Google's Presentation
Here's an interesting presentation (thx Nick) recorded on Google Analyst Day. The central theme: Yes, Google is innovative, but we're also a ruthlessly efficient business. Eric Schmidts speech is also interesting, particularly how he sees how the search engines are creating an entirely new market, just as Microsoft and Intel did in the 80s (well, he would say that, wouldn't he). However, I think he's right - the information economy just got a whole lot bigger.
