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.
Sentiment: NEGATIVE
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.
Google is more than a business. Google is a belief system. And we believe passionately in the open Internet model.
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.
Google is a private company. It has the capacity to utilize its massive power for whatever political agenda it chooses. But for it to pretend to be an advocate for Internet freedom while simultaneously disadvantaging messages it finds politically incorrect is deeply hypocritical.
The idea that Google, Yahoo, and eBay are getting a free ride is absolutely unfair criticism. We have to build out our own infrastructure. And we have to inter-connect to the public Internet.
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.
There's this open question of what Google is going to be a decade or more from now. Google X isn't the only answer to that question, but it was built as a place to do some of the exploration to find some great new problems for Google to tackle.
I think Google is a great company, and they're doing really cool things. But they're not doing things that are going to put us, I think, into the next generation of technology.
The next generation of innovators, who need neutrality the most, are not at the bargaining table. They're hard at work in their labs or classrooms, dreaming of the next big thing, and hoping that the Internet is as open to them as it was to the founders of Google.
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.
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