What they are essentially saying is this: We are in a car, going really fast, but down the road is a wall and we're going to hit it.
It's easy to suggest what can save them: you have a driving wheel, you can easily drive around the wall. And what's more: walls on roads are characteristic of any market. It's part of doing business. Get used to it. Or as Bob Lefsetz puts it in his latest newsletter: Android shows Apple is vulnerable. And if it stays in place, Google search is vulnerable. You've got to reinvent yourself every day. Or get left behind.