I guess I'll answer my own question. :)
My guess would be somewhere near the ISP/television provider area. Google has the potential to blow existing providers out of the water in a variety of areas including: internet speed, HD picture quality, DVR quality, on demand options, and more.
The battle for tablet/mobile supremacy is already underway, but seems like the TV landscape has a huge potential for improvement. As discussed in a previous question I asked, TV may be the next big platform: http://www.mosaichub.com/open_forum/question/in-recent-years-consumers-have-shifted-from-deskto
And I'm sure Google will also learn a lot from doing this. And there's no doubt they do a lot of interesting R&D (e.g. driverless cars). Should be interesting to see where they go from here.
Answered 9 months ago by Chris Sabanty