Bill Gates says "AI could kill Google and Amazon"
ghacks.net
ghacks.net
I wouldn't bet on his prediction skills past the early 90s...
And who is also talking about companies that are literally AI chip producers...
This "prediction" is based on the idea that AI is antithetical to both Google's surveillance-based advertising business model and to Amazon's lock-in monopoly distribution system. You don't need to be a genius to see that's true.
MS didn’t invent PCs, superior marketing and deal making ensured their place in government and public facing industries (Apple had academia and design, Sun had manufacturing and fabrication, etc.)
And lastly Google and Amazon are placed for success on these terms, if they can deliver “the most usable product”.
The mob populous only complains as though conscientious and self determined. In practice they want things done for them, done reliably, and kept ahead of novel trends. Prosperity and convenience will silence the lot.
That's not something they "invented" (in any definition of the term). This is something they achieved. Through a combination of luck/right place/right time (the IBM deal), good-enough corporate-oriented software, and a number of good business moves, and a hell of a lot of shady businesses practices and under the table deals.
I would argue that he didn't predict anything.
He got lucky with the IBM deal, and then been competent (and shady) in keeping it up and expanding. But not through any visionary predicting ability.
With Google I can understand the argument (though I think a huge company has a lot of ruin in it and Google will trudge along with perhaps reduced profits). Buy why Amazon? Amazon will still have a logistics advantage over most competitors, and AWS should do just fine.
You're right on logistics, though, and the cloud. They can provide those services for others even if the store itself wanes.