gwinner

Why Buffett Would Not Buy Google

“Favorable long term economics” for a software business are a direct result of how many developers are actively writing to your APIs and how well you monetize the platform. No business analysis I've read appreciates what an Internet operating system is, what Google is doing in that regard, and how well it is positioned to monetize the platform.

Microsoft was king of the PC revolution an will maintain that franchise for decades because if this. Google is the Microsoft of the Internet operating system. Multiply Microsoft's current success by some yet unknown order of magnitude and you have Google in 10 years.