Gurley identifies five to seven major tech companies today, unlike the aligned Wintel coalition of the past.
“And interestingly, they're not, you know, least with Wintel, you had Microsoft, Intel and Dell and Compaq all fairly aligned to the same initiative.”
Gurley identifies Microsoft, Amazon, and Apple as US tech companies not on AI bleeding edge.
“The reason I think that's an interesting data point when you think about The US and, you know, are several big tech companies that seem to be not on the bleeding edge of AI.”
Gurley argues high margins at big tech companies may indicate market failure not success.
“I would argue that this, I don't think you're going to get a lot of other people in Silicon Valley that would be willing to say this, but it might be indicative of market failure rather than market success.”