$Alphabet(GOOG)$ $Microsoft(MS

2023-12-11

$Alphabet(GOOG)$ $Microsoft(MSFT)$ Microsoft is "Johnny-come-Lately" to AI though. A lot of people don't realize this. Google should have first movers advantage in AI,

The GOOG bears will say that this "first movers advantage" has been 100 percent squandered, and it doesn't matter if GOOG had 10,000 ML engineers working there in 2011, they're still behind other companies in AI.

My intuition tells me that ten years from now, people will have wished they went heavier into GOOG than MSFT, but that's just my opinion.

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