I think it depends on the model: Nvidia ship products with APIs, apple/jev/etc. ship end user products. The former is much more subject to lock-in, increasing the value of early market adoption because there's a 3P Nvidia ecosystem sprung up in response. Apple/jev/etc. do have APIs & corresponding 3P ecosystems but those are usually a smaller component of market capture than direct product end users, so the space ends up more competitive.