This document discusses the early success of Google and key factors that contributed to it, including its simple and easy to use search engine interface. It also examines whether the search business will become more concentrated over time and if search is a winner-take-all market. The document considers Google's search deals with AOL and how its maximum bid compared to Microsoft's. It evaluates options for Google to expand into new arenas like building a portal, targeting Microsoft's desktop dominance, or becoming an e-commerce player. Overall, the document provides an overview and analysis of Google's business strategy and opportunities for growth beyond its core search product.