I think this take holds up very poorly when the reality boils down to:

"Government policy and critical services have made it so there are functionally two markets for mobile software, each owned by the manufacturers and developers of the mobile OS and hardware"

This isn't like physical sales, where I can open up a store anywhere. This also isn't like classic software sales for windows/mac desktops, where I can sell you a program from any website or physical store.

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Functionally - this is like these private companies revoking your business license at their whim. I don't find it a tenable position.