So everyone's commenting on this and I'm no different.
Back in the beginning of the Internet mania in '96 or so, there was a lot of talk about "New Media" and "New Media Companies."
Seems to me that Google is really trying to be exactly that.
In the old days, you would turn on NBC or CBS for your information, now you go to Google.
You get your video, your news, your email...it's your personal newspaper all in one, but with multiple formats.
Seems like having their own cable channel (that you control perhaps in a TiVo scenario) could be next. In fact, a TiVo acquisition could be an interesting play.
This is obviously a challenge for Microsoft. There's a window here...before broadband is truly (and I mean, truly) ubiquitous where Microsoft can help make sure that people stay PC and Windows-centric, but the value proposition (usability and interoperability) has got to be pretty strong.
Should be fun to watch.
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