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The biggest bet in tech

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 missed mobile. Tim Cook and Andy Jassy “CEOs of Apple and Amazon” both agree that AI is a paradigm shift, “as big or bigger than the internet.” But the strategies their companies are betting on (which they both doubled down on in their latest earnings calls!) imply that AI will be a commodity rather t...

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