I was so blown away at all the discourse surrounding "Apple fumbling on models". They should never have been in the model game to begin with. Apple crushes hardware over the last decade and that's a huge advantage today. In the end, massive models have proven to be very strong, but small models have proven to be good enough (especially with the recent Qwen 2.8 27B drop) and that's where I imagine the future will lie for consumers.
I suspected Apple would let everyone else blow all their money then, when the dust settles, deliver a better experience to end users and clean up.