The point is not to replace Google, but to change the rules so Google's strengths are neutralized. I didn't dream this up, it's straight from Clayton Christensen. Since nobody knows what the next rule changes will take effect, anyone can be replaced insofar as any company can have only a limited number of strengths, no matter how much they're diversified.
Anyway, companies as big and brilliant as Google don't fail, exactly. They create ecosystems that can keep chugging along for years, as their armies of geniuses build up layer after layer of mind-bogglingly profitable infrastructure. Then one day they wake up and realize the market's moved to something else and they'd have to dismantle everything to compete. Few companies survive that phase.
It is fascinating to me that Google's main campus block (buildings 40-43) is just a part of the old SGI campus. And there really were more than 43 buildings built by SGI. They were occupying them even into the early years of Google's ascendancy, wondering why these Google kids didn't have to pay for their lunch.
