In a blog post that recently went viral, Marco Arment argued that Apple may be the next Blackberry. He pointed out that, while other tech companies like Amazon, Facebook and Google are advancing in key artificial intelligence technologies, Apple seems to be falling far behind.
Clearly, he’s right about the second point. Apple’s Siri service is noticeably weaker than competitors and these types of AI services do seem to be key to the digital future. What I think he misses is that Apple has never competed in fundamental technologies. Rather, it has been especially adept at molding existing technologies into products that are “insanely great.”
The truth is that Apple is not really a technology company and never has been. However, it is one of the best design and engineering companies the world has ever seen. More recently, it has also built a supply chain that gives it an additional advantage over competitors. The truth is that Apple isn’t like Blackberry at all. If anything, in the years to come Apple will become the next Toyota.
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