Social Search is not the answer (and why Larry is replacing Schmidt)
This talk of 'social search' made me starting thinking about a few other recent pieces of news - firstly Quora going gangbusters - its model of taking an old concept (e.g. Q & A) and applying a whole new 'follow' model is showing the way for a whole slew of disruption this year. The second was that over last 6 months OneRiot and now Collecta have given up on a real-time search.
Why do I think these are relevant to Googles sudden emphasis on 'social search' - the fact is that you cannot always put two things together and make a product that is more than the sum of its part - in fact you can end up having less of a product. But more often than not what is actually going on is that behind the scenes a whole ecosystem is changing and suddenly your old model very quickly looks dated.
And this is how I feel we find Google right now - it has immense historic commitment to an old form of finding content - i.e. search, and its response to the changing ecosystem is to take another interesting looking new trend and stick it on top without realising that 'search' is actually being replaced completely.
Twitter started all of this - the asymmetric follow created a service perfectly adapted to following a defined list of users who interested you. Quora has extended this by giving more granular control by having tier'ed context of 'people' , 'topics' and 'questions'. The fact is we now sit waiting for the interesting things come to us because we have pre-defined our interests and automatically supplied the answers. I think Google does know this - but for now the 'social search' tagline will keep 99% of investors happy that they are adapting.
So the change from Schmidt to Larry for me is all about the need (and quickly!) to have someone drive direction in product because Schmidt did an amazing job of consolidating a model - but now the model is getting stale they realise it's time to do the startup thing and 'pivot'.