This is Facebook’s narrative, but if Facebook makes a bit less money, how exactly does that “shift everyone to a paid App model”? Facebook’s annual net profit is an 11-digit number. Apple’s move is bad for Facebook’s stock price and good for users, and that’s probably all the noticeable impact.
Even if Apple’s motives are somehow nefarious, Facebook is being scummy in the first place, so it’s a fair move for Apple to take advantage of that, IMO.