cheezi
10-24

$Microsoft(MSFT)$

My personal understanding:

  • Investment in AI is shifting towards applications.

  • Microsoft's Office has significant potential as a productivity tool.

  • Google $Alphabet(GOOG)$ and Meta $Meta Platforms, Inc.(META)$ primarily rely on advertising revenue, and AI won't significantly increase ad performance, limiting its impact.

  • Tesla's $Tesla Motors(TSLA)$ self-driving technology is a key highlight of AI applications.

  • Apple $Apple(AAPL)$ and Amazon $Amazon.com(AMZN)$ are currently contemplating their AI applications.

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