Where Google and Microsoft are actually competing

This blog is written by two people (usually). Those two people are myself (a Microsoft employee) and Chris (a Google employee). That being said, there seems to be some sort of inherent conflict of interest, since Microsoft and Google are competing companies. But do Microsoft and Google really compete?

Everyone seems to see Microsoft and Google as two tech titans battling it out on the planes of Kurukshetra. But when it really gets down to it, what products do the two companies make that directly compete? MSN Search and Google Search are the only two products that really compete. Google has nothing that directly competes with Microsoft’s two flagship products, Windows and Office (Not counting google spreadsheet… but that’s a topic for a different blog post). Despite the rumors that have been flying for years that google is going to produce their own browser/OS/office suite, at this point in time, none of those have come to pass. So, if all this is true, why do people still seem to think that Microsoft and Google are direct competitors? Because it’s not about the customers. It’s about the developers.

Microsoft and Google are competing for the intelligent people that will make the profitable products of the next generation. Both companies have unique advantages and disadvantages. However, the real deciding factor that will determine which company will be more profitable in the next 10 years will be which company is more successful at recruiting the smartest college graduates and research personel. Is it any surprise that Google has an office in Kirkland? (Just for reference to non-seattleites, Kirkland is right next door to Redmond).

This is probably obvious for most people in the industry, but some people still seem to miss the point.

-Tim

Comments

  1. [...] So, Tim posted an insightful article on why a search engine and an operating system company might actually be competing. Personally, I think his idea – that we’re competing on the basis of whom we hire – is right on target, and correct. However, I’m pretty sure it’s my job to disagree with him, so I’ll get right on it.* First of all, saying that MS and Google are both trying to hire the best people is true, but it’s only a small part of the whole puzzle; plenty of companies are trying to hire the best people, and MS has never been openly hostile to, say, Amazon just because Amazon is hiring. In order to compete you have to be presenting an alternative to your competitor. [...]

  2. [...] I had originally written a few days ago that Microsoft and Google are not competing. This is technically true, since the only place where the two companies have competing products is in the search market. Chris pointed out that while this is true, it isn’t the whole story, and he’s right. The real conflict will be in the “platform of the future”. Microsoft and Google have two very different visions for the platform of the future. [...]

  3. [...] Instant messenging? Perfectly capable of being web based. E-mail? Gmail does everything I could need, and so does Hotmail. Music? I listen to Pandora. Even videos are the internet’s business now. This illustrates an interesting fact: We are consistently moving towards making it easier to build applications, even at the cost of some power. Web apps are the closest we’ve come to easy; there are no Windows API calls to make, simple architectures, and what’s compiling? We’re almost at the point where basically everyone can get involved; Cheng and File could practically be web developers already, and as Gas said, it’s about the developers. [...]

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