Comment by rswail

Exactly my thought as I read it.

They make and sell the hardware that will actually make AI something everyone can used without needing to rely on OpenAI/Anthropic et al.

Apple has never had a moat, anyone else could have built this sort of hardware but they haven't.

So they don't care which model wins, because it will always move out to the edge of the network, and they own a large chunk of that edge.