We’re several quarters into the generative AI era, and we’ve seen ample enthusiasm, significant improvement in the underlying tech, and large private-market investments. Analysts and investors, however, are studying companies with fingers in the generative

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Microsoft's and Alphabet's results indicate the AI game is more of a long-term strategy lambright!!mBQWQB0H4Y 07/28/23 (Fri) 16:48:37 No.10

We’re several quarters into the generative AI era, and we’ve seen ample enthusiasm, significant improvement in the underlying tech, and large private-market investments. Analysts and investors, however, are studying companies with fingers in the generative AI pots for signs of adoption and whether it’s actually helping them increase their revenue.

However, Alphabet’s and Microsoft’s results clearly indicate that the costs are high if you want to stay on the leaderboard in the modern AI arena. As for the resulting revenue, it’s starting to accrete but it largely remains something to look forward to.