Here is a good article explaining more about what Bill Gates believes.
https://investorplace.com/moneywire/2019/08/to-find-artificial-intelligence-stocks-to-buy-think-like-bill-gates/
Back in 2004, I think Bill was referring to whoever conquered machine learning first. However, this article which was from a couple of years ago shows that both Bill Gates and Cathie Wood now believe it's more whoever conquers deep learning.
In 2017: 'Persistence Market Research expects deep learning’s market value to hit $25 trillion.'
2021 BRN Discussion, page-16506
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