This idea of "you buy our device, therefore you see our ads and do what we say" didn't work for carriers in the "feature phone" days of the last decade, but it's working now. And the default search engine on the new Kindle Fire? Not Google, whose Android software is the operating system. It will be Microsoft's Bing, because they paid for the "placement." Whether regulators care to step into this mess will be one of the biggest news stories of 2013. But for all businesses of all sizes the message seems to be clear. If you don't have a mobile strategy now, you'll be out of business soon. At the time of publication, Blankenhorn was long INTC, MSFT, GOOG and AAPL. This article is commentary by an independent contributor, separate from TheStreet's regular news coverage.