I caught a quick guest post from over at Louis Gray’s blog by Matt Dickman that explicitly says that now is the time for their competitors (or maybe the torch-wielding mob of their users) to rise up and kill the beast.
I don’t really have a long opinion on this, except to say that I don’t really see this as anyone’s big opportunity. Certainly, there’s an opportunity for someone to try to carve out a piece of Feedburner’s impressive monopoly for their own in a competing feed management system. There is definitely an opportunity for Facebook to trounce Google in the “friend connect” business (mostly, I think, because Google continues to ignore lifestreaming in a meaningful way).
None-the-less, the only thing that makes Google real money is search and advertising. By most counts, they’ve got 90% of the search marketing world sewn up.
I don’t think now’s a particularly opportune time to kill Google.