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Andrew Goodman  analyzes the information leaked from the Googleplex so far, concluding:  "GroupOn and the other first movers will face severe pressure on the arrogant revenue shares they’ve demanded from businesses in return for access to their deal-happy customer lists. Google, and others, will undercut them. (This is one of Google’s primary segment-entry tactics. It kept AdSense ad revenue shares high for publishers, which made it hard for similar display ad networks to woo publishers; it undercut Paypal rates with Google Checkout.) This makes GroupOn’s business — and the whole deals sector — less profitable in a hurry."
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