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Platform Wars: The Final Score


It's now clear that both Apple and Android have sufficient scale for their ecosystems to be viable (including the Android subset in China), and that no one else does.

But at the same time, once you've achieved that scale, further changes in market share are not very meaningful.

Where your users are, which users you want and which users spend - all that is now important.

The smartphone platform wars are pretty much over, and Apple (NASDAQ:AAPL) and Google (NASDAQ:GOOG) (NASDAQ:GOOGL) won. But it's interesting, in passing, to note the final score, and think about what it means.

Globally, something around 5 billion people (give or...