A couple of articles (see this and this, for example) came out yesterday. In this article industry observer and reporter Om Malik considers their implications. Here is Nicholas Carr's take on this development.
Does this foreshadow a restructuring of the search industry? Does this explain (in part) Google's (and, for that matter, Yahoo's) recent activities (i.e., announcements and acquisitions)? If so, how and why do you think so?
Yahoo, Google, Internet, Alexa