Month: March 2025

The University of Peers and Elders

For the past ten or so years I’ve harbored a mostly secret desire to return to graduate school. Part of this is because I’m a frustrated academic – when I was a senior in college, I seriously considered the PhD program in Anthropology at Berkeley, thinking I’d write a masterful ethnography of the nascent technology industry. But I was put off by a doctoral candidate’s admonition that, should I choose her path, I “better get used to eating ramen for the next seven years.” 

Instead I went to work covering the tech industry as a reporter, then pursued a Master’s in Journalism, also at Berkeley. Despite its status as a two-year program replete with a thesis, journalism at Berkeley – or anywhere – happens to be one of the least academic fields of study possible. I did write a rather lengthy (and quite dry) paper on the future of publishing as it relates to new digital technologies. But by the time I was finished, all I really wanted to do was start a magazine. 

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Facebook Goes Backward. Why?

Earlier this week I met a fellow who, among very many other things, is a member of a bicycling group based where I live. Given that I live in a pretty small community, I was stunned I’d never heard of the club, which has 900 active members and runs four or five organized rides a week. How’d I miss it?

Well, the fellow told me, it’s a Facebook group. You should join! For the first time in ages, I fired up Facebook with the intention of actually doing something useful. I applied to join the group, then promptly forgot about it. I lost the habit of checking into Facebook more than a decade ago, and I have all notifications from the app turned off.

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Google (And all of Tech) to News: Shove It.

There’s an old maxim in the news business: Stories in which a dog bites a man are uninteresting. But a man biting a dog? Now that’s worth writing up!

Last week Google released a report on the value of news to its business. Its conclusions minced no words. Here’s the money quote: “…news content in Search has no measurable impact on ad revenue for Google.”

On first glance, Google’s experiment feels like a Dog Bites Man story – everyone knows news doesn’t drive advertising revenue – hell, I lived that truth most of my career, most recently with The Recount, which attempted to convince advertisers to support high-quality news coverage across video and social media (we couldn’t). But look a bit closer, and you might just see a Man Bites Dog story after all.

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Where’s The Business Model in Chat-Based Search?

 

Google’s AI Overviews feature in its main search service.

Two years ago I wrote a series of posts exploring the business model and interface implications of generative AI-based search. At the time, it was not clear how Google would respond to the existential threat that ChatGPT and its peers seemed to present. If it took root, a chat-like interface to search would fundamentally disrupt Google’s core revenue model. What was the company going to do about that?

I noted that six months into the GPT revolution, Google’s response seemed to be overly cautious. I encouraged the famously slow-moving company to go on offense: “It’s time to push something out to market, it’s time to declare yourself the leader in this new market, and it’s time to lay out a vision for what the future of computing will look like,” I wrote. “Imagine if they had waited until they figured out how to make money before launching Google Search?”

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Data Everywhere, But Not a Drop to Drink

This is not the network standard we’re looking for.

Three months ago I published my annual predictions, and while I rarely revisit them in the middle of the year, I do want to note an interesting development related to prediction #3, which states: “2025 will not be the year AI agents take off.”

Here’s what I said back in January:

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How Is AI Changing Search? ¯\_(ツ)_/¯

New data highlighted in Casey Newton’s Platformer newsletter codifies what most of us have already assumed: AI chatbot usage is starting to reshape search. And when search changes, so does the Internet as we know it. Unfortunately, the data lacks a fundamental denominator, and as such, only serves to feed the signal-free hype cycle we’re currently in.

The data comes from Adobe’s Analytics platform customers, and it paints a fascinating if incomplete portrait of how consumers conduct their online research. Yes, traffic from AI chatbots has risen more than 1000% since last summer, but….on what base? Take a look at this chart:

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Tech Used To Be Magical. Why Isn’t It Anymore?

I’ll ask you kindly to get the fuck off my lawn now.

I’ve been pondering something for a while now, but have held off “thinking out loud” about it because I was worried I might sound like a guy yelling at the kids to get off his lawn. But f*ck it, this is my site, and I think it’s time to air this one out: Technology isn’t delivering on the magic anymore. Instead, it feels like a burden, or worse.

For decades, digital technology delivered magical moments with a regularity that inspired evangelical devotion. For me, the very first of these moments came while using a Macintosh in 1984. Worlds opened up as that cursor tracked my hand’s manipulation of the mouse. Apple’s graphical user interface – later mimicked by Microsoft – was astonishing, captivating, and open ended. I was a kid in college, but I knew culture, business, and society would never be the same once entrepreneurs, hackers, and dreamers starting building on Apple’s innovations.

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