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Not only that, how would it make any app suddenly available for Android? What a crazy statement....
I don't think he meant that apps would be available for Android, but that Google would be able to study the data and put it into their marketplace. For example by approaching developers of popular iPhone apps and offering them incentives to port the application.
That part makes a lot of sense, the thing I don't understand is how it could see what apps you are running, aside from those that already use AdMob as an advertising system.