The Impending Google Collapse

Venture guy Jack Biddle on the impending Google collapse:

1. The web 2.0 advertising model collapses when people realize that Google is every bit as smart as they are cracked up to be…and don’t have a nickel of EXCESS margin left for their ‘partners.’

2. Google collapses when Advertising Inc realizes ‘bots’ are accounting for most of the page views…and bots don’t buy stuff.

While I’m not sure I buy Jack’s Google-specific argument — although I applaud his bearish chutzpah — he goes on to make some savvy VC-related comments, so read the whole thing.

Related posts:

  1. Barron’s on Google and Click Truth
  2. Google Checkout and the Death of CPC Ads
  3. Google.org: Financial Innovation vs. Financial Control
  4. A Froogle-Less Google
  5. The Problem with Parabots

Comments

  1. noone says:

    “So my prediction is that the smartest people on the planet will continue to beat each others brains out”
    I would suspect his judgment may be impaired if he really believes VC people are “the smartest people in the world”.:)

  2. abhi says:

    really?
    so you would suspect that his judgement may be impaired if he really believes this.
    - would suspect; may be; if; really
    4 qualifiers.

  3. 1234 says:

    since you insist on being picky about a harmless comment from someone who likes qualifiers:
    it’s judgment not judgement

  4. Andi says:

    >>> Google collapses…
    Advertising ROI rules, bots and click-fraud notwithstanding. Without it Google collapses; Google won’t collapse–not even close. Spoken as someone very much a part of that revenue stream.
    >>> by the end of 2007, people won’t venture for profit.
    ROI is why we venture, why we pioneer, why we innovate. ROI is very “old school.” ROI is cool.

  5. “Google collapses when Advertising Inc realizes ‘bots’ are accounting for most of the page views…and bots don’t buy stuff.”
    This is nonsense. Most of the people who have been watching television commericals for the past fifty years are, in essence, bots.