“At the same time, this makes the point: Meta could be a massive beneficiary of Apple’s devices being able to do generative AI on the edge. After all, what apps might take advantage of that? Facebook and Instagram! And where would the output be seen by most people? On Facebook and Instagram!”

https://stratechery.com/2023/free-meta-open-sources-another-ai-model-moats-and-open-source-apple-and-meta/