I found this article to be completely unintelligible. It was about as reasonable as a horoscope.
The heart of the article is the expectation that whoever can bring a complete, seamless experience to the mobile platform will be the big winner through the next few years, and that they will probably be a large incumbent.
All the rest is meant to be framing for the conversation. Not tools for prediction, but for explanation.
Please, if you can express what I need to fix to make this article better than "gibberish" or "unintelligible", let me know, because I want to be capable of expressing my thoughts. I want to improve.