Comment by cmiles8

1 day ago

Bad comparison.

1. People buy Apple because of the broader ecosystem of products and the “it just works” aspect of that ecosystem. Other companies make phones with features that are objectively better but folks don’t switch because the Apple ecosystem is sticky.

Despite trying, neither OpenAI nor Anthropic has managed to move up the stack beyond “hey guys new model release today!” announcements that everyone yawns at.

2. Switching costs are real. It’s a PITA to switch not just the phone but everything else. Switching model providers is a line of code and takes almost no effort.

Apple has a true moat which is why they can command a premium. OpenAI and Anthropic have no moat which is why they’re in trouble.