"The mobile industry’s failure to build an alternative stack to Google’s services"
Their failure to following the moving target that is Play Services? They might as well write their own OS, it'd be easier.
Amazon managed it, or at least some of it, but nobody likes their app store. You can't have an alternative to Play Services but keep the Play Store.
Of course, if Oracle gets their way, it'll be moot. There'll be no building an alternative to anything.