Who Will Win the Incumbent AI Battle? 🥊 w/ Aaron White [Youtube Exclusive Bonus Clip]

This is a "cut for time" clip from our Season Premier with Aaron White. If you haven't heard our two published podcast episodes with Aaron, head to UnsolicitedFeedback.co

The AI battle is heating up with OpenAI, Microsoft, Google, and potentially Apple, all vying for the top spot. But who will come out on top? 🤔

🎯 OpenAI's Creative Advantage 🎯

OpenAI, despite the chaos, is still attracting top talent in the market. In a world where creativity could be the winning factor, OpenAI's bold and sensational approach might just give them the edge. After all, in the modern world of content, divisive, polarizing, and sensational content wins eyeballs, right? 🧐

Their weakness is pretty straightforward - they lack a tangible connection to the end customer like the other three. This is likely why Sam Altman is delving into hardware…

🍏 Apple's Hardware Advantage 🍏

Apple, if they enter the race, could do incredibly well. They own the terminal relationship with the consumer on the most fundamental level - the hardware. If they can move AI onto the device, they could continue winning the aggregation of digitally mediated value. 📱 The question is how quickly can their former car team catch up here?

🌐 Google's Search Threat 🌐

Google does have hardware and immense data, but we wonder if Google's advantages might be overstated. Search is under threat, and unlike the other three companies, this will force Google to draw a line in the sand at some point. Google's core business might be deeply constrained by their cash cow, making it hard for them to go all in and risk further exposure on Search. 🕸️

💻 Microsoft is looking pretty… pretty… pretty good. 💻

Microsoft, with its install base around Copilot and ownership of 75% of the desktop operating system market, is in a good position. They have an advantage that is less disrupted by this technology and more complemented. Plus they are hedging their bets from a tech perspective with a strong internal team, recent investment in Mistral, and… of course, their OpenAI position. 🖥️ 

So, who will ultimately win? Or will there be multiple winners? It's a tough call, but the AI landscape is about to get a whole lot more interesting. We have our popcorn and our microphones at the ready…🍿 🎙️