Tuesday, August 19, 2025
All the Bits Fit to Print
Examining Apple and Amazon's strategic challenges in the evolving AI landscape
Apple and Amazon risk falling behind in the AI revolution by treating it as a commodity rather than a paradigm shift, potentially missing out like Intel did with mobile. Their current strategies, rooted in existing company cultures and business models, may leave them poorly positioned as AI rapidly evolves.
Why it matters: AI is moving fast and prioritizes quality/performance, challenging Apple and Amazon’s slower, commodity-focused approaches.
The big picture: Apple relies heavily on the iPhone, but AI could shift the tech landscape toward new form factors and dynamic interfaces beyond phones.
The stakes: Delayed recognition and strategic shifts risk these giants losing dominance as newer AI-native companies and platforms pull ahead.
Commenters say: Many agree Apple and Amazon may struggle if they don’t adapt, debate AI’s commodity status, and highlight Apple’s hardware strengths and evolving strategies.