Comment by b112
4 days ago
It's OK. This is the dying, last gasp effort that a company makes when it has no way to innovate, no way to add any real value, no capacity to drive change internally, and has become completely non-user focused.
In short, it's what companies like IBM and Broadcom are now.
Shallow husks of their former self, mere holding companies for patents, with a complete lack of care and concern about any end-user retention.
Google search has turned completely into junk over the last two weeks. You may think "two weeks only?!", and you're right there, but this is a whole new level of stupid.
You may not be getting this where you are, but here searches are constantly prepended with human checks, searches can take up to 5+ seconds, you name it. They literally spend so little on maintaining and working on their search engine, that it's effectively unusable much of the time now. I don't care whether it's bot traffic, or what, and no it's not just me, or my ISP. This is wide-scale.
It takes so long I just click on an alternate search engine and search there. I don't have time to waste in their inanity.
Any sane and sensible company wouldn't entirely trash and destroy their mainline product, which is key to drive users to experience Google products. But this degree of sheer, unbridled arrogance is what topples empires. The thought that it really doesn't matter, flows off of google as a foul stench.
Look at Microsoft of old, the god of arrogance. Once the most dominant, powerful tech company in the world. They were king. Browser king. OS king. Everything king. Now they are barely noticed by large swaths of the market.
So goes Alphabet these days.
The problem is that these companies can remain on life support for decades, phoning it in and making things continuously worse as their desperation grows.
If they follow the path of IBM and Broadcom, they will move away from the consumer market and focus more on the enterprise. If Google fully realized that vision it would be extremely disruptive. Them shutting down Google Reader practically killed RSS for quite a while. Imagine that level of disruption with products that have mainstream appeal… mail, maps, docs, search, etc. It would be pandemonium.
Pretty sure this would be the only way the rest of the world (except China) dumps US tech services, so it sounds great.
> mail, maps, docs, search, etc. It would be pandemonium
I would hardly notice, TBH.
There are alternatives for all of that.
Good for you. That doesn't change that millions of people rely on these daily, including many less technically inclined.
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Microsoft is already pivoting away from consumer products.
>Look at Microsoft of old, the god of arrogance. Once the most dominant, powerful tech company in the world. They were king. Browser king. OS king. Everything king. Now they are barely noticed by large swaths of the market.
Have they ever been more valuable than now?
I think it’s more about how they are perceived. They’re making a lot of money somehow, but they have been losing desktop OS marketshare for at least 15 years, they completely missed mobile, Xbox seems to be failing, they completely gave up on the browser and just threw a skin on Chrome. They have O365 in the enterprise, sure, but that was a market they once owned… now they share it with Google Docs and a host of others. They had to shove Linux into Windows just to get developers to stick around. They had the PC gaming market on lockdown, but Valve is coming for them with all their Linux based efforts… we have PewDiePie as an Arch user now. How bad does Microsoft need to screw up to push someone all the way to Arch? All their consumer facing products seem to be trending down.
Everyone loves to talk about FAANG… there is no M, why not? One would think Microsoft would belong more in that collection than Netflix, yet here we are.
In terms of technology and looking forward, what is Microsoft doing really right? Even their investment in AI seems questionable and they pushed it into their products so hard that everyone hates it. They have GitHub and VS Code, but that was an acquisition and people are always nervous, because they don’t really trust Microsoft based on their track record. Azure is fairly popular, but AWS is still the benchmark everyone talks about. There is their enterprise management software… that helped take Styker completely down last week (maybe not totally Microsoft’s fault and more the admin, but that’s still some really bad press). Did I forget something big?
TBH, you could change a few terms and that text wouldn't look much different in the 90's. Microslop never gave a shit on end-users and what they think. Nobody ever "liked" Microslop. People were always complaining that Windows is shit, Office is shit, MS Servers are a joke, etc. Nobody at Microslop ever cared. They always cared only about having all the companies and governments in ransom, which was always their golden egg goose. The only other thing they care about, to make the first thing happen, are developers. They put a lot money into keeping people developing using their tech, and this actually works. Even on Linux it's hard to avoid Miroslop tech. (I've got just today a Pipewire update which pulled in some MS libs for ML; and there is for sure more as they have even code in the Kernel.) Microslop's EEE strategy is a long game, which is actually pretty hard to beat.
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I don't think everyone hates Microsoft's AI offerings, but rather a vocal group of online people.
Copilot is useful, particularly if it is the only thing enabled in your company.
Don't get me started on Azure though. Their VMs are insanely slow, yet still cost like hundreds per month.
I don't know who in their right mind thinks it is a good deal and that they should move all their services into Azure. Apparently a lot of senior management.
I think if, 10 years ago, you spun Microsoft into several different companies with everything playing out exactly as it has today in the product management side, the most direct consumer-facing sections like Windows Desktop and Xbox would have cratered and most analysts would say that they have bleak futures, while Azure and 365 would have grossly overperformed and would have been titans.
MS has been successful despite fucking up the monolithic position they held in desktop and gaming, because they managed to find a particularly valuable golden goose. It's just that in doing so they allowed the other golden geese they have to become quite sick.
If you took out cloud rev MS would have been much more motivated to not let the rest of the company's products turn in to the sorry state they're in.
Most client PC are still running on Microslop Windows.
They are, as always, using Windows to sell all their other crap, especially Azure and 365. Things like their AD or office tools are tightly integrated into the cloud so you realistically can't even use the one without using the other.
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If you had separated them, 365 would probably run on AWS and have better cross-browser support.
Do you feel they're? As user, not as investor.
I don't know what feelings have to do with an objective measure like valuation.
I'm not sure where you are but at least here Microslop is still ruling more or less everywhere besides the online ad market.
They are big in everything that is mass scale developer oriented with things like GitHub, VSCode, or all their libs, tools, and integrations (they "own" in large parts for example Python, TS, and Rust). Governments and public services are all running on Azure. So do a lot of companies; more or less all small and mid sized. They are still dominant in the gaming market, and get stronger there with every year.
Microslop was always, and still is the same Microslop. They are very successful with what they do since decades. Whether one likes that or not.
They haven't been dominant in the gaming market for a long time now. Since the beginning of the last generation (Xbox One, PS4, Nintendo Switch), Microsoft has had the worst selling game consoles. And they are getting weaker with every year: the Xbox director was fired just a few weeks ago.
They still control PC gaming. Even Valve has long given up on disrupting DirectX and the Win32 API in general and is just translating whatever APIs Microsoft decides we should have.
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I noticed you didn't mention any consumer products except gaming. That's because they no longer dominate there.
Github and VS Code are kind of consumer products aren't they?
This narrative has some critical flaws. Google is not just search or Android and hasn’t been for a while.
Sadly I'd say it's the opposite with them winning that antitrust case, none of these big guys give a shit anymore, they're basically slowly easing into doing whatever the hell they want.
Just to illustrate how bad Google has gotten, I've had the boomer habit of searching for a website name and then clicking the link in Google.
In the past 1-2 years I had to stop that, as there's a good chance I will be taken to some ad-sponsored link that has hijacked the search results.
For example, if I search 'Claude' the actual link to claude.ai will not even fit on a 1080p screen.
Alternatives are not that better :(
Also Google search degradation is partly due to the web becoming infested with AI slop and most content moving to chat apps, which are walled gardens by default.