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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