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...

> 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.

Well in 2011 Google had just over 30k employees, and now they're doing "layoffs" with 180k+ in 2024. I don't think the layoffs mean much.

Did I mention I was more pessimistic? :-) I expect that today they could layoff 150k, keep the 30K that are involved with search and enough ads that are making business and that husk would do okay for a long time. I don't suppose you watched SGI die, that happened to them, kind of spiraled into a core that has some money making business and then lived on that.

One of my observations between "early" Google and "late" Google (and like the grandparent post I see 2010 as a pretty key point in their evolution) was employee "efficiency." I don't know if you've ever been in that situation where someone leaves a company and the company ends up hiring two or three people to replace them because of all the things they were doing. Not 10x engineers but certainly 3 - 5x engineers. Google starting losing lots of those in that decade. They had gone through the "Great Repricing" in 2008 when Google lowered the strike price on thousands of share options. And having been there 5 to 10 years had enough wealth built up in Google stock that for a modest level of "this isn't fun any more" could just do that.

But aside from your observation that "they have plenty of people" it is similar to observing that a plane that has lost its engine at 36,000' has "plenty of altitude" both true and less helpful than "and here is the process we're going to use as we fall out of the sky to get the engines back on."

Google has lots of resources. If you have ever read about IBM reinventing itself in the 90's its quite interesting to note that had IBM not owned a ton of real estate it likely would not have had the resources to restructure itself. I worked with an executive at IBM who was part of that restructuring and it really impressed on me how important "facing reality" was at a corporation, and looking at the situation more realistically. I had started trying to get Google to do that but gave up when Alan Eustace explained that he understood my argument but they weren't going to do any of the things I had recommended. At that point its like "Okay then, have fun." Still, at some point, they could. They could figure out exactly what their "value add" is and the big E economics of their business and realign to focus on that. Their 'mission oriented' statement suggests that they are paying some attention to that idea now. But to really pull it off a lot of smart, self-interested, and low-EQ people are going to have to come to terms with being wrong about a lot of stuff. That is what I don't see happening and so I'm not really expecting them to transform. Both not enough star bits and the luma are just not hungry enough.

Are you suggesting that Google fire all the engineers who work on Cloud? That would... be a very interesting business decision, likely closing any door for them working with enterprise in the future.

Here's a few more realistic changes that Alphabet could make: - shut down X - shut down Verily - sell calico or shut it down if no buyers - sell Fiber or shut it down if no buyers - shut down Intrinsic, Wing, and all the other X spinoffs - make Cloud be its own Alphabet company with Kurian as an actual CEO

That would show Wall Street that GOogle is really serious about not wasting money on crazy ideas. That would boost the price (along with reducing costs) giving them some runway. I think it would be a shame if Waymo was shut down but it has a long, long way to being highly profitable.

It looks like Alphabet wants to sell Verily or spin it out of the Alphabet family entirely (after decoupling Verily's infrastructure from Google's) but nobody wants to buy it.

I was suggesting that they fire all the engineers that work on things that don't make money. It was only last quarter that Cloud actually made a profit. That said, I think you make a reasonable restructuring case; Now you just have to figure out how to get leadership to buy in and execute on that plan. In my experience two things work against that.

1) If it isn't their idea that don't believe it will do any good and could not possibly be the "right" thing to do.

2) If they don't have a job after it happens, they will work behind the scenes to sabotage attempts to make it happen.

You can work around those, but you need "existential risk" level energy to create that sort of change in a company.

But Google seems to be doing decently well compared to blekko and Watson?