The man who killed Google Search?

Phenomenal article, very entertaining and aligns with my experience as a prominent search "outsider" (I founded the first search intelligence service back in 2004, which was later acquired by WPP. Do I have some stories).

The engineers at Google were wonderful to work with up to 2010. It was like a switch flipped mid-2011 and they became actively hostile to any third party efforts to monitor what they were doing. To put it another way, this would like NBC trying to sue Nielsen from gathering ratings data. Absurd.

Fortunately, the roadblocks thrown up against us were half-hearted ones and easily circumvented. Nevertheless, I had learned an important lesson about placing reliance for one's life work on a faceless mega tech corporation.

It was not soon after when Google eliminated "Don't Be Evil" from the mission statement. At least they were somewhat self aware, I suppose.

I'm really glad the article came out though, it fills in some gaps that I was fairly confident about but didn't have anything other than my sense of the players and their actions to back up what I thought was going on.

I and a number of other people left in 2010. I went on to work at Blekko which was trying to 'fix' search using a mix of curation and ranking.

When I left, this problem of CPC's (the amount Google got per ad click in search) was going down (I believe mostly because of click fraud and advertisers losing faith in Google's metrics). While they were reporting it in their financial results, I had made a little spreadsheet[1] from their quarterly reports and you can see things tanking.

I've written here and elsewhere about it, and watched from the outside post 2010 and when people were saying "Google is going to steam roll everyone" I was saying, "I don't think so, I think unless they change they are dead already." There are lots of systemic reasons inside Google why it was hard for them to change and many of their processes reinforced the bad side of things rather than the good side. The question for me has always been "Will they pull their head out in time to recover?" recognizing that to do that they would have to be a lot more honest internally about their actions than they were when I was there. I was also way more pessimistic, figuring that they would be having company wide layoffs by 2015 to 2017 but they pushed that out by 5 years.

I remember pointing out to an engineering director in 2008 that Google was living in the dead husk of SGI[2] which caused them to laugh. They re-assured me that Google was here to stay. I pointed out that Wei Ting told me the same thing about SGI when they were building the campus. (SGI tried to recruit me from Sun which had a campus just down the road from where Google is currently.)

[1] https://docs.google.com/spreadsheets/d/18_y-Zyhx-5a1_kcW-x7p...

[2] Silicon Graphics -- https://www.sfchronicle.com/news/article/peninsula-high-tech...

A) I think it’s important to acknowledge that in many ways Google is actively trying to keep CPC low - what they care most about is total spend. A low CPC means an effective advertising network where interested consumers are efficiently targeted. Their position is complex thanks to their monopoly status over online advertising.

B) I don’t think it’s fair to characterize recent layoffs as some put-off collapse… criticize Google all you want for running a bad search engine, but right now they’re still dominant and search is the most effective advertising known to man. They’re raking in buckets of money: they had 54K employees on 01/01/2015, and 182K on 01/01/2024. Similarly, they made 66B in 2014, and 305B in 2023. The latest layoffs are them cleaning house and scaring their workers into compliance, not the death throes of a company in trouble — they’re barely a dent in the exponential graphs: https://www.macrotrends.net/stocks/charts/GOOG/alphabet/numb...

A) This is short-sighted. What you're suggesting is in fact a way to optimize short-term gain over long-term viability. It's pure MBA tactics.

Additionally, it's complete and total oversimplification. If you look at Google's earnings it's pretty damn clear that at least until 2020 they were not just going for maximum total spend, but for a steady, gradual raise in total spend. Not too slow, not too fast. They were NOT taking every opportunity they had, in fact they're famous for systematically refusing many opportunities (see the original founders' letter, but even after that). They were farming the ad market, the ad spend, growing it, nurturing it. Then COVID blew up the farm.

Maybe you're right now, but I do hope they're recovering their old tactics. Because if they maximize it you'd see nothing but scams ... wait a second.

B) Google was built by providing a vision, and getting out of the way of ground-up engineer efforts. "Scaring workers into compliance" IS killing the golden goose.

You can see this in AI. Every story from an AI engineer that ran away from Google is the same. They didn't run away for the money, they ran away because they were getting scared into compliance.

Now AI may make it, or not. I don't know. But this is happening EVERYWHERE in Google. Every effort. Every good idea, and every bad idea runs away, usually inside the mind of "a worker". Not to make them personally maximum money, but it's natural selection: if the idea doesn't run away, the engineer it's in is "scared into compliance", into killing the idea.

Whatever the next big thing turns out to be, it simply cannot come out of Google. And it will hit suddenly, just like it did for Yahoo.

Totally agree on the overall prognosis of Google - I am (also?) one of said engineers! Here’s a recent update from a tiny corner of the company: the rank and file is still incredibly smart and generally well-intentioned, but are following hollow simulacrums of the original culture - all-hands, dogfooding, internal feedback, and ground-up engineering priorities are all maintained in form, but they are now rendered completely functionless. I am personally convinced that the company is — or was, before ChatGPT really took off - focused on immediate short term stock value above all else. After all, if you were looking down the barrel of multiple federal and EU antritrust suits and dwindling public support for the utility you own and operate, you might do the same…

I guess I’m standing up for the simple idea that terribly inefficient organizations can prevail when they’re the incumbents, at least for significant periods if not forever. We can’t be complacent and assume they’ll fall on their own, esp when AGI threatens social calcification on an unheard of scale.