The keys in our phone and our computers are going to handle a majority of the use cases that currently rely on yubico.

We use them at work, but they aren't fundamentally more secure than the what's built into the computer.

Right, but you still “need” a pair of Yubikeys to secure the iCloud account that holds your Passkey credentials. So you’d use the Yubikeys less in day-to-day auth situations, but you still need to buy them.

That or another iCloud device. If you have a couple, that can be your security backup (afaik).

I do think the calculus changes for yubikey. Without built in security keys, every knowledge worker on earth should have a yubikey like thing, so their market is huge. With built in device security, then the keys might not be deployed at the same rate.

It's a good point though. I also think companies (at least mine) like having full control over the yubikey experience whereas the way apple manages the secure enclave is more obtuse.