Opportunity lives at the intersection of what people need tomorrow and can be just barely built today.
I think because of the iPhone and the fact that we now have a ubiquitous internet, our creativity in the startup space is 10 times different. Every single industry, every single market, is going to be technology-driven in some way. There's an infinite opportunity for startups because now you can go and solve problems that previously looked like they had nothing to do with technology.
I believe there's plenty of market for each; we're talking about an ecosystem that is going to support billions of devices, so a competitive landscape is good for consumers, developers, and the platforms alike. Apple brings a smooth elegance to its devices and platform, with the best marketplace experience to boot. Google brings a higher volume of devices as well as a more diverse ecosystem to interact with. The real story here is that Microsoft is nowhere to be seen, ending a two-decade monopoly and creating biggest opportunity for software startups probably ever.
Any time where the delta b/w what is possible and how things work today is at its widest, that's an opportunity to go build new technology.