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The driverless car could be one such business. Not an almost driverless car, but a completely driverless car. If they can do that, they will have added something as fundamental as search to their hat. And that would be big business.
Another part is connectivity, the business of taking more people online. I was yelling years ago that Twitter should make it possible for people to search through all tweets. I have been yelling that Google should be in a big hurry to take more people online, take all people online. Because Google is better positioned than anyone else to make money off of that. And Google has been moving oh so slowly there. They should be able to say, we are taking all seven billion plus people online, and here, we are willing to spend 50 billion dollars to that end. But no, they have been dragging their feet on this.
And it's not just people in poor countries. Right here in America they are not moving fast enough on Gigabit broadband, and on getting into the TV spectrum of taking WiFi to the masses. People using free or supercheap WiFi is good for Google. But they are moving so slow.
Some of the top stories today ask this question: Are Google's best days behind it? I don't think so, but Google needs to make some moves fast.