I don't know if it helps. One way to look at it is branding product. Apple is branding the product. So they supposedly have more value to customers as it stands for quality, awareness, trust etc. As oppose to 100 little components in computer which maybe from different brands, and Apple may switch brand year to year without user noticing. So those components makers have little power over Apple.

Same is happening to Claude software package as it would stand behind branded Apple foundation models. From pure software developer thinking this is exactly what Claude offered here so where is the issue? Issue is in larger space where Apple could take steps to block Claude out of their ecosystem if they so wish at some point and there is little Claude / Anthropic would do if Apple Foundation is the only thing that Apple consumers would know about.