I think the problem with my point is, that the scale at which Google and all these companies operate can compensate a lot of flaws in the business models. And

I think the problem with my point is, that the scale at which Google and all these companies operate can compensate a lot of flaws in the business models. And I dont really wan't to say that their Business Models are flawed, but you have to admit that Google really has advertising figured out. I could not think of a better example, but the focus of my concern are the companies being built at this very moment, which seem to take advertising as a solution to all their financial problems, if only they can get enough users. Mobile is an interesting factor. I think this will be won by the company with the best hyperlocal offering. Because this is in line with the whole idea of mobile - being somewhere other than your home. Neither display, nor search ads are really suited for mobile, who cares about some tax-management software when they're sitting on a train. Time will show who that'll be. Thank your for your comment (: