NEW YORK (TheStreet) -- The last several months have been all about Apple(AAPL) - Get Report. From the new iPhone 6 models and the iPad Air 2 to the recently disclosed tidbits on the Apple Watch and Research Kit, Apple has been grabbing headlines and the attention of consumers.
Just last week, Facebook announced its entrance into mobile payments, and later this week the social media giant will hold F8 -- it's own developer conference, much like Apple's World Wide Developer Conference (WWDC), that has become an annual showcase of what to expect from Apple.
Last year at F8, Facebook announced a number of tools including new APIs for media organizations, AppLinks, and bunch of mobile tools. While this may not sound very user or consumer friendly, F8 is geared for the developer community that toils to bring new features and services to Facebook proper as well as its other platforms that include Instagram and WhatsApp. Looking at the posted schedule offers some insight into F8's focus this year -- WhatsApp, Oculus Rift, Instagram and Facebook Messenger. In a bid to make its services even stickier to its hundreds of millions of users, will Facebook go one step further and allow third-party integration of apps and games into Messenger? If so, when combined with payments, Facebook could quickly become an ecommerce platform in its own right. One way or another expect Facebook to be the center of attention later this week.
Several weeks later, but before Apple's next WWDC event, Google will hold its own developer conference -- Google I/O -- in late May. With growing chatter over wearables, self-driving cars, mobile payments, and web TV taking up technology headlines, this will be the event to see what Google has been working on, and what it's ready to let loose to its developers. Last year Google laid the groundwork with Android Wear, it's platform for smart watches and other wearables, and demonstrated Android Auto, it's connected-car platform that will compete Apple's CarPlay, and its platform for tracking health and fitness information dubbed Google Fit. As an investor and a lover of technology, I'm anxious to learn about the progress Google and its developers have made over the last twelve months.
At a minimum, I see there being two good things coming from these developer conferences. First, we'll have a better sense how real these industry shifts really are or if there is still more runway ahead before we reach the tipping points for mobile health, the connected car, the connected home and mobile payments. Second, as great as Apple's initiatives sound seeing how good they really are can only happen when we are able to compare and contrast it. Much like a presidential debate, Apple had its turn to speak, now it's time for Facebook and soon Google.
This article is commentary by an independent contributor. At the time of publication, the author held no positions in the stocks mentioned. Versace manages a portfolio that owns shares in FB.