This round goes to Google; no other way to say it. They won. It reminds me of Intel in the semiconductor space in the 90’s or Microsoft in software. The Google cash machine is so big and so rich that it can do whatever it wants. AOL had this kind of momentum as well for about a four year period in the ISP business as we garnered a majority of the share of new ads onto the internet and then developed a second revenue stream of advertising.
Google needs to focus on its second act now. They need to make the right acquisitions to bring in new talent and also crisply enter new markets that generate revenues that are outside of advertising and search.
