Google: Feeling the Competitive Heat

February 28, 2020

Google, DarkCyber assumes, thought that Microsoft’s decision to convert the Chrome browser into Credge was a victory. “Google Is Now Warning Millions Of Microsoft Edge Users To Switch To Chrome: Here’s Why” tries to explain Googley thinking.

We learn from the capitalist tool:

Google has been found “abusing user agents,” the identifying code that enables websites to identify the browser type and version, to detect and warn Microsoft Edge users visiting the Chrome web store that when it comes to extensions they should switch to Chrome. The reason for the warning is that Microsoft Edge doesn’t integrate with the Safe Browsing protections Google uses to remove threats—so when an extension presents a risk, Google can’t act in the same way to protect users.

Is this the only reason?

DarkCyber thinks a bit of context will explain some of the Googley thinking.

Consider Google and Amazon.

Google does not like Amazon, especially when Amazon stepped away from solely being a retailer to offering software services to customers. Google wants some of Amazon’s cloud business, so they are telling retailers to chuck Amazon and check out their tools. ZDNet rolls out the gossip in the article, “Google’s Pitch To Retailers: We’ll Help You, From Search To Supply Chain.”

At the National Retail Federation, Google introduced retailers to a new line of tools available via its cloud. The tools range from product discovery, supply chain optimization, and hybrid application management. Thomas Kurian, Google Cloud CEO, explained that the retailers who innovate with their business plans are the most successful. Google wants to grab these forward thinking retailers with new tools like:

“Among the new offerings for retailers is a new tool called Google Cloud Search for Retail, which Google is piloting now and will introduce to the broader market throughout the year. The tool helps retailers improve search results for their own websites and mobile apps using cloud AI and Google Search algorithms.

Kurian’s blog post also served as a reminder to retailers that they can buy Google Ads to surface their products when customers use Google’s many consumer tools like Search, YouTube, Shopping, Google Assistant or Maps.

We noted:

Google also announced Google Cloud 1:1 Engagement for Retail, a set of best practices that can help retailers build data-driven strategies for personalized customer services. This should make it easier for customers to use Google’s BigQuery data analytics platform to build personalization and recommendation models.

That is just the beginning! Google is also developing a Buy Optimization and Demand Forecasting service that assisted retailers plan and manage supply changes. There is also a new retail version of Anthos, Google’s platform for managing services on site or the cloud environment. It will allow retailers to roll our and manage applications across all stores.

What happens if we try to add 1 + 1. DarkCyber thinks that the task reveals several facets of Googley thinking:

  1. Microsoft has lots of Windows 10 users who just use Credge. The browser works, is there, and why hunt for a different way to look at Web pages. But what if Credge gets traction on a mobile phone? What if Microsoft, the long time drone target of the Google, gets eyeballs on Android devices? Yep, those victory cheers are likely to become verbal and physical tics.
  2. Amazon is selling ads. Selling lots of ads is not good for the Google, a company for more than 20 years has had one revenue stream of significance. The Google wants to put some sand in the fuel tank of Bezos bulldozer. Thus, Googley behavior dictates action.
  3. Google itself faces a problem few companies have: Indexing the Web and changes to Web pages is expensive. How does one cut costs when Microsoft may blindly wreck havoc in the browser revenue flow or put a dent in the quite robust mobile ad business? How does Google protect existing ad revenue and possibly cause the Bezos bulldozer to go down for an engine overhaul? Aggressive actions seems to be the order of the day.

If DarkCyber steps back or in the lingo of a University of Chicago philosopher “go up a meta lever”, the actions of today’s Googlers reflect some changes which may give pause. Marketing has never been a Googley strength. Now it has to be competitive marketing. Is Google’s marketing elegant? Yeah, not too elegant.

Can Google control costs without further compromising its search service, its wonky innovations, and its increasingly contentious employee-management interactions?

DarkCyber finds the Credge and Bezos bulldozer “plays” interesting and entertaining.

Stephen E Arnold, February 27, 2020

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