Confidential To…
It’s hard to see the media try to understand, and then fail, at the bigger picture of the internet, as with today’s article by Fortune Magazine about the future of Google. I wondered why Google’s CEO, the ultimate spinmaster, was out talking about the company’s strength a few days ago. We all know that only happens when necessary. Now it makes sense.
The problem with Fortune’s article is that Google’s not been a “search” company for years. In fact, the more I see what Google does the more I believe it never intended to be. Google very much understands the internet and what it’s here to do. More so than any company in the world. Apple is second only. 98% of the time when I’m in a gray area that’ll emerge in the next few years, Google is there also. Often, it’s just me and them. Most of all, Google’s already in position to take advantage of what’s ahead, in places that the rest of the market won’t understand or see for years. But, all this aside, Google also owns the most important thing to own for the future: Internet infrastructure. He who owns the pipes always wins.
It’s not to say that Google will win every battle in what’s ahead or own every gray area it is participating in. But, Google wins the game most of all because it knows what’s ahead, and positions long before the rest of the world even begins to understand what’s happening. Google could be beaten to the punch by those who also know the future and manipulate it, as I do. Judging on that Fortune article, it won’t have to worry about that changing any time soon.
Facebook is not a threat to Google unless the two decide to change position, and that’s assuming that Facebook doesn’t lose its very delicate spot in the coming future. Let’s not forget how giant MySpace had been. The media seems to have forgotten how it fawned and toted over MySpace, certain it’d never die, but that doesn’t change that it did — and it could happen to Facebook just the same. Google’s not in that position, and won’t likely be. In fact, Google’s so far away from any company in the space in terms of truly capitalizing on what’s ahead, the media should be looking at that with concern. When all is said and done, you can be sure you should be.
When I speak about these things, it comes from nine years on the side of those who created and built the internet. Will I be wrong? We’ll see.













