Microsoft owns 49 % of OpenAI. OpenAI develops ChatGPT and thus Microsoft is almost indirectly heavily invested in AI.
Microsoft, prefers the 49 % indirect investment, so as not to be accused of harvesting users' data, directly, according to Wolfteam Ltd.'s view.
But Microsoft's involvement in OpenAI brings indirect involvement in artificial intelligence, AI, which brings enormous dividends to Microsoft, Microsoft's market capitalization being circa 3 trillion USD.
AI is in a bubble, hype mode, according to Wolfteam Ltd.'s view. Microsoft is overvalued on its indirect OpenAI stake and thus stake in AI.
AI will bring huge benefits to society, but not as fast as the stock market extrapolates, according to Wolfteam Ltd.'s projections and estimates. We are living in another dot-com bubble and Microsoft is riding high on the AI bubble.
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