Wie werden Apple und Google auf Facebook Home antworten?

Zu den spannenden Folgen von Facebook Home zählen neben der Tatsache, dass Facebook endlich eine Antwort auf das mobile Web gefunden hat, vor allem die Fragen, wie Google und Apple auf ein erfolgreiches Facebook Home reagieren werden.
Apple Outsider fasst die Situation gut zusammen:

At the least, I expect an increased emphasis from Google on the virtues of “stock” Android, and an increased push to make that consistent for consumers. This is already underway on both OEM and developer fronts, but Facebook’s lurking presence will force the issue that much harder.

Home’s to-be-determined success could also force Apple’s hand. Such a product is neither technically nor legally feasible on iOS at the moment, and Facebook’s integration into iOS 6, while powerful, is much less than Facebook Home provides on Android, and thus presumably much less than Facebook wants on iOS. As I said last week, if too many consumers start considering Facebook Home a deal breaker, Apple may need to make some moves of its own. How many consumers that is, and whether they’ll in fact get on board, remains to be seen. All of this just underscores what’s at stake for everyone — Facebook most of all. With just one announcement, Facebook has made itself a strategic stakeholder in the mobile landscape. It’s no longer just a website and an app.

Google knew what it was doing when it made and marketed Android as an “open” system. It surely anticipated forks by handset makers as a manageable risk as long as Google kept advancing the system. But I wonder if it expected something like Facebook Home: an inside-out heist, made by a company after the same exact user data and advertisers Google is after. How it chooses to respond in the near future should give us an answer.