The issue is not whether it's a game changer. Apple's game is to build devices, software, and a highly consistent and polished user experience, irresistable to buyers and app developers, all in an effort to capture maximum profit share. Google's game is to build a similar OS that is irresistible to device makers, all in an effort to maximize market share and the advertising revenues boiling off the free app ecosystem.

With Apple, the product is the device and you are the buyer. With Google, the product is you and the advertiser is the buyer. They are each winning their respective games. Superficially they are competitors, but if there is a winner, then there's a loser. How can you look at either company and consider it the loser?