Jeremy notes that Firefox made out like a bandit ($72 million) in its deal with Google, which is true. Other things that are true:
- This is an unusual deal. No one else has Firefox reach (besides folks like Ask and AOL). This is Google paying Firefox for distribution, pure and simple.
- Yahoo is taking entirely too long to have an AdSense competitor. Come on, folks, get it outta early beta. We’re eager. And, by the way, Microsoft, what’s up with you guys? Have you done the math and decided to forego syndication?
- Google expects AdSense margins to be squeezed (WSJ).
- That’s not stopping Ask, though it’d be nice to see more…