[frankgrimesjr]

I don't know enough about the AI space to comment on it specifically.

But this distinctly reminds me about articles around about the time of the first iPhone release which posited that Microsoft was in a unique position to ultimately win the smartphone market.

After all it was dominant on the desktop and Windows Mobile already had a decent (albeit not dominant) marketshare in smartphones at the time.

[kccqzy]

The theory wasn't wrong and still isn't wrong. The problem is in the execution.

[renewiltord]

The two things are related. That's the insight of The Innovator's Dilemma. They cannot do it.