Anthropic's Vision Advantage is a Lot Like Apple's from the 2010s

Anthropic's ecosystem advantage mirrors Apple's iPhone dominance. "Anthropic right now feels like Apple in the 2010s with the iPhone. "— Newsletter, December 2025 Analysis: The Apple comparison became literally true. Bloomberg reported Apple partnered with Anthropic on a coding platform. Anthropic captured 32% enterprise market share (vs OpenAI's 25%).

VERDICT: Nailed this one—partnership validated the ecosystem thesis.