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You're right that Google's networked human intelligence is a strength -- more so, I think, in the advertising platform, i.e. getting humans to optimize ROI through trial and error.
And Google has come close to maxing out the potential of applying an algorithm to parse human behavior, i.e. creating links. But that has some fundamental limitationss:
- Humans gaming the system
- Being filtered through an algorithm rather than a community
- Lack of explicit human judgement (rather than the implicit judgement of PageRank)
Overall, Google is not very good at connecting people -- witness Orkut vs. Facebook and Myspace
As with so many acquisitions, there's little evidence that YouTube's "social" strengths have had any meaningful impact on Google's core products and services.
I'd assumed they were looking to build a "social search engine". Searching on Flickr already blows away any image search engines on the web. The data about what links people are saving with Del.icio.us, and how they're tagging them, should be invaluable to search algorithms (to say nothing of the fact that the links I've personally saved should rank higher when I do a search). Results from Yahoo Answers should show up. Data from MyBlogLog should be used. Etc.
Maybe now that Semel's out, they'll finally execute on that.
I also like Eric's ideas above, and have been hoping for some time that Yahoo will somehow tie together all the various social components it has acquired to produce something that does better than what Google does (it doesn't have to be search, in fact I hope it's not).
I agree that Yahoo's out-Google Google strategy has failed miserably, and that they should pour everything into social media... But what do you think they should do, specifically? How about buying Brightcove now that they've got some good distribution deals going? Or perhaps throwing a life raft to the more web-clueless newspapers to increase hyper-local focus?
Not asking you to play Karpstrodamus, just wondering what you would do as CEO...
(Eric: Excellent points! Any thoughts on what they should do beyond low-hanging fruit?)
I'm sure the idea of Yahoo needing to acquire more social (read: human intelligence) is music to Calacanis's ears. Mahalo.
Unfortunately, neither Jerry nor Jason has a chance ...
Changing the game is one thing. Changing the search game vs Google is another. They're getting slower in terms of product development (took them ages to do a good universal search) and many of their portal projects have failed miserably, but deep down everybody knows that they've won more than the battle ... They've won the war.
What's needed is a game-shifting company who can come along like Google did and make the same kind of entrepreneurial and ground-breaking progress.
That company will never be Yahoo.
And as for Mahalo, I've got one word for ya: Wikipedia.
~G~
I agree that the human dimension is the wild card. People beget people; machines don't.
What everyone wants, and no one provides, is a Web-based, handy-dandy Faithful Assistant that's your digital valet, wardrobe, chauffeur, secretary, concierge, and alter ego.
A Yahoo! you don't go to to do things, but one that you put on. That you take with you via your mobile. That is viewable on big screens or in your home or hotel room, via wireless.
A Yahoo! that's more than the sum of its data parts, but actually IS the community -- the communities -- that matter to you, in which you live.
Start from the premise that there are a billion unsatisfied people online, and several billion more to come, and the investment to do this is chickenfeed.
The more difficult part is rebuilding the Yahoo! culture, which is now all about advertising and content to support it, and nothing at all about serving the user first.
Okay, Jerry, the ball's in your court. Yahoo!'s your playpen again, as it was 10 years ago. Be creative. Have fun. Make your fans proud.