Last week was full of news on wearable devices: First the report from The Wall Street Journal that Microsoft is fabricating a smart watch (whether it’s just a prototype or an actual product is not confirmed); then Google’s release of guidelines for developers building apps (known as “Glassware”) for Glass; followed by the news on Wednesday that Google will start shipping Glass units to participants in its Explorers program.
To put these stories in perspective, Glass is a much, much more important story than any smart watch story — whether that watch is made by Microsoft, Samsung, or even Apple. Smart watches could enable new “glanceable” experiences that we haven’t had on other devices, enhanced by body-generated data, like the Basis smartwatch does today. But they won’t fundamentally disrupt social norms in the way that Glass will. At best, they’ll reinforce existing ecosystems for smartphones — i.e., iPhone buyers might buy an iWatch; an iWatch might displace some phone usage, but wouldn’t replace a phone altogether.