Is search dead?
From a business perspective, the obvious answer is no, with as much as 40% of all online ad dollars going towards search. From a consumer perspective, search is
very much alive and well and actually increasing in its prominence when you factor in the growth of mobile search and people searching on the go. The question I ask is whether anyone new can
start a business in search and compete for revenue with Google in the marketplace. I guess the real question is whether or not innovation and the opportunity for new ideas in the search category
are dead.
There are a number of new start-ups trying to make a name for themselves in search, like Blekko and Topsy. Some of these start-ups come at the business from the
perspective of social search or mobile search. Some try to innovate results formatting, or the results themselves, by bringing new algorithms into the mix. Most never get picked up by the
masses in the way Google did. Google came along at the exact right moment in time, when Infoseek, Alta Vista, Webcrawler and the others were unable to keep up with the demand and provide
accurate, fast results.
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Google was simple, had little clutter, and professed to do nothing other than provide you with the results you need, when you need them. The
search engine built a model on accuracy and speed, and to this day still displays the scope of results with the time to provide them, even in this age of instant results.
So the question
remains, will anyone ever come along to challenge Google for the throne? Bing has proven that if you have enough money, and a hook, people will give you a shot. That translates (in my eyes) to
the idea that Google does have some chinks in the armor. Not everyone on earth wants Google to win. That being said, the vast majority of the world really doesn't care whether Google
"wins" or not. They just want to find stuff fast.
The opportunity, in my eyes, lies in the new platforms, like tablet computers and car dashboards. The mobile space itself is a
catch-all for these categories, but fundamentally it's about apps and the experience off the computer.
Search in a different environment is still up for grabs, because as far as I can tell
Google hasn't made that move yet. To the start-ups and new companies looking to unseat Google on the desktop, I wish you luck -- but I don't bet much on your success. Google has won that
battle for a long time to come.
The battle that should be fought is in areas where Google isn't playing yet. The battle involves new form factors and user interface, and it
involves cataloging local information more than the general library of the Web. Think of it as the battle between the Dewey Decimal System and the phone book (unfortunately, some of you reading
this article will have no frame of reference for either of these items, but go with it). The Dewey Decimal system cataloged a library, but was useless in the real world. The phone book
cataloged the world we lived in, but was useless in the library. The real world is like the phone book -- and that is where the opportunity exists.
Think of it another way. If someone
builds a better mousetrap, with cooler colors, made from stainless steel and guaranteed to kill a mouse in .20 seconds, but the old mousetrap works just fine, everyone has the old mousetrap and your
grandparents know how to use the old mousetrap really well, then no one will buy the new mousetrap. It's not cynicism, its realism.
I think the opportunity for innovation in search lies
off the computer, as search integrates into every other device. That's where I'd be betting my money.
Do you agree?