I think the comment was more about their ability to execute from a base competency. It’s REALLy hard to suddenly ship complex software like an OS.

These companies have hundreds of engineers just on release processes and tooling.

said OS underpinned iOS/iPadOS/VisionOS/tvOS etc., has more users than linux, and is the only other major OS that consumers think of besides windows.

it's also hugely relevant for sw dev. i don't quite get what this point is. macOS has always had small marketshare, but large profits from hw