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Muse Spark Open, Meta + Apple, Thin and Thick
Meta's distribution play is shifting. By partnering with Apple to ensure on-device performance, they're not competing for inference workload dominance, they're commoditizing the model layer while securing integration into devices that control user access. For builders: this makes on-device inference a real option, not a future promise. For investors: watch whether open-source commoditization is Meta's answer to being locked out of the frontier race.