SOFTWARE APPLICATIONS FACE A NEW INTERMEDIARY

Summary from the TLDR Founders newsletter

Many years ago, Amazon tried to build its own device to escape Apple's control. AI companies now see personal devices as a way to escape the App Store tax and to own the user relationship. These companies don't want to live at the mercy of operating systems they do not control. Creating their own devices will allow them to own their own destiny rather than ask Cupertino for permission.