As the person you’re replying to said, this only makes sense if you don’t understand what Apple is providing. They are selling an experience, not hardware. Innovation on one or the other in this hypothetical of two Apples means it’s available to all other market participants which means they’re paying for others research.
Then writing software becomes harder as you have to support everything under the sun and have difficulty deprecating things like MS does with windows. You have to check for individual hardware instead of writing for a platform. This argument is basically “what is the value of a platform?”