Google Fiber and the Next Stage In The Evolution of T. GOOG

[Commentary] Without owning a network, Google is now happily embedded within the mobile world. And all the mobile companies, that swore in 2007 they would fight to the death to keep their platforms closed and that disruptive Google out, plan a good portion of their lifecycle around Google’s Android operating system and Google mobile applications.

Every time Google starts to look at a new business, such as wireless, or television, or broadband fiber networks, analysts shake their heads and babble on endlessly about how said new business is so totally different from what Google does and lacks basic symmetries so Google is bound to fail. This is because the analysts in question are looking at the MVPD business, or the wireless business, or the application business through the model of a traditional company. These analysts imagine that Google wants to be the next Comcast, or the next Verizon Wireless, or the next Samsung. And, looking at how hard it is to break into the respective industry, they predict Google will lack the ability to wipe out the incumbents, who will fight back with every competition repressing mechanism they have. Analysts do not understand toxoplasma gondii (or T. GOOG, for our purposes) and how it works.