If by this you're referring to their promises of a stable driver ABI, I can't understand what problem this is supposed to solve compared to Linux. There are plenty of binary drivers already shipped on Linux. IOT device vendors don't care about a stable ABI because they just pin to their kernel version. Android device vendors don't care because either way they will stop updating their kernels after a number of years. Enterprise users don't care because they also pin to a kernel version and backport what fixes they want.
It also does not seem to solve any problem for Google because they still have to make the same stability/support promises and deal with the same accumulation of legacy code either way. Yes, this is necessary to stop fragmentation but the problem is nothing really changes here compared to what they would do if they were going to take on the cost of backporting Linux kernel fixes. The only realistic cost saving for them I could see is if the greater stability came from reducing the total amount of hardware that is supported compared to Linux. Which makes sense for them but at the same time completely eliminates the possibility of them ever seriously touting this as a Linux replacement.