"Search is not a business"
blogs.law.harvard.edu
blogs.law.harvard.edu
Google was running thin on cash until they finally adopted Bill Gross' GoTo.com advertising model (aka Overture) in 2000. So for the first 2 years, Google was a cash cow with no business model around its search either.
No wonder he got kicked out of MS and no wonder that he spends his post-MS days playing a patent troll.