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Apple and Amazon will miss AI like Intel missed mobile
The biggest bet in tech right now isn’t a deliberate decision, but rather the result of company cultures that were a benefit until they weren’t. The result? Apple and Amazon will miss AI like Intel…
For example, Amazon’s strategy is predicated on the assumption that AI will be a commoditized market like cloud and they’ll build their moat through other means, like data gravity (e.g. companies having everything at AWS). That puts ~75% of Apple’s revenue dependent on one product: the iPhone, which was the result of the paradigm shift to mobile + cloud (especially for services). Regardless of what the final form factor ends up being, there’s no doubt spending our lives hunched over staring at a piece of glass in our hand is suboptimal.
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