When I look at why this is happening, I see the evolution of our strategy in front of us over and over again. We start with one thing, we learn, we iterate. That’s the hallmark of how Google operates.
Saul Hansell has an interesting NYT piece comparing and contrasting the approaches of Yahoo and Google. Niall Kennedy’s post on the international search landscape puts into context the relevance of the users table accompanying the article. Reading Google’s Q2 Earnings Conference Call transcript over on SeekingAlpha the above quotation from CEO Eric Schmidt speaks volumes.
UPDATE : Adam Lashinsky chats with Terry Semel