The real threat to Google, Meta is that LLMs become so cheap that its trivial for a company like Apple to make them available for free and include all the latest links to good products. No more search required if each M chip powered device can give you up-to-date recommendations for any product/service query.
Meta's models cant be used by companies about a certain threshold, so nope. Apple can wait it out to use a 'free model', but at that point it'll be like picking up an open source database like Postgres - you wont get any competitive advantage.
