Apple, and I think the other dark horse is Sony. The problem has always been ecosystem and these are the only 3 platforms that anyone is in organically because

Apple, and I think the other dark horse is Sony. The problem has always been ecosystem and these are the only 3 platforms that anyone is in organically because they actually want to be there. Being a compiler target for someone else’s ecosystem is not a moat. Being a compatible clone of someone else’s ecosystem is not a most. Nvidia has spent 15 years building out cuda and seeding it into key places, at enormous expense. Apple has the best laptop hardware on the planet and a significantly underappreciated degree of traction among tech enthusiasts and makers that is going to pay long-term dividends if apple can simply avoid rocking the boat. Sony, similarly, has a successful history and culture of proprietary ecosystem and API usage, and studios are onboard with using it. PS5 Pro might as well come with an RTX sticker given the headline focus on RT and AI upscaling, and I think people are underestimating the degree to which this is going to give Sony an early-mover advantage in shaking out applications of AI in the gaming space. You know the nemesis system patents… they’re well-positioned for squatting patents on key ideas that shake out early.