I'm guessing GP means the other Big Tech companies have some kind of rent-seeking operation because they already have a tight grasp of some big moat. Eg. Google

I'm guessing GP means the other Big Tech companies have some kind of rent-seeking operation because they already have a tight grasp of some big moat. Eg. Google has Search that isn't going anywhere soon; Meta owns pretty much all the social media platforms that are making money; Microsoft has inserted itself everywhere; etc... And the "only" thing that Apple has is just happy users, who aren't as bound to having to buy or use Apple products and could in theory switch whenever they wanted. It's much easier to give up using Apple products than say wean on Google products.