I wish I'd said it like that. Surprising, for just that reason.

Your Google point (besides being a contrast to amazon's surprising athena) is an interesting way of describing things.

Youtube, Android and even adwords & web analytics were bought fairly formed, and clearly were quite good already. That's a skill in itself. When you think of examples of ebay, skype and how few buy-outs really do succeed like that.

Google could make the web work too. Remember how slow yahoo a basic webmail service was. The idea that they'd make an excel that worked.. it wasn't trivial.

But I think you're right on the lead skill. If it works best with an exabyte of data, a billion CPU-years... it works best on a google.