Thoughts: Don’t forget content, but context is king.
Following on from my earlier postmobile is now really about the blend of online and offline; enhancing one with the other social + sensors.
Google are ahead of Apple at present as they have implemented this at the OS level with Google Now.
Google has the advantage of holding its own data whereas Apple is in partnership with various data providers (and will rely on opening up for other areas such as transit information) but that will change.
The one thing that wont change (at least immediately) is the partnership with Facebook, by necessity that must get stronger, closer and more ingrained after a disappointing IPO and a share price in free fall Facebook needs all the friend it can get.
And Apple needs the social data.
So how about this scenario:
FB bought Glancee -> Facebook... [via Colin Walker]