Big Tech's Looming Capability Crisis

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Harvard Business Review LogoGenerative AI<br>Big Tech’s Looming Capability Crisis

by Chengwei Liu and Balázs Kovács

June 2, 2026

Yaroslav Kushta/Getty Images

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In 2016, Geoffrey Hinton famously compared radiologists to the “coyote already over the cliff”: still running, not yet aware there was no ground beneath it. He said it was “completely obvious” that deep learning would outperform radiologists within five to 10 years, and that medical schools should stop training them.

Chengwei Liu is currently a professor of Strategy and Behavioural Science at Imperial Business School in London, England, and formerly a professor at ESMT Berlin in Germany. His forthcoming book, The Smart Contrarian: Thinking Differently about Thinking Differently (Harvard Business Review Press, 2026), coauthored with Balázs Kovács of Yale, explores how to challenge conventional wisdom.

Balázs Kovács is a professor of organizational behavior at the Yale School of Management. His research focuses on innovation, organizational design, social networks, and the use of AI in organizations

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