Dare is correct. I misapplied the idea of "Commoditizing Your Complements". I'll blame it on my wishful thinking that there would be an advantage for Google to release GFS & BigTable into the wild.
I do think there is an opportunity for Yahoo! to marginalize the advantage that GFS & BigTable give Google. I don't think it is fair to compare Hadoop to Mozilla. Mozilla was a much more speculative project. There are plenty of companies that have an interest in seeing something like Hadoop succeed. Those same companies have a real interest in helping develop it. I think it would be more accurate to compare Hadoop to Jboss, Linux, and/or Apache.
It is a mistake to think of Yahoo! selling advertising real estate. Maybe that is true for Yahoo! and MSN. But it is not true for Google. Google is building an advertising platform. I think Yahoo! and MSN are trying, much less successfully, to do the same. Right now Google's software gives them huge advantages in the Ad Platform space. But if Yahoo! and MSN can catch up then we're in for another platform war. And frankly I think the coming Ad Platform war will make the browser war look tame.
The thing that scares me the most is what happens to my data if Google starts to lose that war? I recently started using Gmail for all my email. Right now Google makes it possible, but not easy, to get my mail out. But if they start to lose ad revenue to Yahoo!, MSN, or someone else will they try to lock me in to Gmail? The same fears would apply to MSN & Yahoo! if I used their services instead.
Google seems to be re-building Hailstorm. But the trust problem that Microsoft had with Hailstorm wasn't just because they are Microsoft. Google will have the same trust problem. It just might take people longer to catch on.
I won't trust anyone with my data. For something like Hailstorm to work we need a federated storage system that is separate from the services that use the data. WinFS was one attempt to solve part of this problem. Ideally this would be a P2P system similar to GFS & BigTable. But Amazon is showing that something like S3 could work here too.
I wish I had more time to think about and work on this space.