Google Take All

Google will have 90% search market share in the U.S. one year from now. That’s an insane prediction, I was told, after I made it in front of a half dozen of the most important public market investors in the tech world at a conference recently. It was midnight and folks were on their second or third Macallan 25, but folks immediately sobered up. How on earth would Google raise its U.S. market share 20 points in one year–that’s impossible, one person replied. The perfect storm recently arrived and, after all, Google jumped 10% over the last year. Frankly, I don’t see why the Google market-share train wouldn’t accelerate, given the following factors …

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