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> True, but with Android's market share, it's pretty compelling to be able to do a "FaceTime" with anyone. That's the larger opportunity.

Assuming it ends up on all Android phones. Which is a big assumption.



I believe Duo will be added to the next Android release. It will take awhile for devices to get of course, but that's a big advantage.


A feature coming to maybe a fraction of phones some day in the future several years too late is not "a big advantage."

It's as disadvantageous a spot as you can be in, and Google put themselves there by squandering their multiple previous big advantages.


There are over 1.4B Android devices worldwide. Over 13% are on the latest version. New Samsung device sales are strong. They own search and their app store.

How is that not a big advantage? Sure it's overdue, but they sold over 1.4B devices without it. It makes their offering more compelling to iOS users who've come to expect FaceTime.




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