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Google exists bc of a grand bargain: scrape the open web, and profit from directing traffic to the best sites. Around 2010, the betrayal began. YouTube artificially ranked above other video, then over time maps results injected, shopping, flights, events. Now AI answers.
The walled gardens are *worse* than the open web. AOL lost for a reason. But the only businesses that can long-term survive operating on the internet must find some way to lock Google out. So the walled gardens return, under the new selective pressure. What waste.
Over time, of course, Google is systematically destroying its own competitive advantage. Eventually they will have deliberately and purposefully drained every drop of value from the open web, and the remaining services will be walled gardens. Search will be effectively dead.
And when search dies Google will finally have achieved its goal to become a late-stage portal, a “content business” like AOL or Yahoo. A mediocre version of everything you might want that people only used bc it was artificially jammed into their workflow.
There was another path. There still is, tho I expect Google is too far gone to take it. What if instead of treating Yelp like a sucker for trusting them, and systematically working to drain them dry, Google had made them a partner?
Instead of building a crap store-brand version, offer APIs to allow Yelp to integrate more deeply, allowing detailed results useful in-line and rendered into maps. Then start sharing revenue from the searches where Yelp results rank high, so they lean in.
But that would require thinking of the open web with gratitude, with love, with respect. Google decided in 2010 that people naive enough to let them scrape their businesses were suckers, and people dependent enough they couldn’t leave were cattle. A tragedy.
@eshear Most of the major modern tech players started with a reasonable bargain that they eventually betrayed I'm hoping that AI means disruption of these duplicitous players, but I don't have a lot of faith that AI firms aren't setting up their own planned duplicity