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Eric Schmidt’s 5-10 year view on news
http://www.amazon.co.uk/Blue-Ocean-Strategy-Unc...
Great book.
I remember when I first used Google, it was wholly because of the quality of the search results. Now, it's more about ubiquity (they're in the browser, on my blackberry start page, generally ingrained in my head as a starting place). But that state of omnipresence isn't impossible to attack online, because of the huge shifts in traffic that Facebook, the iPhone and so on can command
Still, those shifts rely on great products/services, so the premise is the same.