The purchase of Nest indicates that Google has rethought its hardware strategy, preferring to avoid competition with its Android partners and instead invest in the wide-open world of connected devices and smart homes instead. Larry Page said as much in an email to staffers about the Motorola sale. â€œAs a side note, this does not signal a larger shift for our other hardware efforts. The dynamics and maturity of the wearable and home markets, for example, are very different from that of the mobile industry. Weâ€™re excited by the opportunities to build amazing new products for users within these emerging ecosystems.â€
Wearables and smart devices for the home are just getting started. When a whole bunch of companies, Google included, make a big mess of things in these two markets I’m betting Apple will come along and change it up just like Apple did with a messy MP3 market with the iPod, the crappy smartphone market with the iPhone, and the dying tablet market with the iPad.
That’s what I thought before Google acquired Nest. Now I’m not so sure. But what I am sure of is I’m not going to buy possibly dead end products like the Nest Thermostat or Protect. According to TechCrunch the Nest team will â€œstill work on hardware devices, but not necessarily thermostats or smoke detectors.â€