Prediction: Alphabet Will Be Worth More Than Microsoft by 2030

Core Insights - Microsoft currently holds a market cap of $3.9 trillion, slightly surpassing Alphabet's $3.1 trillion as of October 23, making both companies part of the "Magnificent Seven" and among the five most valuable stocks by market cap [1] - Despite Microsoft's early lead in generative AI through its partnership with OpenAI, Alphabet has made significant strides and may potentially exceed Microsoft's market cap in the next five years due to AI-related growth and multiple expansions [2] Group 1: Microsoft’s Position - Microsoft gained a first-mover advantage in generative AI following its multi-billion-dollar partnership with OpenAI announced in January 2023, which positioned it ahead of competitors [4][5] - The collaboration has positively impacted Microsoft's Azure cloud computing and enterprise software businesses, although Bing's market share remains low at around 4% compared to Google's 90% [6] Group 2: Alphabet’s Progress - Alphabet has made considerable progress in generative AI, positioning itself as a strong contender in the AI space despite initial challenges [7] - The integration of AI has helped Google maintain its dominance in search advertising, with its main AI platform, Gemini, gaining traction [8]