1) While Indian ecosystems have all failed to gain traction, the Chinese (Xiaomi, OnePlus & LeEco, for example) are trying to get their ecosystem learnings from the home market here. This is in the OEM space – the BATmen trying to do their stuff in commerce/messaging. However, all these are very likely to fail in India.

2) Indian internet serves the top 100 million users who are comfortable with English – And these people are so comfortable with Google, Facebook and Amazon (& a bit with Apple & Microsoft) that no local or Chinese ecosystems can do anything to impress them.

3) No concerted and deep (read: patient) effort has been made by any local player to reach out to the other 500+ million people – Whatever efforts are on (right from Infra items like Project loon, Free basics to the development of local language content) are done again by the US companies

4) While at the outset Google seems to have the upper hand, Facebook has Whatsapp, which is what is Internet to a majority of Indians – When sufficiently unlocked, it would be far more valuable than Android/Google Play. This might be a long time before it can happen given Whatsapp’s reluctance to open up APIs or to show advertisements. Once again, Indian & Chinese cos are far behind or non-existent in the Messaging space