If Amazon and Microsoft were to successfully make the case for continued capex's earnings season, does it make them also the best position to win the next leg of the AI race? Let's ask Gil Laura. He's head of technology research at DA Davidson. I I again I love looking back at the history of this Gil. Microsoft was first out of the gate. They were the golden child after Chat GPT. They had the Open AI collab. Uh they it was all about Microsoft until it wasn't, which was up until about last week. So, you thin ...