Technology >> Analyst Interviews >> September 21, 2023

Generative AI: a Boon for Microsoft, a Threat to Google

Luria, Gil
Gil Luria is a Senior Software Analyst at D.A. Davidson & Co. Mr. Luria joined the firm in March 2017 as Managing Director, Head of Institutional Research, and transitioned to become the Senior Software Analyst in 2023. Prior to joining D.A. Davidson, he was an analyst and head of technology research at Wedbush Securities for 11 years, primarily focused on e-commerce and financial technology companies. He previously covered large U.S. telecommunications companies at Sanford C. Bernstein and served as a Manager at Deloitte Consulting. Mr. Luria has made frequent appearances at technology conferences, along with regular appearances in the media, including CNBC, Bloomberg, The Wall Street Journal, The New York Times and NPR. Mr. Luria holds a bachelor’s degree in economics from Hebrew University and an MBA from Columbia Business School. Profile
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TWST: To kick things off, what’s the scope of your coverage?

Mr. Luria: My coverage has a broad span of software companies: everything from