[chickenbane]

I doubt anyone will steal Android from Google. I can see two scenarios where the Android SDK (which includes Kotlin, Java, NDK) + Google Play Services is really threatened:

1) the WeChat scenario. Amazon is probably the best positioned so far and their platform and services are also available on iOS and Web. The potential WeChat could avoid the Google tax by handling payment, but would likely have to offer many of the Google Play Services (notably voice recognition, maps, and location) so Google would likely still be involved (also e.g., GV invests in Lyft and Uber).

2) Future OS includes Android compatibility. Another platform that can also run Android (and therefore has Google Play) apps isn't really a loss for Google, but it is a way for Android to be commoditized in favor of another. Steve is betting on Amazon, but Samsung is probably the most successful with their store (which doesn't seem very successful). If anything Google itself has the advantage here - they mostly have it working on ChromeOS and I'm willing to bet Android compatibility with come to Fuchsia.