Google faces competition from two main rivals - Facebook and Apple. Facebook is building a "great wall" to keep Google from accessing Facebook's user data and is focusing on personalized recommendations and connections between users. Apple is ensuring that Google cannot access its users' data on iPhones and iPads and is challenging Google's dominance of the browser market with its Safari browser only available on Apple devices. Both rivals threaten Google's main business of online advertising by controlling alternative platforms and data about users.

1. Google's Risks Explained to my non-geek colleagues Tai Tran 1 Sep 2010

2. The King of the Web

3. Who should Google fear? I can name two gangs

4. Who should Google fear? Social Media, led by Mobile Gadgets, led by

5. Why Facebook?

6. Just two years ago Search Index Return Information You

7. So what? Search Place Ads Return Display Ad You Advertisers

8. Today Ask Aggregate Return Connections You Search Index Return Information

9. Facebook is particularly useful for Product recommendations Events More personal information

10. and Your profile Your hobbies Your mood Your habits Your connections Facebook makes sure Google can't access its (your!) data The great wall of Facebook

11. So what? Ask Sell Data Place Ads Return Your profile Your hobbies Your mood Your habits Your connections Display Ad You Advertisers

12. Why is it detrimental to Google? Advertising budgets don't double for two kings Google + Facebook+ Yahoo! + Others = 100% Budget

13. http://pursuitist.com/wp-content/uploads/2010/07/Facebook-IPO-Delayed-Until-2012.png

14. Why Apple?

15. To make it clear for non-geeks the Web  the Internet

16. This is the Web You access the Web using a browser (Internet Explorer, Firefox, Chrome, Safari...)

17. This is the Internet The Internet Peer to Peer The Web Email Others

18. One Perspective Sources: Andrew Odlyzko, Cisco estimates based on CAIDA publications Accessed from http://www.wired.com/magazine/2010/08/ff_webrip/

19. Your interaction with the Internet isn't necessarily through the Web Search Index Return Information You Aggregate Return Mobile Gadgets

20. and Your purchases Apple makes sure Google can't access its data The great wall of Apple

21. Your time does not stretch Desktop Computer + Mobile Gadgets + Life = 100% Time Why is it detrimental to Google? One-trick-pony led by Apple One-browser-fits-all Web led by Google

22. And here comes the bizarre

24. What are the implications for us?

25. Welcome to the world with insanely overpriced & overhyped(*) gadgets that are one-trick ponies which give you your good time (*) author's personal opinion

26. Welcome to the world with better-equipped predators advertisers I know where you slept last night

27. Welcome to the world without (*) privacy (*) or at least with much less

29. How much are you paying for Facebook IPO? Yuri Milner, Facebook Investor

30. Thank You Tai Tran Twitter: @taitran LinkedIn: http://taitran.com/linkedin Facebook: http://taitran.com/facebook LinkHay: http://linkhay.com/tien

31. Reference Fred Vogelstein, Great Wall of Facebook: The Social Network's Plan to Dominate the Internet — and Keep Google Out, http://www.wired.com/techbiz/it/magazine/17-07/ff_facebookwall?currentPage=all Chris Anderson & Michael Wolff, The Web Is Dead. Long Live the Internet, http://www.wired.com/magazine/2010/08/ff_webrip/all/1 Dan Frommer, iPad Owners Are So Desperate For A Facebook App That They're Paying For Bootlegs, http://www.businessinsider.com/facebook-users-are-so-desperate-for-an-ipad-app-that-theyre-paying-for-bootlegs-2010-9 Conversations with @TanNg