I think he's talking about the different manufacturers and brands behind Android. Think of Android's business model as a loose coupled architecture, with the cr

I think he's talking about the different manufacturers and brands behind Android. Think of Android's business model as a loose coupled architecture, with the creation of hardware and software as separate components. This is the same strategy Microsoft took with Windows - they didn't make Windows hardware, and hardware manufacturers didn't succeed in making their own OS to compete with Windows. Apple, on the other hand, is in business of consumer devices end to end - responsible for creating both the high-level hardware, the OS, and some of the software.