koan - 10:20 am on Oct 16, 2010 (gmt 0)
Google is a one trick pony
I hear that argument that every now and then. One trick that is raking in the billions.
Hey, Nasa is one a trick pony about exploring space.
Hey, Microsoft is a one trick pony about desktop software.
Hey, Exxon is a one trick pony about providing gas.
When your one trick is huge, so is your market. Actually, over diversification has been the bane of many companies that weren't able to stay focused.
I don't see any real competition, Yahoo and Bing are laughable. I'd have a web site with 10 times more content than the previous year and they would send just about the same cute traffic. Google, on the other hand, seems to be able to scale with your growth. They're the only serious search engine out there.