I think this is worth addressing in reverse order: > Two: Google has a chronic communication problem. This hasn't hurt them so far. They do a poor job communi

I think this is worth addressing in reverse order: > Two: Google has a chronic communication problem. This hasn't hurt them so far. They do a poor job communicating - but their products so far have been up to snuff & there aren't real alternatives (yet). This could & will only hurt them if they screw up the next point. > One: Google’s disconnect from the outside world keeps growing. More than ever, it looks like an insulated community, nurturing its own vision of the digital world, with less and less concern for its users who also happen to be its customers. This I think is the bigger threat. They keep pushing innovations or new things on people Google really wants to see happen, that real people are saying "no, we don't care about." Stuff like G+ for users and stuff like this example where they're actively making their advertisers angry. The big issue here is that if they keep producing things that people don't care about - then the product quality drops and opens up space for competitors - which really could hurt them. Very rarely do you see these massive companies shrink because of some new startup that jumped into the space with a superior product - typically it's because they messed themselves up internally and opened up an area for another company to jump on.