It strikes me as a fairly plausible analysis.
In a different world where Cook messed up, it might be Apple (a Big Tech company with uber-liberal employees, marketing, and vibes, and an openly gay CEO!) being designated a supply chain risk, not Anthropic.
No drama, never in the spotlight much nowadays, just posting on his blog and raking in insane money.
So?
And also...with substantial contributions from Aaron Swartz.
Not solely Gruber.
Gruber is only known for his Daring Fireball blog amongst everyone important, only techies care about his Markdown 'invention'.
Markdown is just a side project for him.
And I only knew of Gruber as "the Mac guy" and (am embarrassed to admit) that I thought the daring fireball was another Mac guy.