Bought $31 billion in Google, but hedge fund titan Bill Ackman sold 95% of his $GOOGL to shift to $MSFT? @BillAckman said it’s not a bearish view on Google, but after its price surge, the expected future returns fell below his holding threshold, so he redirected capital to Microsoft, which offers higher potential returns. It’s clear that both legendary investors avoid betting on the “strongest model” or “latest technology.” Bill Ackman chose the enterprise AI entry point. Microsoft’s powerful products—Microsoft 365, Azure, GitHub, Windows—have built a massive enterprise user base over the years, giving it a major advantage in AI development. As a “model router,” Copilot can simultaneously use models from OpenAI, Anthropic, and Google. Compared to betting solely on one frontier AI model company, Microsoft is more favored by Bill Ackman.