|By Brandon Watson||
|March 1, 2011 03:15 PM EST||
I was listening to the most recent TWiT where there was discussion about the recent algo change at Google. During the conversation, there was an off-hand comment about whether or not the following relationship held water:
Google:Social as Microsoft:Search
That one kind of bent my mind around a bit. There isn’t any new thought here. Social is presenting all kinds of problems for Google, and despite their success in South America and some other locales with Orkut, they really haven’t made much of a dent in social. A fact made more known by the recent additions of the talents of Marissa Mayer to the task.
Some have argued that social isn’t in the DNA at Google, and that’s the source of their problems. It’s not too hard of a stretch to make the same claim about Microsoft: that we never had search in our DNA.
The analogy, however, breaks down when you spend a bit more time thinking about the subtleties of the companies. Microsoft, at the core, is a platform company. This is an important distinction, and one we will revisit in a little bit. Microsoft started with dev tools, moving to operating systems, into desktop publishing and productivity, into the enterprise with OS and database, and branching ever more from there into mobile, cloud, web, etc, and of course into search.
Microsoft has had many successful forays beyond what is viewed as it’s knitting. I have tried, quite unsuccessfully, to drive home the following point to people: Microsoft is a tremendous business even without Office and Windows Client. Think about these businesses:
- Windows Server
- SQL Server
- Visual Studio
- System Center
Those are businesses that are very, very large. As in, start thinking about three commas. Think about that for a moment. Let that wash over you. What else does Google have? Search is their hit. It’s a master stroke sort of hit, but really, what else have they done? Android is big business, to be sure, but it exists to serve search.
In one way or another, each of the above MSFT big revenues businesses exists to create wealth for other participants in the ecosystem. That’s how we think about things. That’s what being a platform company is all about.
It’s for this reason that our approach to search (note: I have no inside specific knowledge of our search strategy – completely different group, management chain, etc) renders the analogy incorrect. We will pursue opportunities for search that make our partners money; not to use it as a gravity well which is meant to extract value and perhaps share some of that with partners.
Let’s look at this another way. Microsoft did a deal, in theory, with a social networking company (Facebook) to benefit our other businesses. Search is a primary beneficiary, but things like docs.com and Windows Phone are immediate beneficiaries from this closer relationship. Facebook stands to gain as well, with increased usage and traffic. There’s shared value. Google would have to fundamentally rethink their reason for existence to do the same. They are not shy about saying that all value accrues to search. Everything they offer is to get you to search more. Searches have an expected revenue, and Google wants you to do more of them, and do them with Google. Ask any AdSense partner, and they will tell you Google isn’t in the business of equitable sharing of that value creation.
So as a company casting about to bolster it’s position in social, Google would have to have something on offer for trade. Microsoft did a deal with a social company which bolstered our search business. Who, then, would Google do a deal with to bolster their position in social? They have nothing to offer other than search, and they don’t want to share that.
Microsoft, as a search company, can do a deal with a Facebook (social), and there are many surface areas for equitable value transfer. Same thing with Nokia – listen to Elop and Ballmer from the press conference. How many times did they say the word “ecosystem?” Google cannot offer the same. This problem is further exacerbated by the fact that Google’s core search business is under attack by social. Microsoft didn’t have a social business under attack by search. We had a search business under attack from the search incumbent, and we had value to trade with other partners to bolster out position.
Back to Google’s core business: the content on which Google seeks to chew, and from which they seek to generate relevant links for their customers, is being generated more and more behind the worst kind of pay-wall; one for which there is no price of admission.
The Google bot assimilates any unstructured data it can find for its own benefit. The beneficiaries in this relationship are those who create the unstructured data. StackOverflow is a great example of a company being built on the search platform. So is Demand Media. StackOverflow is a company you would want to be in the search results. Demand Media, and the content farms, have debatable quality content which don’t exist to make their customers raving fans, as SO.com does.
Google, unfortunately, finds itself as Germany did in 1944 – in a two front war. Social on one side, the content farms on the other. The value creation has proved too rich a honey pot, and the content farms are gaming the hell out of the algorithm to the detriment of the Google customer experience. So what does Google do? They can’t “fire” all the content farms – there’s not enough StackOverflows to backfill that lost content. The longer the content farms exist to the detriment of Google’s customers, the less revenue available in that honey pot. It’s a mutually destructive symbiotic relationship. Social has the curated link content which could backfill the content farms, but they exist in an unreachable land.
Microsoft used to get compared to the Borg. That time has largely passed. The Google-bot is the new Borg. Facebook, in this particular versioning of the Star Trek polemic, is Picard. However, at the risk of causing a level of nerd rage which is unquantifiable, I would suggest that Facebook is not only Picard, but that he is also made out of Kryptonite. It’s not enough to simply stop the Google-bot at their front door, but the mere co-existence of the two creations causes one to wither.
The incessant probing and attempts to gain entrance to this walled garden of socially curated web essence is an exercise in futility. Worse, there is no retreat point. If we got search wrong, we at least had safe harbor in any of the handful of large, other, businesses. The proverbial light at the end of this tunnel for Google is so bright that, despite being so far off, it feels just within their reach. Sadly, it’s not. Reversing course is impossible, and the only egress is forward through this abyss layered with energy sapping detritus.
One more nerd reference: Admiral Akbar said it best: “It’s a trap!”
To throw one more analogy onto the blog-fire, think about the following chart:
If you don’t know it, click on it and learn (perhaps one of the greatest graphics ever). Google is Napolean, marching into Russia in the dead of winter. Their social endeavor has the risk of moving them along the path of resource losses, only to reach some point where they call it quits, and follow the retreat line out, badly depleted, and a shell of what they once were. It’s an extreme pronouncement, but I don’t think it’s crazy. Disagree? Let me know.
The only way out of this is for Google to buy Twitter. Sad as it makes me to suggest such a thing, that’s the only current viable alternative. Maybe Tublr or Posterous, but Twitter is the only logical choice. And it will cost a shit ton of money (that’s a technical term). This will only serve to temporarily stave off parasitic destruction by the content farms. How long before the Demand Media for the Twitter platform rises? Without credentialing like Facebook, all of the relevant metrics from Twitter are ultimately subject to gaming, and we repeat the cycle anew.
It must really piss Google off that Facebook can ride on the back of every Android phone, and that those users are 2x more active for Facebook than through the website, and there’s nothing Google can do about it, and they can’t benefit from it.
As businesses adopt functionalities in cloud computing, it’s imperative that IT operations consistently ensure cloud systems work correctly – all of the time, and to their best capabilities. In his session at @BigDataExpo, Bernd Harzog, CEO and founder of OpsDataStore, will present an industry answer to the common question, “Are you running IT operations as efficiently and as cost effectively as you need to?” He will expound on the industry issues he frequently came up against as an analyst, and...
Mar. 24, 2017 08:00 AM EDT Reads: 3,878
In his General Session at 16th Cloud Expo, David Shacochis, host of The Hybrid IT Files podcast and Vice President at CenturyLink, investigated three key trends of the “gigabit economy" though the story of a Fortune 500 communications company in transformation. Narrating how multi-modal hybrid IT, service automation, and agile delivery all intersect, he will cover the role of storytelling and empathy in achieving strategic alignment between the enterprise and its information technology.
Mar. 24, 2017 08:00 AM EDT Reads: 7,242
"I think that everyone recognizes that for IoT to really realize its full potential and value that it is about creating ecosystems and marketplaces and that no single vendor is able to support what is required," explained Esmeralda Swartz, VP, Marketing Enterprise and Cloud at Ericsson, in this SYS-CON.tv interview at @ThingsExpo, held June 7-9, 2016, at the Javits Center in New York City, NY.
Mar. 24, 2017 08:00 AM EDT Reads: 3,812
Microservices are a very exciting architectural approach that many organizations are looking to as a way to accelerate innovation. Microservices promise to allow teams to move away from monolithic "ball of mud" systems, but the reality is that, in the vast majority of organizations, different projects and technologies will continue to be developed at different speeds. How to handle the dependencies between these disparate systems with different iteration cycles? Consider the "canoncial problem" ...
Mar. 24, 2017 06:00 AM EDT Reads: 8,365
SYS-CON Events announced today that HTBase will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. HTBase (Gartner 2016 Cool Vendor) delivers a Composable IT infrastructure solution architected for agility and increased efficiency. It turns compute, storage, and fabric into fluid pools of resources that are easily composed and re-composed to meet each application’s needs. With HTBase, companies can quickly prov...
Mar. 24, 2017 04:30 AM EDT Reads: 2,491
Keeping pace with advancements in software delivery processes and tooling is taxing even for the most proficient organizations. Point tools, platforms, open source and the increasing adoption of private and public cloud services requires strong engineering rigor - all in the face of developer demands to use the tools of choice. As Agile has settled in as a mainstream practice, now DevOps has emerged as the next wave to improve software delivery speed and output. To make DevOps work, organization...
Mar. 24, 2017 04:15 AM EDT Reads: 1,221
SYS-CON Events announced today that SoftLayer, an IBM Company, has been named “Gold Sponsor” of SYS-CON's 18th Cloud Expo, which will take place on June 7-9, 2016, at the Javits Center in New York, New York. SoftLayer, an IBM Company, provides cloud infrastructure as a service from a growing number of data centers and network points of presence around the world. SoftLayer’s customers range from Web startups to global enterprises.
Mar. 24, 2017 04:15 AM EDT Reads: 1,143
China Unicom exhibit at the 19th International Cloud Expo, which took place at the Santa Clara Convention Center in Santa Clara, CA, in November 2016. China United Network Communications Group Co. Ltd ("China Unicom") was officially established in 2009 on the basis of the merger of former China Netcom and former China Unicom. China Unicom mainly operates a full range of telecommunications services including mobile broadband (GSM, WCDMA, LTE FDD, TD-LTE), fixed-line broadband, ICT, data communica...
Mar. 24, 2017 03:30 AM EDT Reads: 3,178
SYS-CON Events announced today that CA Technologies has been named “Platinum Sponsor” of SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY, and the 21st International Cloud Expo®, which will take place October 31-November 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. CA Technologies helps customers succeed in a future where every business – from apparel to energy – is being rewritten by software. From ...
Mar. 24, 2017 01:45 AM EDT Reads: 1,256
SYS-CON Events announced today that MobiDev, a client-oriented software development company, will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place June 6-8, 2017, at the Javits Center in New York City, NY, and the 21st International Cloud Expo®, which will take place October 31-November 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. MobiDev is a software company that develops and delivers turn-key mobile apps, websites, web services, and complex softw...
Mar. 24, 2017 01:30 AM EDT Reads: 3,500
SYS-CON Events announced today that Cloud Academy will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. Cloud Academy is the industry’s most innovative, vendor-neutral cloud technology training platform. Cloud Academy provides continuous learning solutions for individuals and enterprise teams for Amazon Web Services, Microsoft Azure, Google Cloud Platform, and the most popular cloud computing technologies. Ge...
Mar. 23, 2017 11:30 PM EDT Reads: 4,368
SYS-CON Events announced today that Loom Systems will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. Founded in 2015, Loom Systems delivers an advanced AI solution to predict and prevent problems in the digital business. Loom stands alone in the industry as an AI analysis platform requiring no prior math knowledge from operators, leveraging the existing staff to succeed in the digital era. With offices in S...
Mar. 23, 2017 11:30 PM EDT Reads: 756
"My role is working with customers, helping them go through this digital transformation. I spend a lot of time talking to banks, big industries, manufacturers working through how they are integrating and transforming their IT platforms and moving them forward," explained William Morrish, General Manager Product Sales at Interoute, in this SYS-CON.tv interview at 18th Cloud Expo, held June 7-9, 2016, at the Javits Center in New York City, NY.
Mar. 23, 2017 10:15 PM EDT Reads: 3,291
With billions of sensors deployed worldwide, the amount of machine-generated data will soon exceed what our networks can handle. But consumers and businesses will expect seamless experiences and real-time responsiveness. What does this mean for IoT devices and the infrastructure that supports them? More of the data will need to be handled at - or closer to - the devices themselves.
Mar. 23, 2017 07:15 PM EDT Reads: 4,315
DevOps is often described as a combination of technology and culture. Without both, DevOps isn't complete. However, applying the culture to outdated technology is a recipe for disaster; as response times grow and connections between teams are delayed by technology, the culture will die. A Nutanix Enterprise Cloud has many benefits that provide the needed base for a true DevOps paradigm.
Mar. 23, 2017 06:00 PM EDT Reads: 1,368
My team embarked on building a data lake for our sales and marketing data to better understand customer journeys. This required building a hybrid data pipeline to connect our cloud CRM with the new Hadoop Data Lake. One challenge is that IT was not in a position to provide support until we proved value and marketing did not have the experience, so we embarked on the journey ourselves within the product marketing team for our line of business within Progress. In his session at @BigDataExpo, Sum...
Mar. 23, 2017 04:15 PM EDT Reads: 2,499
The taxi industry never saw Uber coming. Startups are a threat to incumbents like never before, and a major enabler for startups is that they are instantly “cloud ready.” If innovation moves at the pace of IT, then your company is in trouble. Why? Because your data center will not keep up with frenetic pace AWS, Microsoft and Google are rolling out new capabilities In his session at 20th Cloud Expo, Don Browning, VP of Cloud Architecture at Turner, will posit that disruption is inevitable for c...
Mar. 23, 2017 03:45 PM EDT Reads: 1,804
SYS-CON Events announced today that Telecom Reseller has been named “Media Sponsor” of SYS-CON's 20th International Cloud Expo, which will take place on June 6–8, 2017, at the Javits Center in New York City, NY. Telecom Reseller reports on Unified Communications, UCaaS, BPaaS for enterprise and SMBs. They report extensively on both customer premises based solutions such as IP-PBX as well as cloud based and hosted platforms.
Mar. 23, 2017 03:30 PM EDT Reads: 1,737
SYS-CON Events announced today that Ocean9will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. Ocean9 provides cloud services for Backup, Disaster Recovery (DRaaS) and instant Innovation, and redefines enterprise infrastructure with its cloud native subscription offerings for mission critical SAP workloads.
Mar. 23, 2017 03:30 PM EDT Reads: 1,640
SYS-CON Events announced today that Cloudistics, an on-premises cloud computing company, has been named “Bronze Sponsor” of SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. Cloudistics delivers a complete public cloud experience with composable on-premises infrastructures to medium and large enterprises. Its software-defined technology natively converges network, storage, compute, virtualization, and management into a ...
Mar. 23, 2017 02:30 PM EDT Reads: 1,509