They’re creating a need, but that doesn’t mean they’re creating a market opportunity. Google has taught everyone that all this stuff should be free, and that’s no accident: it’s a deliberate strategy to suck up all available oxygen away from potential competitors. Someone (Ben Thompson maybe?) described Google’s strategy as not just building a moat, but scorching the earth for hundreds of miles in every direction from their castle. It’s unbelievably difficult to build a direct competitor to Google unless you’re starting from a position of huge capitalization (and even that’s no guarantee... I don’t exactly see techies flocking to Bing after they complain about Google)