> Pure strategy, luck, or a bit of both? I keep going back and forth on this, honestly, and I still don’t know if this was Apple’s strategy all along, or they didn’t feel in the position to make a bet and are just flowing as the events unfold maximising their optionality.

Maximizing the available options is in fact a "strategy", and often a winning one when it comes to technology. I would love to be reminded of a list of tech innovators who were first and still the best.

Anyway, hasn't this always been Apple's strategy?