Part 7/12:
Marc Benioff, CEO of Salesforce, recently praised the capabilities of Gemini 3, a rival AI model to ChatGPT, calling it a "life-changing" leap forward. Ives sees Gemini as a significant player due to its unique technological advancements. While OpenAI's ChatGPT remains dominant, Google’s AI effort could add roughly $100 per share in value, making it a core holding for investors seeking exposure to AI.