OpenAI and Google face tough competition from Anthropic, which is likened to Apple during the rise of the iPhone. The author emphasizes that the competition isn't just about AI models but rather the ecosystems that surround them. Anthropic's Claude Code functions like Apple's cohesive ecosystem, focusing on user empathy and understanding the actual goals users have for AI technology. This approach contrasts sharply with what other companies are doing, as they often fixate on the models themselves rather than the broader context in which users operate. The article points out that Anthropic's strategy is vision-led, driven by a deep commitment to its mission, much like how Steve Jobs approached Apple. Dario, presumably Anthropic's leader, is compared to Jobs in his passionate pursuit of the company's goals. The piece also highlights the importance of trust in their approach. Both OpenAI and Anthropic prioritize ethical considerations in their technologies, ensuring users feel secure. The author suggests that this cautious approach may be why Apple has been slow to adopt AI that could leverage its ecosystem effectively. In essence, the real competition lies in how well companies can align their technology with the needs of users rather than simply offering better models. Anthropic appears to be ahead in this regard, with a clear understanding of what users want and how to support their work through a well-integrated platform.