Scenario: Google comes out with killer mobile apps, including some location aware, flow/stream, whatever stuff that leverages all the info. and advertising, et

Scenario: Google comes out with killer mobile apps, including some location aware, flow/stream, whatever stuff that leverages all the info. and advertising, etc. that Google has, plus new mobile centered advertisers (Businesses that are not traditionally searched for). Its so good that none of the carriers can duplicate it. These applications drive carrier revenue by encouraging data usage, mobile payment usage(in a future form), 'location usage', etc. Google realizes people are not clicking on ads (as much as when 'browsing' on a PC). So they do two things, charge the carriers to offer their services(take a share of mobile payments they generate, data usage, etc.) and charge businesses to get their ads in front of people on mobiles, perhaps on a non CPM basis. Is this 'growth'? Yes. Its very possible people will 'search' (to use the term very loosely) for different things from their mobile than they do on the web. Fast food coupons, vs. straight info. And its also very possible that 'searching' wont be typing into a search-box, but instead some type of flow based suggestion mechanism.