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.
(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.
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 in, who gets the best deal, why didn’t that deal go down, how do I get a deal, what should the deal terms be?
This is of course in the air given the whole Google+ fracas, but it’s part of a larger framework I’m thinking through and hope to write about. On the issue of “deals,” however, a little sketching out loud seems worthwhile.
(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.”
(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.
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.
In the post, Google extols the virtues of incorporating results such as “your personal content or things shared with you by people you care about. These wonderful people and this rich personal content is currently missing from your search experience. Search is still limited to a universe of webpages created publicly, mostly by people you’ve never met. Today, we’re changing that by bringing your world, rich with people and information, into search.”
This year I tried something new with my predictions, writing deeper posts on each one. I got to six, but I underestimated how long it would take to write 1,000 or so words for each post. I’m pushing past 10,000 words for the past week, and “predictions season” is pretty much over. I think it’s about time I gave all of us a break, and just got down to some rapid fire predictions. This will be my last predictions post, and most likely the one most likely to bring down my year end grade, because I’m just going to shoot from the hip. It’s something I’ve never really done before, but that’s why I’m doing it. These are notions, hunches, itches I’ve not scratched. But what the heck, this is for the fun of it. To them:
– Google’s Chromebook will triple its marketshare by the end of the year. I can’t figure out what its marketshare is now, but it’s pretty small. Another way of putting this is Chromebook will be a success this year.
– Obama will win the 2012 election, thanks in part to the tech community rallying behind him due to issues like SOPA, visas, and free speech.