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.

Google Accelerates Hiring of Nobel Laureates

FACT:  Answering a question in this week’s Business Week about several recent high-profile departures of Google executives and engineers, CEO Eric Schmidt said: “What bothers me is that some people write: ‘So-and-so left the company.’ Well, they don’t also write that we hired 120 people that week, five of whom have Nobel prizes, three of whom have PhDs, and so on, who are beginning their career here now.”

ANALYSIS: There have only been some 700 Nobel Laureates awarded in the history of the program since 1901, according to the official Nobel site, and at least as of a 2001survey there were approximately 210 living Nobel prize-winners.

So, with some trepidation, I calculate that by Schmidt’s aggressive hiring of five Nobel laureates in a typical week, the entire roster of living prize-winners will be working for Google within a year.

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. 

Short Google

I’d like to go on record with a date-stamp and predict that Bill Gates has begun a successful counter-revolution. I’d bet on MS, not Google. When I visited the Googleplex HQ in 2001, the foosball tables and personal chefs already gave an air of dotcomdom…. the ensuing years and successful innovations at Google notwithstanding, I’d bet corporate rigor and stamina over “Do no evil” every time. And until I see corporate rigor in Google, they still have some flame-out possibility….

In the meantime, we’re keeping a very open mind, on Google Earth (evaluating it alongside ESRI’s competitor ArcGIS Explorer and MS Live MapPoint) and on Google search applicability. There’s a lot of capability driven by metadata-tagging that can’t be done just with search.