Looking for the Next Big Thing? The Truth Revealed

July 18, 2024

This essay is the work of a dinobaby. Unlike some folks, no smart software improved my native ineptness.

Big means money, big money. I read “Twenty Five Years of Warehouse-Scale Computing,” authored by Googlers who definitely are into “big.” The write up is history from the point of view of engineers who built a giant online advertising and surveillance system. In today’s world, when a data topic is raised, it is big data. Everything is Texas-sized. Big is good.

This write up is a quasi-scholarly, scientific-type of sales pitch for the wonders of the Google. That’s okay. It is a literary form comparable to an epic poem or a jazzy H.L. Menken essay when people read magazines and newspapers. Let’s take a quick look at the main point of the article and then consider its implications.

I think this passage captures the zeitgeist of the Google on July 13, 2024:

From a team-culture point of view, over twenty five years of WSC design, we have learnt a few important lessons. One of them is that it is far more important to focus on “what does it mean to land” a new product or technology; after all, it was the Apollo 11 landing, not the launch, that mattered. Product launches are well understood by teams, and it’s easy to celebrate them. But a launch doesn’t by itself create success. However, landings aren’t always self-evident and require explicit definitions of success — happier users, delighted customers and partners, more efficient and robust systems – and may take longer to converge. While picking such landing metrics may not be easy, forcing that decision to be made early is essential to success; the landing is the “why” of the project.

A proud infrastructure plumber knows that his innovations allows the home owner to collect rent from AirBnB rentals. Thanks, MSFT Copilot. Interesting image because I did not specify gender or ethnicity. Does my plumber look like this? Nope.

The 13 page paper includes numerous statements which may resonate with different readers as more important. But I like this passage because it makes the point about Google’s failures. There is no reference to smart software, but for me it is tough to read any Google prose and not think in terms of Code Red, the crazy flops of Google’s AI implementations, and the protestations of Googlers about quantum supremacy or some other projection of inner insecurity the company’s genius concoct. Don’t you want to have an implant that makes Google’s knowledge of “facts” part of your being? America’s founding fathers were not diverse, but Google has different ideas about reality.

This passage directly addresses failure. A failure is a prelude to a soft landing or a perfect landing. The only problem with this mindset is that Google has managed one perfect landing: Its derivative online advertising business. The chatter about scale is a camouflage tarp pulled over the mad scramble to find a way to allow advertisers to pay Google money. The “invention” was forced upon those at Google who wanted those ad dollars. The engineers did many things to keep the money flowing. The “landing” is the fact that the regulators turned a blind eye to Google’s business practices and the wild and crazy engineering “fixes” worked well enough to allow more “fixes.” Somehow the mad scramble in the 25 years of “history” continues to work.

Until it doesn’t.

The case in point is Google’s response to the Microsoft OpenAI marketing play. Google’s ability to scale has not delivered. What delivers at Google is ad sales. The “scale” capabilities work quite well for advertising. How does the scale work for AI? Based on the results I have observed, the AI pullbacks suggest some issues exist.

What’s this mean? Scale and the cloud do not solve every problem or provide a slam dunk solution to a new challenge.

The write up offers a different view:

On one hand, computing demand is poised to explode, driven by growth in cloud computing and AI. On the other hand, technology scaling slowdown poses continued challenges to scale costs and energy-efficiency

Google sees that running out of chip innovations, power, cooling, and other parts of the scale story are an opportunity. Sure they are. Google’s future looks bright. Advertising has been and will be a good business. The scale thing? Plumbing. Let’s not forget what matters at Google. Selling ads and renting infrastructure to people who no longer have on-site computing resources. Google is hoping to be the AirBnB of computation. And sell ads on Tubi and other ad-supported streaming services.

Stephen E Arnold, July 18, 2024

Written by Stephen E. Arnold · Filed Under Advertising, AI, Google, News, Technology

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Stephen E. Arnold monitors search, content processing, text mining and related topics from his high-tech nerve center in rural Kentucky. He tries to winnow the goose feathers from the giblets. He works with colleagues worldwide to make this Web log useful to those who want to go "beyond search". Contact him at sa [at] arnoldit.com. His Web site with additional information about search is arnoldit.com.