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Gene Munster of Deepwater Asset Management believes that Meta and Google will benefit the most from advancements in AI, with Tesla’s AI-powered Full Self-Driving technology showing significant progress. While Apple is still developing its AI strategy, it is expected to leverage partnerships. Munster predicts a multi-year bull market for the tech sector driven by AI, and highlights Tesla’s potential to revolutionize the automotive industry through AI. Tesla’s growth in autonomous miles driven demonstrates its AI capabilities and potential for continuous improvement. AI is also expected to drive future innovations and efficiencies within Tesla’s operations.