Cross out phones (which I read as phone makers not "android") and users and you have Google left.

Which makes sense since many of the cited disadvantages ultimately lie with Android and Marketplace implementation decisions made by Google.

I'm not sure Andy Rubin would disagree much either but what he might say candidly is Google takes the long view. And the long view is that Google Play today is far ahead of the Marketplace two years ago and in 2 years it will be ahead of where they are now by an even larger margin. And the same thing with development tools. And the userbase advantage will be even larger.