Interesting way to look at it, but I think you could say the same thing about the internet, i.e., people still interacted with it using a PC. So I could still s

Interesting way to look at it, but I think you could say the same thing about the internet, i.e., people still interacted with it using a PC. So I could still see AI having a similar impact without changing the physical form factor. That said, it might also be the case that incumbents have more to benefit than startups, in a world that rewards access to large proprietary data sets.