Archive for July, 2006

Yahoo, Google, Microsoft

Friday, July 21st, 2006

Who reigns supreme?

They all rule the net in their own way. Google’s brand is strongest at the moment and most web searches are conducted there. Yahoo gets more visits overall and dominates most verticals outside search. Microsoft in the form of MSN is ever-present and can never be ignored.

Despite Steve Ballmer’s outbursts, I doubt MS are quite as fearful of Google’s sword-waving as everyone makes out. They are busy becoming a mature business, giving investor’s hard-earned back.

There are still interesting times ahead. What happens when Google’s growth slows? It must slow along with internet growth. That leaves only three options for Google:

  • More advertisements
  • More relevance and algo-tweaks
  • Portalisation

The last point is inevitable because as time moves on the ability for the first two points to keep the growth afloat is reduced. The paradox is that to undertake a true diversification of interests part of Google’s appeal might be reduced. Yahoo can consistently drive traffic from its verticals to new or updated properties. Google, in striving to keep its frontpage simple is hampered in this ability.

But they are putting their chips in line.

Hundreds of verticals with quality features (and slowly growing audiences) are being rolled out by Google. We know none of them are vertical leaders yet but with Google’s strong brand we wonder why? I’d wager the lack of both consistent links between the Google properties and a simple entry point into the key properties from google.com’s frontpage hinder it from sharing the Yahoo Network’s ability to hoist its younger properties into the position of vertical leader.

But Google could make some moves to change this. And they could execute fast. Simple APIs and a focus on scalable infrastructure means they could string their tools and content together in 1000’s of natural ways. Consistency would be almost impossible but if the links are contextual then traffic is likely to flow naturally through its properties.

There are plenty of examples of the cross-polination of Google properties to see - Gmail users seem to be a trial set, gaining access to GTalk and GCalendar with very little effort. But if its so easy for them then why haven’t they done more of this? Why dominate search when they could dominate the world?

Limiting the growth of Gmail and Google Analytics showed off some of the company’s qualities; restraint and focus. The net exploded with the realisation that Google don’t dominate everything. But I think most people missed the point (but then isn’t that always the case? Let’s call that wioota’s Law #1 :)). Google’s traffic is about 80% web search, 20% diversity from this core product. With competitors of the magnitude of Yahoo! and Microsoft, any true deviation from their core business represents more risk than risk aversion.

As the search companies are finding out though, search growth is slowing and soon Google will be forced to force the issue on its new verticals and start serving them up on either the results pages or the frontpage. Either move could achieve one or both of two outcomes:

  • Increase the polling of the Google verticals.
  • Decrease the usage of Google Search.

And none of this guarantees they could better acquire users or monetise them than Yahoo!

But Google have smart people!

Do you think that the other two multi-billion dollar corporations don’t?

The key to knowing what the game is is in knowing how these companies differ. For those who love to watch Google take on the big boys, think of it like a computer game where Yahoo! is the second end-of-level boss and Microsoft up a level again.

I think plenty of analysis on how Yahoo! builds its verticals into category killers could be done. I’d wager their email is the real key to leveraging the userbase. At just over 2% marketshare Gmail has a long way to go in that area.

All three have proven to be able to move boldy so the future is far from written but what is clear is that the market has a long way to go in understanding how these companies compete. The valuations would be vastly different I suspect.

Why doesn’t Digg let you aggregate duplicate stories?

Sunday, July 16th, 2006

I have noticed some big memes being notably absent from the Digg front page (and relevant category pages). A search generally finds a plethora of duplicate submissions, all with a good start in terms of diggs but not enough to send them into the path of the main Digg audience.

Whilst Techmeme seems to faithfully pick up the conversations that are driving commentary (and traffic) Digg seems to be busy with stories that have ‘Digg’ or ‘Amazing’ in the headline. All of this makes me question the purpose of Digg? Much of the content doesn’t even seem to be current. The process seems more akin to rough waters kicking up silt from the sea floor. Sometimes treasure is revealed. But generally its just silt.

I wonder whether giving the Digg users the option of marking a story as being a dupe would at least take some of the chance out of whether memes make it or not.

I am a big fan of Digg - particularly the social tools they’ve provided - as it is now a conveniant way to share stories with friends. I do find however that the content on Techmeme does seem to be more relevant and less likely to be missing important conversations.

Naked?

Thursday, July 6th, 2006

Ego surfing when I should have been sleeping I came across this little escapade of a namesake of mine :

“…Authorities say the officers opened the door, and Walters came running at them — naked.” 

Javascript: The Addiction?

Sunday, July 2nd, 2006

Part of the ‘revised’ web (web 2.0, ajax etc.) has seen a focus on Javascript like never before. For years developers created great libraries and expanded their knowledge of this scripting language and the browsers it lived in. Proliferation of concepts such unobtrusive javascript and progressive enhancement combined with the demands of web 2.0 properties wanting light boxes, edit in place and other partial page updates has seen collaborative development and examination of Javascript at unprecedented levels.

I can’t get enough of it. But this makes me question why this is. I know that the achievements and constant improvements of simple mechanisms which are enabling the web of tomorrow are motivating. I can also see that there is much work to be done so the opportunity to break new ground (like it was when I first got into web work) is there to be taken. But even that doesn’t quite get to the root of it.

The differences between the popular (and not so popular) browsers and the general paucity of documentation describing them means there is much trial and error involved. The rewards are randomly spaced apart. Sounds like a variable interval schedule of reinforcement. Maybe we will see pokies with JS parsers installed for the web 2.0 generation - fix the backbutton under Safari and you win big!