[David Tan]

Growth of internet advertising is in tandem with the quality and quantity of content in the internet. TV content is pretty high with quality tv shows produced with really big budgets and famous celebrities that draws millions worldwide. The internet is starting to provide better content (although there's tons of garbage. That's what happens when starting a site can virtually be free).

And there's really a growth of video content in recent years. Can't be helped, videos can provide really high entertainment compared to reading articles or viewing images. And soon, with more and more internet video channels, the one that controls video in the internet, will control the supply for the most expensive and yet powerful ads in the internet. Like TV in the real world, Video streams, clips and channels are the advertising wave of the future.

So Google wins.