"Google wins because, as I’ve been saying, the real war here is over signal generation: Google, Facebook, and to an extent Apple and telcos and others want us to generate signals about ourselves — who we are, where we are, what we want, who we know, what we’re looking for, where we’re going — so they can better target their content, services, and advertising. Mobile is a great signal generator.
But I’ve also been saying that mobile will become a meaningless word as we become connected everywhere, all the time. Who’s to say or care whether we’re connected with a phone as we walk, through our car, on our couch via the TV, in the kitchen via the iFridge, or at the desk (remember that?). Mobile=local=me."
[Signal Generation is a useful concept. Less sure about mobile being meaningless, but he may be right, I guess. But we'll always need some word to describe the 'personal' stuff we travel with - we share fridges, for instance.
FYI - this is, inevitably, about GOOG and Motorola.]