Apple and Amazon's AI Miscalculation: A Cultural Quagmire
2025-08-18
This article argues that Apple and Amazon's corporate cultures are hindering their progress in the AI revolution. Amazon is betting on AI becoming a commoditized market like cloud computing, while Apple remains overly reliant on the iPhone, neglecting the rapid advancements in AI. This strategy stems from the 'innovator's dilemma,' making it difficult for them to abandon their existing successful businesses and seize the opportunity to become AI leaders. The author contends that changing corporate culture is harder than changing the game, and with Nvidia and OpenAI already holding significant leads, Apple and Amazon face an uphill battle.