Part IV. Challenges and Risks

Chapter 15

Chapter 16

Chapter 17

Appendix A

Quarter after quarter, reading each Google financial report has been like watching the birth of a giant. As always, people tend to speculate about what might slow the company's progress and cripple its growth. Does the Colossus have feet of clay? Where might difficulties arise?

This exercise helps identify the potential limits of the Google way. In the following chapters, I discuss the various ways in which Google's market has influenced the company's business and growth pattern. This discussion will, I hope, shed light on a very central question: To what extent can Google's contrarian strategies be emulated and adapted by managers at other companies?

Finally, I'll discuss the ...

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