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Pointless argument given that android isn't just "android". Never has been.

It's a huge, diverse ecosystem of players and that's probably why Android has always gotten the coolest stuff first. But it's also its achilles' heel in some ways.

Except operating system and security updates…

Android isn't all about Google. Where I live everyone uses WhatsApp and Telegram, both of which have nothing to do with Google.

"It’s not about coming to market soonest. "

First Mover effect seems only relevant when goverment warrants are involved. Think radio licenses, medical patents, etc. Everywhere else, being a first mover doesnt seem to correlate like it should to success.

Network effects.

See social media, bitcoin, iOS App Store, blu-ray, Xbox live, and I’m sure more I can’t think of rn.

Network effects are maybe akin to "phsyical effects". Non-monopoly but physical space is also another 'first mover' type of moat.