There are many potential narratives that explain why companies are going iPhone first.
An alternate explanation to yours is that companies are going iPhone first because it's trendy. We all know about the SV echo chamber. Following trends seems to fit the data just as well as your hypothesis.
An alternate explanation to yours is that companies are going iPhone first because it's trendy. We all know about the SV echo chamber. Following trends seems to fit the data just as well as your hypothesis.