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Yes, I can imagine commoditization of such models. Plus they own their chips/silicon and have billions of devices deployed. I think Apple is one to watch because UX is challenge for AI integration. ChatGPT made UX for LLMs user friendly. Apple's design history is superior to its competitors.

I would add MSFT due to their exposure to OpenAI and their very successful previous and upcoming integrations (GH Co-Pilot, Bing revamp, upcoming Excel Co-Pilot etc.)

Meta has their own chip they actually use? IIRC LLaMA was trained on A100s.

Apple is non-viable for LLM workloads.