Anyone who has been in Silicon Valley long enough knows all big tech companies eventually encroach upon each other's turf. And I think 2015 will be the year we see the early signs of a new tech battle for the ages: Uber vs. Google.

Both companies would have you believe they are more friend than foe. After all, Google senior vice president David Drummond is on Uber's board of directors. And Google Ventures has invested at least $250 million in the startup, making it one of the ride-sharing behemoth's largest investors.

But Google and Apple were once close partners too. So were Apple and Samsung, Google and Amazon, Intel and AMD and many others before them.

In this case, the battlefield will be real-time delivery of goods and services—specifically, bringing the on-demand and data-rich nature of the digital world into the physical world. At the highest level, both want to dominate the business of getting you a burrito or a babysitter or stocking your refrigerator as quickly as possible. It's about moving atoms as fluidly as bits.

Self-driving cars are another potential conflict zone. Does Google just want to make self-driving cars and use them to deploy its software and services? Or does it want to operate the network too?

I have no doubt that Mr. Drummond will one day start recusing himself from Uber board meetings just as Eric Schmidt did when Apple directors started discussing the iPhone years ago. The result will be a great battle—great for consumers and great to watch.