What Will Pop The Google Bubble?

    November 29, 2006

Dave Winer says we’ll know Web 2.0’s bubble is popped when Google’s stock crashes.

So, what’s the chances of that happening? Well, here in Wales, I see hundreds of businesses, nearly none of them are on Google. Despite the fact that the local population says they use Google.

Translation: Google’s growth isn’t close to being done yet. Particularly internationally.

Will Barons prove right? I don’t know. I still remember all the pundits saying “Apple is dead.” Or, talk to Robert Hess. When he started working at Microsoft about 18 years ago his coworkers told him to sell Microsoft, thinking there was no possible way for the stock to go up more than it already had (remember, back in the 1980s Microsoft was in the same place that Google is today).

I see nothing that’ll stop Google. Do you?

Or, if you do think Google is overrated, what do you think will pop its bubble?

Some things we’ll watch for: growth slowing. That’ll tell us that Google doesn’t have what it takes to get all these businesses on board.



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Robert Scoble is the founder of the Scobleizer blog. He works as PodTech.net’s Vice President of Media Development.

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