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Comment by psadri

11 hours ago

I think that’s a different argument. Apple absolutely “copies” hugely successful, durable apps. Just read about “getting sherlocked”. The rest of the apps are transient, niche and it’s easier to just harvest your cut of ads/payments.

Fair point about Sherlocking, but that's actually proves the analogy. Apple only "Sherlocks" broad, consumer-facing features, but they never touch specialised B2B or super niche software. AI model providers are doing the same thing. They build the broad stuff themselves, like AI inside Excel or PowerPoint, but they live the crazy stuff to other companies.