Google vs. Microsoft: early ChatGPT investor sees a 2-horse AI race for 'the most critical technology for the planet'

• "AI technology is probably the most critical technology for the planet in the next 20 years," VC investor Vinod Khosla said.
• While opportunities in AI will be much larger than people expect today, he sees a two-horse race. 
• Khosla told CNBC that Microsoft's partner OpenAI is nimble, and Google has a deep pool of resources.

Opportunities in artificial intelligence will be much larger than people expect, but the market will be a two-horse race, according to venture capitalist Vinod Khosla, who was the first VC investor in ChatGPT parent OpenAI. 

His Khosla Ventures invested in OpenAI in 2019, and the startup has since received billions of dollars from Microsoft, which is integrating its AI technology into Bing.