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I think this line of thinking greatly underestimates the value of UI and the integration of APIs. Take Yahoo. They're moving to Bing for deep results but concen
by epi0Bauqu 16y ago
I think this line of thinking greatly underestimates the value of UI and the integration of APIs. Take Yahoo. They're moving to Bing for deep results but concentrating on UI and weaving in other structured content for a lot of the head searches. That approach may well be good enough to start gaining share again over the medium term.
- recoiledsnake 16y agoI think that's covered by point #1.
- epi0Bauqu 16y agoRight, but then it becomes an apt analogy again :).
- mjfern 16y agoI don't think it's an apt analogy because: 1. There are significant barriers to entry in search that do not exist in the browser market, including learning effects, economies of scale, and network effects. Any enhancements to the technology (e.g., algo) or user experience (e.g., UI) by a competitor must provide substantially more value to searchers and/or advertisers to overcome the significant network value (effects) in this market. 2. Despite Google's size it's still quickly responding to market and technology changes making it difficult for a competitor to chip away at its market share. For instance, despite significant investments by Microsoft (and some creative and smart decision-making), Bing has only been able to gain incremental market share, primarily at the expense of Yahoo. Google, thus far, has been able to sustain its dominance, commanding about 90% of the global search market. "While Bing hit 4.37 percent and Yahoo dropped to 3.93 percent, Google still dominates worldwide with 89.94 percent of the search engine market share, the web analytics company reported."(March 1, 2011; http://blog.searchenginewatch.com http://blog.searchenginewatch.com)