I'm with you in that no other company is in the exact same position as Apple.

I read the original comment as positing no other company is positionned to forgot building their own AI platform and instead sell pricey terminals that can run second party local models.

From that POV, sur Samsung and others have competition, and theirargins won't be as large as Apple, but they also have a larger market and can work with less money (Samsung as a whole will never struggle to find more)

> 50% of this market-segment

If we're limiting the segment to phones that have enough RAM to run decent models, Apple users who haven't updated to the upper models (no SE, no 16e etc) recent years are all out of the picture. I didn't check the numbers, but wouldn't have expect them to be much ahead of Samsung and the beasties Android devices.