Bing vs Google, the quiet semantic war

On Wednesday night I had dinner at a burger joint with four old friends; two work in the intelligence community today on top-secret programs, and two others are technologists in the private sector who have done IC work for years. The five of us share a particular interest besides good burgers: semantic technology.

Oh, we talked about mobile phones (iPhones were whipped out as was my Windows Phone, and apps debated) and cloud storage (they were stunned that Microsoft gives 25 gigabytes of free cloud storage with free Skydrive accounts, compared to the puny 2 gig they’d been using on DropBox).

But we kept returning to semantic web discussions, semantic approaches, semantic software. One of these guys goes back to the DAML days of DARPA fame, the guys on the government side are using semantic software operationally, and we all are firm believers in Our Glorious Semantic Future.

The Three-Way Race, in Politics and Search

On the eve of the Super Tuesday primaries I’ve noticed a small but curious synchronicity, a sideways rhyming, between the Microsoft – Google – Yahoo elephant dance, and the back-and-forth among the top remaining candidates on the Republican and Democratic sides in the presidential primaries.

In graduate school I once wrote an 85-page study of “The Strategic Triangle: U.S., Soviet, and PRC Realignment during the 1970s.” Ah, the good old days of Henry Kissinger and grand-game geopolitics. But let’s stick to the more prosaic cage match dominating our politics right now.  Last week, John Edwards finally dropped out (or “suspended” his campaign, preserving some shred of pre-convention viability I suppose), and in doing so he refused to endorse either Barack Obama or Hillary Clinton. Both campaigns said great things about Edwards *after* he left the race, of course, the better to woo his supporters.  But before he dropped out, while he was still showing up in debates, both Clinton and Obama (and their surrogates) showed quite a bit of peevish annoyance that the third-place fellow wasn’t giving up and tossing them his endorsement.

Similarly, Mike Huckabee is hanging on by a thread on the Republican side, to the great solace of John McCain and the fuming of Mitt Romney, the latter believing that Huckabee’s conservative supporters would line up with him in a binary choice between Romney and McCain. (Would that count as a Baptist-to-Mormon conversion?) Romney spent the weekend bashing Huckabee even more than his putative rival, McCain.  Triangulation and frustration boil over into a combustible mix, obviously.

The same combination appears to be brewing in the Googleplex, while investors and analysts dump on the once shiny GOOG, which tanked yet again today, dropping below $500. 

Microsoft becomes Microsoft!

Everyone in the blogosphere will light up today on the topic, so not much needs to be said, but I’m glad that at last I can break out the exclamation mark and call my company: Microsoft!

Regarding the purchase of Yahoo!, Dennis Kneale, CNBC’s Business News Media and Technology Editor, had the most vivid word-picture early this morning on the air: “The one guy in America who can’t eat breakfast this morning without feeling sick to his stomach is the Google CEO, Eric Schmidt,” referring to Google’s previous attempts to snag Yahoo!.

I’ve been one of the 400 million users who have a Yahoo! account, for years, with lots of personalized interests and preferences willingly shared in exchange for great user experience like the pioneering MyYahoo portal, which I still like and use, though I also have a tricked-out iGoogle site (eight tabs worth) and now a pretty robust Live Search, Online Live Workspace, and Live Spaces environment.  Imagine the experience and gutsy experimentation that’s coming to Microsoft(!), joining up again with former Yahoo himself Gary Flake (now head of Microsoft’s Live Labs)… it’s pretty exciting.

Keeping score will have to be a longterm effort, of course – start here.