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> You should look up global search volumes and Google share of it. There’s no dent.

"You should look up global search volumes and Yahoo's share of it. There’s no dent" was once a valid statement. Same for Altavista, MySpace, etc. You can go from on top to the bottom very fast in this realm.



Key difference is Google pays a FUCKTON of money to be default search provider. The US Department of Justice is going after this.

Once Google can’t pay-to-play in Safari and iOS they are in very deep shit. This is the classic thing with monopolies: eventually the “innovation” is just leveraging market power to deepen the moat by burning cash.

This is what happens when the CFO runs the damn company. Sundar has no vision, at all, and Ruth’s vision is the same boring Wall Street play book that put a hundred tech companies in the ground.


> Key difference is Google pays a FUCKTON of money to be default search provider.

Yahoo used to pay for that, and to package the Yahoo Toolbar pretty much everywhere. I remember when it used to try to install itself with MySQL. I'm sure it helps, for a while, until it suddenly doesn't.


People have no idea how quickly the house of cards can collapse. It’s a very dangerous path to juice profits by paying to be a default. Basically a self-made Ponzi scheme.


Same could be said when iPhone came out. Now look where Android is. The fact that something happened to others means nothing. Could go either way.

edit: typo


Well, it means it could go either way. Which with respect to Google and search is quite a novelty, as Google has been on top for 20 years, without a serious competitor for most of that time.




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