from your list, I think only Google has moat and something I would short least.
Google has hardware, software ecosystem, mobile ecosystem, controls browser, has access to 2B+ users, has talent to come up with ideas - perfect spot for AI
Now Microsoft, them I'd short. In a way I have by starting my own company to undermine their various competitive advantages comprehensively
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Microsoft is in a better position (as their b2b ecosystem can realistically be made LLM-agnostic), but Google will be fine.