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Ask HN: Why didn't Google have good competition?

2 points by thatoneguytoo ↗ HN
What was their moat? It seems like from 1998 to 2005, no worthwhile competition came up. After 2005, they started building good moats.

But how come no other company with all their engineering prowess was able to compete with Google?

5 comments

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hitpointdrew
I recall them having competition. In the mid to late 90s google was far from the dominant search engine, at the time everyone I knew was using yahoo for search.
jleyank
Alta Vista was a good start but I think it was viewed as a marketing exercise for the alpha chipset. Yahoo search was excellent, but was it hand curated? There were a number of search companies, all with their secret sauce (and often guys in their garage).

Good tech is good. Good luck is better. But betting that one’s cache is permanent is a great way to end up on the “who were they again?” list.

jleyank
Like apple, google wasn’t first in their fields. I suspect those ahead of or moving with these companies had distracted or disinterested management or were just not paying attention and thought their lead was insurmountable. All businesses have to deal with this problem, but I think it’s especially common when a new area is opening up - things that are too small for the spreadsheet aren’t worth talking about.

Software is a business where “a few people in their garage” are fully capable of putting a dent in the universe.

webmaven
As I recall (only as a contemporary user of search engines, and having no special knowledge), Google didn't just have a key innovation in PageRank (which was patented), but also took the idiosyncratic (at the time) architectural approach of horizontal scaling with commodity hardware (sometimes held together with Lego).

Altavista (supposedly) famously ran on a single "pizza box" Alpha server as a form of stunt marketing. There were other competitors that were invested in Oracle licenses and similar "big iron" approaches.

There was also the small matter of monetization. Google more or less refused to incorporate ads until they came up with a non-user-hostile capability. Their various competitors had advertiser-driven paid ranking, or "punch the monkey" banners, or other forms of shit sandwich users were supposed to accept. In general, the harder a search engine tried to monetize, the slower it's growth, unless they funneled their own revenue into marketing and advertising. When Google finally came up with their contextual search ads, users actually liked them and it was as if Google turned on a magical faucet that gave them money AND more users, and were able to scale to meet demand with more inventory.

sidibe
Google has had great technical infrastructure and tooling from early on that makes it much easier for them to implement things than the competition. I think they got very very lucky snagging extremely competent early employees as the dotcom bubble was bursting like Urz Holzle, Jeff Dean, and Sanjay Ghemawat that put them on a good path for making and keeping it easy to build things