Comment by ChuckMcM
7 months ago
You know how a chess player will say something like "mate in 6" because their experience of all the options left to their opponent are both easily countered and will not prevent them from losing? Companies, and tech companies in my experience, get into death spirals due to a combination of people, culture, and organization. Pulling out of one of those is possible but requires a unique combination of factors and a strong leadership team to pull off. Something that is very hard to put into place when the existing leadership has overriding voting power. You can look at GE, IBM, and to some extent AT&T as companies that have "re-invented" themselves or at least avoided dissolution into an over marketed brand.
I have a strong memory of watching a Jacques Cousteau documentary on sharks and learning that Sharks could become mortally wounded but not realize it because of how their nervous system was structured. As a kid I thought that was funny, as an engineer watching companies in the Bay Area die it was more sobering.
If you have read the article, I think Gomes was right and saw search as a product, whereas Raghavan saw it as a tool for shoveling ads. A good friend of mine who worked there until 2020 wouldn't tell me why they left, but acknowledged that it was this that finally "ruined" Google.
Their cash cow is dying, I know from running a search engine what sort of revenue you can get from being "just one of the search engine choices" versus the 800lb gorilla. Advertisers are disillusioned, and structurally their company requires growth to support the stock price which supports their salary offerings. There is a nice supportable business for about 5,000 - 8,000 people there, but getting there from where they are?
My best guess at the moment is that when they die, "for reals" as they say, their other bets will either be spun off or folded, their search team will get bought by Apple with enough infrastructure to run it, Amazon or someone else buys a bunch of data centers, and one of the media companies buys the youtube assets.
> You know how a chess player will say something like "mate in 6" because their experience of all the options left to their opponent are both easily countered and will not prevent them from losing?
As a chess person, saying "Mate in _" means it's a calculated inevitability. There is no mathematical way out of it.
It is not nearly equivalent to the outside judgement of a company with so many factors — it's just incomparable.
I don't disagree, chess is much more algorithmic and predictable. Maybe it is more like seeing your best mate of the last 20 years getting into their fourth or fifth relationship with the same kind of partner they failed with before and thinking, "Seen this movie before, it is not gonna work out." No algorithms, just you know how you're friend sabotages themselves and you also know they can't (or won't) look critically at that behavior, and so they are doomed to fail again.
But I can guarantee you that Google employees are reading these comments and saying "Wow, this guy is totally full of it, he doesn't know about anything!" and for some of them that thought will arise not from flaws in what I and others are saying, but in the uncomfortable space of "if this is accurate my future plans I'm invested in are not going to happen..., this must be wrong." I have lived in that space with an early startup I helped start, when I went back and worked on the trauma it had caused me it taught me a lot about my willingness to ignore the thinking part of my brain when it conflicted with the emotional part.
You have to do some of that to take risks, but you also have to recognize that they are risks. Painful lesson for me.
Yes, but there are other positions that do fit the comparison, like a couple of advanced passed pawns that can still be defended against with surgical precision, but most times are lethal.
Again, I think there is a misunderstanding of what the saying is used for.
In chess, it's specifically used for saying "even with the best defense possible, you will be mated no mater what in a maximum of X moves." Computers use this definition as well. If Stockfish says # in 6, that means there is an indefensible path to mate available, and with the best play of the opponent will take 6 moves.
It's not a "Mate in X, probably."
Chuck, curious if you have ever posted here on what happened to Sun Micro. Love to read your take on it.
I don't think so. At one of the Sun Reunion events a bunch of us sat around and talked about it. I suggested someone should write a companion volume to "Sunrise: The first 10 years of Sun" called "Sunset: The last 10 years of Sun." But as far as I know nobody followed up (if they did they didn't reach out to me for my take)
Quit teasing. Give us a taste, then. [:)]
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With Google, I always feel like the side hustles (waymo, X, etc.) Really exist to be sold off in the future to prop up the add/search business and ensure future profitability. Everything not adds/search is on that list, and anything shut down despite being useful isn't seen as future-sellable.
Google today is starting to smell of future financial engineering games, like when a car maker earns more through financing than selling core product.
fwiw, there are approximately 25,000 FTEs reporting up to Thomas Kurian, and I'm not sure how many thousands of TVCs. That's just for Cloud, and doesn't include the massive numbers of additional, relevant employees directly support Cloud from within TI. Part of Google's problem is that it's so big and so broad, and has always insisted on a monorepo for internal source code, and it's outsourced to vendors as much as possible, that it's nearly impossible to disentangle any one business unit from the next. I predict that if the FTC or the EU seriously try to break up the company, this will be there argument against it.