Comment by apsurd
2 days ago
As devil's advocate, the innovator's dilemma is said to be the cause of incumbent disruption. But in the case of AI, we're seeing incumbents over-correct into rapid AI adoption. It is a mess, but I wouldn't then use history to predict who the winners will be.
I don't know if they over correct. I think they rightly see the existential impact of AI on their existent business.
I think people who say they're only doing this for investors is wrong. I think management at Google and Meta truly think they're f'ed if they don't get AI right.