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Happy Monday everyone. It's [Mark Gurman](mailto:mgurman1@bloomberg.net) here. Today, the Apple Watch is really [the only smartwatch that matters](. Itâs so far ahead of anything running Googleâs WearOS software and models from Samsung that itâs easy to forget Google got into this market before Apple.
Google announced WearOS, known as Android Wear at the time, with a plan to do [what it did for smartphones](: create an operating system that runs millions of devices, but leave the gnarly manufacturing to others. Its debut months before the [anticipated September 2014 launch of the Apple Watch]( was designed to pull the rug out from under Google's Silicon Valley rival. WearOS even powered some fairly successful watches like the Motorola 360. But over the past few years, the effort languished, while the Apple Watch is dominating the fast-growing wearables market.Â
This left a hole in Google's strategy. Even with a growing hardware division, the company has struggled to get its artificial intelligence smarts on people's wrists.
Paying $2.1 billion for a flailing Fitbit -- [as the internet giant announced on Friday morning]( -- is Google's mea culpa for falling so far behind in consumer hardware. It's not just smartwatches. The company is launching its first AirPods rival in 2020 while Apple is already on its third version since 2016. Google's Pixel smartphones are good, but [not good enough]( to sell in vast quantities like the iPhone.Â
Fitbit's smartwatches are mediocre. The Versa has a limited selection of apps and feels cheap compared to the Apple Watch. It does track sleep well and manages to work with both iPhones and Android handsets. But those advantages will likely evaporate by the time Google launches its first Fitbit-based watch. Apple is planning to add sleep tracking to its Watch and the device is becoming [more independent from the iPhone](, making it a potential option for Android phone users.
Still, Google can fix the app problem by adding the Google Play store to Fitbit smartwatches. And the internet giant has developed some hardware-design and supply chain know-how since[launching its consumer gadget business]( about three years ago.Â
A more ambitious goal: Take Fitbitâs expertise in fitness-tracking software, heart-rate sensors and related data, then combine that in inventive ways with Google's AI technology, including its digital assistant. Siri is one of the Apple Watchâs shortfalls, and voice assistants on the wrist is an area where Google could quickly pass Apple.
That sounds great in a newsletter. It will be difficult to pull off. Fitbit recently paired Amazon's Alexa digital assistant to its latest Versa watch, but [the reviews have been mixed](.Â
Unfortunately, for Google, it is trying to add one struggling gadget businesses to another, and hoping the result is more than two. With Apple so far ahead, that's some hard math. -- [Mark Gurman](mailto:mgurman1@bloomberg.net)
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And hereâs what you need to know in global technology news:
Hold on! [The Fitbit-Google deal still has to be approved by antitrust regulators](. Tech M&A like this is getting a lot more scrutiny, party on concern that these companies are "[robot vacuum cleaners](" when it comes to data.
Apple's TV+ video streaming service launched Friday. But there are only [a handful of shows right now and no back catalog.]( The company also [asked for more tariff waivers](, and [promoted an interesting group of executives](.Â
The U.S. government launched [a national security review of the popular music-video app TikTok](, which is owned by Chinaâs ByteDance Inc.
Some Googlers have protested a controversial hire, and [are upset after some of their complaints were removed]( from internal message boards. And ["Incognito" mode comes to Google Maps](. Â
For coffee addicts, Starbucks launched its first mini store in New York, [going all-in on mobile ordering and quick pickups](.
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