Compass Investments

Michael Saylor claims Gen AI has seriously contributed to his creativity and approach to managing Strategy.

Strategy reported a $4.2 billion loss, primarily due to unrealized losses of about $6 billion on bitcoin assets in the first quarter.

According to a survey of 500 manufacturing executives, 95% of respondents are already seeing productivity and efficiency gains from AI.

Michael Saylor, head of Strategy, credits Gen AI with contributing to his company’s creativity and management. After acquiring 1,895 BTC worth $180.3 million, Strategy owns 555,450 BTC with a total value of over $52 billion.

In an interview on his YouTube channel, Saylor praised Gen AI as a technology that has made it easier to manage Strategy and its social media activity. He said he uses in-depth research to generate new ideas.

Here’s an example of his request for artificial intelligence: Research each publicly traded company and give me the public interest divided by market value, liquidity and liquidity dynamics, and then tell me what our options are.

He clarified that while AI does not provide 100% of the required response, it provides 80-95% of the information needed to get started.

He said: I started using AI to speed up my thinking process.

He cited Strife (STRF) as an example of an AI-driven project. This stock offers a fixed dividend and is traded on the Nasdaq exchange. Saylor claims it’s an AI-created security.

The funds to buy BTC came from the sale of its own shares in continuous programs. During the week, Strategy sold 575,392 preferred shares (STRK) and 353,825 common shares (MSTR), raising a total of $180.3 million to fund the bitcoin purchase.

STRK’s $21 billion perpetual preferred stock sale program, launched in March 2025, is not related to Plan 21/21

As of May 4, STRK had $20.87 billion remaining. Approximately $14 billion of the total 21/21 Plan debt remains available.

On the other hand, MSTR’s common stock campaign, launched in October 2024 as part of Plan 21/21, was supposed to raise $21 billion for bitcoin purchases, but has now ended.

the company offers perpetual STRF preferred shares. These are different from the two capital raising plans and are used to support bitcoin purchases.

the acquisition took place shortly after Strategy released its first quarter earnings. The company announced a loss of $4.2 billion, primarily due to unrealized losses of about $6 billion on bitcoin assets in the first quarter under the new fair value accounting rules.

Despite the disappointing financial results, analysts remain optimistic about Strategy due to its massive bitcoin holdings, unique capital-raising capabilities and attractiveness to institutional investors.

Strategy is the largest corporate holder of bitcoins. However, other companies are quickly taking its cue from it. Last month, Cantor Fitzgerald, SoftBank, Bitfinex and Tether announced the creation of Twenty-One Capital, a $3.6 billion bitcoin venture. Companies such as Semler Scientific, KULR and Metaplanet have also incorporated bitcoin into their financial strategy.

TT Data surveyed more than 500 manufacturing executives in 34 countries to examine the use of Gen AI in the sector.

The results showed that 95% of respondents are already seeing productivity and efficiency gains from Gen AI. Furthermore, 94% of executives surveyed believe that combining Internet of Things (IoT) data with Gen AI models will make AI results more accurate.