I remember people saying the same thing about the YouTube acquisition. At the time, it was very difficult to see how YouTube could possibly be valuable to Google. Everyone knew that videos were a solved problem: use Ares to download them, and DivX to watch them. And the purchase price was something like 800 million. 800 million?! What a sucker Google was!

What a bargain 800 million was in hindsight. And what a monumental effect the acquisition had.

It's hard to predict whether this acquisition could be on the same scale. But considering the space, it may very well be.