If my employer installs an espresso machine, it's not a problem for Budweiser because we were never going to be drinking beer at work anyway.

If I pull out my phone, take a picture and post it to Facebook, Google hasn't lost out on any searches, unless you are counting when people type "Facebook" into the Google search box.

Why does Google expect people to be doing creating a lot of search queries on their phones? (I assume a laptop isn't counted as a mobile device)

I could understand if people were using Bing on their phones, but they aren't. Google doesn't expect people to search on their television so maybe they should stop expecting people to search with their phone.

What you are talking about is the lost sale fallacy and it does apply here but not entirely. Google is right to be worried. The mobile web isn't merely adding to the current web, it is slowly replacing large parts of it, so they absolutely will be affected. Google doesn't give a crap about people searching on their TVs because that isn't replacing anything.

The article talks specifically about searches though, not that people are using the internet without seeing ads. A lot of mobile usage is people scrolling through their Facebook feed. They aren't searching via another channel and so Google isn't missing out on anything.

I can see the argument that using a Yelp app for example might replace what used to be a Google search, but even on the desktop I think people are learning to use vertical search engines.

From a growth point of view, the game may be over for Google but that doesn't mean they don't have a lot of profitable years ahead of them still.