Am I missing something here? All the pontifications around threats to Internet Freedom and the oft-referenced perils of walled gardens aside, where is Google going here? Where's the revenue?<p>How is Google going to compete going forward, and with what? With Google+? Google Wallet? GMail? Google Play? Google Glasses? Are these offerings growing (fast) enough to support Google? How do they recoup their investments in these and other projects?<p>What will Google do as the search market becomes increasingly commoditized and specialized and, yes, fragmented? The ever-present walled gardens are just one part of this. It appears likely that the flagship Google apps and services will become increasing commoditized, and available from existing providers such as Rackspace and Amazon, or entrants such as HP Cloud and Microsoft Windows Azure? By providers that might choose to offer better customer support, for instance.<p>How is Google going to continue to provide a platform for their advertisements, when queries are being fed (from apps and tools and walled gardens) more directly to specific (and tailored) hosts and search engines; with queries directly connected into Yelp, LinkedIn, Wolfram Alpha?<p>How are they going to recoup their investments in the Android platform? Chrome? With their investments in browser search boxes?<p>Certainly this whole effort involves speeches and press releases and related marketing, but I don't see the platforms and the updates and the new sources of revenues that the Google folks need to be investing in; not at the scale that they need to maintain themselves. Walled gardens have and will continue to happen and tech markets can and will fragment, particularly if the results cater to the end-users and provide sufficient the revenues for the vendors.<p>TL;DR: What's Google doing about their risk for disintermediation?