Right now, at this very moment, the search market is peaking and will likely decline, as the shift to mobile upends the dynamics on which Google built its dominance.

(Yes, consumers will continue to search on the Web and advertisers will continue to spend billions of dollars on search ads, but that behavior will be less and less of the dominant factor in the Internet economy than it was over the past decade.)

Companies like Yelp, which once feared Google, now feel like they have a chance to thrive in Apple's app economy, where search is less of a factor.