I think you mean he's siding with Dario Amodei and the strictest of government regulations cementing Microsoft's position and its investments is IMMEDIATELY needed, or "a billion people will die":

https://www.ft.com/content/1ade33b1-b5eb-43bb-9ee4-2272ec91f...

His position is not at all that AI itself should be limited or anything more drastic than slowing down Microsoft's spending (sorry I mean slowing down AI progress). Second, he still wants companies to adopt it on a very large scale, and fire everybody, but he's having to spend too much now. To put it bluntly, he wants the money currently paid to employees, but he doesn't want to or outright can't spend enough much to guarantee it's him getting the money. I mean, this is a bet on his part, so we can't be sure, I even think he himself is not entirely sure, but it's pretty clear he's not comfortable.

(because in a winner-take-all monopoly business billionnaires get one chance to outspend everyone else. Everyone but the top dog doesn't get the monopoly, they get scraps. It has become clear China is the biggest spender and so now he thinks the billionnaire-but-still-not-the-biggest-spender urgently need protection from the bigger dog)

I'm giving the less charitable interpretation of his words, because his demands come down to denying access to Chinese models, and of course Bill Gates can hardly be considered a neutral party here, he personally has a huge financial interests in OS, Cloud and AI.