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APPL is the best bet as it doesnt have any exposure to AI. MSFT has spent a truckload of money on datacentres, if AI doesnt deliver they're going to face a huge
by drumhead 11mo ago
APPL is the best bet as it doesnt have any exposure to AI. MSFT has spent a truckload of money on datacentres, if AI doesnt deliver they're going to face a huge drag on earnings because of the overinvestment.
- ethbr1 11mo agoMicrosoft has the same struggle as Facebook and Google. If AI matures into the next big thing, it risks wiping them out of their dominant positions if they don't spend to keep pace. If it doesn't, then they just blew a bunch of money but are still dominant players, with an existential threat in the rearview. Given the relative risks, they'd be foolish not to pump some of their cash flow into AI for a few years until the pace settles.
- javier2 11mo agoMeta and Alphabet are mostly ads + desperately trying to find other ways to make as much money as ads