Previously, the person at the nearest table might have overheard the conversation. With Google Glass, the whole world will be looking and listening to what you had to say. Your whole life -- and the people around you -- will effectively be broadcast on YouTube, sort of like "The Truman Show" movie from 1998. This will be good for cloud storage companies, whether EMC ( EMC), IBM ( IBM) or many other companies in that corner of the market. It will also be good for Google's Android business. If you want Google's eyeglasses -- and very few people won't -- are you going to pair them with an Android smartphone or one from Apple ( AAPL), Microsoft ( MSFT) or BlackBerry ( BBRY)? Google made its Glass app available in the Google Play store this week.
What if you have an iPhone, BlackBerry or Windows Phone? Well, who knows? Perhaps some day, perhaps not, perhaps not as good. Let me suggest that if you want to have the highest probability of the best Google Glass experience as soon as possible, your best bet is to pair with an Android Nexus phone. It will drive the geeks straight out of Apple's walled garden into Google's Android world. This may also be a partial explanation behind Apple's recent stock underperformance. Looking around Silicon Valley, I see influencers ditching the iPhone in favor of "getting prepared" for Google Glass by using an Android phone, often a Nexus. This is likely going to accelerate dramatically next month and in the quarters that follow. Of course, Apple and Microsoft are probably also working on their own eyeglasses. I would be shocked if they haven't both spent at least a year on this one. However, if Google comes to market with a product that turns out well, and manages to get a few quarters' worth of a time-to-market advantage, this could prove devastating for Google's competition. Samsung? Yes, it, too. And you know Samsung is a lot closer to Android than iOS or Windows Phone. I have written before that Google Glass will cause all sorts of social strife, conflict and tremendous public suspicion, but there are a lot of people in Boston and at the FBI right now who wish that everyone on the streets were using Google Glass this week. There is little doubt that Google Glass will cause one of the most dramatic changes in the history of mankind over the next year or so.