Yep no one should under estimate how many people are using SmartPhones almost exclusively for FaceBook and texting. That's why Messenger is so front and center

Yep no one should under estimate how many people are using SmartPhones almost exclusively for FaceBook and texting. That's why Messenger is so front and center in FaceBook Home. It covers both of the 'killer apps' for a lot of people. As far as developing their own mobile OS or Android distribution I think that's still Plan B depending on what Google does. I think they see way more potential in this transformative approach with FaceBook Home. They don't have any liability of not being competitive/diverse enough on hardware. Buy whatever you want -- cheap, expensive, big, small, whatever. Dipping their toes into hardware partnerships is a smart Plan B. I've never been too impressed by FaceBook's strategic moves especially in mobile but this transformative approach is brilliant. I would be shocked if other companies don't embrace the same strategy. It's going to really change the SmartPhone landscape and put Google in a very tough spot.