Its success can be attributed to three powerful strategies Google followed (and still follows).
- Simple design to encourage users: From its single line web search to email and to every other product Google makes, they are really focused on simplicity. They go to extraordinary lengths to maintain the simplicity and consistency of their sites.
- Really powerful search and ad matching: The keyword matching and bidding systems used by Google's AdWords and AdSense platforms are outstanding. Since they have captured the search market as well, Google is able to generate volume which drives optimization which again drives better ROI for advertisers. If advertisers see better ROI, they are more likely to go back to Google to advertise.
- Free: Google offers almost all its services for free. You can't compete with that! Most users don't know where Google really makes money, but they trust Google because the search and almost everything else is really really good and free.
| Full Year | 2013 | |||||||
| (unaudited) | (unaudited) | |||||||
| Revenues | 2011 | 2012 | 2013 | Q1 | Q2 | Q3 | Q4 | |
| As % of Google Segment Revenues | ||||||||
| Google Websites | 69% | 68% | 67% | 67% | 68% | 68% | 67% | |
| Google Network Members’ Websites | 27% | 27% | 24% | 25% | 24% | 23% | 23% | |
| Other Revenues | 4% | 5% | 9% | 8% | 8% | 9% | 10% | |
- Google made more money: Yes that part was true to a certain extent
- The organic search results started interfering with the ads
Very informal and honest:
Very few events I can say make you feel they're authentic and honest and at the same time they give you a closeness of sitting in a coffee shop with the speakers. This event was exactly that. Hats off to Mukund Mohan for making the environment so lively with his witty humour and liveliness.
Honesty and open-ness of the sharks:
When it comes to asking questions and giving feedback, it was a really open and honest interaction. I felt that Mukund played a really important role in asking right questions on behalf of the audience and the founders and the sharks were very honest about their feedback.
All four startups were funded:
All startups were supposed to come and make an offer for giving a stake in their company for a certain sum of money. I was really happy that the sharks made counter offers where companies weren't able to convince them and the founders accepted the counter offers. The counter offers did seem fair. Ravi Gururaj explained the nature of why the counter offers were made. They looked reasonable and fair.
Is the format right:
There was so little time given to the startups and I felt some of them weren't getting to the point quick enough or talking about what the sharks were looking at. Get to the point people and be really clear on why you're doing this and what you need the money for. The questions asked by the sharks were on similar lines. I think it would have helped if the startups were given a basic format to stick to so at least the basics will be covered.
Are there really buzz words:
I do think that there are buzz words. I mean if something is hot, business that ride the wave will find it easier to make money. So there's nothing wrong with buzz words. However startups forcing buzz words into what they're doing when it really isn't riding the wave, to me, looks like the wrong way to try to make a pitch. These sharks seemed pretty experienced to differentiate the two and asked the right questions.
Effective elevator pitch of hunches:
I wonder how so much of funding was done so quickly (7 mins per startup). Do the sharks have a strategy to evaluate against, or have they done some homework before coming .. I think they have their secrets. In some cases they didn't promise the whole funding in a single round so they offered it as a two stage investment if the company met the milestones after the first round. Also, Ravi said he had heard one of the startups pitch at a different place. So I guess its a bit of hunch and a secret evaluation criteria. If the money is a lot they might go into a lengthy evaluation, otherwise they might stage the investment.
Overall, I was excited to see so many companies trying to create something new. The sharks were very encouraging and fair. I caught up with Ravi after the event. As always, it was great talking with him .. some useful insights to learn. Here are some pictures from the event.
After the event I saw so many startups talking and mixing with the sharks. I think it made for a good informal way to discuss ideas, learn from sharks and meet new people. I learned a lot and am happy that such great events are taking place in India. Looking forward to some great companies.
Update 1: Here's a link to who got funded by how much. Thanks for the detailed information NextBigWhat team :),
http://www.nextbigwhat.com/live-funding-india-startuproots-details-297/
Nice pictures as well.
Karthik
Fast forward to today and my views are less optimistic about this operating system after I have been using it for a few months now. I upgraded from Windows 7 and decided to give it a try thinking that it will be a really great experience.
Here are some things I don't like:
The full screen metro apps:Yes, I know you designed it that way, but why do i want to see only a single app on my 22" monitor! The only flexibility Microsoft has given is the ability to have side by side apps occupying 80% and 20% of the screen. The problem with that is that most apps don't do anything useful in that 20% so there's no point even doing that. Yes, i know we shouldn't call it Metro apps but they haven't given it a better name yet. Wasn't Metro the biggest thing in Windows 8 .. hmmm.
Web browsers really suck in Metro mode:
I don't know if they were told to be designed that way through developer guidelines or if everyone just designed for the tablet in mind, but the web experience on Metro is really bad if you're on a computer. You have to move the mouse all over the place to do simple things. The tabbed browsing is really bad. For
Pictures don't make the app better .. just beautiful:
For a while now, Microsoft has resorted to using beautiful images as backgrounds to apps. Is that a way to make us like the app or get distracted? I'm not sure what the intent is for that, but if I wanted to see beautiful images, there are better sites to do that. We see the same thing in Windows 8 apps - Weather for example. The pictures dominate the design more than what the app is supposed to be doing. Keep it simple guys .. :P
Save as .. what were you thinking!:
When you try to save a file from a Metro app, you get this really bad looking save as dialog box. Its almost easier to save to Desktop and go to Desktop and use the older style Explorer to move it on your own. The navigation is really difficult and you can only see a part of the file name even though the rest of the 22" screen is empty. I wonder if anyone saw that and still decided to go ahead with it.
Searching is weird if you have to go to the right every time:
To perform a search (or find) in any app, you have to move the mouse to the right edge of the screen, wait for the animation to show the search option and then use that. It makes it look like you're searching the computer instead of the app. How is search a OS level function? Isn't it something each app implements specific to what they're trying to do? Anyway, its confusing and I hope Windows finds a way to fix it.
Here's what I like:
Boot speed is awesome:Windows 8 boots up really fast, much faster than Windows 7. Was it designed keeping the tablet in mind? Well it works awesome on the computer.
Desktop is close by:
If you didn't like the Metro, don't worry. The desktop is always close by. Just click it and you can get back to work.
Automatic updates:
Windows automatically keeps your operating system up to date. I think that's something apps like Dropbox, Evernote, etc. have been doing for a while now. As consumers, we don't want to control which app is updated when. Just make sure it works when I need to use it. Microsoft has done a great job at getting this in for Windows 8.
Live id for login:
At some point, the web will merge with the desktop. Windows 8 has taken this first step towards that. I like the fact that you can go to a website and see that you're computer is there. I'm sure it also reduced piracy a lot given that every machine is trying to register on the web.
Refreshed UI:
Ok the flat panes, tiles, look plain but its nice. Good refresh from tons of gradients and colors before. I think keeping it simple in the UI makes it easier to focus on what you want to do.
So how is this related to strategy
- I think the tablets, phones and desktops can have a single OS but more like what Ubuntu has done and not what Windows 8 is doing
- I'm not at all surprised that Windows 8 has not seen a lot of adoption. There is just too much change in one version
- The OS should take care of making the apps render and useable in different form factors. Let the developers focus on the apps and make it work seamlessly
- The most used apps - office apps are not present on Metro only windows tablets. That is probably a big drawback to why Windows 8 tablets are not selling
- I like the multi-tasking ability in Desktop mode and like the Metro for tablets .. great start but more work needed
So if you want to listen to some good debate and discussion on macro economic topics, do check out this channel on YouTube.
Cheers,
Kar.
a. Its always great to read them again
b. Rediff launched its renewed blog service - http://blogs.rediff.com/. I am moving to Rediff blogs, but I doubt they're Google indexed so I'll blog here and import. Or maybe XML connect the two. Not decided yet.
c. I'm gonna finally start blogging about my passion - robotics (in a separate blog of course). Trying to "connect" with the experts through the world wide web. There isn't a good blog on robotics .. yet :)
d. With the iPhone in hand, I can now mo-blog a lot more .. and with great pictures!
So what's happened in the last 6 months! I quit Rediff. yep .. that was a big decision. I wonder if it was the right decision though. But too much had been said and too much had been kept unsaid. And we're not getting any younger .. so why wait for something. Time to fly I say .. India needs people to shake it from its flaky present, full of corporate disownment, commoditized degrees, lackluster work cycles and a sad habit of only following the West.
It isn't too much about following them that pisses me off. We were once passionate about the arts, music, science, technology, war even! What happened .. how can a nation be taught how to fall in line .. and for how long. What happened to the rising middle class? Gen X? Baby boomers of India? Silicon valley of India? What happened to the money the VCs were going to bring? There are fundamental shifts that need to happen, but one thing I have realized over the last 3 years is that the effort of following one's passion is surprisingly under-valued and over-estimated. So is it too much to wonder .. where have all the people gone.
Cheers,
Kar. (somehow the KP sign-off brings bad memories)
Over the past few days, I've had this recurring realization that big problems are solved by simple communication. I'm not talking of course of the soapy revelations of love that you are intending to make to your neighbour. I'm talking of simple things. We live in a web of communication mediums and yet use them so poorly. I think the humance race is ever-evolving new ways to communicate but has forgotten that it isnt the medium that needs fixing but the user.
Today I had the chance to look back at how we used to work a year back. Full of "terms" and diagrams, it was a mess .. a communication nightmare. To make communication easier, we decided to bastardise .. i mean standardize the terms. Week after week, discussions just kept piling up. End of the day, the CEO decided to cut through the noise and explained what he wanted in 8 slides. That started a new way of working at Rediff.
Six months after that, we work in a much better way. Terms are out, simplicity is in. The focus is on understanding rather than discussing. I just need to tell my Tech boys what i mean and it becomes instantly clear what the whole point is. Business rules aren't a forced torture anymore.
But more recently I've had the opportunity to try this technique on newer and much dearer issues. Trust me, they work. You just need to ask and be clear about it. Things surprisingly become more easy just by getting everyone to understand the thing with more clarity. So meetings are good .. you just need the right kind of meetings.
Cheers,
KP
SMS is fast catching on as a reliable but delayed medium. Because of its asynchronous nature, people have come to accept it as something that the reader will see when he / she wants to. Something like a non-interrupting medium like e-mail. This makes for it to be extremely reliable and yet convenient form of messaging.
I wonder if in such a medium, ordering the messages in chronological order is important. I think its the way we have all been brought up. Fixing a frame of reference like time. Even for such a medium it seems to fit well into the scheme of things. So what then should we do with an asynchronous medium ... should we try to make it reliable by ensuring messages reach immediately or simply build on the medium differently and let different creators build apps they way they want to above the different medium. Ok that got a little confusing there .. but the point was just that an asynchronous medium is reliable, just that its perceived to be unreliable because its different.
With that thought, i'll stop this post. Well its been a long time since I blogged.
Cheers,
KP.
This doesn't mean people dont use Google and Yahoo. It just means that people don't use the Google page and the Yahoo main page very often. Now you might see the unique visitor traffic, the page views on those and say they're in millions so obv people are coming there. Thats true. But they're coming there to do "something on the page" not to "see the page".
But email, its different. People login to gmail to well read and send emails. So its a great place to integrate apps. Also Firefox plugins like RTM in Gmail are hugely popular. Just goes to show why widgets in email will work. In a way chat in Gmail itself is a widget.
So i wonder if web pages will be taken over by apps (or widgets) and people will choose where they want to put them. So its not a page we'll be used to but rather the service provided by that provider, whether it is on a page or via an app or maybe even an application you install on your computer or mobile. End of the day, its not the medium but the service that we're interested in.
By the way, Facebook really showed the way when it comes to apps. The problem is that people don't associate Facebook with any one functionality. Its basically a place where you can connect with people you are close to. Google has now integrated Calendar and Docs into Gmail and also has provided a way to add other custom widgets, although its a little complicated to do that right now. Exciting stuff ahead I hope :)
Official Gmail Blog: New in Labs: Calendar and Docs gadgets
Cheers,
KP.
WRONG! Usability is not just about the language of the site. It depends on a lot of other things. Yes language is probably the main barrier to remove but still, you will not get adoption as you could if you designed the site for that region. The big question to ask is - Is the site's "look" what you want to associate with the company or is it the site's "use". Because I see the Google search bar has been used in 38 languages and its great. But do all people all over the world search the same way? I doubt it.
Why is Google spending millions on usability tests (Im assuming its millions) but testing their sites primarily on American users? The rest of the world do not think and act like Americans. So please do these tests with other users and understand that people respect the use and not the looks of the site.
Back in the days when the Internet spread to outside America, Yahoo was the biggest site and what they did was right because people accepted it. Is Google following Yahoo in this respect ... I wonder.
The facts are there to prove that Google's "minimalistic" interface is not winning in every region in the world. China, France and Brazil are regions where Google's search is not a majority. Yes, Google has dominated the search market because they were better than Yahoo, not because they did the best for every region. So I am sure that if there's a regional player which starts innovating from ground up and incorporates the use of the site the way the people in that region are comfortable in, Google will find it really difficult to penetrate that region (unless of course they go and buy that company out).
Rediff is one of those companies always striving to find out what the "Indian" internet user wants. Its editorial section proves that they have succeeded in that domain at least. Google news, Indiatimes, Yahoo have all tried to grab the online news market, but have not been able to dent Rediff's dominance. The reason is simple, Rediff editorial understands what an Indian online news reader wants. Hint: its not exactly the same news that he/she gets offline.
That's where websites can make an impact in the years to come. I believe smaller and smaller sites will make very local, region specific innovations that resonate with its people and no amount of brand building can take away that crowd, provided its useful. This is great news because it will fuel innovation in the right direction. There are far too many me-too Indian sites out there trying to replicate the success that their American counterparts have achieved. Its time to better that.
Official Google Blog: Google Sites now in 38 languages
Cheers,
KP.
Why were emoticons popular:
Back in the days of chats and terminals, emoticons and actually symbols were used to differentiate messages from the others and also the human brain can process images faster than words. So if you look at it, emoticons progressed from chat rooms and IRC to yahoo chat and other chat programs. Basically because they were the same users who were using them.
Today's audience of email (and specially Gmail) is far different from the old days of computer know-it-alls and wannabes. Its normal people who want to send messages. With Gmail trying to promote emoticons its actually forcing the normal people to start learning what emoticons are. This isn't a great idea. I dont suppose a lot of people will use this.
The other side:
Smileys are better than emoticons ... because although emoticons started with IRC, I suppose a lot of people are using smileys on SMS. Smileys are easier to read anyway.
So overall, I think they're trying to make email more than just text but not going the attachment way. Rather trying to make it more colourful by integrating text with images. That is nice .. and emoticons are a nice way to start, but I guess there can be a better way.
Official Gmail Blog: A picture is worth a thousand words
Cheers,
KP.
1. Deeply integrated
Applications can be deeply integrated. That means you can call up the Maps application from your contacts to see "where" your contact is. You dont have to first get out of your phone book and then bring up the Maps application and look up the address there. Thats neat !
2. Applications can receive notifications
Here's a really cool feature. You applications can receive notifications (incoming messages) directly. So its not just native SMS that alerts you anymore. Maybe you'd like to know when your books was dispatched from Amazon, or when your stock went up, or when your friend reached a cafe. It just opens up a great deal of possibilities developers can bring out on the phone.
3. Advanced features
Yes it does support advanced features like 3G, OpenGL, touchscreen. Steve Horowitz (Engineering Director at Google) demoed a prototype of the phone. It has Quake! Need i say more ... Plus the maps application was really fast running off the 3G network.
4. Map view
Here's another neat treat for developers. Google has made available the map view for other applications to use. So not only is the Google Maps application deeply integrated, you own application can have a map view and build features on top of that.
I think this is a well thought out product. Google even offered $10 million for the coolest apps. On Wednesday, the much awaited G1 phone from T mobile is releasing in the US. So lets talk about Gmail on G1.
What's the big deal about Gmail on G1:
Its an application written by Google engineers. Looking at their video, its looks pretty nice. You can do all the basic things you do on Gmail on the web, on the phone. Really its like they've tried to bring all the functionality that Gmail provides on the web to the phone. I would have expected them to be smarter than that. Mobile is not a PC - so we dont want to do the same thing on the mobile like we do on the web. Personally i dont really find the star feature and archiving very useful. Why have they brought all that into the G1?
Some cool things:
Gmail notifications: you get notified when new mail arrives right on the home screen and you just need to tap it to open up the application and read your mail.
Contacts are integrated: Gmail contacts are integrated with your phone. So it auto suggests, the same way it does on the web. And additionally ... if you add a contact on Gmail on phone, it gets synced with the web. Nice !
Attaching images: you can attach images, but they seem to be silent on attaching any other file. I wonder if G1 can handle Microsoft files. Hmmm...
But what i dont understand is ... there isn't any real mobile specific feature. Why is Gmail trying to copy its web version on the mobile. A simple suggestion - dont just auto suggest names, let us "say" out the name and bring up matching contacts to choose from. Motorola did a great job at Voice recognition in their V3 series way back. The Andriod seems to have forgotten that its a "phone" but looks at it more like a mini computer. I guess it will evolve.
But for a start, im thrilled to see Google coming on to mobile. One last question - When is it coming to India? :)
Here's the video of Android (released last November)
Official Gmail Blog: A sneak peek at Gmail on Android
Cheers,
KP.
So i'm at the airport and its much less crowded. The flights are not full even on a Wednesday night (when Thursday was a holiday. That means you take Friday off and you get 4 days off). The first thought that went through my head was how much were these flight operators bleeding. Is it causing them to cut cost too much? Have they performed all the necessary tests before the flight takes off? Have they overrun the same plane to save cost? Ok maybe i'm getting paranoid but who really checks on them ...
The other day I heard of 2 major collaborations Jet and Kingfisher and then their extension to Air India. Is this natural consolidation happening in the industry or premature consolidation. I belive it is the latter. The increase of fuel prices is unwarranted right now. It is a backlash of the currently unsteady US economy.
This is causing a shortage of fuel supply, leading to increasing of flight prices. But the Indian consumer has a very steep elasticity curve (ok im getting technical here). Basically it means that if the price increases by a factor of 2, the number of people buying tickets decreases my more than 2. In this case it might be as high as 4. So if the price doubles (as it has), the number of buyers decrease by 4.
This has undoubtedly led to a consolidation wave. Lets pause at consolidation for a second. When do consolidations happen - when there is saturation. When the market has too many players and they're bleeding each other out, players begin to consolidate to scale up and leverage strengths. Why is our airline industry running into a premature consolidation? The main reason is because they have no way out. They can't increase prices because the Indian consumer will fall back into alternate transport. The biggest support (government) is not helping them out. To support the industry the government must step forward and ensure continuation of competition.
Why do we not want to let airlines consolidate?
The main reason why competition helps is that it encourages innovation and fair price determination. If your economy has a lot of players and everyone fights a lot, there's a good chance that people will reduce unnecessary costs, reduce their profit margins and give more value to the consumer. Also players will find innovative ways to differenciate and offer better services to the consumer. In either way the consumer gains. But when the players consolidate, it settles into 2 or 3 big companies that make up the entire airline industry. They all enjoy fair profit margins and enjoy big chunks of the consumer pie. So there's no need to fight with competition, rather they all collaborate to enjoy the profits.
Our airlines are modelled on the US airlines. With the growing airline industry, I would have loved to see a lot of innovation for the Indian consumer. Today we operate like any American airline. We have not innovated enough yet so guys please dont consolidate already. This really is bad news for the airline industry today.
Is there some hope:
The good thing still is that airlines today are still competing with the railways and road transport. So they'll still need to lure the consumer with good value. Also we have mostly Indian domestic airlines. The government can encourage other foreign airlines to enter the Indian scene and compete. But this time around, lets make sure that we let the players compete.
Just for the record, the return train journey was more than 24 hrs but a flight was only 2 hrs. Still it was managable. End of the trip you're happy you saved around 4 grand and maybe plan another holiday ....
KP.
1. Some really awesome games
Anyway, its great to hear that bloggers are moving to authoring "real" books. But somehow it seems odd that someone who became famous in the blogosphere should aspire to write a book. We have all grown up thinking of authors as someone who published a physical book. Maybe that definition needs to change. It certainly wont if bloggers start running away to publish their own books. But I guess this does show that blogging and writing are very closely knit indeed.
Today's bloggers grew up in a world of books and pages. I guess tomorrow's bloggers will grow up blogging away and connecting online. Wonder if Amazon Kindle can help in that.
Anyway I'm following Marvel on twitter and its really cool. Here's the link. A lot of news and polls. Good stuff. When I was a kid I actually rented out comics (mostly Garfield) from a library and read it. No ... that wasnt ages ago .. but still it made me wonder what happened to comics that we loved so much. What are kids doing these days? They're on the internet, on social websites, on coding projects, on a whole lot of things that we're doing right now.
Its nice to see that comics have started to embrace the internet rather than shy away from it. Even Dilbert gives a free comic a day. But still it doesn't have quite the same feeling as sitting down with a comic book. The other great thing comics have done is going the gaming and movie route. Most comics today are trying to tie up with gaming labels and movie houses and release long drawn episodes. Take batman for instance ... remember we're waiting for what happens next as a sequel to the movie and not as a comic in the bookstore ... When you read a comic you would enter the world it created and then explore it with your own ideas and imagination. To some extent games are doing that these days. Letting you take the role of the character and define the way the story goes. Movies also let you live the story for a while. But still hardcore comic fans will insist that its nothing like reading a physical copy of the book.
I do wonder whether America defines what happens as technology forces us out of one medium into another. Are comic fans going to have to give up the thin, brightly coloured, glossy, crackling piece of pure fantasy for 2 hours of staring at the idiot box? Somehow are we becoming a very lazy bunch of people who like to be told what the story is like while we just sit and watch instead of letting the story take place in our world of imagination? I think its a wave. There will be the rise of comics as they take shape on the internet and on the televisions, but they'll find their way back to the good old "comic shelves". For now, Im going to check out how Marvel is planning to embrace the Internet.
Cheers,
KP.
P.S.: I voted for Mystique as the best female character and guess what she was number 1. Wohoo !
Cheers,
KP.
Update: Its already available in India - just checked it on eBay - starting at Rs. 8,190 (in US you get it for $125 - Rs. 5,700). So if you know anyone coming from US, then you know what to ask for ;)
Maybe the name of the college will not matter so much anymore, because earlier you only had access to the best material in the best colleges. Now anyone can access at least the written stuff from anywhere (you can download recorded lectures as well sometimes). What then is the real value of going to an ivy league college - Well, the professors. It will not be about just the degree and where you got it from. The world will start to value the professors who taught you and what they have to say about you. Would that make it a fair play in this overcrowded job market? We'll have to wait and see. For now, the information silo barrier that separated the haves and the have-nots has been accepted as a thing of the past.
Another way to look at this is that material will become so widely available that students will go to colleges to learn how to think and process this information. Not to actually "get" the knowledge but how to "use" the knowledge. I remember at L we used to talk about how the world has moved from a Knowledge economy to an Idea economy. That too has its merits. At the end of the day, unless you learn how to use knowledge, it will not help.
I cant help but wonder that in the middle of all this there is a very big skill that is so vital to everyone but not stressed at all. How do you manage so much of information in so little time? Is it time management, knowledge management - call it what you will, but there needs to be a much better way to use this. MIT release OCW a few years back and hoped it would change the world. But how can you changed the world when the world doesn't know how you make use of what you've given them. I think the world needs to accept and evolve a way of using this knowledge.
If you look at Google, they talk about organizing the world's information. But they're just bringing it to you in a primitive format. Its still not usable. Compare this to being able to read every text book that mentioned "information retrieval". Is it really useful? We need a radical shift in the way we use information - not just search through it and find results. With all this talk of semantics, we're still talking about how to find the "right" piece of information. Is that the next big thing? Or is it in something that helps us "use" the information that we need.
Cheers,
KP.







