Ethan Mollick: lagging home-hub AI is a growing liability for Apple and Amazon
emollick · x · 2026-11-16
Ethan Mollick argues Google is well-positioned in the home hub space, but Google Home's AI abilities lag far behind its frontier models. He questions what Apple and Amazon can do with their lagging models, noting using a Chinese open-weights model seems unlikely for them.
Without a strong model powering a central home device, the gap becomes a growing liability: frontier models act like the sci-fi household computer — intuitive in a way Siri or Alexa simply aren't.
Related event: Ethan Mollick: Home Hub Devices Lag Without Frontier AI Models(2 posts)→
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