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Re:Silicon Valley Venture Capitalists Prepare for an I.P.O. ... by wpietri on Sunday April 15, 2018 @08:11PM (#16845787)
Google isn't invulnerable in search because of a network effect, which is about your product becoming more valuable because you connect your users to your users (e.g., the Bell System or Facebook). Google is invulnerable in search because search has a very long tail, requiring massive investment to reach adequacy for most users. Google's advantage is economy of scale.

Self-driving cars definitely don't have a network effect. They also don't have the came kind of economy of scale as Google. A person who learns to drive in one, specific part of the US is able to drive, with minor additional learning, in any part of the US. Yes, there's some minimum size necessary to get the data for self-driving cars. But unlike with search, where the minimum size is generally "the whole web", the minimum size for self-driving cars is much smaller. That's why we're seeing many different companies work on it.

Re:Silicon Valley Venture Capitalists Prepare for an I.P.O. ... by mgummelt on Sunday April 15, 2018 @08:16PM (#16845809)
Network effects are not limited to products that connect users. A network effect is when more usage increases the value of the product [1]. More Google users means more click data, which means better search ranking.

But yes, Google also has scale economies.

[1] https://en.m.wikipedia.org/wiki/Network_effect

Re:Silicon Valley Venture Capitalists Prepare for an I.P.O. ... by wpietri on Monday April 16, 2018 @09:36AM (#16848858)
I don't think that qualifies, as network effects keep increasing with the size of the network. Click data's value tails off pretty rapidly once you nail the top few things that people click on, which is the great bulk of the usage.
Re:Silicon Valley Venture Capitalists Prepare for an I.P.O. ... by mgummelt on Monday April 16, 2018 @12:18PM (#16850118)
It's actually exactly the opposite. Google's most valuable data is the long tail, which is substantial in search, since they have some data for rare searches, whereas Bing as none.
Re:Silicon Valley Venture Capitalists Prepare for an I.P.O. ... by technotony on Monday April 16, 2018 @07:25AM (#16848181)
The network effect for google comes from it's relationships with users and advertizers. This is why Microsoft couldn't overtake them despite spending so much on bing.