Will The Results of Google’s Power Tilt Be A Competitive Advantage, or Shared with All?

Just wondering, given this news. From a Weisel report: Voracious power needs: Given the rapid expansion of Google's user base and the increasing volumes of search activities, Google's power needs are large. The company has strategically positioned many of its data center to be closer to the power that…

Just wondering, given this news. From a Weisel report:

Voracious power needs: Given the rapid expansion of Google’s user base and the increasing volumes of search activities, Google’s power needs are large. The company has strategically positioned many of its data center to be closer to the power that is required to run its business, but if usage spikes, costs can increase and the RE<C initiative would be one way to increase the consistency of attractive pricing for its power needs. While the company does not disclose its power expenditures, we estimate all of Google’s power needs reside it in its cost of goods line and that power is responsible for 20-30% of COGS (ex depreciation). This would suggest that Google could potentially spend $500-700mn annually in 2008 on power alone, resulting in three to four points of margin. As such, the cost savings associated with affordable renewable energy and a steady source of reliable power could ultimately put the company at a competitive advantage.



Er…but will the learnings be shared? Is this a new business Google intends to own, or an initiative it intends to spearhead? I’ll ask…

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WOW.

Have to grok this, but this is a big, big deal. From the WSJ: In a major break with industry practice, Verizon Wireless said it will allow consumers to use any compatible cellphone on its network and allow open access to the Web and third-party applications. It's is a…

Have to grok this, but this is a big, big deal. From the WSJ:

In a major break with industry practice, Verizon Wireless said it will allow consumers to use any compatible cellphone on its network and allow open access to the Web and third-party applications.

It’s is a reversal for the No. 2 U.S. carrier, which is known to be particularly protective of its network, and an acknowledgment of the direction of the wireless industry. Google Inc. is spearheading a similar move with an open-standards software platform — dubbed Android — and already counts Sprint Nextel Corp. and Deutsche Telekom AG’s T-Mobile USA as allies.

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More on Beacon, FB Ads

The buzz is mixed, to be kind, so far. After Move On's rallying cry, Inside Facebook said this too will pass. But Arrington disagrees. And it doesn't help to have an AP story about it (this one is from last week), or further news that makes Facebook seem less…

The buzz is mixed, to be kind, so far.

After Move On’s rallying cry, Inside Facebook said this too will pass. But Arrington disagrees. And it doesn’t help to have an AP story about it (this one is from last week), or further news that makes Facebook seem less than on the up and up. Venturebeat weighs in, wondering if there’s a there there (there is, sort of, it concludes). Dare isn’t happy.

Meanwhile, Danny points out that the real revolution in advertising is already happening, it’s called search (I agree, but I see FB ads, or something like them, as a key step in the evolution of search ad platforms).

I have been talking to folks about this, and continue to, I know I’ve promised deeper thoughts, they are coming…slowly.

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Tim Berners Lee Starts to Think About The Graph

A recent blog post from the father of the WWW: We can use the word Graph, now, to distinguish from Web. I called this graph the Semantic Web, but maybe it should have been Giant Global Graph! Any worse than WWWW?…So, if only we could express these relationships, such…

A recent blog post from the father of the WWW:

We can use the word Graph, now, to distinguish from Web.

I called this graph the Semantic Web, but maybe it should have been Giant Global Graph! Any worse than WWWW?…So, if only we could express these relationships, such as my social graph, in a way that is above the level of documents, then we would get re-use. That’s just what the graph does for us. We have the technology — it is Semantic Web technology, starting with RDF OWL and SPARQL. Not magic bullets, but the tools which allow us to break free of the document layer. If a social network site uses a common format for expressing that I know Dan Brickley, then any other site or program (when access is allowed) can use that information to give me a better service. Un-manacled to specific documents.

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I Want *My* AdSense Network Too!

By now everyone sees that Facebook's new ad platform is making a bid to be the next Adwords, and (I hope) everyone also sees that the next step is for Facebook to syndicate that platform a la Adsense. Well, MySpace isn't going to be left out of this race….

By now everyone sees that Facebook’s new ad platform is making a bid to be the next Adwords, and (I hope) everyone also sees that the next step is for Facebook to syndicate that platform a la Adsense.

Well, MySpace isn’t going to be left out of this race. It wants its Adsense too, and indicates as much in this Reuters story.

NEW YORK (Reuters) – News Corp’s (NWSa.N: Quote, Profile, Research) Internet division plans to launch an online network to sell advertising across Rupert Murdoch’s sprawling empire and even to other media companies as early as the first half of next year.

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Will Google Buy Content Companies?

That's what Jon Fine speculates in his BizWeek blog. It's possible, but I doubt it. Owning content means managing content. And that's rather messy. Were Google to get into the game, and were it to be honest about where the true profits in Adsense were, it'd buy Demand or…

That’s what Jon Fine speculates in his BizWeek blog. It’s possible, but I doubt it. Owning content means managing content. And that’s rather messy. Were Google to get into the game, and were it to be honest about where the true profits in Adsense were, it’d buy Demand or Name. But that would be a bit too…validating, wouldn’t it?

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Media “Person”

Google is one of several Internet related candidates on I Want Media's annual Media Person of the Year poll. Mark Zuckerberg and Rupert Murdoch are also there, as are a few head scratchers (Imus? Perez Hilton?). As long as you're making companies people, why not add categories, like, say….The…

Google is one of several Internet related candidates on I Want Media’s annual Media Person of the Year poll. Mark Zuckerberg and Rupert Murdoch are also there, as are a few head scratchers (Imus? Perez Hilton?). As long as you’re making companies people, why not add categories, like, say….The Blog?

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Crash Boom

I recently (over the weekend) upgraded to a suggested new version of Mac OSX, 10.4.11 or somesuch, and it's killed my ability to work normally – Firefox and Safari both crash without notice nearly every time I launch em. So it's hard to do the kind of writing/reading I…

I recently (over the weekend) upgraded to a suggested new version of Mac OSX, 10.4.11 or somesuch, and it’s killed my ability to work normally – Firefox and Safari both crash without notice nearly every time I launch em. So it’s hard to do the kind of writing/reading I usually do on a Sunday night/Monday morning…more when I know more…

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