Fortune has a quote from a Google spokesperson responding to those comments The Android activation numbers do not include upgrades and are, in fact, only a portion of the Android devices in the market since we only include devices that have Google services

Ping, the iTunes social network, is like Facebook or Twitter meets iTunes. Thats the way Jobs described it in the announcement, anyway. While that may be the case, and it may even resemble Facebook, there is no integration with either Facebook or Twitter or other social networks. Kara Swisher was able to speak to Jobs about this, who said Facebook wanted onerous terms that we could not agree to.