Apple makes a ton of sense. They sell hardware (and services for that hardware). It would make sense that they want to commoditize foundation models while at the same time creating yet another reason to buy their most powerful hardware.

Meta is the real wildcard here. They're betting on "commoditize your compliment" and hoping by making GenAI training nearly free (by doing it for you) that none of their competitors can use GenAI models to gain an advantage over them.