Google and Apple: Frenemies

Brilliant insight from Horace Dediu:

To visualize it further, consider what the market would look like if one or the other of the co-belligerents was not participating. Could Google have developed their software without the iPhone as a reference design? At the same time, as Android eliminates the opportunity for alternative software investments by competitors could Apple have remained the only integrated vendor with a uniquely high profit margin?

FromĀ Asymco: Google and Apple as mobile co-belligerents