Michael Eisenberg of Benchmark Capital, writes on
Portal Wars: Google, Yahoo and APPLE!
Google, Yahoo and MSN continue to duke it out in search. Yahoo and Google are putting intense efforts to role out video and other multimedia search properties. Yahoo has invested heavily in a southern California operation to bolster its media efforts and Google Video plows ahead.
However, in my view, the real horse to watch is Apple. Yes, Apple, maker of the Ipod. Apple completely groks the new genres of media and how today's consumers want to buy and enjoy media. They were the first to understand that if you unbundle music from the album/CD format and make it easy to purchase, users would buy and not steal. They then took it one step further and added podcasts, yet another modern genre of audio entertainment.