No, they're not. Maybe you are?
> A significant portion of people don't want AI in a lot of these things
Not true. People love AI. Specifically Android and iPhone AI. I doubt they even know or care about Anthropic or OpenAI.
> the ones that are eager to adopt it can use AI to bootstrap AI tools they use through a token router
Absolutely microscopic share of the overall market for "AI" users. We are hobbyists.
Personally I view it like this - did ant and OAI push the industry forward yup? Will they fail as businesses though? Yup. Why? Business economics - as long as cost efficient Chinese replica’s exist it’s fine. Unless the us govt artificially makes the frontier market large then I see no chance of a large enough market that sustains current valuations.
More intelligence alone != more progress. And more intelligence in the context of business != more productivity that shows up in financial performance.
Life is more nuanced.
Realistically they need to 3x their revenue to pay for their compute. While that's plausible, I'm not convinced that it can all come from developers. Many many developers are already using Claude. I think they need consumer, or some other market too.
https://www.apple.com/newsroom/2026/09/siri-ai-a-profoundly-...
> These new capabilities are powered by the next generation of Apple Foundation Models, custom-built in collaboration with Google and its Gemini models for deeply integrated Apple Intelligence experiences.