At the end, regarding competition and differentiation for AirPods, you are missing one very important thing - consumers like me who absolutely hate the ear tip design of most other non-airpod options. There are very, very few choices overall (let alone good ones) for earbud designs that don't try to wedge something in your ear (such as the AirPods pro). This is a little more personal of a note, but I have had a semi-uncontrollable twitch with my ears since I was in high school. It's the sort of thing that doesn't happen unless I think about it, or I'm stressed, etc. - every in-ear earbud design I've tried has aggravated this, and what ends up happening is my twitch loosens them. Sure, I can do over the ear, but I'm not keen on walking around in public with my ears completely covered. AirPods have been my savior here, and I really really hope they don't ever switch these to a design that is similar to the AirPods Pro (and thus, nearly every other premium earbud).