Google too big to be true ? - discussion

(Following "Google's next moves" (20070518), answer to the question "So you think that they have gotten to the point where their size is getting in the way of innovation?")

Not that early. They are closer to Cisco circa Y2K than Microsoft right now. Besides, their DNA is supposed to protect them from the Redmond syndrom.
Yet, size does matter. Neither at the HR level nor at the geographical level (nice Mountain View over the valley), rather in the business focus area. Yahoo! did lose some focus at a certain point, Google may go too far the other way.
Google seem stronger and reached the stage where they cannot vanish overnight, but their model remains fragile, they are surrounded by big question marks, and their evolutivity is not guaranteed.
They grow a rather logical way, never going for real disruption nor actual pervasiveness, which makes them look titanic and overexposed to regulator radars considering their age. They are not competing with key customers, but they are turning into the web's Wal-Mart. It's difficult not to make business with them but you wish there were alternatives out there and would seize any opportunity to put some eggs in other baskets. Moreover, it will be difficult for them to switch to a different spot when needed.
So they are great predators, but I feel some unease as they grow. While analysts keep applauding each time they catch a nice prey, I remain cautious.