating that large models have no competitive moat.
"Big short" Burry reposted, stating:
Everyone who understands knows this.
OpenAI is the next Netscape, destined to fail and burn cash, while Microsoft tries to keep it operational while exiting the balance sheet and extracting intellectual property. So why do they continue to receive funding support? Because the entire industry needs this $500 billion IPO, the sooner the better.
