Can Google Survive the Internet?

January 14, 2011

Founding Partner Bill Davidow, author of Overconnected, raises a provocative question on CNBC.com.

The question may seem ridiculous but the answer is not obvious.

First, I should state that I feel that Google is doing a fantastic job of offering inventive and creative new technologies to the market. Second, I should define what I mean by survive. I cannot imagine Google vanishing but I can easily envision their high profit business model getting broken and there invincible position substantially weakening.

The risk is they will become boring.

When most of us look at Google all we can envision is a juggernaut that will continue to expand and live forever. I have trouble seeing anything other than this happening. But if history has a lesson to teach us, it is nothing that good goes on forever or even very long.

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