$Microsoft(MSFT)$ Another thing people don't talk about with Microsoft and other software companies is how much more productive and cost effective they will be as AI progresses. Microsoft is obsessed with making development and "knowledge work" more productive for others, but they are just as much making products for themselves. This creates a flywheel. It's not just about how much money Microsoft can make, but also how much more efficiently they can make their operations and R&D.

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