M.G.
Great post, I agree with a lot of it. I’ve covered a lot of this in depth, so I wanted to highlight two of your key points, because I have some other Medium stories that go deeper into the competative dynamics you noted…

I. Apple’s structural disadvantage

Spot on. Apple structurally cannot compete on this soil. The following stories explore that in more depth…

II. The race for ubiquity

Google wins ubiquity. Period. Or, as I’ve said, ‘Amazon is leading out of the gate, but Google will lead the field around the first turn.’ In other words, it’s Google’s race to lose. To wit, your point is prescient: Amazon’s challenge is to sell enough of these devices that it’ll be too late for anyone else to subsume their marketshare — whether due to an entrenched developer ecosystem, consumer familiarity, or the refresh cycle…

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