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There are few who would challenge that one of Apple’s significant competitive advantages is its ability to design and manufacture physical products. Even fewer, perhaps, would challenge that Google’s significant competitive advantages are it’s access to data and algorithms and artificial intelligence (AI) which process that data. As a upcoming frontier in technology appears to be AI, many have assumed that Google’s advantages are so superior to Apple’s that the AI frontier is Google’s battle to lose, and Apple’s to struggle to win. It is my contention, though, that while Google has significant advantages in AI, Apple has advantages critical for competing in the AI frontier.
To argue for my position, I will identify the critical competencies necessary for competing in AI, then argue that Apple’s advantages in some competencies give them, at minimum, an equal fighting chance with Google’s advantages in different competencies. Continue reading