[ChuckMcM]

In fairness, a number of partners have stated that Google is the biggest threat to their business in their 10Q's :-). But what is interesting from a game theory point of view is always do Google and Apple think the other is a threat to their business? And what does interdependencies means for things like the consumer? There is an interesting rock/paper/scissors sort of relationship with search, phone OS, app stores, applications, and market sizes. Its during periods where the interdependencies are tend to favor a single player that we see fairly large scale attacks against that entity.

[jusben1369]

10Q's are very strange docs though as they're mostly written with lawsuit mitigation in mind. So you name nearly everyone and everything as a potential competitor just in case one of them actually does become one one day.

But you raise a good point. I think the insecurity starts with Google and Apple responds. (and I'm an Android user so no fanboi assumptions!) Google relies on a very open web to leverage all the data to optimize search to drive ad monetization. I think Apple was very happy with optimized Google services running on iPhones making the whole experience richer (they want to sell hardware not profit from search/ads) Once Google realized just what mobile would become and how big a chunk of that Apple would control they panicked at the thought of being locked out. Again, due to their basic premise they're always going to be more insecure.