Apple and Amazon will miss AI like Intel missed mobile

Apple and Amazon risk their futures by treating AI as a commodity rather than a paradigm shift. Despite their CEOs acknowledging AI's potential, their strategies suggest otherwise. Amazon assumes AI will be commoditized like cloud computing, while Apple remains focused on the iPhone. Both face an innovator's dilemma - their successful cultures have become limitations in the AI era, which favors new players. Unlike previous tech transitions, AI winners may establish such dominant positions that even these tech giants won't be able to catch up later through acquisitions or partnerships.