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> If their highly concentrated customers get smart and start looking at low cost

The two customers are Apple and FB. The former will never switch and the latter already has.

Hasn't Apple themselves partnered with Google? Why not switch to one of the Gemini coding offerings? (Yes, they may be inferior for now, but that's not guaranteed to persist.)

Also Apple had thrown long term partners and suppliers under the bus many times in the past once there was a more convenient alternative.

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