With Facebook now public and sitting on a huge pile of cash, let’s turn the conversation to the social network’s most pressing competitor, Google. Google and Google+ don’t appear to present much of a threat to Facebook, but the game board was reset on Friday and tactics at both companies will change accordingly. Now Facebook has to find a way to grow revenue and users and will increasingly bump up against Google’s huge advantages in search and apps. For Facebook to achieve its goals, the company will have to enter both spaces with gusto.
Google has learned how to leverage its strengths and suddenly one of those strengths is Facebook’s success. Now that Facebook is a […]

With today’s introduction of Apple’s iPad 3 or iPad HD or whatever the hell they end up calling it, I think we’ll be entering a pretty Siri-ous phase when it comes to mobile Artificial Intelligence (AI) technology. Apple has a winner in Siri, its iOS digital assistant app, and knows it, so we’ll soon be seeing all-Siri, all the time in Apple products to come this year including, no doubt, Cupertino’s own big-screen TV. But this is not to say that Google’s Android will be far behind. There are stories
I spent much of the summer of 1982 in Beijing. China was a very different place 30 years ago. Foreigners were rare, foreigners actually working in China for Chinese organizations were rarer still, and I was there to work. I was an editor at China Daily, the English language newspaper created for foreign visitors as a preferred alternative to allowing western publications into the country. The way I got the gig was simple: much of the reporting staff had been students of mine at Stanford the year before.
Some of YouTube’s more popular producers of original videos are quietly reporting their viewership numbers have suddenly dropped. The problem isn’t that viewer habits are changing. We’re still in love with cute kittens and people in pain. The problem is click fraud and online video producers are finally getting busted for it.
Facebook last week announced its Initial Public Offering — exactly the event I said wouldn’t happen in one of my controversial predictions for 2012. But I’m sticking with my call on this one since we’re 2-3 months from the actual event and a lot can happen to screw things up between now and then. I’m pretty sure Facebook shares will be trading sometime this year, I just don’t think the company will have a traditional IPO.
Steve Ballmer has always been nice to me. I can’t say we have much of a relationship, but the half dozen times I have interviewed him have always gone well and he tries to please, which I appreciate. But (there’s always a but, isn’t there?) Ballmer has failed at Microsoft and I believe 2012 will see him replaced as Redmond’s CEO.
I was speaking recently at a software company very interested in mobile apps. One of their concerns had to do with which operating systems to support. Should they do them all? Just a couple? My advice was that three’s a crowd.
This week I’m at NASA’s Green Flight Challenge in our new home town of Santa Rosa, California. It’s a contest for efficient flight using alternative energy that I’ll be writing more about later in the week. Much of the $1.65 million in prize money comes from Google, the subject of this column. I’ve been giving a lot of thought to Google’s strategic path under once-and-future CEO Larry Page and think I’ve got a couple things figured out. Google is right now in the process of changing, well, its process. Page is rebuilding the company but not doing a very good job of explaining himself, so I’ll just have to handle that here.