So we've got two competing things we could believe here: - Google said "Eh, you know, I think that I only want this strategic product I've been talking about f

So we've got two competing things we could believe here: - Google said "Eh, you know, I think that I only want this strategic product I've been talking about forever on a smaller carrier, and not the biggest carrier in America. It's not like a payments system benefits from a network effect anyway." or - Verizon, famous for gimping core features like Bluetooth to protect their shitty ringtone business, said "Hmm. Okay, let's just switch this competing service off... aaaand, we're done." And then Google's like, "Oh. Fuck. Well let's be sure and spin this in a way that doesn't make us look like complete eunuch clownshoes." I mean, obviously there are further alternatives. But absent additional evidence, I like the one that's most consistent with existing patterns of behavior.