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iOS's closed ecosystem allows it to enjoy exclusive ecological benefits, but Android's open ecosystem can make it the king of the AI era.
Openness is more stable than closed systems.
- Profit opportunities: go long on Google and short on Apple, with a huge capital capacity
- iPhone moments: a large number of highly useful AI phones will emerge
Moreover, this trend is irreversible, until the next big narrative, which may take one or two decades.
This is my view on this news.