While I mostly agree with your post, I do want to point out one thing:
> Or he could release a model trained largely by existing open weights models. Which without some huge breakthrough probably has no chance of surpassing them, so is pointless.
This seems to be categorically untrue. Composer 2.5 is a substantial improvement on its underlying Kimi base model.
Car apps, beside Tesla, are universally awful to use. Even Tesla's is not beyond reproach (app size is massive, for one), but at least it doesn't make me want to poke my eyes out. Apple should make a "Cars" app that's like the "Watch" app and let them standardize.
I've never had a smelly Mac, and I've owned maybe 10 different ones across personal and various work laptops. And 90% of devs I've ever met have used Macs and none of them smell either, so it's zero out of maybe 200+ in my personal experience.