Disclaimer:

Disclaimer: The blog posts and comments on this blog and posts on social networks are not investment recommendation, are provided solely for informational purposes, and do not constitute an offer or solicitation to buy or sell any securities. The opinions expressed on the blog are Petar Posledovich's. Petar Posledovich does not guarantee the accuracy of the information presented on this blog and social networks. The information presented is "as is". The blog is stocks analysis and valuation, Bitcoin, Cryptocurrencies, Artificial Intelligence, AI, deep-learning focused. Independent, unbiased AI insights. Petar Vladimirov Posledovich is not liable for any investment losses incurred by reading and interpreting blog posts on this blog and posts on social networks. Conflicts of interest: I may possess some of the securities, currencies or their derivatives mentioned in the blog post and posts on social networks! The blog is property of Wolfteam Ltd. www.wolfteamedge.com Respectfully yours, Petar Posledovich

Sunday, March 3, 2024

Microsoft And AI

 


Microsoft hedged its AI bets by investing in the French AI startup Mistral, apart from its 49 % stake in OpenAI, the producer of the ChatGPT neural network artificial intelligence, AI chat bot.

Microsoft could have antitrust problems on one hand.

That said, revenue from artificial intelligence, AI globally pure could surpass 1 trillion USD in the next 10 years. Microsoft via its 49 % stake in OpenAI is at the forefront of artificial intelligence, but at 3.09 trillion USD market capitalization, Microsoft is overvalued, according to Wolfteam Ltd.

Actually, due to the controversy surrounding the recent ouster and hiring back again of the CEO of Open AI, the maker of ChatGPT Microsoft's stake in OpenAI is not that valuable, in Wolfteam Ltd.'s view. And the future revenues and profits from Microsoft's 49 % stake in OpenAI, when discounted to the future are not that valuable any more. That is most probably the reason why Microsoft is hedging its AI bets by investing in Mistral, the french AI startup.


Actually, with both its OpenAI and Mistral investment, Microsoft could face antitrust issues.

That said, however, Microsoft currently has the most distinct AI strategy, which is working relatively well. The disadvantage of Microsoft's clear AI strategy and focus is that it depends on data collection and this hindrance could bring minuses to Microsoft, which the company wants to avoid.

All in  all, Microsoft is overvalued, but Microsoft has the most clear cut, distinct AI strategy, which made Microsoft recently the most valuable company in the world.

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