Part 8/9:
When it comes to Microsoft, Ies perceives no immediate market share gains from recent Amazon outages, which have temporarily disrupted services. However, he highlights Microsoft's strong position in enterprise AI workloads, with Google’s cloud growth remaining impressive.
He believes Amazon will need to catch up in enterprise AI, but currently, Microsoft’s dominance in corporate AI applications positions it favorably as the "big winner" in the ongoing cloud competition.
Final Thoughts
Dan Ies paints an optimistic future for Tesla, driven by innovations in autonomous vehicles, robotics, and AI. His analysis underscores Tesla’s potential to redefine transportation and household automation, making it a key growth story in the tech landscape.