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Thinking Out Loud About Voice Search: What’s the Business Model?

By - February 10, 2012

(image) I don’t have Siri yet – I’m still using my “old” iPhone 4. But I do have my hands on a new (unboxed) Nexus, which has Google Voice Actions on it, and I’m sure at some point I’ll get a iPhone 4GS. So this post isn’t written from experience as much as it’s pure speculation, or as I like to call it, Thinking Out Loud.

But driving into work yesterday I realized how useful voice search is going to be to me, once I’ve got it installed. Stuck in traffic, I tried searching for alternate routes, and it struck me how much easier it’d be to just say “give me alternate routes.” That got me thinking about all manner of things – many of which are now possible – “Text my wife I’ll be late,” “Email my assistant and ask her to print the files for my 11 am meeting,” “Find me a good liquor store within a mile of here,” (I’ve actually done that one using Siri on my way to a friend’s house last weekend).

I’ve written about this before, of course (see Texting Is Stupid, for one example from over three years ago), and I predicted in 2011 that voice was going to be a game changer. It clearly is, but now my question is this: What’s the business model?

I hate to pick on Google, but it’s worth asking the question, given how it dominates mobile search: What happens to the AdWords business model when a large percentage of mobile searches are done using voice? Given we don’t look at our screens while using voice commands (pretty much the whole point, no?), how will Google make money from voice search?

It’s an interesting question, but not for Apple – Apple doesn’t make money through search ads, so it can give voice search away for free, and use it as a benefit of buying and using the hardware device (which is where Apple makes its coin, after all). And from what I can tell, Apple uses Yahoo, Wolfram, Yelp and others to populate Siri’s search answers, not Google. I’m sure there’s a direct reason for that: Google probably wanted some kind of fee from Apple, and I’m guessing Apple had little interest in paying. (I also don’t know if Apple is paying Yahoo, Wolfram or Yelp, if any of you do, please let me know…)

Now, Google does have one model in market that could translate to money in voice search – what it calls “Click to Call.” This is the ability for businesses to integrate direct phone calling into their mobile ads. I don’t know if that model is integreated into Voice Actions, but I’d be surprised if it didn’t show up soon (I can imagine Google’s version of Siri asking “Would you like to call this business now?”). And while that should prove a decent revenue stream, it won’t cover the majority of voice searches. And Google isn’t a company that likes to give away search without a monetization strategy.

What do you think such a strategy might be? Could we even imagine the return of “paid inclusion” – where voice search results are returned based on who pays to be part of the results? Sounds far fetched, but at the right scale, it could work.

I’ve not done much thinking about this, but I bet some of you have. What do you say?

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Yahoo Visualizes Its Content CORE

By - February 09, 2012

Yahoo has always been proud of the algorithms that drive its choice of personalized content, but it’s hard to grok exactly what they do behind the scenes to make the magic happen. Today the company released a visualization of its “C.O.R.E.” (Content Optimization and Relevance Engine) technology, and the result is pretty cool. From a release sent to me by Yahoo:

 

  • C.O.R.E. (Content Optimization and Relevance Engine) is a suite of technologies developed by Yahoo! Labs to surface the stories most interesting to you, based on your reading behavior over time.
  • Every hour C.O.R.E. processes 1.2 terrabytes of data in order to learn how a user’s behaviors and interests influence the likelihood of clicking on a specific article. And, every day, C.O.R.E. personalizes 2.2 billion pieces of content for Yahoo! users.
  • Since optimizing with C.O.R.E., Yahoo!’s Homepage click-through rate has increased 300%.
  • Yahoo!’s personalization approach is a clever mix of scientific algorithms and human judgment, as editors have control to override C.O.R.E. at any time, to ensure certain stories are seen.
  • Initially developed within Yahoo! Labs, C.O.R.E. has become a vital tool used throughout the day by editors across the company to bring our users personalized news, first.

The visualization lets you see stories through filters of gender, age, and interest. The image above, for example, shows a male in may age range interested in business and finance. Well worth playing around with, and a very good example of what I call “dependent web” content.

More information on Yahoo’s blog here.

Larry Page’s “Tidal Wave Moment”?

By - February 07, 2012

Who remembers the moment, back in 1995, when Bill Gates wrote his famous Internet Tidal Wave Memo? In it he rallied his entire organization to the cause of the Internet, calling the new platform an existential threat/opportunity for Microsoft’s entire business. In the memo Gates wrote:

“I assign the Internet the highest level of importance. In this memo I want to make clear that our focus on the Internet is crucial to every part of our business. The Internet is the most important single development to come along since the IBM PC was introduced in 1981.”

The memo runs more than 5300 words and includes highly detailed product plans across all of Microsoft. In retrospect, it probably wasn’t a genius move to be so transparent – the memo became public during the US Dept. of Justice action against Microsoft in the late 1990s.

It strikes me that Larry Page at Google could have written such a memo to all Googlers last year. Of course, Page and his advisors must have learned from Microsoft’s mistakes, and certainly don’t want a declarative memo floating around the vast clouds of Internet eternity. Bad things can happen from direct mandates such as those made by Gates – in the memo he mentions that Microsoft must “match and beat” Netscape, for example, words that came back to haunt him during the DOJ action.

Here’s what Page might have written to his staff in 2011, with just a few words shifted:

“ I assign social networking the highest level of importance. In this memo I want to make clear that our focus on social networking is crucial to every part of our business. Social networking is the most important single development to come along since Google was introduced in 1998.”

I very much doubt Page wrote anywhere that Google must “match and beat” Facebook. And unlike Gates, he probably did not pen detailed memos about integrating Google+ into all of Google’s products (as Gates did – for pages – declaring that Microsoft must integrate the Internet into all of its core products.)

But it’s certainly not lost on any Googler how important “social” is to the company: all of their bonuses were tied to social last year.

So why am I bringing this up now? Well, I’ve got no news hook. I’m just doing research for the book, and came across the memo, and its tone and urgency struck a familiar note. The furor around Search Plus Your World has died down, but it left a bad taste in a lot of folks’ mouths. But put in the context of “existential threat,” it’s easier to understand why Google did what it did.

Unlike the Internet, which was a freely accessible resource that any company could incorporate into its products and services, to date “social” has been dominated by one company, a company that Google has been unable to work with. Imagine if, when Gates wrote his Tidal Wave memo, the “Internet” he spoke of was controlled entirely by, say, MCI, and that Microsoft was unable to secure a deal to get all that Internet goodness into its future products.

That seems to be where Google finds itself, at least by its own reckoning. To continue being a great search engine, it needs the identity and relationship data found, for the most part, behind Facebook’s walls.

I’ve written elsewhere about the breakdown of the open web, the move toward more “walled gardens of data,” and what that does to Google’s ability to execute its core business of search. And it’s not just social – readers have sent me tons of information that predict how mobile, in particular, will escape the traditional reaches of Google’s spidering business model. I hope to pore through that information and post more here, but for now, it’s worth reading a bit of history to put Google’s moves into broader context.

It’s Not Whether Google’s Threatened. It’s Asking Ourselves: What Commons Do We Wish For?

By - February 02, 2012

If Facebook’s IPO filing does anything besides mint a lot of millionaires, it will be to shine a rather unsettling light on a fact most of us would rather not acknowledge: The web as we know it is rather like our polar ice caps: under severe, long-term attack by forces of our own creation.

And if we lose the web, well, we lose more than funny cat videos and occasionally brilliant blog posts. We lose a commons, an ecosystem, a “tangled bank” where serendipity, dirt, and iterative trial and error drive open innovation. Google’s been the focus of most of this analysis (hell, I called Facebook an “existential threat” to Google on Bloomberg yesterday), but I’d like to pull back for a second.

This post has been brewing in me for a while, but I was moved to start writing after reading this piece in Time:

Is Google In Danger of Being Shut Out of the Changing Internet?

The short answer is Hell Yes. But while I’m a fan of Google (for the most part), to me the piece is focused too narrowly on what might happen to one company, rather than to the ecosystem which allowed that company to thrive. It does a good job of outlining the challenges Google faces, which are worth recounting (and expanding upon) as a proxy for the larger question I’m attempting to elucidate:

1. The “old” Internet is shrinking, and being replaced by walled gardens over which Google’s crawlers can’t climb. Sure, Google can crawl Facebook’s “public pages,” but those represent a tiny fraction of the “pages” on Facebook, and are not informed by the crucial signals of identity and relationship which give those pages meaning. Similarly, Google can crawl the “public pages” of Apple’s iTunes store on the web, but all the value creation in the mobile iOS appworld is behind the walls of Fortress Apple. Google can’t see that information, can’t crawl it, and can’t “make it universally available.” Same for Amazon with its Kindle universe, Microsoft’s Xbox and mobile worlds, and many others.

2. Google’s business model depends on the web remaining open, and given #1 above, that model is imperiled. It’s damn hard to change business models, but with Google+ and Android, the company is trying. The author of the Time piece is skeptical of Google’s chances of recreating the Open Web with these new tools, however.

He makes a good point. But to me, the real issue isn’t whether Google’s business model is under attack by forces outside its control. Rather, the question is far more existential in nature: What kind of a world do we want to live in?

I’m going to say that again, because it bears us really considering: What kind of a world do we want to live in? As we increasingly leverage our lives through the world of digital platforms, what are the values we wish to hold in common? I wrote about this issue a month or so ago:  On This Whole “Web Is Dead” Meme. In that piece I outlined a number of core values that I believe are held in common when it comes to what I call the “open” or “independent” web. They also bear repeating (I go into more detail in the post, should you care to read it):

- No gatekeepers. The web is decentralized. Anyone can start a web site. No one has the authority (in a democracy, anyway) to stop you from putting up a shingle.

An ethos of the commons. The web developed over time under an ethos of community development, and most of its core software and protocols are royalty free or open source (or both). There wasn’t early lockdown on what was and wasn’t allowed. This created chaos, shady operators, and plenty of dirt and dark alleys. But it also allowed extraordinary value to blossom in that roiling ecosystem.

- No preset rules about how data is used. If one site collects information from or about a user of its site, that site has the right to do other things with that data, assuming, again, that it’s doing things that benefit all parties concerned.

- Neutrality. No one site on the web is any more or less accessible than any other site. If it’s on the web, you can find it and visit it.

- Interoperability. Sites on the web share common protocols and principles, and determine independently how to work with each other. There is no centralized authority which decides who can work with who, in what way.

I find it hard to argue with any of the points above as core values of how the Internet should work. And it is these values that created Google and allowed the company to become the world beater is has been these past ten or so years. But if you look at this list of values, and ask if Apple, Facebook, Amazon, and the thousands of app makers align with them, I am afraid the answer is mostly no. And that’s the bigger issue I’m pointing to: We’re slowly but surely creating an Internet that is abandoning its original values for…well, for something else that as yet is not well defined.

This is why I wrote Put Your Taproot Into the Independent Web. I’m not out to “save Google,” I’m focused on trying to understand what the Internet would look like if we don’t pay attention to our core shared values.

And it’s not fair to blame Apple, Facebook, Amazon, or app makers here. In conversations with various industry folks over the past few months, it’s become clear that there are more than business model issues stifling the growth of the open web. In no particular order, they are:

1. Engineering. It’s simply too hard to create super-great experiences on the open web. For many high value products and services, HTML and its associated scripting languages, including HTML5, are messy, incomplete, and are not as fast, clean, and elegant as coding for iOS or the Facebook ecosystem. I’ve heard this over and over again. This means developers are drawn to the Apple universe first, web second. Value accrues where engineering efforts pay off in a more compelling user experience.

2. Mobility. The PC-based HTML web is hopelessly behind mobile in any number of ways. It has no eyes (camera), no ears (audio input), no sense of place (GPS/location data). Why would anyone want to invest in a web that’s deaf, dumb, blind, and stuck in one place?

3. Experience. The open web is full of spam, shady operators, and blatant falsehoods. Outside of a relatively small percentage of high quality sites, most of the web is chock full of popup ads and other interruptive come-ons. It’s nearly impossible to find signal in that noise, and the web is in danger of being overrun by all that crap. In the curated gardens of places like Apple and Facebook, the weeds are kept to a minimum, and the user experience is just…better.

So, does that mean the Internet is going to become a series of walled gardens, each subject to the whims of that garden’s liege?

I don’t think so. Scroll up and look at that set of values again. I see absolutely no reason why they can not and should not be applied to how we live our lives inside the worlds of Apple, Facebook, Amazon, and the countless apps we have come to depend upon. But it requires a shift in our relationship to the Internet. It requires that we, as the co-creators of value through interactions, data, and sharing, take responsibility for ensuring that the Internet continues to be a commons.

I expect this will be less difficult that it sounds. It won’t take a political movement or a wholesale migration from Facebook to more open services. Instead, I believe in the open market of ideas, of companies and products and services which identify  the problems I’ve outlined above, and begin to address them through innovative new approaches that solve for them. I believe in the Internet. Always have, and always will.

Related:

Predictions 2012 #4: Google’s Challenging Year

We Need An Identity Re-Aggregator (That We Control)

Set The Data Free, And Value Will Follow

A Report Card on Web 2 and the App Economy

The InterDependent Web

On This Whole “Web Is Dead” Meme

Google+ Spreads to AdSense, Will It Spread to the Whole Web?

By - January 25, 2012

Seen in the wild (well, OK, on this very site):

The “Recommend this on Google” hover box at the bottom is new, I’ve never seen it before (then again, my ads are usually from FM). It’s what we in the biz call a “social overlay” or a “social ad” – and as far as I can tell, it’s only available to those advertisers who use Google AdSense.

Why am I on about this? Because some weeks ago, Facebook told a bunch of advertisers and third parties (FM was one of them) that it was no longer OK to integrate Facebook actions into third party advertisements. This was always in their policies, but everyone was pretty much ignoring it – including most of the largest advertisers on the planet. After all, it’d be pretty hard to tell major television advertisers to stop asking viewers to “Like us on Facebook”. But for some reason, Facebook recently decided enough was enough online, and won’t let folks do exactly the same thing – with interactive functionality – online. You won’t be seeing ads on any site that integrate Facebook Likes, Shares, or other verbs, unless the advertisers paying for those ads have cut special deals with Facebook. (Or, of course, unless Facebook launches its own ad network…)

And yes, my sense of why Facebook might all-of-a-sudden-restrict advertisers or their partners from using Facebook actions in their ads stems from my prediction that Facebook is going to launch a competitor to AdSense, and that Facebook will want to differentiate its competitor by making “FaceSense” the only place across the web where you can run ads that drive Facebook social actions – Likes, Subscriptions, Shares, Recommendations, etc.

Because of this, I recently asked Google whether it would impose the same kind of restrictions on how advertisers might integrate Google+. I got a nuanced and careful response – Google doesn’t support it now, but is open to the idea in the future.

I’m thinking Google can differentiate itself by not acting like Facebook, but instead allow any advertiser to integrate “+1″ into their ads, regardless of where that ad runs – be it a direct buy on ESPN, an independent web player like FM, or, as seen above, a buy on Google’s own AdSense service.*

Anyway, it’s worth thinking about as we plot the strategies of the Big Five – what will their policies be relating to corporate speech and social services? So far, the answer is “not sure.” Worth asking Microsoft, Apple, and Amazon, come to think of it….I can’t imagine, for example, that Apple welcomes Facebook icons integrated into its iAds product – but then again, Facebook now doesn’t allow it anyway. Which seems to me a violation of some corporate right to free speech – but I digress. For now.

* If you’re wondering why is AdSense on my blog these days, well, I’m getting more traffic than we thought I would in January, and AdSense is picking up some of the extra impressions. Thanks for reading – I’m honored. 

The Future of War (From Jan., 1993 to the Present)

By - January 24, 2012

(image is a shot of my copy of the first Wired magazine, signed by our founding team)
I just read this NYT piece on the United States’ approach to unmanned warfare: Do Drones Undermine Democracy?. From it:

There is not a single new manned combat aircraft under research and development at any major Western aerospace company, and the Air Force is training more operators of unmanned aerial systems than fighter and bomber pilots combined. In 2011, unmanned systems carried out strikes from Afghanistan to Yemen. The most notable of these continuing operations is the not-so-covert war in Pakistan, where the United States has carried out more than 300 drone strikes since 2004.

Yet this operation has never been debated in Congress; more than seven years after it began, there has not even been a single vote for or against it. This campaign is not carried out by the Air Force; it is being conducted by the C.I.A. This shift affects everything from the strategy that guides it to the individuals who oversee it (civilian political appointees) and the lawyers who advise them (civilians rather than military officers).

It also affects how we and our politicians view such operations. President Obama’s decision to send a small, brave Navy Seal team into Pakistan for 40 minutes was described by one of his advisers as “the gutsiest call of any president in recent history.” Yet few even talk about the decision to carry out more than 300 drone strikes in the very same country.

Read the whole piece. Really, read it. If any article in the past year or so does a better job of displaying how what we’ve built with technology is changing the essence of our humanity, I’d like to read it.

For me, this was a pretty powerful reminder. Why? Because we put the very same idea on display as the very first cover story of Wired, nearly 20 years ago. Written by Bruce Sterling, whose star has only become brighter in the past two decades, it predicts the future of war with an eerie accuracy. In the article, Sterling describes “modern Nintendo training for modern Nintendo war.” Sure, if he was all seeing, he might have said Xbox, but still…here are some quotes from nearly 20 years ago:

The omniscient eye of computer surveillance can now dwell on the extremes of battle like a CAT scan detailing a tumor in a human skull. This is virtual reality as a new way of knowledge: a new and terrible kind of transcendent military power.

…(Military planners) want a pool of contractors and a hefty cadre of trained civilian talent that they can draw from at need. They want professional Simulation Battle Masters. Simulation system operators. Simulation site managers. Logisticians. Software maintenance people. Digital cartographers. CAD-CAM designers. Graphic designers.

(Ed: Like my son playing Call of Duty?)

And it wouldn’t break their hearts if the American entertainment industry picked up on their interactive simulation network technology, or if some smart civilian started adapting these open-architecture, virtual-reality network protocols that the military just developed. The cable TV industry, say. Or telephone companies running Distributed Simulation on fiber-to-the-curb. Or maybe some far-sighted commercial computer-networking service. It’s what the military likes to call the “purple dragon” angle. Distributed Simulation technology doesn’t have to stop at tanks and aircraft, you see. Why not simulate something swell and nifty for civilian Joe and Jane Sixpack and the kids? Why not purple dragons?

(Ed: Skyrim, anyone?!)

Can governments really exercise national military power – kick ass, kill people – merely by using some big amps and some color monitors and some keyboards, and a bunch of other namby-pamby sci-fi “holodeck” stuff?

The answer is yes.

Say you are in an army attempting to resist the United States. You have big tanks around you, and ferocious artillery, and a gun in your hands. And you are on the march.

Then high-explosive metal begins to rain upon you from a clear sky. Everything around you that emits heat, everything around you with an engine in it, begins to spontaneously and violently explode. You do not see the eyes that see you. You cannot know where the explosives are coming from: sky-colored Stealths invisible to radar, offshore naval batteries miles away, whip-fast and whip-smart subsonic cruise missiles, or rapid-fire rocket batteries on low-flying attack helicopters just below your horizon. It doesn’t matter which of these weapons is destroying your army – you don’t know, and you won’t be told, either. You will just watch your army explode.

Eventually, it will dawn on you that the only reason you, yourself, are still alive, still standing there unpierced and unlacerated, is because you are being deliberately spared. That is when you will decide to surrender. And you will surrender. After you give up, you might come within actual physical sight of an American soldier.

Eventually you will be allowed to go home. To your home town. Where the ligaments of your nation’s infrastructure have been severed with terrible precision. You will have no bridges, no telephones, no power plants, no street lights, no traffic lights, no working runways, no computer networks, and no defense ministry, of course. You have aroused the wrath of the United States. You will be taking ferries in the dark for a long time.

Now imagine two armies, two strategically assisted, cyberspace-trained, post-industrial, panoptic ninja armies, going head-to-head. What on earth would that look like? A “conventional” war, a “non-nuclear” war, but a true War in the Age of Intelligent Machines, analyzed by nanoseconds to the last square micron.

Who would survive? And what would be left of them?

Who indeed.

Put Your Taproot Into the Independent Web

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(image) This article - Early Facebook App Causes Is Being Reborn As A Polished Web Site For Good – caught my eye as I was nodding off last night (thanks so much for moving the web into my bedroom, Flipboard. No really.)

Now, it didn’t catch my eye because of its subject – Causes – but because of what its subject was doing: refocusing its business back out on the Independent Web, from its original home in the zoological garden that is the Facebook platform.

This is indicative of what I believe will become a trend over the next year or so, barring moves by Facebook to stem the tide (I’ve heard tell of far more “weblike” canvas pages coming, for instance). Companies that have planted their presence too deeply into the soils of Facebook are going to realize they need to control their own destiny, and move their focus and their core presence back into the independent waters of the open Internet (think Zynga “project Z”, for instance). Listen to Causes VP Chris Chan on the decision to move back to Causes.org:

As the years have progressed the web has gotten a lot more social, and it makes more sense to have our own brand and site. We can still be ‘on’ Facebook in the sense that we plug into News Feed and fan pages, but having our own brand gives us full, top to bottom control over the product experience, something that we think is critical for building the best tool possible for organizers to create campaigns for social change.

That “full, top to bottom control” means a lot more than just the chrome finishes on your website. It means controlling all the data created by interactions on that site, including if and how you share that data with your consumers and your partners (including Facebook, of course).

In seminars, writings, conferences, and speaking gigs around the world over the past couple of years, I’ve started using a phrase when asked my opinion of what a brand’s social strategy might be, in particular when it comes to Facebook. The context is nuanced (I’m a fan of integrating Facebook into your brand efforts), but the point is simple: If you are a brand, publisher, or independent voice, don’t put your taproot into the soils of Facebook. Plant it in the independent web. (A bit more on this can be found here).

Now, that doesn’t mean “don’t use Facebook,” not at all. I think Facebook is an extraordinarily important part of the Internet ecosystem, and having a robust presence there is a critical part of any brand (or company’s) strategy.

But Facebook is a for profit, advertising and data-driven company. If you seat mission critical portions of your business inside its walls, you are driving value to Facebook – and you are presuming the trade, in terms of traffic and virality, will come out on balance favoring you. I wouldn’t count on that. Facebook will always have more data than you do about how consumers use the Facebook platform, and will always be able to leverage that data more effectively.

Not to mention, have you checked out Facebook’s terms of service when it comes to using data derived from its platform? Here are a few choice terms that come from a quick perusal (sources are here and here):

- You own your own content, but you grant Facebook license to use it as well.

- You may only request user data needed to operate your app (if you create a Facebook app as part of your presence on Facebook).

- You may not use data collected in your app in your other advertising efforts (including ad networks).

- You may not integrate analytics from third party sources into your efforts inside Facebook. Facebook, however, can gather data from how your app or page is used for their own advertising programs.

- Facebook reserves the right to do exactly what you’re doing at any time – if you create a killer new app inside Facebook, and it takes off, Facebook can decide to do the same thing. (Clearly Facebook isn’t motivated to do this if it angers a major advertising partner, but this term does give pause).

- Facebook reserves the right to market your work in Facebook’s own promotional efforts.But if you want to promote what you are doing on Facebook across third party advertising networks out on the Independent Web, you must get written permission.*

(I’ll be writing more about terms of service in general in another post). 

Now, I don’t think Facebook’s terms are particularly crazy, they’re written by lawyers looking to protect and  preserve as much value as possible for Facebook as a corporation. They have the right to do so, and they are quite open and transparent about their policies.

But it drives me crazy to see major brands using expensive television time to drive consumers to a Facebook program that lives exclusively inside Facebook. (I imagine the reverse is true when Facebook executives see those same ads). I’m sure it works in the short term – you get folks there, they “like” or “follow” your brand, and they engage in whatever promotion or campaign is currently running. But if that campaign, promotion, or program lives only on Facebook, well, good luck deriving all the value you possibly can from it.

If that same program lives out on the Independent web – your own site, on your own domain, with your own platform – then you own all the data and insights, and you can broker those assets back into a Facebook page, or anywhere else you may care to. It doesn’t work the other way around. Imagine trying to replicate the value you create in a Facebook-exclusive program into, say, Google+ or Twitter, or in a major buy across an agency trading desk. Not with the terms outlined above.

It’s not like Facebook is stopping brands from leveraging the service out on the open web – that’s the point of the Open Graph, after all (and it’s what Causes is using now). Facebook knows that independence is critical to the future of the Internet, and has created tools to insure it’s a major player there. My advice: use those tools inside your own presence on the web. But put your taproot into soil that you control, soil that is shared by the millions of other independent voices on the web. That insures you’ll be part of a free and open ecosystem where serendipity and opportunity can create wonderful new possibilities.

—-

*Thanks to my researcher, LeeAnn Prescott, for analysis of these terms. If I’ve gotten any of this wrong, I hope folks from Facebook and/or my smarter-than-I-am readership will correct me, and I’ll update this post accordingly. 

Also, an important caveat – I am founder and Chair of a company that promotes the Independent Web, and operates a significant network for the purposes of advertising. 

Google+: Now Serving 90 Million. But…Where’s the Engagement Data!

By - January 20, 2012

Google didn’t have a great earnings call today – the company missed Wall St. estimates and the stock is getting hammered in after hours trading - it’s down 9 percent, which is serious whiplash for a major stock in one day.

But while there’s probably much to say about the earnings call – in particular whether Google’s core CPC business is starting to erode (might that be due to Facebook, Wall St. wonders?) – I’m more interested in Google’s jihad against samesaid competitor, a jihad called Google+.

And in the earnings call, Google+ was identified as one of the shining stars of the quarter.

Here’s a quote from the press release, the very first quote, attributed to Larry Page. I’ve highlighted the parts where Google+ is mentioned.

 “I am super excited about the growth of Android, Gmail, and Google+, which now has 90 million users globally – well over double what I announced just three months ago. By building a meaningful relationship with our users through Google+ we will create amazing experiences across our services.”

You getting that? The lead quote had to do with Google+, pretty much, not the company’s earnings, which ended up being a miss (Google is blaming fluctuations in foreign currency for much of that, and I have no idea whether that’s true, false, or silly).

But here’s my question: When is Google going to release actual engagement numbers for Google+? Because in the end, that’s all that really matters. As I have written in the past, it’s pretty easy to get a lot of people signing up for Google+ if you integrate it into everything Google does (particularly if you do it the way they’ve done it with search).

But can you get those folks to engage, deeply? That’d be a real win, and one I’d give full credit to Google for executing. After all, it’s one thing to get the horse to water…another to have it pull up a chair and share a few stories with friends.

Now, Page did talk about engagement in his comments today, but as far as I can tell, it was not specific to Google+ (though it was crafted to be easily conflated, and in reports I’ve seen across the web, it has been). He certainly led with Google+, but this is what he said:

“Engagement on + is also growing tremendously. I have some amazing data to share there for the first time: +users are very engaged with our products — over 60% of them engage daily, and over 80% weekly.”

Er….so you’re saying the folks who use Google+ use *Google* a lot. That’s not surprising – most of them came to Google+ because they were already using Google a lot. But what about minutes per month using Google+? I’m guessing if Google had good news on that particular front, they’d be trumpeting it in a more direct fashion.

Look, I’m being critical here, and perhaps unfairly. But like many others, I’m a bit baffled by Google’s moves last week around search integration, and I’m looking forward to Google addressing the mounting criticism from not only its competitors, but its fans as well. So far, the company has decided to ignore it – both in its earnings calls, and in my own communications with company representatives. That only leads to speculation that Google is doing this on purpose, to get to critical mass with G+ before, cough cough, apologizing a month or so down the line and “fixing” the approach it’s taken to search integration.

I’m going to be down there soon, talking to key execs in search and, I hope, at Google+. There are always more sides to the story than are apparent as that story develops. Stay tuned.

What Might A Facebook Search Engine Look Like?

By - January 16, 2012

(image) Dialing in from the department of Pure Speculation…

As we all attempt to digest the implications of last week’s Google+ integration, I’ve also be thinking about Facebook’s next moves. There’s been plenty of speculation in the past that Facebook might compete with Google directly – by creating a full web search engine. After all, with the Open Graph and in particular, all those Like buttons, Facebook is getting a pretty good proxy of pages across the web, and indexing those pages in some way might prove pretty useful.

But I don’t think Facebook will create a search engine, at least not in the way we think about search today. For “traditional” web search, Facebook can lean on its partner Microsoft, which has a very good product in Bing. I find it more interesting to think about what “search problem” Facebook might solve in the future that Google simply can’t.

And that problem could be the very same problem (or opportunity) that Google can’t currently solve for, the very same problem that drove Google to integrate Google+ into its main search index: that of personalized search.

As I wrote over the past week, I believe the dominant search paradigm – that of crawling a free and open web, then displaying the best results for any particular query – has been broken by the rise of Facebook on the one hand, and the app economy on the other. Both of these developments are driven by personalization – the rise of “social.”

Both Facebook and the app economy are invisible to Google’s crawlers. To be fair, there are billions of Facebook pages in Google’s index, but it’s near impossible to “organize them and make them universally available” without Facebook’s secret sauce (its social graph and related logged in data). This is what those 2009 negotiations broke down over, after all.

The app economy, on the other hand, is just plain invisible to anyone. Sure, you can go to one of ten or so app stores and search for apps to use, but you sure can’t search apps the way you search, say, a web site. Why? First, the use case of apps, for the most part, is entirely personal, so apps have not been built to be “searchable.” I find this extremely frustrating, because why wouldn’t I want to “Google” the hundreds of rides and runs I’ve logged on my GPS app, as one example?

Secondly, the app economy is invisible to Google because data use policies of the dominant app universe – Apple – make it nearly impossible to create a navigable link economy between apps, so developers simply don’t do it. And as we all know, without a navigable link economy, “traditional” search breaks down.

Now, this link economy may well be rebuilt in a way that can be crawled, through up and coming standards like HTML5 and Telehash. But it’s going to take a lot of time for the app world to migrate to these standards, and I don’t know that open standards like these will necessarily win. Not when there’s a platform that already exists that can tie them together.

What platform is that, you might ask? Why, Facebook, of course.

Stick with me here. Imagine a world where the majority of app builders integrate with Facebook’s Open Graph, instrumenting your personal data through Facebook such that your data becomes searchable. (If you think that’s crazy, remember how most major companies and app services have already fallen all over themselves to leverage Open Graph). Then, all that data is hoovered into Facebook’s “search index”, and integrated with your personal social graph. Facebook then builds an interface to all you app data, add in your Facebook social graph data, and then perhaps tosses in a side of Bing so you can have the whole web as a backdrop, should you care to.

Voila – you’ve got yourself a truly personalized new kind of search engine. A Facebook search engine, one that searches your world, apps, Facebook and all.

Strangers things will probably happen. What do you think?

Update: Facebook’s getting one step closer this week…

 

Our Google+ Conundrum

By - January 14, 2012

I’m going to add another Saturday morning sketch to this site, and offer a caveat to you all: I’ve not bounced this idea off many folks, and the seed of it comes from a source who is unreservedly biased about all this. But I thought this worth airing out, so here you have it.

Given that Google+ results are dominating so many SERPs these days, Google is clearly leveraging its power in search to build up Google+. Unless a majority of people start turning SPYW (Search Plus Your World) off, or decide to search in a logged out way, Google has positioned Google+ as a sort of “mini Internet,” a place where you can find results for a large percentage of your queries.(My source is pretty direct about this: “Google has decided that beating Facebook is worth selling their soul.”)

But to my point. An example of samesaid is the search I did this morning for that Hitler video I posted. Here’s a screenshot of my results:

 

As you can see, the Universal search feature kicked in, and put News results at the top. I know that news results won’t get me straight to the video, I want the YouTube or Vimeo page, not a story about the video. So I look to the results below. The next four results are from Google+. Right below the fold is the actual YouTube video. I didn’t see it on first blush.

So I found that video by clicking on someone’s Google+ post about it (see how the first one is purple, and not blue? That’s the one I clicked on). Some dude I don’t know posted it to Google+, I clicked through to his post (gaining Google another pageview), then clicked through the video to YouTube. That’s lame. That’s not a Googley search experience.

But if that’s how the world of Google works now, that means it’s very important that you tend your Google+ pages, so that you rank well in Google search. Google has pretty much gamed its own search engine to insure Google+ will succeed.

This is what happens when you tell your entire staff that your salary depends on winning in social. 

Now, this presents us all a conundrum. If a large percentage of people are logged into Google and/or Google+ when they are searching for stuff, that means Google+ pages are going to rank well for those people. Hence, I really have no choice but to play Google’s game, and tend to my Google+ page, be I a brand, a person, a small business…. are you getting the picture here? If you decide to NOT play on Google+, you will, in essence, be devalued in Google search, at least for the percentage of people who are logged in whilst using Google.

I dunno. This strikes me as wrong. I’ve spent nearly ten years building this site, Searchblog, and it has tens of thousands of inbound links, six thousand posts, nearly 30,000 comments, etc., etc. But if you are logged into Google+ and search for me, you’re going to get my Google+ profile first.

Seems a bit off. Seems like Google is taking the first click away from me and directing it to a Google service.

Now, if I decide to protest this, and delete my Google+ account, I better pray no one else named John Battelle creates a Google+ account, or they will rank ahead of me. And while Battelle is a pretty unique name, there are actually quite a few of us out there. Imagine if my name was John Kelly? Or Joe Smith?

Yikes. Quite a conundrum.

Again, just sketching on a Saturday morning. It’s a beautiful day, so I think I’ll stop, take a ride, and think a bit more about it before I write anymore.

Related:

It’s Not About Search Anymore, It’s About Deals

Hitler Is Pissed About Google+

Google Responds: No,That’s Not How Facebook Deal Went Down (Oh, And I Say: The Search Paradigm Is Broken)

Compete To Death, or Cooperate to Compete?

Twitter Statement on Google+ Integration with Google Search

Search, Plus Your World, As Long As It’s Our World