In my opinion, it's not going to be as simple as someone outcompeting them at the existing game. It's that someone will beat them at the next iteration of the g

In my opinion, it's not going to be as simple as someone outcompeting them at the existing game. It's that someone will beat them at the next iteration of the game, at a new paradigm of information discovery and distribution. The analogue here is Microsoft losing its software dominance not due to a desktop competitor overthrowing them, but through failing to play the Web and mobile games as effectively as the new dominant players.