Earlier quoted context omitted.
Apple has shown they are not afraid to build products that are 100% services (TV+, Music, etc). Just because a product is delivered as a service doesn't mean the correct strategy is to spray it everywhere. It's not a matter of seeing past the walled garden. So long as there is a roadmap for deep platform integrations (identity, payments, AR, GPU, etc) and the desire for those integrations to be 100% available to _any…
You sound like you're reading from the RIM playbook circa 2004. It's not a matter of IF, it's a matter of WHEN the product that kills them shows up. The only reason that Facebook hasn't already supplanted them is their horrendous record on security - eventually a player without that track record will come along and eat their lunch. Facebook messenger became "good enough" just about at the exact time the Cambridge Ana…
But putting Messages on Android would level the playing field as well. It might give them the dominant messaging platform, at least outside a China, but so what? There’s no reason for them to care about that. They’re not Facebook.