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The Final Days of Google
Posted by
Zonk
on Sat May 26, 2007 04:51 AM
from the lots-of-really-smart-termites dept.
from the lots-of-really-smart-termites dept.
theodp writes "Robert X. Cringely speculates about The Final Days of Google, making a compelling case that when the end comes, it is going to be an inside job. To find the founders of a Google-beating start-up, Cringely suggests looking no further than the thousands of entrepreneurial geniuses currently working for Google, who will inevitably be driven to leave the company to realize the dreams of their rejected ideas. 'The real money is in taking existing ideas and twisting the idea just far enough to make it work in a fantastic new way. Think Google vs. AltaVista; Apple vs. all previously existing laptops and mp3 players; YouTube vs. all previously existing video sites, etc. In addition to ideas, you need creativity, resources, connections, and luck -- none of which appear to be in short supply among Google worker bees. Much of the next influx of ideas to Sand Hill Road will come not just from former Google employees, but also from groups of former Google employees who are planning their future companies over free sushi and Diet Coke late at night in Google cafeterias.'"
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So..... (Score:5, Insightful)
But Google wasn't the end of MS, MS wasn't the end of IBM, the markets big. A new player doesn't mean the 'end' of old players.
Re:So..... (Score:4, Insightful)
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Re:So..... (Score:5, Interesting)
Seriously, there's a lot of pressure on writers like Cringely to come up with something "counter-intuitive", "insightful", and "outside the box" and "forward thinking" to the point where, faced with a deadline or empty blog post, they throw caution to the wind and blurt out some shit that sounds smart, but if you scratch the surface is nonsense.
TFA is one of those.
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Re:So..... (Score:4, Funny)
Note to self: must cut down on LSD-flavoured potato chips.
Here [cracked.com]'s Cringely telling it like it is. Amen to him.
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Re: (Score:3, Funny)
the Google Geeks are constantly talking with each other, team building, bonding, and goofing off. And for 20 percent of that goofing-off time I'll guarantee you that many of these people are discussing their pet projects, 99.75 percent of which have been REJECTED by the company.
Hmmm... so because the Google employees decide to spend their free time talking about work as well as new and innovative projects, the company is destined to fail. That makes a ton of sense. Given Cringley's reputation for fact-checking, I'm go
Easier to Kill Intel or Microsoft than Google (Score:4, Interesting)
Google can quickly change to accomodate any revolutionary new idea in the computer industry. Their business model is not tied to how computers work. If somebody found a new way to make computers and systems that made the old way obsolete, Google would just switch to the new way. By contrast, companies like Microsoft, Intel, AMD, Sun, Apple and others are married to the status quo. And if you think that the computer industry is not ripe for a revolution, think again. The algorithmic model is as old as Babbage and Lady Ada, that's 150 years old! We have a big problem called unreliability that has put an upper limit on the complexity of our systems and kept software development costs at a high level. The old way of doing things does not work well anymore. The market is screaming for a solution. And what the market wants, the market will get. I doubt that the coming revolution will come from the West, though. They have too much to lose. They can no longer change their ways because the old gurus have become demi-gods, and nobody dares question the gods. I see it coming from places like China or India. You've been warned. You heard it here first. ahahaha...
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Re:Easier to Kill Intel or Microsoft than Google (Score:4, Insightful)
You'll be really shocked when you find out how old integers are.
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Actually (Score:5, Interesting)
Likeiwse, MS is starting downwards as well. Apple and Linux are finally eating into their desktop. To really see it, step out of America.
OO and google office is starting to take some of their office monopoly. As time progresses, more govs will go the path of OO as well schools who pick up olpc.
And MSIE is down a LONG ways down from the late 90's, early 00's. Back then they owned 98% of the market. Now, they are at around 80% and still continuing downwards.
MS was never the main attack on IBM, just the last one prior to their downfall. Likewise, we are seeing MS's downfall. They will not end, but they will not own the market with free reign to crush whoever looks wrong at BG or Balmer.
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Re:Actually (Score:5, Interesting)
To see how wrong you are, step into any enterprise environment. At my organization, we're running more Windows now than we have ever run. Windows has changed from a joke in the server space to the standard server platform we run everything on. 15 years ago, you couldn't have deployed anything but UNIX. Today, to deploy anything but Windows means that you support it alone.
Linux has made some big wins. So has OOo. I don't know what the hell you're talking about with Google Office (no real IT department takes stuff like that seriously, it's far too dangerous to have company docs residing on 3rd-party servers).
But, guess what? MS has pretty much the highest market share they have ever had in every segment they operate in. Windows Mobile sales are up 35% from a year ago, and it's finally starting to be a threat to BlackBerry. There are still more XBOX 360s than Wii's and PS3s combined. SQL Server continues to eat away at Oracle's market share, particularly as companies like SAP grow increasingly wary of Oracle's acquisitions of their competitors.
There are more PCs out there running Windows Vista than there are Macs running Mac OS X.
And, guess what? Nobody cares that MSIE only has 80% marketshare. Microsoft ignored the product for FIVE YEARS. And it's still at 80%! Phoenix (Firefox) didn't even exist five years ago!
So, yeah. Microsoft is making record profits on record revenue and their platforms are either near market saturation or growing strongly. Sounds like a company in decline to me.
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Yeah, no... (Score:4, Insightful)
I am sure Google ignores many of the 20% ideas that are actually quite good, but I doubt the ones they ignore are the kind of things that make search better; that is the kind of thing these geniusses spent 80% of their week on, after all.
Re:Yeah, no... (Score:5, Interesting)
People used to say that Yahoo and AltaVista did search really well. Then Google came along and changed the game. If an ex-employee of google figures out a way to cut out all the spam rubbish on the search results then I'm sure almost everyone would switch overnight. It's that risk of 1 truly great idea being missed that should worry google investors. Internet search users are a fickle bunch and I'm sure they'd switch without a second thought which in turn would hit google's paid for advertising hard.
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Re:Yeah, no... (Score:4, Interesting)
But if someone can make a search engine that is better than google, great.
Search engines have come along way since the days of engines like WebCrawler, InfoSeek, Yahoo, HotBot, AltaVista and DogPile (all search engines I have used in the past but now don't use in favor of google)
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Re:Yeah, no... (Score:4, Informative)
By this time Yahoo were well-established as the big name in search. One would have thought that the market would have matured to a point where a rival being able to overtake and dominate them like that was unlikely. Of course, computer and Internet use has grown since then, so maybe the market wasn't *that* mature. (By contrast, Altavista may have been one of the first big names when the Internet/Web broke into the public consciousness, but that was such early days that their loss of dominance isn't so significant.)
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HI I UPGRADED YOUR POST
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See google checkout.
http://checkout.google.com/sell?promo=sbs&utm_med
Interesting, but... (Score:5, Insightful)
To destroy Google, someone would have to beat them at what they make their money on - search and ads. First off, 95% of the people in the company probably do not work in this division, and don't have the background and aren't surrounded by it enough to get ideas about it. The 5% who do probably could not start a company without running in trouble legally given all the Google trade secrets they are privy to.
Re:Interesting, but... (Score:5, Insightful)
Cringely makes a good living talking out of the ass, so the sanest thing is to ignore him. Just because it was a slow enough day on Slashdot to let him get the front page, doesn't mean you have to take it as news. Have a good chuckle and move on.
Second, well, there's more to Google than having the right idea. They also know how to _keep_ talented people working there, and how to invest in R&D done by talented people. Both are skills lost on todays "your job could be the next to go to India" and "let's fire some people to make Wall Street happy" PHBs.
If you will, Google's _real_ secret sauce isn't even one of good engineering, it's one of good management. And that'll be hard to steal because most PHBs try to just pretend it doesn't exist. They're looking for something else that must be the secret, because, don't be silly, noone ever got rich by treating their employees right and offering customers what they want. So before they'd be able to steal it, they'd first have to acknowledge that it exists. It's like getting your car stolen by someone whose whole life revolves around pretending that cars don't exist. It's just not going to happen.
Even if it were to get stolen, I'm not betting the big money on it being stolen by someone who currently is a R&D guy at google. From my experience, most nerds are not good managers, and don't do well when (self)promoted to management. It's simply different skills. It's like promoting a passionate pilot to be an archaeologist. Chances are his interest, experience, effort, etc, were spent on the former, not the latter.
In fact, the absolute worst PHBs I've ever had to work with... were brilliant (ex)nerds. It's guys who once were able to code a whole OS via the front toggles on a mini, and come with brilliant algorithms that cut a one week batch job to a couple of hours job. (When most of your memory is on a magnetic tape or drum, such kinds of optimizations are actually very possible.) Then someone went and moved them to a job they don't understand and which gives them an ulcer: management.
So if anyone did leave Google with a brilliant new idea... let's just say that for 99% of them, let's hope they can do it alone, because they won't be able to be good managers.
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Re: (Score:3, Insightful)
Great post, I would equate your car analogy to more along the lines of the Amish stealing your car, not to say that the Amish are as ignorant as the (majority, not all everywhere are bad) pointy hairs but it (Amish:Cars / Management:Customer Service and taking care of their people) is just something they don't believe.
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Stanford Says Cringely Never Completed Doctorate
http://www.sfgate.com/cgi-bin/article.cgi?f=/c/a/
Re:Interesting, but... (Score:5, Interesting)
That's not at all true. Google likely won't be destroyed by being out-Googled - they'll be destroyed by failing to anticipate a change in the computing landscape that someone else is positioned to take advantage of. That's the way evolution usually works. That's the way that Google is "beating" (displacing for relevancy and growth) Microsoft - not by competing head-on but by being better positioned for the times.
Also at some point Google's core businesses, successful as they are now, will naturally stop growing. Online advertising will peak, or advertizing will shift to another venue (handhelds? Internet TV?) that Google fail to take advantage of. No business lasts forever. Without growth the stock P/E will collapse and the stock drop with it, employees will begin to leave, the forward momentum will be lost. Some new hot tech darling will emerge, not necessarily in Google's core business areas at all.
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Re:Interesting, but... (Score:4, Interesting)
You don't beat the 800 lb. gorilla by being a 750 lb. gorilla, you beat it by building a gun.
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The end of google will come (Score:4, Funny)
Funny? Insightful! (Score:4, Funny)
Anyway, I think he forgets two main points. one overlooked concern is size. Size is needed to create momentum: you can only sell a lot of ads of you have a lot of viewers, you can only buy the computing capacity and bandwith if you have a lot of revenue. If you as a google-like company do not manage to get the critical momentum. It is the same size that makes google inherently an 'evil' company. They have are so involved in your private life that they get a lot of potential power over you. Google tries to handle this power in one way or another, maybe you do not agree with many of their decisions, but what are their options, and is there one single correct way to handle this?
Then there is second factor, quality: Remember, in the case of google, you have the choice to use it or not. There are at least a few alternatives for every application that they offer. But you CHOOSE to use google, because of the quality of the products. Apparently the designers behind google have a feeling for quality products that is outstanding. This is something to respect, it is not easy to make something technological easy. Just think about it, when was the last time you clicked the 'advanced' search button in google. They did an amazing job of opening the web in a way anyone can use. Imagine that they would work with regexes? Or via clickable boxes for every special option? No, the genius is in taking a complex problem, and presenting it in the most simple form understandable by humans. I for one, can not repeat this, can you? Can cringely? This is also where google can fail. Just this week I noticed that my terrible old pc has more and more problems with google every time. Google mail is getting pretty bloated with features in that it is very slow to load in my browser. As I said, to find the right balance between features and simpleness is an art, if they start really losing that, I will start useing something else pretty quickly.
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flawed thinking (Score:3, Insightful)
So that's what Microsoft did, huh?
Maybe it's just a combination of pure dumb luck (being in the right marketplace at the right time) and the tenacity and money to keep going.
New ideas are ten-a-penny. It's having the business acumen and vision to get them off the ground and make them profitable that's the real skill.
Cringely may want to do a little more reading (Score:5, Insightful)
http://www.joelonsoftware.com/articles/Developmen
The most pertinent part of the article I've linked is:
Some of the perks that google gives its employees are quite devious. Why risk your money and time starting your own venture when you have it made at google?
Why do you think that the most innovative and radical ideas come from unemployed hungry developers? Who has made a concerted effort to hire said hungry developers? That's who I'd bet on to hurt google's bottom line.
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Heh (Score:2)
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Bungee.. (Score:3, Insightful)
Google is EVIL (Score:2, Informative)
Re:Google is EVIL (Score:4, Insightful)
Oh no! Don't let Google pay them the agreed-upon amount with shares that recently increased in value! Oh, the humanity!
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Why? (Score:3, Insightful)
Oh, wait... I guess I just answered my own question.
Same theory didnt hurt Microsoft (Score:3, Insightful)
But... but... (Score:2)
I was mislead!
Is that a bad thing ? (Score:2)
All google needs to do to make it a mutually beneficial thing is to enter cooperation with them.
remember what has made google a major player - they introduced adsense, which has accepted any web presence, any small site as partners in contrast to msn's, yahoo's advertising concepts. this gave them the entire coverage of the web.
same philosophy translated to the approach to ex employee run services would benefit google phenomenonally, as th
Nope. And this is why... (Score:3, Informative)
But die ??? Nope.
Cringley says rejected ideas consortium inc., would kill google.
I agree some ideas may have been good, but rejected. But overwhelmingly, good ideas do get done, like Microsoft Office.
MS Office is THE fastest office package ever, because it so damn easy to use (after 2000, no real changes i agree).
Excel was being used in real battle support during the Iraq war (initial days).
iPod vs. other MP3?? I aint think so. iPod has a 85% market share. The rest ALL brands are combined as a generic products MP3.
So i can buy a Rio, HP, Zune, and all are MP3....
What matters is Brand name...
Google is fast becoming a verb, and once u become so generic, it is hard to remove your name from people's memory. U have a cash cow, if u know where to milk.
Lets hope google keeps its focus on finding relevant information, and leave this office, etc., business to the experts.
Utter Bollox (Score:2)
C'mon folks, this is CRINGELY, for God's sake.
I could just about understand why Slashdot gave his drivel exposure ten years ago because, frankly, there wasn't all that much tech news about and we were glad for what we could get.
Now, however, his well-worn trick of shoddily stringing-together whatever buzzwords and companies are in vogue at a given moment is just patronising, manipulative and insulting to our collective intelligence. Others have been doing it so less clumsily for years now.
Seriously,
Free markets are not zero sum (sigh) (Score:3, Insightful)
Does Google have Stupid written on its forehead? (Score:4, Insightful)
So, my bet is that Google is or will become a resume stain for anybody who was in a development role there. Venture capitalists will be unsure whether Google would come down on them if they developed the idea. Why go with that risk when there are plenty of other ideas clamoring for support? If somebody does pitch and develop an idea, Google can sue them and there are no pockets deeper than their's. If you carry it farther, how would one prove that the idea didn't originate from Google, since obviously you can't appeal to them for proof. So, I think Google is safe and probably they have better control of their IP than most any other company.
It's happened before... (Score:3, Informative)
They put together a little startup called Intel.
Google, the ad agency (Score:3, Insightful)
It's "Cringeley", so don't take it too seriously, but...
Google has a fundamental problem. It became successful as a search company that ran a few ads to defray expenses. Now it's an ad agency that offers services to build ad traffic. This limits them.
How? You can do a better job at search if you don't have to suck up to the pay per click advertisers. Just throwing out most sites with pay per click ads is a good start. But Google can't do that - that's where the revenue to support their bloated operation (been to Shoreline lately?) comes from.
Google seemed to undergo a big change starting about two years ago. That's when they first started cozying up to the "search engine optimization" people. Google used to view "search engine optimization" as evil. Now they are the major sponsor of SEO conferences. [searchengi...tegies.com] And, of course, they bought DoubleClick, an advertising company so obnoxious that most Firefox users blocked their ads long ago.
Consider Craigslist, which is rapidly destroying newspaper classified advertising. Craigslist has an edge - they're cheap. They only have fifty or so employees, and the owner has no ambitions to become a Fortune 1000 company. This drives their competitors nuts, because they aren't annoying their customer base with ads and nobody can afford to compete with them. They're devaluing ad-supported media.
Huh? (Score:4, Informative)
Apple's notebooks are currently in 5th place, behind HP, Dell, Toshiba, Lenovo, and Gateway.
Apple's notebooks constantly lag behind in feature set and performance. Consider:
Whether or not you think these features are useful, many, many people do. I use the media reader on my notebook all the time, and I don't have to bring around a USB or ExpressCard reader. I dock my other (business) laptop daily at work, hooking me up to power, USB (keyboard/mouse), DVI, audio (headphones), and the network in one step.
Not to mention the features that Apple now has, but was just late with. Sudden motion sensor (ThinkPad had it first). Camera (Sony notebooks, HP notebooks, my cheap 2-year-old generic Compal notebook). Multi-finger scroll (Alps drivers circa 1998). Lighted keyboard (ThinkLight). Remote control (Dell/HP notebooks circa 2003).
The list goes on. I'm not saying that Apple doesn't innovate. MagSafe is a very cool idea (although there doesn't seem to be sufficient stress relief on the cable). But there is plenty of innovation in the notebook space, coming from many different companies in many different parts of the world.
You know what? The ThinkPad T61 looks like crap compared to the 15" MacBook Pro. But it's faster (800MHz FSB, Turbo cache, NVIDIA Quadro graphics), beefier (magnesium protection for the screen, shock mounted HDD cage), has better battery life (5 hours with the 7-cell battery), lighter (about half a pound lighter with the 7-cell), cooler and quieter, smaller, easier to secure (smartcard reader / fingerprint scanner, full drive encryption), and much, much cheaper (2.2GHz/1GB/DVD-RW/120GB/WSXGA+/NVIDIA/11n/Blueto
Winning indeed.
Re:look further (Score:4, Funny)
Hi Grandpa - If you're going to abbreviate 'you' to 'u', please also abbreviate 'are' to 'r'
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Remember Ken Olsen (Score:5, Interesting)
The next killer app does not have to come out of the current killer. But it is a very well documented and repeating pattern that many of these "next killer apps" are developed within the then dominant organisation - because that's where the money is - but ignored or not understood by management. The inventors then quit and build the new killer organisation, leaving their previous employer wonder what happened. The most important observation, however, is that the very same people that went through all this later fall in the exact same trap themselves.
Remember Ken Olsen. IBM didn't believe in his ideas for smaller better and more ubiquitous computers, so he built DEC. But 20 years later he didn't believe in the PC ("there is no reason for any individual to have a computer in his home") and DEC ended up being bought by Compaq.
There are plenty more examples of this pattern in the computer industry.Parent
Re: (Score:3, Insightful)
Basically the study concluded that young entrepeneurs were more successful than older entrepeneurs because the elders were more risk averse. A young entrepeneur would tend to see everything as the next big thing, leading to lots of mistakes, of course, the older entrepeneur would have more experience and perspective, and so wouldn't fall into that trap.
The problem for the older entrepeneur was that the
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