Not sure if he's entirely serious, but he does raise an interesting point:
QUOTE
The next billion, most of whom are on cheap Android devices without the latest and greatest browsing software, are mostly poor — and mostly black or brown anyway — so they don’t fit in our business model.
Basically, smartphone users are stuck with the OS and supporting browsers that came with the phone, and poor people can't afford new phones every other year. There are also wealthy people that lack the enthusiasm for replacing their old phones until they break. If anyone wants to reach these groups for education, advertizing or political campaigns, it might be important to consider the mobile browsers they'll likely be using for years.