After reviewing the differences in the business model between MSFT and AAPL, summary of the differences is as follows:
* Apple keeps capex costs to a minimum, leverages others for their AI and Search features, and continues to leverage its ecosystem for revenue
* most recent earnings resulted in a dip on street consensus
* Microsoft on the contrary is heavily investing in an AI buildout, already booked some AI benefits within its products like CoPilot
* most recent earnings resulted in a beat on street, driven by Azure growth.
So would you prefer to leverage AAPL and its 2.5 billion device network effect, or the proverbial toll-booth of enterprise infrastructure underpinning Microsoft?
Full write-up on the comparisons here [https://search10k.com/apple-vs-microsoft-two-3-trillion-giants-making-opposite-bets-on-ai/](https://search10k.com/apple-vs-microsoft-two-3-trillion-giants-making-opposite-bets-on-ai/)
