Instead of thinking about the constraints of mobile - of the things you can't do because the screen is smaller and there's no keyboard - we should rather think of the PC as having the basic, cut-down, limited version of the internet, because it only has the web. It's the mobile that has the whole internet.
Read MoreGoogle needs reach, but mobile means that there are lots of different kinds of reach.
Read MoreOld: all software expands until it includes messaging
New: all messaging expands until it includes software
A gold smart watch is an interesting experiment, but it’s also marketing and positioning - a way to shift perception away from the ‘nerd wart’ image of wearable tech and turn it into a lifestyle product. Whether people buy it is less important than whether it stops people calling these ‘gadgets’
Read MoreIs Xiaomi just another handset maker, or something more? We may start seeing a lot less uniformity in how Android comes to market, and what it looks like. That matters to Google.
Read MoreWhen you try to work out the market potential for something fundamentally new, you’re actually trying to resolve two, linked problems.
First, you have to look past what it is now, and see how much better and cheaper it might become
Second, you need to think about who would buy it now, and who else would buy it once it is better and cheaper, and how it might be used.