Microsoft can monetize AI better than any software company, says Jefferies' Brent Thill

Microsoft - Microsoft shares are currently experiencing a decline, attributed to concerns over Azure growth and the significant role of OpenAI in their backlog, which constitutes 45% of it [2][4] - Despite a stable quarter, there are ongoing concerns regarding whether OpenAI can meet its financial commitments to Microsoft and other providers [3][5] - Microsoft's diverse business model, which includes application, security, and infrastructure segments, positions it better than Oracle, allowing for better monetization of AI [9][10] OpenAI - OpenAI's ability to fulfill its financial obligations is a central concern for investors, with comparisons drawn to Google's past struggles with AI [4][12] - There is skepticism in the market regarding OpenAI's capacity to deliver on its commitments, but there is a belief that it will ultimately succeed [5][12] Meta - Meta has reported impressive revenue growth, with guidance indicating a potential earnings power of $30 per share, leading to a favorable valuation outlook [6][14] - The company is expected to achieve revenue growth of 26% to 33.5%, surpassing market expectations of 20% [14]