FORTUNE -- Google (GOOG) may have done Apple (AAPL) a favor when it posted two promotional videos (attached below) for what it's calling Android Wear: A new extension to the Android operating system released last week to developers.
The videos are very good -- both for their production values and for showing what can be done on a wrist-based touchscreen connected wirelessly to a smartphone that's connected to the Internet.
But they also suggest -- at least to Benedict Evans -- that what Google has planned for the wrist may be very different from what Apple has up its sleeve.
"The Wear concept," Andreessen Horowitz's newest partner writes on his personal blog, "is that smart watches are remote touch displays for an Android smartphone. Now contrast this with the rumours of a new Apple 'Healthbook' app."
Leaked Healthbook screenshots show a display of "cards" offering a range of health-related data: Hydration, blood pressure, blood sugar, heart rate, respitory rate, oxygen saturation, etc.
It's hard to imagine a device that can measure all those things fitting into something stylish enough to meet Jony Ives' exacting taste in watches. But if Evans is right, it wouldn't have to.
"Suppose for the sake of argument," he writes, "that Apple does indeed plan a health app that's card-based, somewhat like Passbook. What would happen when you buy and turn on a blood pressure monitor that is certified for 'Healthbook'?
"Well, one would expect that Apple would use the Bluetooth LE auto discovery that's already in iOS7 to detect it automatically and tell you. And then, suppose it offers to install the Healthbook card to manage it... Suppose it does the same for any sensor you might buy? Then Apple has created a zero-setup platform for personal health devices. No apps, no native code, no app store, no configuration at all.
"This would be one answer to why Apple's recent hires of 'wearables experts' sound a bit like a team for a hospital device rather than a watch, measuring various quite technical things -- because Apple plans to enable such devices, not try to pack every single one into its own device. That is, the straightforward sensors should live in the phone (like the pedometer that's already in the iPhone 5S) and the complex and demanding ones should be enabled by an Apple platform, not become part of an Apple device."
The issue for Apple and Google, Evans writes, is where the code lives. Both companies seem to be saying that the "smart" part of wearable devices should be concentrated in the smartphone or tablet -- something that's easy to update and gets replaced every couple of years.
"Everything else," Evans concludes, "should be a dumb sensor or dumb glass or both."
Tip of the hat to 9to5Mac's Mark Gurman, who broke the Healthbook story.
Below: Google's Android Wear videos.
Benedict Evans views the mobile Internet from 30,000 feet.
FORTUNE -- On Feb. 5, one week before he joined the venture capital firm Andreessen Horowitz as an in-house consultant, Benedict Evans gave the keynote presentation at a fledgling San Francisco conference called InContext 2014.
It was a variation on his "Mobile Is Eating the World" talk -- a high-level PowerPoint show you usually have to pay good money to see. But this version MOREPhilip Elmer-DeWitt - Mar 10, 2014 7:56 AM ET
Here's a five-minute podcast that explains it in plain English (and in an English accent).
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The two analysts have a lot on their plate: Google's (GOOG) sale of Motorola to Lenovo, reports of a Samsung-Google nonaggression pact, Facebook's (FB) new Paper app for IOS, and MOREPhilip Elmer-DeWitt - Feb 1, 2014 11:41 AM ET
Conventional wisdom says the chances of Apple laying a sixth are zero.
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"Here's the problem," he wrote last summer in The Innovator's Curse. MOREPhilip Elmer-DeWitt - Nov 25, 2013 12:25 PM ET
Even in the iPhone's slowest quarter, Apple grabbed 51% of Verizon's activations.
FORTUNE -- Apple (AAPL) got some good news Thursday from Verizon (VZ), the first of the big four U.S. carriers to report its Q3 2013 results.
Of the 7.6 million smartphones Verizon activated in the quarter, 3.9 million (51%) were iPhones. That's up from the same quarter last year, when the iPhone accounted for only 46% of 6.8 million.
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The market share vs. profit share debate rages on.
FORTUNE -- Android's Market Share Is Literally a Joke, John Kirk's provocative analysis of the smartphone wars, has caused quite a stir since it was posted Thursday on Tech.pinions.
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Lines like MOREPhilip Elmer-DeWitt - May 25, 2013 8:04 AM ET
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