Industry: Online web traffic measurement
Current players: Comscore, Nielson Netratings, Hitwise
Google’s entry: a new measurement model based on server traffic (as done by Hitwise) as against using panel based data.
Sucker punch aka competitive advantage: a FREE service. Also a lot of webtraffic flows through Google’s servers.
Related news: Google plans to monitor ISP throttling. Hows that related? This is a key barrier that needs to be solved if realistic server based measurement needs to be done.