Bill Gates Bullish on AI and Arista Networks, Sees Challenge Ahead for ChatGPT Against Established Google
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Bill Gates believes killer apps in AI could disrupt Google and Amazon. He says personalized digital assistants will be transformative.
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Gates thinks investors should buy Arista Networks (ANET) stock. They make hardware/software for upgrades needed for AI and networks.
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ChatGPT's rapid user growth shows demand, but scale issues vs Google. Google services have over 1B users each.
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Google Assistant is already on over 2B devices via integrated Google services. It's a powerful, established digital assistant.
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Arista Networks is growing fast as networks upgrade for more advanced AI needs. Revenue up 54% last quarter. Buy on dips into $160s.