Are you sure they won't trade that away to Windows for a chance to improve their lockdown? You still seem to be working under the mental model that was created for Apple's actions when those apps were basically the only thing keeping Apple a going concern at all. That is not their current status anymore, and I think the model may need updating to reflect that.
The counterpoint that these people are thought leaders is still valid, but even then... thought leaders for what percentage of their market now?