Apple의 우연한 해자: ‘AI 패배자’가 승자가 될 수 있는 이유

As frontier AI models become commoditized and executable on local hardware, the industry's focus is shifting from raw model intelligence to the control of user context and privacy. Apple's vast device ecosystem and integrated hardware-software stack provide a sustainable 'accidental moat' that avoids the high-risk infrastructure spending currently destabilizing competitors like OpenAI.