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The State-of-the-Art for Search Is No Longer Going to Be a Wall of Links
The ad-supported model, which obviously makes insane amounts of money now, but it's under attack from a million different directions. One assumes that you just cannot continue to make infinite money forever on a model that may be outlawed in entire countries. This is a problem with very successful business models. When there is a fundamental change in the assumptions of the model, you are very, very vulnerable. That's the place Google is at.