People say Microsoft is the safest stock to own, but I really struggle with this. AI is advancing so fast; it's frightening. That's something we can all agree on.
We're already moving towards AI agents capable of writing documents, analysing data, creating presentations, managing emails, coding and performing increasingly complex business tasks.
So you want me to believe that AI will always be dependent on MSFT's software to complete tasks?
What happens when AI becomes advanced enough to do all office work without needing Word, Excel, Outlook, Teams or even Windows?
Why would businesses continue paying for thousands of software licences when autonomous AI agents could perform those tasks directly?
Could Alphabet actually be the safer long-term investment as AI advances, while Microsoft's greatest strength, its software ecosystem, becomes increasingly irrelevant?
I'm no expert, but I just cannot see how something which is becoming increasingly super intelligent will not get to the point where it doesn't need software?