That seems shaky as a justification. I don’t have any data behind it, but in a world of eight billion people, it’s a hard sell that there’s only enough top talent for 3 companies.
Plus, feel free to correct me but I don’t feel Meta has brought anything technically brilliant to the table lately. Google might be a better sell with alphafold and some other projects but none of it seems mainstream tech either.
Maybe pixels if you want to stretch it, but search, maps, Gmail, YouTube, android, and even photos were there a decade ago already.