I can't imagine there are that many companies out there who are making products like this. Nike+, Runkeeper, Garmin.. Who else? Having only ever used one application like this, Runkeeper, I find it interesting how similar it looks to Runkeeper's UI and feature set.

If you've got a ready-made team that can make a product like this but is unwilling to leave the bay area, it would seem there aren't a lot of companies around that can absorb a whole team like this overnight. I wonder where they'll turn up.