I feel like tech companies across the board are making a pretty massive misstep of ignoring their traditional businesses in favor of AI. Understandably, every percentage point of production not spent in this generational build out is a waste but it feels like corporate Dutch disease. When the build out ends, and it will end, the cost to rebuild the relationship with the consumer may be lethal for a lot of companies.

Apple is probably the company to watch having taken (or otherwise been forced to take) the other strategy.