Motley Fool Money NFL Predictions, AI Competitions
Feb 10, 2023
Emily Flippen and Andy Cross dive into the shifting tech landscape, discussing the fierce AI rivalry between Microsoft and Alphabet, along with the recent plummet of Lyft shares. Andrew Brandt, an expert in sports law, offers insights on potential changes to the NFL playoffs and shares his prediction for a Super Bowl blowout. The trio also highlights investment opportunities, spotlighting Domino's Pizza and Boot Barn as promising stocks to watch as they approach the Super Bowl.
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AI Limitations
- While Alphabet's stock dip after Bard's mistake is a short-term overreaction, it highlights the limitations of current AI.
- AI excels with factual queries like coding but struggles with nuanced topics lacking a single source of truth, like home insurance.
Microsoft's AI Focus
- Microsoft's focus on integrating AI across its corporate suite, not just consumer search, is its strength.
- Google's dominance in search makes AI integration crucial, but it is just beginning and the Bard mistake was a PR nightmare.
Disney's Restructuring and Park Performance
- Disney's Q1 earnings showcased strong park performance and cost-cutting measures, including layoffs and content cost reductions.
- Bob Iger's restructuring aims to restore creative authority, potentially reinstate dividends, and drive profitability for Disney+.