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Expect Regulations For National Security, But Overall Lighter Regulatory Framework

For the most part, tech has done well regardless of presidential administrations due to the light regulation of the overall industry. This has allowed large digital giants to emerge and dominate global markets across a multitude of industries.  Amidst a national security backdrop and increasing capital required in the tech arms race, government has been hesitant to over regulate. 

AI Begins And Ends With Nvidia

Despite the massive buzz on AI, only a few core companies that power the Age of AI will succeed. The high capital costs of research and development investment, the time required to take a product to market, and the ability to cross competitive moats create a massive barrier to entry.  In fact, only a few vendors have shown significant profits in AI:

Expect Software Giant Hunters To Soon Be The Hunted In A Digital Giant's Quest For Growth

Six of the Magnificent Seven (Microsoft, Apple, Nvidia, Alphabet [Google], Amazon, Meta [Facebook]) stocks have entered the four comma club -over $1 trillion in market cap.  With a combined market cap of over $13.2 trillion, these six players continue to defy physics with continuous quarters of double digit organic growth.  Digital giants by definition have deployed five key strategies:

The Leap Year Brings A New Copilot -  Finance

Microsoft announced the public preview of Copilot for Finance.  With tools such as Copilot, the user experience begins and ends with generative AI.  In conversations with Vice President of Business Applications Engineering - Charles Lamanna, Corporate Vice President of Business Applications Marketing - Emily He, Vice President of AI-led ERP Engineering - Georg Glantshnig, users can now apply geneative AI across departments such as sales, service, finance, and IT with Copilot for M365, Copilot for Sales, Copilot for Service, Copilot for Finance, and Copilot Studio.