This post is Part Two of my State of the Internet Operating System. If you haven't read Part One, you should do so before reading this piece.

As I wrote last month, it is becoming increasingly clear that the internet is becoming not just a platform, but an operating system, an operating system that manages access by devices such as personal computers, phones, and other personal electronics to cloud subsystems ranging from computation, storage, and communications to location, identity, social graph, search, and payment. The question is whether a single company will put together a single, vertically-integrated platform that is sufficiently compelling to developers to enable the kind of lock-in we saw during the