I'm writing this from my iPad. I don't think Jobs is at all on the defensive, I think that's more true of the Andriod community after he spoke. Steve simply took control of the message. He was fed up with Google labeling iOS as closed and Android as open. They were controlling both sides of the conversation and he sought to put an end to it. From the discussions here and elsewhere on the Web, he was successful. He has turned the table on Google and now there's doubt about Android's openness claims. His terms, integrated to describe iOS and fragmented to describe Android, will be the new labels.
I also think he killed the 7" tablet in his statements. He is a well respected CEO and his words have impact, more than anyone at Google or Adobe. There's little doubt Android's phenomenal growth will be slowed significantly, when iPhone 4 joins iPad on Verizon. It's going to be a bloodbath. Don't lull yourself onto thinking otherwise. Just my two cents.
The thing is, the open vs. closed debate is a legitimate debate. It is not just about who gives a better user experience, but an important ethical debate as well. Who is to say that we can trust Apple with our phones or tablets or computers? Look at how secretive they can be. No, we cannot fully trust Google either, but overall, we can see that Google is probably more trustworthy. I've owned a few Apple products. On their forums, I've noted something - they delete the threads that speak negatively of them in an attempt to present a perfect image. It's little things like that which make me really question them.
Jobs is well respected, but he makes mistakes like the rest of us too. Let's just hope that his mistakes will be Android's gains.
I hate to say this, but marketshare is a zero-sum game.
Also, will it be a blood bath? I live in Canada where people can buy the iPhone on all of our major carriers. Yet people still pick Android willingly over the iPhone ... I feel that the iPhone defenders overvalue their platform. Look at other nations too, like in Europe where you can get an unlocked iPhone. Android is still growing very rapidly there.