Why Microsoft, Apple, and Google can't win AI: Christensen's disruption theory
davidpattersonx · x · 2026-10-14
Arguing from Clayton Christensen's disruptive-innovation theory, davidpattersonx claims Microsoft and Apple are weak at developing SI and Google lags because incumbents won't disrupt their own search and software businesses. He predicts SI will destroy software and search within 2 years, leaving players like OpenAI, Anthropic, and SpaceXSI with nothing to lose. Speculative personal thesis.
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