Apple is in a much better boat than AMD or Intel. They have a gigantic warchest and can just snap up whoever looks like a leader coming out of the bubble burst.
Open AI has nothing. Their tech will rapidly be devalued by free models the moment they stop lighting stacks of cash on fire.
The parent post was arguing that they can do this now because they are lighting stacks of cash on fire. And once they stop doing that, their LLM lead will be gone in a hurry. They appear to not have a moat, like other more established players do.
Arguably, Apple isn't even in a boat right now. At least AMD and Intel both ship hardware that synergizes with CUDA - Apple jumped off that ship, their hardware doesn't even come up in infrastructure discussions where AMD, Intel and Nvidia are taken for granted.