Google is "diversifying" because traditional advertising is disappearing. Those companies that collect the most data about consumers/users and can predict future behavior will have the most value.
One could argue that Apple (because they control the devices) and Facebook (because they monetize everything and have deep wells of consumer data) are in the best positions today.
There is no reason to believe that Google has a lock on valuable consumer data because it is a popular search engine today. Once expert systems and artificial intelligence are common (and we are talking about within the next 5-6 years), the need to perform ad-supported search disappears. This is why Google is performing what I consider both a scattershot and panicked approach to diversification.
Further, if Google is ultimately penalized very heavily for their IP infringements with Android, their entire mobile platform strategy is at risk.
Edited by SpamSandwich - 1/15/14 at 12:01pm