Facebook Files, Initial Thoughts

Not since Google’s 2004 filing have so many journalists sped-read one document at the same time, eager to glean any possible insight unique to their particular point of view or publication and rush to post it before anyone else.

Yes, I’m one of those journalists, I suppose, but I know I have to read this thing for any number of reasons, so I may as well use the race as an excuse to force myself into action. I certainly won’t be the first to post, because I had to play pundit on Bloomberg TV this afternoon.

I’ll pore through the S1 in detail in the next day or two, and offer my thoughts then. Meanwhile, here’s my short take from the shoot.

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Put Your Taproot Into the Independent Web

(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:

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Facebook Coalition To Google: Don’t Be Evil, Focus On The User

Last week I spent an afternoon down at Facebook, as I mentioned here. While at Facebook I met with Blake Ross, Direct of Product (and well known in web circles as one of the creators of Firefox). Talk naturally turned to the implications of Google’s controversial integration of Google+ into its search results – a move that must both terrify (OMG, Google is gunning for us!) as well as delight (Holy cow, Google is breaking its core promise to its users!).

Turns out Ross had been quite busy the previous weekend, and he had a little surprise to show me. It was a simple hack, he said, some code he had thrown together in response to the whole Google+ tempest. But there was most certainly a gleam in his eye as he brought up a Chrome browser window (Google’s own product, he reminded me).

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

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.

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What Might A Facebook Search Engine Look Like?

(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.

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Our Google+ Conundrum

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:

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Hitler Is Pissed About Google+

Just saw this hilarious Hitler video. If you know the genre and have been reading about Google+, then you know everything you need to know to enjoy this.

(By the way, someone told me about this, so I searched for it on Google. And all I got was Google+ results, not the actual video, even though I searched for it by name. Therein lies the problem, Google).

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

(image) I’ve just been sent an official response from Google to the updated version of my story posted yesterday (Compete To Death, or Cooperate to Compete?). In that story, I reported about 2009 negotiations over incorporation of Facebook data into Google search. I quoted a source familiar with the negotiations on the Facebook side, who told me  “Senior executives at Google insisted that for technical reasons all information would need to be public and available to all,” and “The only reason Facebook has a Bing integration and not a Google integration is that Bing agreed to terms for protecting user privacy that Google would not.”

I’ve now had conversations with a source familiar with Google’s side of the story, and to say the company disagrees with how Facebook characterized the negotiations is to put it mildly. I’ve also spoken to my Facebook source, who has clarified some nuance as well. To get started, here’s the official, on the record statement, from Rachel Whetstone, SVP Global Communications and Public Affairs:

“We want to set the record straight. In 2009, we were negotiating with Facebook over access to its data, as has been reported.  To claim that the we couldn’t reach an agreement because Google wanted to make private data publicly available is simply untrue.”

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Compete To Death, or Cooperate to Compete?

(image) **Updated at 3 PM PST with more info about Facebook/Google negotiations…please read to the bottom…**

In today’s business climate, it’s not normal for corporations to cooperate with each other when it comes to sharing core assets. In fact, it’s rather unusual. Even when businesses do share, it’s usually for some ulterior motive, a laying of groundwork for future chess moves which insure eventual domination over the competition.

Such is the way of business, particularly at the highest and largest levels, such as those now inhabited by top Internet players.

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Twitter Statement on Google+ Integration with Google Search

The integration of Google+ into Google’s native search results has been at the top of Techmeme all day long. And right after I wrote my post on the subject (about four hours ago), Twitter’s general counsel picked up on it, resulting, I believe, in the most RT’s of a Searchblog post in the history of the site.

Just now I received an official statement from Twitter on the subject. I didn’t ask for it – I think it must have been sent out to a large list of press and bloggers. Here it is in full:

For years, people have relied on Google to deliver the most relevant results anytime they wanted to find something on the Internet.

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