If Google and Facebook died or changed their business model, why should I care? I pay for Apple devices because the transaction is clean - I give them money and they give me stuff.

The same for Microsoft with O365 and subscriptions streaming services.

apple's bestselling devices though are content consumption devices, and people spend most of their times in social apps there. That entire ecosystem is dependent on ads, and in particular on the advantage of having targeted ads, which is what made G & FB rich

Good. Capitalism decrees that a company founded on a faulty or unsustainable business model should collapse and be replaced by better alternatives. The sooner the market realizes an error and corrects itself the better.