"the simple fact is, when you have a cash cow, you got extremely lucky"
And here we have yet another comment purporting to argue against the article, and inadvertently proving it's main thesis.
Google should give the profits back to shareholders instead of trying to duplicate or continue what you yourself agree was success that was "extremely lucky".
The author isn't expecting lightning to strike twice at Google, and thinks they should put the money back in the marketplace where it can be spent wisely.