Has anyone heard a cohesive argument of what Meta would do with an LLM that actually works?

NYT: ‘Meta Delays Rollout of New AI Model After Performance Concerns’:

The difference between Meta and Apple might be that Meta is merely a few months away from rolling out its own best-of-breed AI model. But the difference could be that Meta has blown hundreds of billions of dollars pursuing their own frontier models, and Apple has not, and both just license Gemini from Google.