But that doesn't mean your commoditization has to win. Just that you pushed the field towards commoditization... So I'm not sure why Meta would "panic" here, it doesn't have to be them that builds the best commoditized model.
As it happens, Zuckerberg appears to have concluded that FB needs to still be in the foundation model business: https://www.facebook.com/4/posts/10116307989894321/ Possibly because LLMs are far from 'done', and it's unclear if DS does have it handled indefinitely.