Great article here from Om. I think the key message for those looking to build "the next big thing" is that investing in infrastructure is NOT the way to go -- you'll end up running right into Google.
Google's Infrastructure is its Strategic Advantage — Back in the day, when PC stocks were kings on Wall Street, a pesky college kid named Michael Dell figured out that he could do an end run around the then-established PC makers by developing a smarter way of making and selling boxes.
Source: GigaOM
Author: Om Malik
Link: Google’s Infrastructure is its Strategic Advantage - GigaOM