This article first appeared on GuruFocus.

Michael Burry (Trades, Portfolio) has challenged recent calls from major artificial intelligence companies to ease the pace of AI development, arguing that such warnings could serve the interests of established players.

Warning! GuruFocus has detected 3 Warning Sign with MSFT.

Is MSFT fairly valued? Test your thesis with our free DCF calculator.

MSFT GF Value chart
MSFT GF Value chart

Burry said OpenAI, Anthropic and executives at other large AI companies may have reasons beyond safety concerns for favoring a slower rollout. He argued that faster competition could threaten companies already leading the field.

The investor also questioned the idea that current large language models represent artificial general intelligence, saying the distinction weakens the case for restricting AI progress. He added that heightened warnings about potential risks could help maintain investor enthusiasm as companies approach public listings.

OpenAI and Anthropic have filed initial IPO paperwork with the U.S. Securities and Exchange Commission. OpenAI CEO Sam Altman has said the company does not plan to go public this year.

The comments come after Anthropic CEO Dario Amodei called for a slower pace in advancing frontier AI systems. Microsoft (NASDAQ:MSFT) CEO Satya Nadella and Google DeepMind CEO Demis Hassabis have also supported measured development, while Elon Musk has backed Amodeis position.