How Bing could kill Google
calacanis.com
calacanis.com
Part of me thinks that most of the people defending ink and paper are doing so purely for sentimental reasons. Citizen journalists have proven time and time again that they can stand up to the plate and deliver interesting content.
I predict nothing consequential will come of this drama.
It can actually work: while the Internet is huge, the 80/20 principle still applies - 80% of the population are interested in 20% of the content. I bet that pulling just top 20 NFL/NCAA sites and blogs out of Google will noticeably boost Bing's audience. Heck, maybe even getting exclusive rights to index Wikipedia may do the trick.
If "real news" disappears from Google, will people switch to Bing. Bing works too. If it bothers people at all, they might switch.
No speculation about what the new generation cares about necessary. Trial by fire.
In this case I think he is misunderstanding the Internet a little bit. The value is not created in the center (content, sites) but by the nodes. We, the users create the value of the internet and to some extent the value of what you search, at least that part is growing.
If you look at the top 20 sites on alexa globally you wont find a single pure news-site. You'll find a combination of social sites, collaborative sites, self-publishing and communication sites. This, this is the value of the internet - it's not "content".
I'd agree that's where the value is, but the money is all with the content (regardless whether that content is aggregated from users or produced in-house).
I remember Scientific American being behind the AOL-wall, and thinking damn, SA should really be out here with everything else. But I also remember thinking there's no way I'm going to pay AOL for anything when there's so much else out here beyond the walls. And that was in the early Web days.
Today I can't believe that anyone would disassociate themselves from the World Wide Web, when virtually every potentially walled-off property has fistfuls of just as good competition out here.
Maybe with Bing it won't matter so much, as any browser can display results from multiple engines with the right add-on, or anyone can provide a web-app to do so. So the only people who will care about how this plays out is MS and Google; the rest of us will continue to just search and consume.
Murdoch's flirtation with building a giant tree-fort (NO GURLZ ALOWD!) will probably end up being an example of a doomed Maginot Line. "Rumble-rumble-rumble ... What's this? (It's a pay-wall, sir) Well, drive around it!"
I think, though, the most comprehensive attempt at re-enacting AOL is FaceBook. Sure, lots of people are in FaceBook, just like all our grandparents were. But there's still a lot of people outside of FaceBook, and anyone selling or renting content inside FaceBook isn't reaching any of those outsiders. And there's plenty outside the FaceBook wall to keep people busy and happy and informed (and blissfully un-poked).
Now maybe people are Googling for those articles but I think what is going to happen is that the browser will end up aggregating the search across a variety of platforms.
Perhaps news sources, search, and browsers are organiztiong into a vertical market.
Sharing revenue with 'certain' content creators doesn't scale like paying the top digg users to submit content on Netscape doesn't scale.
I am not one of those that thinks that paper and ink will go away, I just think that the model is going to change drastically.
Weren't the lawsuits and withholding of 'professional content' from YouTube supposed to kill YouTube some years ago? What happened to that? Yes, Hulu is a nice destination, but wasn't that also supposed to 'kill Google'? Whenever I see Mark Cuban agreeing with Calacanis on some crazy tirade (http://blogmaverick.com/2009/11/09/rupert-murdoch-to-block-g...) it really gives me pause. No offense to Mr. Cuban either.
Twitter & Facebook have not, and WILL NOT replace Google. It's that simple. Yes, they might perform some functions better than Google, but there are two different use cases for both sets of services. When I want to find general information about a topic (anything outside of 'real-time' info and my social graph) I go to Google first. Twitter and Facebook won't change that, because they are not even in that game.
Bing, on the other hand, is finally gaining ground and that's good. Competition is a good thing for the markets and is very healthy. Someone needs to keep Google in check.
This notion of throwing money at content providers/creators under the presumption that their content is what most of Google's traffic is in search for is a misguided notion.
I don't profess to know what (if anything) will kill Google, but I would recommend that Calacanis and Cuban go read 'The Long Tail' again. That is the future. As 37signals puts it, the Fortune 5,000,000 not Fortune 100.
http://www.youtube.com/watch?v=M7GkJqRv3BI
Come to think of it, News Corp can put out good content and people will pay for it: but it's a downhill route in the broadest sense -- so long as their are content "selectors" - those that try to undercut News Corp will succeed if such selectors are pushing free content out well via Twitter. Free Writers and Free Selectors - and making their lives better - are the future.
Would users follow the sites they trust OR find new sites via the search engine they trust?
I'm guessing people would use the search engine they trust to source new information and then visit the sites they love (which have been excluded from their search) as a destination (i.e. going to WSJ.com direct and then searching content there)...
Google would still remain the No 1 search engine but WSJ etc would then have to rely more on their active user base. Not a smart decision for Mr Murdoch in my opinion.
For a while now I've been bugged by how searching anything on Google is done with nothing but one text box. There's no customization. You can't tailor your search or refine it based on values and properties specific to your categorical search. I think Bing recognizes that and is gunning in that direction. Their restaurant finder lets you filter out restaurants with dim lighting, for instance. You can't do that with Google. And if Bing keeps adding various categories to their search, I'm willing to bet that it'll be a lot more useful than Google.
It's a nice idea but to be honest this is out of reach for 98% of internet users. I've probably explained to my mom what a blog is half a dozen times and still doesn't get it. She also refuses to stop double clicking on links...
A search engine for savvy people would also not be a great business position because those type of people don't click on ads. There was an article last week on Hacker News that 8% of internet users account for 85% of all clicks.
http://www.mediapost.com/publications/?fa=Articles.showArtic...
For those of us who travel in tech savvy circles, I think it's all too easy to forget that his mom absolutely is the typical Internet user, as depressing as I sometimes find that prospect.
Or at least there's enough savvy folks to be a sizable marketing opportunity.
I'm not disagreeing with that, but don't think for a second that the majority have any real idea what these Interwebs are all about.
Jason's proposed deal certainly does provide a rescue option for Murdoch's terrible statement about taking all his content off Google - but it just opens up a need for someone to register bingle.com and simply aggregate both sets of search results together. Search should be open, not partisan; hiding content from Google and publishing it on Bing won't gain Bing market share, it'll just reduce the WSJ's hits.
MSM newspapers don't pull enough weight on the Internet for them to play the "take my ball and go home" card. Personally, the only newspaper I'd be disappointed to see leave Google's index is the New York Times, but not even that would force me to switch to Bing.
If your killer-feature is the indexing of a crusty, dying industry that fewer and fewer people see value in, you're not going to overtake a competitor that holds 70% of the market.
And how long before fragmenting search results across multiple search engines leads to a thriving new market of news sources that don't sign exclusive distribution deals?
Microsoft could lose relevancy if it doesn't gain a foot hold in the "markets of the future."
We are all familiar with the woes of the publishing industry.
The press could form an exclusive partnership with Microsoft to take down Google.
I wonder how risky this is considering you would still have indirect links to the publishers' content via, for example, blog posts or sites like Hacker News where there is meta-discussion of the content of those sites going on.
While, I agree old media needs to reexamine their business models, leaving the google index is a temporary band-aid, that does not solve the real problem. Murdoch, should focus on creating more value for his products. Paywalls, make sense when enough value is created, justifying the subscription cost.
In my eyes this is good news for entrepreneurs, its a lot easier to innovate when the giant is distracted trying to revive its old biz model.
An extremely interesting consequence of success would be setting a price for indexing content. It wouldn't be a perfect price, but it would be a price.
*I think this is argued better in the video. It mentions Google paying for access to the Twitter feed, paying ofr content to index.
That deal seems to have worked out pretty well for Stern, but was a disaster for Sirius. It might work just as well for Bing!
I never use google for news, and I will use google even if bing pulls this little(big) stunt.
What leverage would they be using to get a content deal?