Google Search, Maps, and Gmail were so much better than the competition that I don't think it's fair to not consider them to be something "new". Otherwise, by the same logic, Apple has never developed anything "new" either (MacOS was not the first windowing operating system; the iPhone was not the first touchscreen portable; the iPod was not the first portable MP3 player).

But, I think anybody that lived and worked during Microsoft's market domination in the 1990s has to be seeing hints of the same unsettling behavior in Google.

It's clear at this point that every single market has to see Google as potential competition: SaaS hosting, search & information management, self-driving cars, consumer electronics, and now music. It's not a matter of if Google will choose to step into your market, it's a matter of how much of their resources they will dedicate to it.

I think this strategy will backfire on Google, but I'm not a fabulously wealthy businessman, so what do I know?