Microsoft i Alphabet przegrywają wyścig AI? | Bliżej Giełdy, Bartek Szyma

Microsoft and Alphabet have been among the biggest technology players for years, but the race for dominance in artificial intelligence is becoming increasingly fierce. New models, growing investments, and the rapid growth of competition mean that the giants' former advantage is no longer so obvious. Are Microsoft and Alphabet truly starting to lose the AI ​​race, or do they still hold the cards that will allow them to maintain their leadership position? 00:00 Introduction 04:36 Microsoft and Alphabet vs. AI 11:30 Two Different Starting Positions 18:30 AI as the Next Layer of the Enterprise System 22:50 Defense Search and Shifting Value to Infrastructure 26:30 Five Main Streams of AI Monetization and Other Data 52:30 Summary #investing #microsoft #alphabet This commercial publication is for informational and educational purposes only. It is not an investment recommendation or information recommending or suggesting an investment strategy. This material does not suggest any investment strategy, nor do we provide investment advice. This material does not take into account the client's individual financial situation, needs, or investment objectives. It is not an offer to sell or subscribe. It is not an invitation to purchase, an advertisement, or a promotion of any financial instruments. We have prepared this marketing publication carefully and objectively. We present the facts known to the authors at the time of its creation. We do not include any judgmental elements. Information and research based on historical data or results, as well as forecasts, are not a reliable indicator of the future. We are not responsible for your actions or omissions, especially if you decide to purchase or sell financial instruments based on the information contained in this marketing publication. We are also not liable for any damages that may result from the direct or indirect use of this information. Investing is risky. Invest responsibly.