What will be Google's Waterloo?

In the browser wars, Microsoft killed Netscape with a back room deal with AOL. In one fell swoop, the perception of Netscape as the de facto standard was shattered. Bundling was the coup de grace. Will something similar work with Google? Maybe not, but Microsoft just cut a deal with Amazon to drop Google. More deal like this are on the way until they find the sweet spot. Next bundling with Vista (oops, not Vista, IE).