Exactly. He's right. And it sucks.
It's especially annoying for messaging. There are now all these messaging apps that don't interoperate. If you're on WhatsApp and the other party is on Telegram, the message doesn't get through. It's like the early days when MCIMail and CompuServ didn't talk. But if you don't have a walled garden with broken glass on top of the walls, you can't monetize messaging.