I think there is a contradiction between

> the open-source framework that lets you run Claude, GPT-4, or whatever model you want to

And

> Here’s what people miss about moats: they compound

Swapping an OpenAI for an Anthropic or open weight model is the opposite of compounding. It is a race to the bottom.

> Apple had everything: the hardware, the ecosystem, the reputation for “it just works.”

From what I hear OC is not like that at all. People are going to want a model that reliably does what you tell it to do inside of (at a minimum) the Apple ecosystem.