The AI Platform Wars: Why Google and Microsoft Can Both Win, and Why Apple and Amazon Are in Challenging Waters

Written By Bryan Webb

Originally published on LinkedIn - Nov 30, 2025

Google and Microsoft are winning the AI war, but Apple and Amazon are at a crossroads. This breakdown explores Google's "silicon-to-pixel" stack, Microsoft’s Azure supermarket, and the structural vulnerabilities threatening the App Store and AWS. A deep dive into the tech landscape for investors and founders.

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Bryan Webb
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