The thing is, with general-purpose computing devices in our pockets we can run just about anything. We don't need special carrier features, and in fact those are anti-features: why would I want something I can only use with those of my friends on the same carrier?
Ultimately, of course, this also applies to OSes: why would I use something Android- or iOS-specific when I could use something universal instead? Right now, there are plenty of iPhone users using iCloud services which lock out their Android-using friends & family, but over time social pressure will lead the to find more platform-neutral ways to share.
The web is eating the world, and that means being in the ISP or OS space is a losing game (in the long term: in the short term, of course, there's plenty of profit to be had).