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Google: Google’s resurgence post a challenging phase was another focal point. Monier highlighted Google's strong positioning in search and the resilience of its advertising revenue, even amidst the rising relevance of generative AI technologies.
Microsoft: The duo expressed skepticism regarding Microsoft’s slow adoption of AI technologies, particularly the uptake of co-pilot features. Monier suggested a potential disconnect between investor expectations and the realities of operationalizing AI across Microsoft’s suite of products.
Looking Ahead: Lighting the Path Forward