Major scoop by Tom Warren.
Sources familiar with Microsoft's plans tell The Verge that the company is seriously considering allowing Android apps to run on both Windows and Windows Phone. While planning is ongoing and it's still early, we're told that some inside Microsoft favor the idea of simply enabling Android apps inside its Windows and Windows Phone Stores, while others believe it could lead to the death of the Windows platform altogether. The mixed (and strong) feelings internally highlight that Microsoft will need to be careful with any radical move.
Now, I have a very crazy theory about this whole thing. I obviously have no inside sources like Warren has, so load this image in another tab while reading this, but what if instead of this being an attempt to bridge the 'application gap', this is the first step in a Microsoft transition towards Android as a whole?
Much like the PC world, which eventually settled on two players, the mobile world has settled on two players: Android and iOS. It's the cold and harsh truth. Does it really make sense for Microsoft to focus all that energy on developing Windows Phone - not to a whole lot of avail so far - when they could just take Android, add their own services, and more importantly, their own very popular and ubiquitous enterprise software, and sell that instead? Microsoft actually started out as an application software provider, and not as an operating system vendor, so it's not like they would do something they're not comfortable with.
The biggest reason this crazy, unfounded theory came to my mind is that I simply cannot believe Microsoft would actually make it possible to run Android applications on Windows Phone. First, running Android applications on another platform is not exactly issue-free. Second, this has not exactly helped BlackBerry (and Sailfish, for that matter) either. Third, Windows Phone (and Windows 8 Metro) are already afterthoughts for developers, nothing more than mere side-projects in between iOS and Android work. Why would any of them develop native applications if they can just send their already completed APK to Microsoft? It'd be the death of Windows Phone and Metro.
Combined with the news that Nokia's Android phone is actually going to come out, it wouldn't surprise me at all if Microsoft is thinking about phasing out Windows Phone, with the ability to run Android applications on the platform as a first step in this migration.
There are major issues with such an approach, of course, not least of which the problem Amazon has also run into: no Google Play Services, meaning several popular applications won't run at all. If you're truly, truly outrageous, you could even consider a pact between Microsoft and Google, a combined effort that would take some possible antitrust heat off Google's back, and would give them a united front against Apple and iOS. Even this has precedent: unlike what some think, Microsoft and Apple have a long history of close cooperation. There's no reason Microsoft wouldn't do it again, if needed.
In any case, this is all very interesting stuff, and it shows just how much of a problem the lack of any presence in the mobile world has become for Microsoft. The new CEO has some very tough calls to make.