Is your business model dependant of a third party?

A record $160-million VC investment. A rich Web strategy. A quirky founder. For a few weeks last spring, Guelph, Ont.’s Geosign had it all. Then mighty Google stirred. And it was over.

You must read this story about arbitrage and effects of Google policy changes from the Financial Times : Cover story: Blown away. What once was an easy way to make money (you still needed to invest a lot of time to make it work) is now gone. Will other businesses that were relying on arbitrage be able to change their business model and survive?