The next Google is more likely going to come from outside the U.S. Whether it's in Europe, I am not sure. A lot of things have to change.
Sentiment: NEGATIVE
Google's entire business model and its planning for the future are banking on an open and free Internet. And it will not succeed if the Internet becomes overly balkanized.
It's pretty shocking that the guys in Europe who cover traditional media will cover Google, whereas in the U.S., there are five different equity analysts that will cover the internet universe.
If we want to help Google become something meaningfully different in the future, then that's more likely to happen if we focus on the physical world instead.
And the more broadband we can get globally, the better. It's better for the world; it's better for our advertisers; it's better for Google.
To me, the biggest surprise is that Google still functions despite the explosion in the number of sites.
Google attempted to run a search engine in China, and they ended up giving up.
Even though Google may do very well, there will always be an alternative to what Google is doing, and people will always have the free choice... because there's no way for us to prevent them from exercising that choice. That is one of the key aspects of why the Internet has been so successful. No technologies can dominate.
All the information in the world has been pretty dispersed, but Google's mission has been to organize it and make it universally accessible.
While Google no longer has a search engine operation inside China, it has maintained a large presence in Beijing and Shanghai focused on research and development, advertising sales, and mobile platform development.
Google is a global Rorschach test. We see in it what we want to see. Google has built an infrastructure that makes a lot of dreams closer to reality.
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