[tlianza]

I think it's more like they're part of the "Android ecosystem" where you have a lot of choice around fundamental components, as compared to the iOS ecosystem.

I get your point that Android, broadly, is a competitor to Apple. But, I think he's not just highlighting that the world needs an Amazon alternative (it has several).

I think he's saying the world needs a more open ecosystem where they have the choice of best-of-breed components from different companies. And, in that world, you might be able to pick the world's best compute stack from one company, use Cloudflare as the world's best edge/networking stack, etc.