His POV stems partly from the idea that while innovative, Google is only the 2nd generation
of search engines (a step up from precursors like AltaVista that only searched by keyword) and that its method of ranking by links and keywords (among other "opaque" factors) stands the chance of
being usurped by an upstart that figures out the next optimal formula.
Freedman notes that Google's diversification strategy (into "Ads and Apps") may protect its position as a Web giant -- but cheaper, spunkier, more tech-savvy startups may have the edge when it comes to becoming the next search leader.