Comment by mike_hearn

I don't think it was Vic who convinced Larry or Sergey of that. It was Mark Zuckerberg. Google was in a frenzy about the sudden explosion of social for a few years before Google+ came along. Facebook's growth and rampant poaching of Google employees had left upper management despondent and fearful. It appeared (though in hindsight we know this was wrong) that social graph integration was so powerful that adding social to any app would automatically make it win. A commonly cited example was that Google had bought Picasa and worked on it for years only to see it be smoked by Facebook Photos, a product with way fewer features. Then Facebook Messages started taking away all the personal email communication from Gmail, and they got into ads and so on.

So you can see why Eric, Larry and Sergey were afraid. They were worried that Facebook might ultimately do a search engine that somehow integrated social recommendations, and that'd be the end of Google. That fear was shared by other top execs like Hoelzle and Alan Eustace iirc. No wormtonguing was required. They convinced themselves of that thesis all by themselves.

In that environment lots of teams were trying to sprinkle social magic onto their product, often in hamfisted ways. The GMail team launched an ill-fated social network called Buzz that immediately upset lots of users who clicked through the consent popup without reading it and discovered that their address books were suddenly public. Maps was adding their own social features. Orkut was an actual social network popular in Brazil. But, none of these products integrated with each other in any way. They mostly even had their own separate user profiles! Like, there wasn't even one place to set a profile picture for your Google account. It was pretty disastrous.

Given that, some attempt at a unifying social layer was inevitable. Gundotra gets unfairly demonized in my view. Google+ was probably the best that Google could have done to compete with Facebook. It wasn't enough because it was a me-too product driven by corporate fear, and such products are rarely compelling. But it also wasn't terrible. Some users really liked it.