On April 5, fellow Search Insider Max Kalehoff wrote about the
likelihood of search continuing to be dominated by three
players. Max, very convincingly, argued that our search activity
could fragment over a number of properties, some of them
vertical engines that offer more functionality, some of them
alternative online properties, like social networking sites.
As search becomes an increasingly important online staple, I
believe the question of where all that activity will take place
also takes on increased importance. For that reason, I’d like to
play devil’s advocate (in this case, the devil being the
established search players, Google, Yahoo and MSN) and offer
some reasons why we might continue to consolidate our search
activity on these familiar partners.
We are Creatures of Habit
Generally speaking, our paths are well worn online. We tend to
frequent the sites we know, only seeking out new sites when our
familiar ones don’t offer what we’re looking for. This is true
of most humans.
I’ve written before that online is going through a social
evolution as the early adopters who pioneered the virtual
landscape are increasing being joined by the pragmatic main
market. This makes the fact that we tend to frequent sites we
know and trust even truer. While viral growth still happens at
an amazing pace online, it’s the early adopters, or, in this
case, the online mavens, that tend to fuel the viral growth. And
rapid growth is a relative term that we tend to regard
disproportionately. If you’re reading this column, my guess is
you’re an early adopter. In our social circles, almost everyone
we interact with is an early adopter. It’s why we’re in the
industry we’re in. So we tend to blow up the importance of the
viral growth of new emerging sites. Chances are everybody you
know is aware of Youtube.com, Myspace.com or Technorati.com. But
everybody you or I know is an uber-savvy online geek, at least,
compared to my mother. Ma’s never heard of Youtube.com. To her,
Googling something is still a task to be approached with
caution.
For search properties to gain the critical mass needed to safely
cross the chasm, they have to attract mainstream users.
Otherwise, they’ll become stranded on the leading edge, there to
wither and die.
Deep Pockets
Here’s another advantage of the mainstream players. While
promising new technologies can gain some significant VC cash,
it’s a drop in the bucket compared to the billions available to
MSN, Google or Yahoo. So, the big three can wait to see which
search or online technologies shows the promise of cracking the
mainstream market, offering some compelling reasons to use them,
and they can swoop in and snap them up.
All things considered, if a Google, Yahoo or MSN can offer
equivalent functionality to some hot as a pistol start up, it’s
just easier to stick to one place, rather than hop around the
cyber neighborhood. There were image search engines, news search
engines and shopping search engines around before the big 3
started integrating that functionality, but now that they have
it, we’re starting to keep our searching under one banner. There
is one important thing to note here though; the big 3 have to at
least offer comparable functionality. It doesn’t have to be
better, but it has to be just as good. We are not very tolerant
of bad user experiences.
Integration
Finally, and I’ve said this over and over again, search is
heading for a ubiquitous, transparent future. We will soon see
search functionality integrated seamlessly into our applications
and operating systems, toiling away on our behalf in the
background. In order to make this integration happen, you have
to have your foot in either the OS or app world. Microsoft has
this in spades, Google is quickly assembling a portfolio of apps
and signing up partnerships with potential platform providers,
and Yahoo is working the social networking and entertainment
integration angle. Each of these publishers know what it’s going
to take to win the big search war, and they’re already staking
their territory. My guess? It would almost be impossible for an
emerging player to gain enough ground to challenge their
positions.
For the reasons above, I believe that our search activity will
continue to consolidate with the big 3. The one dark horse I
include is Ask.com, who has the potential to gain some
significant market share with their new interface. I love
underdogs as much as the next guy, but in this case, I think
they’re a little late to the dance.