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> Apple...completely boycotting Google's formats

This is not exactly true, they are a "founding member" of AOM: https://aomedia.org/membership/members/

> Apple's stance is especially interesting because it's unclear to me what they gain by pushing license fee encumbered formats.

My guess is cheaper hardware. AV1 is simply behind HEVC in terms of hardware (ie, ASIC encoder/decoders) support.

> This is not exactly true, they are a "founding member" of AOM: https://aomedia.org/membership/members/

Doesn't mean that hey are there to adopt those standards rather than to be informed on how to best compete with them.

> My guess is cheaper hardware. AV1 is simply behind HEVC in terms of hardware (ie, ASIC encoder/decoders) support.

This might be a reason for anyone else but Apple makes their own hardware.

They also recently added WebP/M support to macOS, iOS, and Safari: https://caniuse.com/webp