AI Research: A New and Slippery Cost Center for the Google
August 7, 2024
This essay is the work of a dumb humanoid. No smart software required.
A week or so ago, I read “Scaling Exponents Across Parameterizations and Optimizers.” The write up made crystal clear that Google’s DeepMind can cook up a test, throw bodies at it, and generate a bit of “gray” literature. The objective, in my opinion, was three-fold. [1] The paper makes clear that DeepMind is thinking about its smart software’s weaknesses and wants to figure out what to do about them. And [2] DeepMind wants to keep up the flow of PR – Marketing which says, “We are really the Big Dogs in this stuff. Good luck catching up with the DeepMind deep researchers.” Note: The third item appears after the numbers.
I think the paper reveals a third and unintended consequence. This issue is made more tangible by an entity named 152334H and captured in “Calculating the Cost of a Google DeepMind Paper.” (Oh, 152334 is a deep blue black color if anyone cares.)
That write up presents calculations supporting this assertion:
How to burn US$10,000,000 on an arXiv preprint
The write up included this table presenting the costs to replicate what the xx Googlers and DeepMinders did to produce the ArXiv gray paper:
Notice, please, that the estimate is nearly $13 million. Anyone want to verify the Google results? What am I hearing? Crickets.
The gray paper’s 11 authors had to run the draft by review leadership and a lawyer or two. Once okayed, the document was converted to the arXiv format, and we the findings to improve our understanding of how much work goes into the achievements of the quantumly supreme Google.
Thijs number of $12 million and change brings me to item [3]. The paper illustrates why Google has a tough time controlling its costs. The paper is not “marketing,” because it is R&D. Some of the expense can be shuffled around. But in my book, the research is overhead, but it is not counted like the costs of cubicles for administrative assistants. It is science; it is a cost of doing business. Suck it up, you buttercups, in accounting.
The write up illustrates why Google needs as much money as it can possibly grab. These costs which are not really nice, tidy costs have to be covered. With more than 150,000 people working on projects, the costs of “gray” papers is a trigger for more costs. The compute time has to be paid for. Hello, cloud customers. The “thinking time” has to be paid for because coming up with great research is open ended and may take weeks, months, or years. One could not rush Einstein. One cannot rush Google wizards in the AI realm either.
The point of this blog post is to create a bit of sympathy for the professionals in Google’s accounting department. Those folks have a tough job figuring out how to cut costs. One cannot prevent 11 people from burning through computer time. The costs just hockey stick. Consequently the quantumly supreme professionals involved in Google cost control look for simpler, more comprehensible ways to generate sufficient cash to cover what are essentially “surprise” costs. These tools include magic wand behavior over payments to creators, smart commission tables to compensate advertising partners, and demands for more efficiency from Googlers who are not thinking big thoughts about big AI topics.
Net net: Have some awareness of how tough it is to be quantumly supreme. One has to keep the PR and Marketing messaging on track. One has to notch breakthroughs, insights, and innovations. What about that glue on the pizza thing? Answer: What?
Stephen E Arnold, August 7, 2024
Google and Its Smart Software: The Emotion Directed Use Case
July 31, 2024
This essay is the work of a dumb humanoid. No smart software required.
How different are the Googlers from those smack in the middle of a normal curve? Some evidence is provided to answer this question in the Ars Technica article “Outsourcing Emotion: The Horror of Google’s “Dear Sydney” AI Ad.” I did not see the advertisement. The volume of messages flooding through my channels each days has allowed me to develop what I call “ad blindness.” I don’t notice them; I don’t watch them; and I don’t care about the crazy content presentation which I struggle to understand.
A young person has to write a sympathy card. The smart software is encouraging to use the word “feel.” This is a word foreign to the individual who wants to work for big tech someday. Thanks, MSFT Copilot. Do you have your hands full with security issues today?
Ars Technica watches TV and the Olympics. The write up reports:
In it, a proud father seeks help writing a letter on behalf of his daughter, who is an aspiring runner and superfan of world-record-holding hurdler Sydney McLaughlin-Levrone. “I’m pretty good with words, but this has to be just right,” the father intones before asking Gemini to “Help my daughter write a letter telling Sydney how inspiring she is…” Gemini dutifully responds with a draft letter in which the LLM tells the runner, on behalf of the daughter, that she wants to be “just like you.”
What’s going on? The father wants to write something personal to his progeny. A Hallmark card may never be delivered from the US to France. The solution is an emessage. That makes sense. Essential services like delivering snail mail are like most major systems not working particularly well.
Ars Technica points out:
But I think the most offensive thing about the ad is what it implies about the kinds of human tasks Google sees AI replacing. Rather than using LLMs to automate tedious busywork or difficult research questions, “Dear Sydney” presents a world where Gemini can help us offload a heartwarming shared moment of connection with our children.
I find the article’s negative reaction to a Mad Ave-type of message play somewhat insensitive. Let’s look at this use of smart software from the point of view of a person who is at the right hand tail end of the normal distribution. The factors in this curve are compensation, cleverness as measured in a Google interview, and intelligence as determined by either what school a person attended, achievements when a person was in his or her teens, or solving one of the Courant Institute of Mathematical Sciences brain teasers. (These are shared at cocktail parties or over coffee. If you can’t answer, you pay the bill and never get invited back.)
Let’s run down the use of AI from this hypothetical right of loser viewpoint:
- What’s with this assumption that a Google-type person has experience with human interaction. Why not send a text even though your co-worker is at the next desk? Why waste time and brain cycles trying to emulate a Hallmark greeting card contractor’s phraseology. The use of AI is simply logical.
- Why criticize an alleged Googler or Googler-by-the-gig for using the company’s outstanding, quantumly supreme AI system? This outfit spends millions on running AI tests which allow the firm’s smart software to perform in an optimal manner in the messaging department. This is “eating the dog food one has prepared.” Think of it as quality testing.
- The AI system, running in the Google Cloud on Google technology is faster than even a quantumly supreme Googler when it comes to generating feel-good platitudes. The technology works well. Evaluate this message in terms of the effectiveness of the messaging generated by Google leadership with regard to the Dr. Timnit Gebru matter. Upper quartile of performance which is far beyond the dead center of the bell curve humanoids.
My view is that there is one positive from this use of smart software to message a partially-developed and not completely educated younger person. The Sundar & Prabhakar Comedy Act has been recycling jokes and bits for months. Some find them repetitive. I do not. I am fascinated by the recycling. The S&P Show has its fans just as Jack Benny does decades after his demise. But others want new material.
By golly, I think the Google ad showing Google’s smart software generating a parental note is a hoot and a great demo. Plus look at the PR the spot has generated.
What’s not to like? Not much if you are Googley. If you are not Googley, sorry. There’s not much that can be done except shove ads at you whenever you encounter a Google product or service. The ad illustrates the mental orientation of Google. Learn to love it. Nothing is going to alter the trajectory of the Google for the foreseeable future. Why not use Google’s smart software to write a sympathy note to a friend when his or her parent dies? Why not use Google to write a note to the dean of a college arguing that your child should be admitted? Why not let Google think for you? At least that decision would be intentional.
Stephen E Arnold, July 31, 2024
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Which Outfit Will Win? The Google or Some Bunch of Busy Bodies
July 30, 2024
This essay is the work of a dumb humanoid. No smart software required.
It may not be the shoot out at the OK Corral, but the dust up is likely to be a fan favorite. It is possible that some crypto outfit will find a way to issue an NFT and host pay-per-view broadcasts of the committee meetings, lawyer news conferences, and pundits recycling press releases. On the other hand, maybe the shoot out is a Hollywood deal. Everyone knows who is going to win before the real action begins.
“Third Party Cookies Have Got to Go” reports:
After reading Google’s announcement that they no longer plan to deprecate third-party cookies, we wanted to make our position clear. We have updated our TAG finding Third-party cookies must be removed to spell out our concerns.
A great debate is underway. Who or what wins? Experience suggests that money has an advantage in this type of disagreement. Thanks, MSFT. Good enough.
Who is making this draconian statement? A government regulator? A big-time legal eagle representing an NGO? Someone running for president of the United States? A member of the CCP? Nope, the World Wide Web Consortium or W3C. This group was set up by Tim Berners-Lee, who wanted to find and link documents at CERN. The outfit wants to cook up Web standards, much to the delight of online advertising interests and certain organizations monitoring Web traffic. Rules allow crafting ways to circumvent their intent and enable the magical world of the modern Internet. How is that working out? I thought the big technology companies set standards like no “soft 404s” or “sorry, Chrome created a problem. We are really, really sorry.”
The write up continues:
We aren’t the only ones who are worried. The updated RFC that defines cookies says that third-party cookies have “inherent privacy issues” and that therefore web “resources cannot rely upon third-party cookies being treated consistently by user agents for the foreseeable future.” We agree. Furthermore, tracking and subsequent data collection and brokerage can support micro-targeting of political messages, which can have a detrimental impact on society, as identified by Privacy International and other organizations. Regulatory authorities, such as the UK’s Information Commissioner’s Office, have also called for the blocking of third-party cookies.
I understand, but the Google seems to be doing one of those “let’s just dump this loser” moves. Revenue is more important than the silly privacy thing. Users who want privacy should take control of their technology.
The W3C points out:
The unfortunate climb-down will also have secondary effects, as it is likely to delay cross-browser work on effective alternatives to third-party cookies. We fear it will have an overall detrimental impact on the cause of improving privacy on the web. We sincerely hope that Google reverses this decision and re-commits to a path towards removal of third-party cookies.
Now the big question: “Who is going to win this shoot out?”
Normal folks might compromise or test a number of options to determine which makes the most sense at a particularly interesting point in time. There is post-Covid weirdness, the threat of escalating armed conflict in what six, 27, or 95 countries, and financial brittleness. That anti-fragile handwaving is not getting much traction in my opinion.
At one end of the corral are the sleek, technology wizards. These norm core folks have phasers, AI, and money. At the other end of the corral are the opponents who look like a random selection of Café de Paris customers. Place you bets.
Stephen E Arnold, July 30, 2024
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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
Google AdWords in Russia?
July 23, 2024
This essay is the work of a dumb humanoid. No smart software required.
I have been working on a project requiring me to examine a handful of Web sites hosted in Russia, in the Russian language, and tailored for people residing in Russia and its affiliated countries. I came away today with a screenshot from the site for IT Cube Studio. The outfit creates Web sites and provides advertising services. Here’s a screenshot in Russian which advertises the firm’s ability to place Google AdWords for a Russian client:
If you don’t read Russian, here’s the translation of the text. I used Google Translate which seems to do an okay job with the language pair Russian to English. The ad says:
Contextual advertising. Potential customers and buyers on your website a week after the start of work.
The word
is the Russian spelling of Yandex. The Google word is “Google.”
I thought there were sanctions. In fact, I navigated to Google and entered this query “google AdWords Russia.” What did Google tell me on July 22, 2024, 503 pm US Eastern time?
Here’s the Google results page:
The screenshot is difficult to read, but let me highlight the answer to my question about Google’s selling AdWords in Russia.
There is a March 10, 2022, update which says:
Mar 10, 2022 — As part of our recent suspension of ads in Russia, we will also pause ads on Google properties and networks globally for advertisers based in [Russia] …
Plus there is one of those “smart” answers which says:
People also ask
Does Google Ads work in Russia?
Due to the ongoing war in Ukraine, we will be temporarily pausing Google ads from serving to users located in Russia. [Emphasis in the original Google results page display}
I know my Russian is terrible, but I am probably slightly better equipped to read and understand English. The Google results seem to say, “Hey, we don’t sell AdWords in Russia.”
I wonder if the company IT Cube Studio is just doing some marketing razzle dazzle. Is it possible that Google is saying one thing and doing another in Russia? I recall that Google said it wasn’t WiFi sniffing in Germany a number of years ago. I believe that Google was surprised when the WiFi sniffing was documented and disclosed.
I find these big company questions difficult to answer. I am certainly not a Google-grade intellect. I am a dinobaby. And I am inclined to believe that there is a really simple explanation or a very, very sincere apology if the IT Cube Studio outfit is selling Google AdWords when sanctions are in place.
If anyone of the two or three people who follow my Web log knows the answer to my questions, please, let me know. You can write me at benkent2020 at yahoo dot com. For now, I find this interesting. The Google would not violate sanctions, would it?
Stephen E Arnold, July 23, 2024
Looking for the Next Big Thing? The Truth Revealed
July 18, 2024
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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
Google Ups the Ante: Skip the Quantum. Aim Higher!
July 16, 2024
This essay is the work of a dinobaby. Unlike some folks, no smart software improved my native ineptness.
After losing its quantum supremacy crown to an outfit with lots of “u”s in its name and making clear it deploys a million software bots to do AI things, the Google PR machine continues to grind away.
The glowing “G” on god’s/God’s chest is the clue that reveals Google’s identity. Does that sound correct? Thanks, MSFT Copilot. Close enough to the Google for me.
What’s a bigger deal than quantum supremacy or the million AI bot assertion? Answer: Be like god or God as the case may be. I learned about this celestial achievement in “Google Researchers Say They Simulated the Emergence of Life.” The researchers have not actually created life. PR announcements can be sufficiently abstract to make a big Game of Life seem like more than an update of the 1970s John Horton Conway confection on a two-dimensional grid. Google’s goal is to get a mention in the Wikipedia article perhaps?
Google operates at a different scale in its PR world. Google does not fool around with black and white squares, blinkers, and spaceships. Google makes a simulation of life. Here’s how the write up explains the breakthrough:
In an experiment that simulated what would happen if you left a bunch of random data alone for millions of generations, Google researchers say they witnessed the emergence of self-replicating digital lifeforms.
Cue the pipe organ. Play Toccata and Fugue in D minor. The write up says:
Laurie and his team’s simulation is a digital primordial soup of sorts. No rules were imposed, and no impetus was given to the random data. To keep things as lean as possible, they used a funky programming language called Brainfuck, which to use the researchers’ words is known for its “obscure minimalism,” allowing for only two mathematical operations: adding one or subtracting one. The long and short of it is that they modified it to only allow the random data — stand-ins for molecules — to interact with each other, “left to execute code and overwrite themselves and neighbors based on their own instructions.” And despite these austere conditions, self-replicating programs were able to form.
Okay, tone down the volume on the organ, please.
The big discovery is, according to a statement in the write up attributed to a real life God-ler:
there are “inherent mechanisms” that allow life to form.
The God-ler did not claim the title of God-ler. Plus some point out that Google’s big announcement is not life. (No kidding?)
Several observations:
- Okay, sucking up power and computer resources to run a 1970s game suggests that some folks have a fairly unstructured work experience. May I suggest a bit of work on Google Maps and its usability?
- Google’s PR machine appears to value quantumly supreme reports of innovations, break throughs, and towering technical competence. Okay, but Google sells advertising, and the PR output doesn’t change that fact. Google sells ads. Period.
- The speed with which Google PR can react to any perceived achievement that is better or bigger than a Google achievement pushes the Emit PR button. Who punches this button?
Net net: I find these discoveries and innovations amusing. Yeah, Google is an ad outfit and probably should be headquartered on Madison Avenue or an even more prestigious location. Definitely away from Beelzebub and his ilk.
Stephen E Arnold, July 16, 2024
The Wiz: Google Gears Up for Enterprise Security
July 15, 2024
This essay is the work of a dinobaby. Unlike some folks, no smart software improved my native ineptness.
Anyone remember this verse from “Ease on Down the Road,” from The Wiz, the hit musical from the 1970s? Here’s the passage:
‘Cause there may be times
When you think you lost your mind
And the steps you’re takin’
Leave you three, four steps behind
But the road you’re walking
Might be long sometimes
You just keep on trukin’
And you’ll just be fine, yeah
Why am I playing catchy tunes in my head on Monday, July 15, 2024? I just read “Google Near $23 Billion Deal for Cybersecurity Startup Wiz.” For years, I have been relating Israeli-developed cyber security technology to law enforcement and intelligence professionals. I try in each lecture to profile a firm, typically based in Tel Aviv or environs and staffed with former military professionals. I try to relate the functionality of the system to the particular case or matter I am discussing in my lecture.
The happy band is easin’ down the road. The Googlers have something new to sell. Does it work? Sure, get down. Boogie. Thanks, MSFT Copilot. Has your security created an opportunity for Google marketers?
That stopped in October 2023. A former Israeli intelligence officer told me, “The massacre was Israel’s 9/11. There was an intelligence failure.” I backed away form the Israeli security, cyber crime, and intelware systems. They did not work. If we flash forward to July 15, 2024, the marketing is back. The well-known NSO Group is hawking its technology at high-profile LE and intel conferences. Enhancements to existing systems arrive in the form of email newsletters at the pace of the pre-October 2023 missives.
However, I am maintaining a neutral and skeptical stance. There is the October 2023 event, the subsequent war, and the increasing agitation about tactics, weapons systems in use, and efficacy of digital safeguards.
Google does not share my concerns. That’s why the company is Google, and I am a dinobaby tracking cyber security from my small office in rural Kentucky. Google makes news. I make nothing as a marginalized dinobaby.
The Wiz tells the story of a young girl who wants to get her dog back after a storm carries the creature away. The young girl offs the evil witch and seeks the help of a comedian from Peoria, Illinois, to get back to her real life. The Wiz has a happy ending, and the quoted verse makes the point that the young girl, like the Google, has to keep taking steps even though the Information Highway may be long.
That’s what Google is doing. The company is buying security (which I want to point out is cut from the same cloth as the systems which failed to notice the October 2023 run up). Google has Mandiant. Google offers a free Dark Web scanning service. Now Google has Wiz.
What’s Wiz do? Like other Israeli security companies, it does the sort of thing intended to prevent events like October 2023’s attack. And like other aggressively marketed Israeli cyber technology companies’ capabilities, one has to ask, “Will Wiz work in an emerging and fluid threat environment?” This is an important question because of the failure of the in situ Israeli cyber security systems, disabled watch stations, and general blindness to social media signals about the October 2023 incident.
If one zips through the Wiz’s Web site, one can craft a description of what the firm purports to do; for example:
Wiz is a cloud security firm embodying capabilities associated with the Israeli military technology. The idea is to create a one-stop shop to secure cloud assets. The idea is to identify and mitigate risks. The system incorporates automated functions and graphic outputs. The company asserts that it can secure models used for smart software and enforce security policies automatically.
Does it work? I will leave that up to you and the bad actors who find novel methods to work around big, modern, automated security systems. Did you know that human error and old-fashioned methods like emails with links that deliver stealers work?
Can Google make the Mandiant Wiz combination work magic? Is Googzilla a modern day Wiz able to transport the little girl back to real life?
Google has paid a rumored $20 billion plus to deliver this reality.
I maintain my neutral and skeptical stance. I keep thinking about October 2023, the aftermath of a massive security failure, and the over-the-top presentations by Israeli cyber security vendors. If the stuff worked, why did October 2023 happen? Like most modern cyber security solutions, marketing to the people who desperately want a silver bullet or digital stake to pound through the heart of cyber risk produces sales.
I am not sure that sales, marketing, and assertions about automation work in what is an inherently insecure, fast-changing, and globally vulnerable environment.
But Google will keep on trukin’’ because Microsoft has created a heck of a marketing opportunity for the Google.
Stephen E Arnold, July 15, 2024
Google: Another Unfair Allegation and You Are Probably Sorry
July 10, 2024
Just as some thought Google was finally playing nice with content rightsholders, a group of textbook publishers begs to differ—in court. TorrentFreak reports, “Google ‘Profits from Pirated Textbooks’ Publishers’ Lawsuit Claims.” The claimants accuse Google of not only ignoring textbook pirates in search results, but of actively promoting them to line its own coffers. Writer Andy Maxwell quotes the complaint:
“’Of course, Google’s Shopping Ads for Infringing Works … do not use photos of the pirates’ products; rather, they use unauthorized photos of the Publishers’ own textbooks, many of which display the Marks. Thus, with Infringing Shopping Ads, this “strong sense of the product” that Google is giving is a bait-and-switch,’ the complaint alleges.”
The complaint emphasizes Google actively creates, ranks, and targets ads for pirated products. It also assesses the quality of advertised sites. It is fishy, then, that infringing works often rank before or near ads for the originals.
In case one is still willing to give Google the benefit of the doubt, the complaint lists several reasons the company should know better. There are the sketchy site names like “Cheapbok,” and “Biz Ninjas.” Then there are the unrealistically low prices. A semester’s worth of textbooks should break the bank; that is just part of the college experience. Perhaps even more damning is Google’s own assertion it verifies sellers’ identities. The write-up continues:
“[The publishers] claim that verification means Google has the ability to communicate with sellers via email or verified phone numbers. In cases where Google was advised that a seller was offering pirated content and Google users were still able to place orders after clicking an ad, ‘Google had the ability to stop the direct infringement entirely.’ In the majority of cases where pirate sellers predominantly or exclusively use Google Ads to reach their customer base, terminating their accounts would’ve had a significant impact on future sales.”
No doubt. Publishers have tried to address the issue through Google’s stated process of takedown notices to no avail. In fact, they allege, the company is downright hostile to any that push the issue. We learn:
“When the publishers sent follow-up notices for matters previously reported but not handled to their satisfaction, ‘Google threatened on multiple occasions to stop reviewing all the Publishers’ notices for up to six months,’ the complaint alleges. Google’s response was due to duplicate requests; the company warned that if that happened three or more times on the same request, it would ‘consider that particular request to be manifestly unfounded’ which could lead the company to ‘temporarily stop reviewing your requests for a period of up to 180 days.’”
Ah, corporate logic. Will Google’s pirate booty be worth the legal headaches? The textbook publishers bringing suit include Cengage Learning, Macmillan Learning, Macmillan Holdings, LLC; Elsevier Inc., Elsevier B.V., and McGraw Hill LLC. The complaint was filed in the US District Court for the Southern District of New York.
Cynthia Murrell, July 10, 2024
Does Google Have a Monopoly? Does AI Search Make a Difference?
July 9, 2024
I read “2024 Zero-Click Search Study: For Every 1,000 EU Google Searches, Only 374 Clicks Go to the Open Web. In the US, It’s 360.” The write up begins with caveats — many caveats. But I think I am not into the search engine optimization and online advertising mindset. As a dinobaby, I find the pursuit of clicks in a game controlled by one outfit of little interest.
Is it possible that what looks like a nice family vacation place is a digital roach motel? Of course not! Thanks, MSFT Copilot. Good enough.
Let’s answer the two questions the information in the report from the admirably named SparkToro presents. In my take on the article, the charts, the buzzy jargon, the answer to the question, “Does Google Have a Monopoly?” the answer is, “Wow, do they.”
The second question I posed is, “Does AI Search Make a Difference in Google Traffic?’ the answer is, “A snowball’s chance in hell is better.”
The report and analysis takes me to close enough for horse shoes factoids. But that’s okay because the lack of detailed, reliable data is part of the way online operates. No one really knows if the clicks from a mobile device are generated by a nepo baby with money to burn or a bank of 1,000 mobile devices mindlessly clicking on Web destinations. Factoids about online activity are, at best, fuzzy. I think SEO experts should wear T shirts and hats with this slogan, “Heisenberg rocks. I am uncertain.
I urge you to read and study the SparkToro analysis. (I love that name. An electric bull!)
The article points out that Google gets a lot of clicks. Here’s a passage which knits together several facts from the study:
Google gets 1/3 of the clicks. Imagine a burger joint selling 33 percent of the burgers worldwide. Could they get more? Yep. How much more:
Equally concerning, especially for those worried about Google’s monopoly power to self-preference their own properties in the results, is that almost 30% of all clicks go to platforms Google owns. YouTube, Google Images, Google Maps, Google Flights, Google Hotels, the Google App Store, and dozens more means that Google gets even more monetization and sector-dominating power from their search engine. Most interesting to web publishers, entrepreneurs, creators, and (hopefully) regulators is the final number: for every 1,000 searches on Google in the United States, 360 clicks make it to a non-Google-owned, non-Google-ad-paying property. Nearly 2/3rds of all searches stay inside the Google ecosystem after making a query.
The write up also presents information which suggests that the European Union’s regulations don’t make much difference in the click flow. Sorry, EU. You need another approach, perhaps?
In the US, users of Google have a tough time escaping what might be colorfully named the “digital roach motel.”
Search behavior in both regions is quite similar with the exception of paid ads (EU mobile searchers are almost 50% more likely to click a Google paid search ad) and clicks to Google properties (where US searchers are considerably more likely to find themselves back in Google’s ecosystem after a query).
The write up presented by SparkToro (Is it like the energizer bunny?) answers a question many investors and venture firms with stakes in smart software are asking: “Is Google losing search traffic? The answer is, “Nope. Not a chance.”
According to Datos’ panel, Google’s in no risk of losing market share, total searches, or searches per searcher. On all of these metrics they are, in fact, stronger than ever. In both the US and EU, searches per searcher are rising and, in the Spring of 2024, were at historic highs. That data doesn’t fit well with the narrative that Google’s cost themselves credibility or that Internet users are giving up on Google and seeking out alternatives. … Google continues to send less and less of its ever-growing search pie to the open web…. After a decline in 2022 and early 2023, Google’s back to referring a historically high amount of its search clicks to its own properties.
AI search has not been the game changer for which some hoped.
Net net: I find it interesting that data about what appears to be a monopoly is so darned sketchy after more than two decades of operation. For Web search start ups, it may be time to rethink some of those assertions in those PowerPoint decks.
Stephen E Arnold, July 9, 2024
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