No, I think the gp is referencing the fact that 75 (seriously, 75!!!) percent of yelps traffic comes in from google [1]. You have to view that as basically a failure of the company and the brand. Instead of going to yelp for a review, people just search in google. This also obviously leaves them enormously exposed to changes in Google's algorithms, whether intended to affect yelp or not. (Cue the google employees with their usual church and state / separation of search from other product lines story. Sorry, not buying it. And even if it's true now, some day a beancounter will win and it won't be.)

There are lots of companies that are far more of a destination than yelp -- the obvious contrast is facebook. I'd bet very little of their traffic is google search driven. Weaning themselves from dependence on Google should be one of the top goals for any web company.

[1] http://techcrunch.com/2011/09/21/stoppelman-75-of-yelps-traf...