> The smartphone is the most important piece of infrastructure in the modern world, yet we have basically two vendors.

> Unless something dramatically changes, that's the world we're in for.

If you limit LLM use to cellphones, maybe, but that seems awful silly right now. And why would you when there's so many B2B or B2C tools and products for it to go in. No reason to consider the market to be that constrained IMO.