David Patterson: Microsoft, Apple lag on SI because they can't disrupt themselves
davidpattersonx · x · 2026-10-14
Turing Award winner David Patterson argues the real reason Microsoft and Apple aren't good at developing SI (and Google lags) is their unwillingness to disrupt existing search and software businesses — a live demonstration of Clayton Christensen's disruptive innovation theory. He predicts SI will destroy the software and search businesses within 2 years, while OpenAI, Anthropic, and SpaceXSI have "everything to gain and nothing to lose."
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