The Enablement Thesis: The most powerful position in the AI ecosystem is to provide essential infrastructure that others depend on while deliberately avoiding competition with customers. Success comes from customers’ success, creating positive-sum dynamics.
NVIDIA remains the most successful execution of the strategic enabler archetype, though facing its first real competitive pressure.
CES 2026 brought the Vera Rubin Platform announcement—six new chips with 10x throughput improvement versus Grace Blackwell and 10x reduction in token costs. Jensen Huang is committed to an annual architecture release cadence, calling himself “the chief revenue destroyer” as he deliberately accelerates obsolescence.
The NVIDIA Moat: CUDA remains the de facto standard, creating massive switching costs. But the era of unquestioned dominance is ending. By 2026, inference will account for two-thirds of all AI compute—a shift that favors architectures with massive memory capacity.
Apple: The Privacy-First Integrator
Apple occupies a unique enabler position through privacy-preserving, on-device AI.
Foundation Models framework opens on-device AI to developers with zero API costs
3B parameter on-device model optimized for Apple Silicon
Private Cloud Compute provides end-to-end encryption with no persistent storage
Plans to reach 250 million devices with AI capabilities by end of 2025
The Apple Moat: A “hermetically sealed” privacy approach creates trust that cloud-dependent competitors cannot match.
Critical Highlight
If customers win, you win. The business model scales with the ecosystem, not against it.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
