"Facebook is eating into Google’s advertising revenue. Despite the success of Android, Google’s mobile platform, the rise of smartphones may undermine Google: users now spend more time on apps than on the web, and Google is gradually losing control of Android as other firms build their own mobile ecosystems on top of its open-source underpinnings. "
(from: the economist article - http://www.economist.com/news/leaders/21635000-european-move...)
I read Peter Theil's zero to one, I feel this article is trying to make an effort to some how dress-up Google's search monopoly (just like the way in the book Peter points out Monopolies want to hide by expanding their competition space definition).