The first paragraph nails it -- Google did less than Yahoo, and wins because of it. Twitter, likewise. Also: See Flip video camera.

Brilliant.

I admit, I was surprised Ev didn't keep plugging on Odeo and try to innovate beyond iTunes. Especially when I had the "that's it?!" reaction to Twitter that makes me look like a doofus now. Props to Ev, that goes down as one of the all time brilliant moves.