Yes, this is the most important point and I think somehow least present in even discussions here: the technical question of who produces the best/cheapest LLM/future architecture is considerably less important than who, if anyone, creates a fundamentally new and dominant consumer experience built on AI. Most of the existing players (Google, Meta) would of course prefer that nobody produces such a newly dominant paradigm of computation for end-users since it would greatly reduce their relevance and subsequently revenues. Right now, ChatGPT is the only real contender in this space. However, I think you’re correct that it’s actually Apple who is most likely to be the next who attempts such a paradigm shift. Far too early to bet, but let’s say I wouldn’t be surprised if in five years we end up in a world in which Apple has the consumer monopoly and Microsoft the business monopoly, with Google and Meta falling into irrelevance.