Can Google React to a Code Red? Yeah, Sure, Jumping Right on It

December 22, 2022

The New York Times, The Guardian, and even the relentlessly innovative Business Insider have embraced the idea of Code Red. What is a Code Red? If you spent time at a cyber security conference a few years ago, Code Red was a snazzy name for computer worm. Have you spent quality time in a hospital in the US, preferably a smaller town? If so you may recall hearing “Code Red”. The idea was to alert the motivated, enthusiastic, and empathetic professionals that there was a barn burner of a fire raging around oxygen tanks adjacent intensive care, operating theaters, or recovery rooms. The term could also refer to bad weather, a billing opportunity’s arrival (aka patient), or something really bad happening like a grain silo explosion in Canton, Illinois, in which local farmers were blasted, burned, or gassed. (Yep, grain dust does go bang.) Code Red to some US Department of Defense types means — at least to some US Marines that the weather is more bad than the previous day’s weather. However, to some trained at Quantico, the term only suggests that the weather will be worse than it was yesterday.

For the “real news” professionals, the idea is that Code Red means emergency. Examples appear in a number of articles like this one: “Google’s Management Has Reportedly Issued a Code Red amid the Rising Popularity of the ChatGPT AI.” The idea is that Google’s estimated 90 percent share of the US and Western European online search market is now in jeopardy. You judge.

Here’s a passage from the write up:

Sundar Pichai, the CEO of Google’s parent company, Alphabet, participated in several meetings around Google’s AI strategy and has directed numerous groups in the company to refocus their efforts on addressing the threat that ChatGPT poses on its search engine business…In particular, teams in Google’s research, Trust and Safety division among other departments have been directed to switch gears to assist in the development and launch of new AI prototypes and products, the Times reported. Some employees have even been tasked to build AI products that generate art and graphics similar to OpenAI’s DALL-E used by millions of people…

Okay, meetings in the midst of holiday season. Perilously close to New Year’s festivities. Google Meet sessions with dogs barking or significant others saying, “Will you get off that call? Right now!”

The idea is that Google is going to face a challenge, maybe an existential threat! Google has to react immediately. Another grain silo will explode. That boom? Yeah, the emergency room oxygen tanks exploded. No one knows how many were injured or even killed. Horrible. More staff shortages! The sky is falling because our billing stream is blocked. Double Code Red!

Smash cut.

This image represents Google, courtesy of the free but legally ambiguous Craiyon.com:

fish in fishbowl

Really original artwork courtesy of https://www.craiyon.com/

Yes, a fish bowl, not a frog. The fish takes the world’s data. I have heard that some pet fish watch television when an influencer is streaming to the big flat panel in the spacious 300 square foot apartment in Florham Park, New Jersey. This metaphorical fish is master of its universe; however, the leaking Russian ISS space capsule is not on its radar or the flaws of companies with “seeing stones” are not on its radar.

If we were to slowly heat the water in this fish’s bowl, our fish may discover too late that fleeing, transforming, or getting on a flight to Argentina are low percentage options. (Kiddies, please, do not test this theory and torture a fish unless you are a PhD student eager to work on live animal testing in a lab near Palo Alto.)

The key point is that until death has its paws on our fish, frantic action does not take place. Nothing stops the grim reaper from having a boiled fish appetizer.

May I share some of my unpopular, historically ignored observations about the Google? Oh, you say, “No.” Tough luck. Here I go:

  1. The Google of today understands its environment within its fish bowl. Like the fish, comprehension of the wider world is if not impossible or distorted due to the nature of the boundary between the watery world and the bigger outside world. Changing a world view ain’t gonna happen? Why? Business process momentum, perceptual acuity, and Googley thinking keep the systems doing what they do: Selling ads.
  2. Google engineers truly believe that their technology is THE BEST THING EVER. Keep in mind that invention can come via acquisition, unauthorized borrowing, or a late night Backrub discussion in a Stanford dorm. Today’s Google has substituted reasonably useful search of textual Web content for hard cash derived from monetizing user clicks. Executive compensation translates to “If it ain’t broke, don’t fix it!”
  3. Google is chugging along, uncertain that the bright light some Googlers have noticed is a stream from Nadine Breaty or a fire in the room housing the fish bowl. From the fish’s perspective, there are no big problems in the fish bowl. Pay attention but carry on. Signals carry noise, so dig out the meaningful signal. Verify. Plan. Test. (Ooops. The fish is now dead. Bad. So sudden. It was a nice fish before it went Madison Avenue, of course.)

The chatter about ChatGPT is interesting to me. The technology is interesting, and its performance is getting useful tweaks. Use cases are emerging. Worriers are letting their worry gene influence their thinking. Entrepreneurs are entrepreneuring because getting rich quick on open source software may be a better idea than applying to be a carpetland dweller at the Twitter thing. Smart software will put lawyers, journalists, and — gasp! — blue chip consultants out of work.

But what’s this suggest about Google?

Keep in mind that I dubbed Google Googzilla in 2003. Big, ferocious, an icon of rapaciousness. True then and truer now. But big reptiles share a common characteristic with gold fish. Trapped in one ecosystem, the creatures don’t know what’s happening until it is too late. Then freneticism marks the onset of death. What’s a frightened, crazed Googzilla like?

We’re not there yet. I think of Google’s Code Red as the first stage of Google’s way of dying. I told you: Unpopular. Nothing new.

The Five Stages of Grief makes clear that Google is just now working through the denial stage. Next up is anger. Then deal making. Depression sweeps through the company. And finally — finally! — staff accept that the run of behavior without consequences has drawn to a close. Elisabeth Kubler Ross and David Kessler left out the final stage is the stuff of popular songs like memories. Tip: Newly minted OSINT experts, move beyond Google.

Stephen E Arnold, December 22, 2022

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