Bill Ackman says Microsoft's position is 'really, really strong' as Anthropic pushes into enterprise software

Переклад ще не готовий. Показано оригінал статті.

Billionaire investor Bill Ackman remains bullish on Microsoft (MSFT) despite Anthropic (ANTH.PVT) becoming more aggressive in the enterprise software tools front. "We think they're doing a very good job staying current in terms of enabling a new AI generation of workers," the famed value investor and CEO of Pershing Square Capital Management said at Yahoo Finance Invest. "We think Microsoft's position is really, really strong," Ackman added. "I think Microsoft's position really remains a powerful one." Ackman began buying Microsoft earlier this year, and has said he views it as a core holding. Anthropic, meanwhile, just sent a message to the software space led by Microsoft and its Office suite.