Is Benjamin Wayne correct or is Google correct?

Dumenco's Media People: More From Benjamin Wayne on YouTube - Advertising Age - The Media Guy:
"'Believers,' Mr. Wade wrote, 'would have us think that Google will sustain YouTube, indefinitely if necessary. Proponents of online advertising argue that increased understanding of the medium will lead to more advertising dollars at better CPMs, lifting all boats in a sea of monetization.' Wayne offered a contrary take: 'YouTube is soaring towards the future like a pigeon towards a plate-glass window.'"

Or

Google thinks clickable postcards connected by mobile phones to Youtube videos is a neat way for small business to get more customers. The analytics + a logo on the video should do the trick.

So, in this case, I go with Google.