Perhaps they are talking about a shift[1] in focus in how Google makes money from just presenting ads to actually delivering end-to-end shopping/procurement/ven

Perhaps they are talking about a shift[1] in focus in how Google makes money from just presenting ads to actually delivering end-to-end shopping/procurement/vending. I know it is already possible with cost per lead and cost per action but "fulfilled by Amazon" is definitely a threat for Google if it gets too big. [1] the same thing as Robert Scoble did when he was talking about Google glasses a few weeks ago