Analyst Pushes Back on 'AI Is a Commodity' Takes, Citing Wrong Smartphone-Era Consensus on Apple
BenBajarin · x · 2026-10-29
Ben Bajarin pushes back on the widespread "XYZ is just a commodity" commentary, arguing the debate is healthy and fair for some components. But he reminds everyone that during the smartphone buildout the consensus view was that Apple was always two years away from collapse due to inevitable commoditization — a view that proved horribly wrong. The implication: rash commodity calls on AI components may repeat that mistake.
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