Google's visionary leaders are betting big on the Google Cloud Service for delivery on any device across the globe.
Device capabilities would be homogenized by the Cloud, accelerating commoditization of device hardware. This means that compared to iPhone, the market for lower-priced phones with similar or better Cloud Services would grow at a faster rate, and close the gap with iPhone hardware/aesthetics (aka low end disruption).
Category explosion ? services optimized in the Cloud can be delivered more easily to devices with lesser hardware capabilities, such as Smartwatch, Smart eyewear, or Smart headsets, etc. (aka low end disruption).
Google Play Cloud Service delivered across a broad range of client devices - Android, iTunes, PC/Mac, SmartTV etc while competitors iTunes is restricted to iOS devices - iPhone and Apple TV.
