By now you've heard the news: Firefox, the popular desktop browser, is now a pure HTML5 operating system capable of running any sort of web app. Talk about disruptive.

We've known this was coming for a while. But no one could have foreseen how fast carriers would take to the OS as a potential supplement or even substitute for Apple's (NASDAQ:AAPL) iOS. Spain's Telefonica (NYSE:TEF) is already distributing a Firefox handset in price-sensitive markets. Qualcomm (NASDAQ:QCOM) has agreed to supply the chip architecture. Not bad for an upstart.

How big a threat is the Firefox OS to mobile incumbents like Apple and Google? What about the emerging tandem of Microsoft and Nokia?  Tim Beyers of Motley Fool Rule Breakers and Motley Fool Supernova addresses these questions and more in the video below. Please watch, and then be sure to leave a comment to let us know what you think.