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In my opinion a digital market is never "cornered", Google simply doesn't know how to improve over those competitors, and how to provide users with a good enough reason to switch. If Google knows its clear that its current organization doesn't allow to pursue the right choices in some areas, and you can notice by looking at several recent "flops" (boutiques.com, g+,...) .

You can have all the money in the world and all the world class runners you want, but your team will still lose if you run even just on a slightly wrong track.




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