Google and Third-Party Cookies: The Writing Is on the Financial Projection Worksheet
July 25, 2024
This essay is the work of a dumb dinobaby. No smart software required.
I have been amused by some of the write ups about Google’s third-party cookie matter. Google is the king of the jungle when it comes to saying one thing and doing another. Let’s put some wood behind social media. Let’s make that Dodgeball thing take off. Let’s make that AI-enhanced search deliver more user joy. Now we are in third-party cookie revisionism. Even Famous Amos has gone back to its “original” recipe after the new and improved Famous Amos chips tanked big time. Google does not want to wait to watch ad and data sale-related revenue fall. The Google is changing its formulation before the numbers arrive.
“Google No Longer Plans to Eliminate Third-Party Cookies in Chrome” explains:
Google announced its cookie updates in a blog post shared today, where the company said that it instead plans to focus on user choice.
What percentage of Google users alter default choices? Don’t bother to guess. The number is very, very few. The one-click away baloney is a fabrication, an obfuscation. I have technical support which makes our systems as secure as possible given the resources an 80-year-old dinobaby has. But check out those in the rest home / warehouse for the soon to die? I would wager one US dollar that absolutely zero individuals will opt out of third-party cookies. Most of those in Happy Trail Ending Elder Care Facility cannot eat cookies. Opting out? Give me a break.
The MacRumors’ write up continues:
Back in 2020, Google claimed that it would phase out support for third-party cookies in Chrome by 2022, a timeline that was pushed back multiple times due to complaints from advertisers and regulatory issues. Google has been working on a Privacy Sandbox to find ways to improve privacy while still delivering info to advertisers, but third-party cookies will now be sticking around so as not to impact publishers and advertisers.
The Apple-centric online publication notes that UK regulators will check out Google’s posture. Believe me, Googzilla sits up straight when advertising revenue is projected to tank. Losing click data which can be relicensed, repurposed, and re-whatever is not something the competitive beastie enjoys.
MacRumors is not anti-Google. Hey, Google pays Apple big bucks to be “there” despite Safari. Here’s the online publications moment of hope:
Google does not plan to stop working on its Privacy Sandbox APIs, and the company says they will improve over time so that developers will have a privacy preserving alternative to cookies. Additional privacy controls, such as IP Protection, will be added to Chrome’s Incognito mode.
Correct. Google does not plan. Google outputs based on current situational awareness. That’s why Google 2020 has zero impact on Google 2024.
Three observations which will pain some folks:
- Google AI search and other services are under a microscope. I find the decision one which may increase scrutiny, not decrease regulators’ interest in the Google. Google made a decision which generates revenue but may increase legal expenses
- No matter how much money swizzles at each quarter’s end, Google’s business model may be more brittle than the revenue and profit figures suggest. Google is pumping billions into self driving cars, and doing an about face on third party cookies? The new Google puzzles me because search seems to be in the background.
- Google’s management is delivering revenues and profit, so the wizardly leaders are not going anywhere like some of Google’s AI initiatives.
Net net: After 25 years, the Google still baffles me. Time to head for Philz Coffee.
Stephen E Arnold, July 25, 2024
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