I think another, clearer way to state this hypothesis is that "the fewer business models a company has other than making money directly off your data, the more they're going to jealously hoard your data to themselves and leverage it in ways that don't involve letting any other middle-man capture it."

Meta and Google are both founded on the premise of capturing and using your data, with everything else being a loss-leader.

Samsung, meanwhile, makes the majority of its money making and selling physical "things", whether for B2B2C (SSDs, display panels), B2B (construction cranes, cargo ships, oil refineries, grid-storage EV batteries), or B2C (phones, TVs, smart fridges, etc.)

However, while this rule holds true in general, things aren't black and white here. While indeed, most companies that "just make things" that might capture your data -- the majority of phone OEMs and smart-TV manufacturers -- do just shack up with a middle-man to sell this type of Automated Content Recognition fingerprint data (maybe eventually acquiring said ACR partner to disintermediate their relationships with ACR data buyers), Samsung is in fact more software/data-oriented than the other phone OEMs / smart TV manufacturers, when it comes to how they handle the data coming from Automated Content Recognition.

While other providers rely on third-party ACR data brokers (the rent-capturing middlemen here), Samsung has a vertically-integrated ACR-to-ad pipeline, where (AFAICT) their ACR data feeds into their own ad-tech-bidding infrastructure for placement on Samsung-operated properties (the aforementioned phones, TVs, smart fridges, etc.)