Yep. Basically the iPhone was very good at the start because Jobs smelled the future with his legendary intuition, but it was still a flawed product. They won because it took competitors years to meaningfully catch up.

But now they are falling behind quite hard. In general, you just can't compete alone against a free market, and Apple gets a lot more profit compared to their volume, but they are unable to use it for meaningful improvement.

If nothing changes at Apple, I think they'll have a hard time in the next decade. Apple being forced to rely on a competitor for AI is just the sign of complacency that will get them in trouble.