I wonder if Apple is in a sort of competition with Facebook.
Probably they are competing for engineers, Messenger / WhatsApp vs iMessage, time spent on Facebook content vs on Apple content and other things I'm missing.
On the other side they benefitted from the popularity of Facebook (and many other internet properties companies) because they gave an extra reason to people to buy smartphones and using them a lot.
Your description "a sort of competition" seems an accurate way to describe it, in my opinion.
They're both huge companies whose largest risk of disruption comes not from the marketplace (they can monitor, acquire and influence challengers), but from regulators. The appearance of competition helps both companies to reduce that risk.
Probably they are competing for engineers, Messenger / WhatsApp vs iMessage, time spent on Facebook content vs on Apple content and other things I'm missing.
On the other side they benefitted from the popularity of Facebook (and many other internet properties companies) because they gave an extra reason to people to buy smartphones and using them a lot.