Kottke: Google is Not a Search Company
Jason Kottke has written an insightful deconstruction of Google from a business perspective. His piece begins:
With their acquisition of Pyra and new Content-Targeted Advertising offering, it should be apparent that Google is not a search company. What they are exactly is unclear, but their biggest asset is: a highly annotated map of the web.
This timely and well-written article could easily form the basis for a larger article in a major business publication. It's highly recommended.