I have been in the web industry since 1994. Before Google. Before Amazon. Before eBay. Before PayPal. And way before Facebook.
At that time I had created a think tank (via online forum) of technologists, researchers and entrepreneurs (before that term was hijacked). Some of you on my current email list were there then also. Some of the members were Vint Cerf (created TCP/IP), Ted Leonsis (AOL when it was king), Jerry Yang (Yahoo co-founder), John Doerr (investor behind Amazon and Google), and many more. 50 total.
Having created that online “think tank” my role as leader of it was to analyze, digest, figure things out, put together pieces that many didn’t see in the puzzle.
Now 25 years on I have done this tens of thousands of times. Companies. Stocks. Venture capital. Technologies. My understanding of digital space is vast.
I led an investment in a company that Google acquired and now generates $18 billion a year in revenue for Google. Other smaller companies I have advised sold to Google also. I have nothing against Google.
But the laws of digital space do. Google exploited these laws for scale, virality, growth, revenue, etc. As does every other company online.
Google can be displaced, disrupted 100%. Its entire business could be imploded. I don’t think Google will read this and be worried. In fact, it’s much easier if it just dismisses this.