The Three Faces of AI: What I Learned from the 2025 Results of Microsoft, Meta, and Tesla
In 2025, Microsoft solidified its cloud leadership via Azure AI, driving EPS to record levels. Meta achieved a historic $200 billion in revenue, focusing on AI agents and operational efficiency. Tesla faced automotive headwinds but accelerated its “Physical AI” transition with Robotaxi and Optimus. High Capex remains the common denominator, signaling a massive bet on […]






