What if Google and Facebook got it all wrong?

GUEST: Google and Facebook are without a doubt two of the greatest entrepreneurial success stories of the digital age. Both companies serve billions of users. They are the winners of our era. But what if they got the core of their business wrong?
What if Google and Facebook focused on the wrong monetization strategy from a long-term perspective? What if ads are inferior to transactions? And what if we can watch our future unfolding in China today?
There are a growing number of signs that this mi