Ep. 106: Amazon & Google Gain at Apple’s Expense When Smart Speakers Gain Share vs. Phones

To the extent smart speaker owners run voice queries through their speakers vs. phones it benefits the two smart speaker leaders - Amazon and Google vs. Apple. Apple's Siri lags Amazon's AI and Google's AI in terms of speed and accuracy. This dynamic will only increase the performance delta between the two market leaders and Apple. AI's need "reps" to improve. Less share means less reps, fewer learning opportunities.