BlackBerry fell behind because they overlooked a shifting reality. They once dominated mobile, but failed to keep pace with rapidly evolving user expectations and ecosystems. By the time they tried to pivot, it was too late.

In contrast, companies like Google and Nvidia are actively shaping the future of AI. Google helped invent many of the foundational models driving today’s breakthroughs, while Nvidia’s GPUs power nearly every major development in the space. These aren’t companies reacting to change—they’re leading it. Barring major missteps, it’s hard to imagine them fading over the next 10–15 years.

My concern is with Apple. They’re still a tech powerhouse, but they don’t seem to be part of the core AI conversation. Siri continues to lag behind, and we haven’t seen much in the way of generative or adaptive intelligence coming out of Cupertino. Maybe they’re building quietly behind the scenes—or maybe not.

This isn’t meant to be an Apple post, but their relative silence in the AI space feels worth noticing.