It may not matter that they're "sleeping on it". AI is going to disrupt all tech companies.

Clearly software and SaaS has no moat. I just saw someone vibe code a fully functional Photoshop in a week of Astra use. I'm thinking even big tech is not immune to this. Even the mighty infrastructure players.

Vibe hardware is just getting started, and I'm hoping we see competitors to iPhone and Android and MacBook. It's less expensive to build and test things now, which might lead to a Cambrian explosion of new hardware startups.

The world will greatly benefit from this.

It's funny that American tech giants invented AI, because AI is going to unseat American tech giants.