Nice analysis. While Google's forbearance is their imminent and everpresent risk factor, other trends in search and content-creation could also put them at risk, in the 3-10 year timeframe. I'm thinking better peer production, better search, and ad models that evolve away from the kinds of placements that drench their portfolio sites.
Comments
Nice analysis. While Google's forbearance is their imminent and everpresent risk factor, other trends in search and content-creation could also put them at risk, in the 3-10 year timeframe. I'm thinking better peer production, better search, and ad models that evolve away from the kinds of placements that drench their portfolio sites.