Comments on: I wouldn’t go shorting GOOG http://www.buzzmachine.com/2007/08/28/i-wouldnt-go-shorting-goog/ by Jeff Jarvis Sun, 07 Sep 2008 23:31:50 +0000 http://wordpress.org/?v=2.5.1 By: Wedding Photographers http://www.buzzmachine.com/2007/08/28/i-wouldnt-go-shorting-goog/#comment-366158 Wedding Photographers Wed, 02 Jan 2008 14:45:04 +0000 http://www.buzzmachine.com/2007/08/28/i-wouldnt-go-shorting-goog/#comment-366158 Google hasn't made many successful inroads into the social side of the web, and it seems that the likes of Facebook will be hard to counter. But google is ingenious in some ways, and I have a feeling they will do something soon that will put them on the map in a big way. Google hasn’t made many successful inroads into the social side of the web, and it seems that the likes of Facebook will be hard to counter. But google is ingenious in some ways, and I have a feeling they will do something soon that will put them on the map in a big way.

]]> By: Danielle S. http://www.buzzmachine.com/2007/08/28/i-wouldnt-go-shorting-goog/#comment-359131 Danielle S. Wed, 05 Sep 2007 06:55:18 +0000 http://www.buzzmachine.com/2007/08/28/i-wouldnt-go-shorting-goog/#comment-359131 Google will adapt. It's that simple. They understand the market is and will be changing. It's not about information, it's about advertising and they have and will continue to attract the advertising revenue based on their rep and stats. New media and social networks to kill Google? Pshaw! They will incorporate these into their existing business. Everyone else is doing it and so will they. Cheers! Danielle www.studiozone.com Google will adapt. It’s that simple. They understand the market is and will be changing. It’s not about information, it’s about advertising and they have and will continue to attract the advertising revenue based on their rep and stats. New media and social networks to kill Google? Pshaw! They will incorporate these into their existing business. Everyone else is doing it and so will they.

Cheers!
Danielle
http://www.studiozone.com

]]> By: Don http://www.buzzmachine.com/2007/08/28/i-wouldnt-go-shorting-goog/#comment-358467 Don Wed, 29 Aug 2007 03:56:11 +0000 http://www.buzzmachine.com/2007/08/28/i-wouldnt-go-shorting-goog/#comment-358467 Although google electrified me back in 1999 it's now too superficial for my needs. When Scoble speaks of algorithms he means people such as me routinely skipping to page 3 of a google search to save time by jumping over the topmost cruft. For all its faults Wikipedia typically enables me to go deep fast. Although google electrified me back in 1999 it’s now too superficial for my needs. When Scoble speaks of algorithms he means people such as me routinely skipping to page 3 of a google search to save time by jumping over the topmost cruft. For all its faults Wikipedia typically enables me to go deep fast.

]]> By: The Obstructionist » What hath Scoble nailed to the door? http://www.buzzmachine.com/2007/08/28/i-wouldnt-go-shorting-goog/#comment-358438 The Obstructionist » What hath Scoble nailed to the door? Tue, 28 Aug 2007 20:46:13 +0000 http://www.buzzmachine.com/2007/08/28/i-wouldnt-go-shorting-goog/#comment-358438 [...] advocated online companies adopt a WWGD mantra, completely–and respectfully– disagrees. He also, I know, must disagree with the Extreme CU of Scoble’s can’t-contain-it face [...] [...] advocated online companies adopt a WWGD mantra, completely–and respectfully– disagrees. He also, I know, must disagree with the Extreme CU of Scoble’s can’t-contain-it face [...]

]]> By: Gerd Kamp http://www.buzzmachine.com/2007/08/28/i-wouldnt-go-shorting-goog/#comment-358436 Gerd Kamp Tue, 28 Aug 2007 20:19:43 +0000 http://www.buzzmachine.com/2007/08/28/i-wouldnt-go-shorting-goog/#comment-358436 I definitely second Matthias opinion. Not only blogs, but all the people in MSM i talked with about this interview were wondering about the rationale behind it. It is so obvious that expertise in the field definitely is not the reason. Just two remarks: 1. Even if GOOG is dead in 10 years. The company or companies that will substitute them will definitely not be MSM companies (at least companies headed by managers like Mr. DuMont Schütte. I'm not sure if Mr. Schütte is aware of the fact that he is acknowledging this when he is saying: "The lifecycle of internet ideas, in terms of content and technology, is completely different from conventional companies in the old economy. . . ." 2. But at least Mr.Schütte should be knowledgeable wrt. MSM facts. I especially would be very interested in the reasoning that led him to a 9 Billion Euro figure that MSM companies in Germany spend for news gathering each year. That would be around 60 times the news gathering budget of the NYT and at least 100 times the revenue of germanys biggest news agency dpa (disclosure: i'm working for the online subsidiary of dpa). BTW: Does anybody know the aggregated news gathering budget of american newspapers (media companies or a pointer where i can find them? I definitely second Matthias opinion. Not only blogs, but all the people in MSM i talked with about this interview were wondering about the rationale behind it. It is so obvious that expertise in the field definitely is not the reason.

Just two remarks:

1. Even if GOOG is dead in 10 years. The company or companies that will substitute them will definitely not be MSM companies (at least companies headed by managers like Mr. DuMont Schütte. I’m not sure if Mr. Schütte is aware of the fact that he is acknowledging this when he is saying: “The lifecycle of internet ideas, in terms of content and technology, is completely different from conventional companies in the old economy. . . .”

2. But at least Mr.Schütte should be knowledgeable wrt. MSM facts. I especially would be very interested in the reasoning that led him to a 9 Billion Euro figure that MSM companies in Germany spend for news gathering each year. That would be around 60 times the news gathering budget of the NYT and at least 100 times the revenue of germanys biggest news agency dpa (disclosure: i’m working for the online subsidiary of dpa). BTW: Does anybody know the aggregated news gathering budget of american newspapers (media companies or a pointer where i can find them?

]]> By: Bob Warfield http://www.buzzmachine.com/2007/08/28/i-wouldnt-go-shorting-goog/#comment-358434 Bob Warfield Tue, 28 Aug 2007 19:54:51 +0000 http://www.buzzmachine.com/2007/08/28/i-wouldnt-go-shorting-goog/#comment-358434 It's the dynamics of the Big Competitors that make this interesting. I don't think Mahalo will knock off Google. I'm not sure Scoble does either, I think he just writes headlines that drive readership. OTOH, Seth mentioned Yahoo way up top. Yahoo, Microsoft, and many others large and small don't want Google to own the front door to the Web. They have the power to do some revolutionary things that are in the spirit of what Scoble has suggested: http://smoothspan.wordpress.com/2007/08/27/social-graph-search-engines-part-3/ Will an Open Social Network Search ever be created? Hard to say. People have a hard time cooperating most of the time, and then other times it happens very suddenly. The one thing Scoble is absolutely right about is that Social Networks need to factor into Page Rank. Cheers, BW It’s the dynamics of the Big Competitors that make this interesting. I don’t think Mahalo will knock off Google. I’m not sure Scoble does either, I think he just writes headlines that drive readership.

OTOH, Seth mentioned Yahoo way up top. Yahoo, Microsoft, and many others large and small don’t want Google to own the front door to the Web. They have the power to do some revolutionary things that are in the spirit of what Scoble has suggested:

http://smoothspan.wordpress.com/2007/08/27/social-graph-search-engines-part-3/

Will an Open Social Network Search ever be created? Hard to say. People have a hard time cooperating most of the time, and then other times it happens very suddenly.

The one thing Scoble is absolutely right about is that Social Networks need to factor into Page Rank.

Cheers,

BW

]]> By: Jason http://www.buzzmachine.com/2007/08/28/i-wouldnt-go-shorting-goog/#comment-358426 Jason Tue, 28 Aug 2007 19:23:20 +0000 http://www.buzzmachine.com/2007/08/28/i-wouldnt-go-shorting-goog/#comment-358426 My experience is that NEWCO rarely "kills" ESTABLISHEDCO. Typically, markets get bigger, product offerings get more robust, and marketshare shifts around. IF a company does implode its typically the fault of the management NOT because of the external factor. That being said, NEWCOs in the search space can build a very robust business with even a small % of the ever expanding global search traffic marketplace. *That* being said, Scoble is correct in that HUMANS+MACHINES+SOCIAL NETWORKS will ALWAYS be better than machines or social networks alone. It's going to be a VERY interesting five years. all the best, Jason My experience is that NEWCO rarely “kills” ESTABLISHEDCO. Typically, markets get bigger, product offerings get more robust, and marketshare shifts around. IF a company does implode its typically the fault of the management NOT because of the external factor.

That being said, NEWCOs in the search space can build a very robust business with even a small % of the ever expanding global search traffic marketplace.

*That* being said, Scoble is correct in that HUMANS+MACHINES+SOCIAL NETWORKS will ALWAYS be better than machines or social networks alone.

It’s going to be a VERY interesting five years.

all the best,

Jason

]]> By: jonny goldstein http://www.buzzmachine.com/2007/08/28/i-wouldnt-go-shorting-goog/#comment-358414 jonny goldstein Tue, 28 Aug 2007 17:51:53 +0000 http://www.buzzmachine.com/2007/08/28/i-wouldnt-go-shorting-goog/#comment-358414 Also, Google is making moves into telephony. Called 1-800-GOOG-411 lately? Definitely don't count 'em out. Also, Google is making moves into telephony. Called 1-800-GOOG-411 lately? Definitely don’t count ‘em out.

]]> By: Matthias http://www.buzzmachine.com/2007/08/28/i-wouldnt-go-shorting-goog/#comment-358406 Matthias Tue, 28 Aug 2007 17:13:26 +0000 http://www.buzzmachine.com/2007/08/28/i-wouldnt-go-shorting-goog/#comment-358406 Mr. DuMont Schütte got a lot of replies in german blogs for his "expertise" about Google. The interview with him is really worth reading as it shows that this man hasn't yet understood very much about the internet, its dynamics and logic. It's bit a bit different with Robert Scoble as he knows much better about what he is talking. Anyway I do agree with you and not with him: It is too early to take Facebook (and others) as a dangerous thread for Google yet. Mr. DuMont Schütte got a lot of replies in german blogs for his “expertise” about Google. The interview with him is really worth reading as it shows that this man hasn’t yet understood very much about the internet, its dynamics and logic.

It’s bit a bit different with Robert Scoble as he knows much better about what he is talking. Anyway I do agree with you and not with him: It is too early to take Facebook (and others) as a dangerous thread for Google yet.

]]> By: Seth http://www.buzzmachine.com/2007/08/28/i-wouldnt-go-shorting-goog/#comment-358403 Seth Tue, 28 Aug 2007 16:57:25 +0000 http://www.buzzmachine.com/2007/08/28/i-wouldnt-go-shorting-goog/#comment-358403 I thought of you as soon as he looked into the screen and whispered "watch Yahoo". Jeff, Do you really think Yahoo's over? Or are they a "wildcard"? I thought of you as soon as he looked into the screen and whispered “watch Yahoo”. Jeff, Do you really think Yahoo’s over? Or are they a “wildcard”?

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