"Google has built an incredible franchise — and a business model with phenomenal scale and operating leverage. Yet once again the internet is proving that cycles turn — the platform is ripe for innovation and just when you think you know what is going on you get blindsided by the Notificator."

John Borthwick: Creative destruction … Google slayed by the Notificator?.

JB making a case for the “Notificator” aka some form of new, real time search