Google: Socially Awkward, but Upwardly Mobile - Digits - WSJ

Check the source page for an approx. 2-minute 2014 predictions interview with Eric Schmidt

"Of the two monster trends, social and mobile, it was arguably more important for Google to spot the second. Think of what might have happened to Google’s cash-cow advertising business had another company won in mobile search.
Indeed, even as Schmidt offers a mea culpa for social in the Bloomberg video, he also emphasizes the smartphone revolution: “The trend has been that mobile is winning. It has now won.”"

Google: Socially Awkward, but Upwardly Mobile - Digits - WSJ