> Given Apple's focus on privacy combined with their huge footprint in the US, Facebook may see them as an existential threat, and be using the word "competitor

> Given Apple's focus on privacy combined with their huge footprint in the US, Facebook may see them as an existential threat, and be using the word "competitor" to represent that. I agree that Apple is an existential threat to Facebook, given that Apple has absolute control over software distribution on iPhone. In that sense they're competitors, but not in the standard sense of having competing products.