If there is one company that should have absolutely won social media and especially messaging, it
is Google.
Think about it, they have all of the necessary ingredients for success.
Most people have a Google account already, many of them sync their contacts with Google
from Android and Gmail, so Google knows their social network, and the company can push
new services as default apps on Android, tie them in with Gmail and YouTube on the web,
the Google Suite for business and so on.
They are even one of the only companies that knows how to build internet services at really large scale
as well as how to build a really great advertising platform, the lifeblood of almost all social app business.
And yet, they have consistently failed in this category.
They have no social media to speak of, and their messaging apps get
rebooted every year or two.
So in the 49th episode of The Story Behind series, let's talk about how and why
Google has failed so spectacularly at social apps.
Thanks to Skillshare for sponsoring this video and for giving the first 500 people who sign
up with the link in the description 2 months of premium access for free.
Quick timeline first.
Here are all of Google's attempts at building messaging and calling apps, and here are their
attempts at building social media networks.
And as the internet historians among you might point out none of these ever became truly
popular, except for maybe Google+ as a meme for how not to build a social media app.
But still, this timeline shows us two things very clearly.
First, it is apparent that Google's failure is not for the lack of trying.
They have tried and failed again and again at both.
And second, in hindsight, it becomes very obvious just how late Google was to every major social trend.
Like, Social Media for example.
After years of fumbling around with side projects like Orkut and Google Buzz, they finally joined
the fight in earnest in 2011 with their Facebook competitor, Google Plus.
Problem is, Facebook was 7 years old at that point, and even Twitter was 5.
Google Plus launched the same year as Snapchat, which ushered in a whole new generation of
social media.
One focused entirely on smartphone users, AR stickers, and spontaneous, self-destructing
video content, while Google Plus was still trying to emulate Facebook from a generation ago.
Google was also late to take messaging seriously.
It's first "real" smartphone-focused chat product was Hangouts after they finally unbundled
it from Google Plus in 2013.
But you know who had beaten them to this market by then?
That's right, everyone.
Whatsapp, Viber, iMessage, WeChat, everyone launched dedicated, high quality mobile-first
services years before Google, and even Facebook realized they had to make Messenger a standalone
app in 2011.
Google was then also late to the insanely popular stickers, to advanced stuff like money transfers
that is really popular in Asia with WeChat and Line and stuff, and also to the latest big messaging trend,
which is encrypted messaging.
They were even spectacularly late to business communications.
Slack started kicking everybody's butts in 2013, and even Microsoft was faster to react
to the threat than Google when it launched Microsoft Teams in 2016.
Think about that.
When Microsoft with its enterprise solutions is faster at product development than you,
you know you are too slow.
This all points to the fact that Google leadership doesn't really have a strong vision for social apps.
It seems like their whole corporate culture, and the DNA of the company is fine tuned to build utilities and tools.
Google Search, Gmail, Maps, Docs, Drive, Chrome, ChromeOS, Google Assistant, all of their successful
in-house solutions are tools and utilities.
They help you get stuff done, not socialize and build communities.
Google's only halfway successful social platform is YouTube, which they acquired, not built
inhouse, and even so,
to me it seems like YouTube has succeeded despite its social features rather than because
of them.
They are weak and constantly seem to be lagging behind competitors like Twitch.
And without any real visionary leaders in this domain that can predict or invent the next social trends,
the company is always running after the last social trend that somebody else introduced to the market
and by the time they catch up with that, the market has moved on to the next thing, they are too late again,
they haven't killed a userbase so they kill the service and they start from zero.
Which starts this whole cycle again and again.
And this concept of just killing an app that didn't work and starting again, I think is a very popular
Silicon Valley-style startup strategy, and I think it can work for Google's sort of "bread and butter" products,
like tools and utilities, because there you just kill it, didn't work, you try again,
you do it until you find the right usable product.
But it is extremely risky with social apps, because the value of a social app is its network
of users.
And with each reboot, Google loses their network and has to start from scratch again, with users
who know that the likelihood of Google just killing that service again in a year or two
is historically speaking around 100%.
So with each reboot, building up this network becomes harder and harder, and one failure
snowballs into another.
But OK, let's leave Google's past behind, and let's focus on what they have on the market right now.
At present, they seem to have abandoned social media altogether as they recently shut down
Google Plus without a replacement,
and they are simplifying their messaging portfolio to 4 apps.
One chat and one video calling app for consumers and a similar pair of apps for business users as well.
And you know what, while there is no telling how long these will be alive, at least that's
a clear portfolio and 3 of the 4 apps actually have a unique value proposition that I think
I could get behind.
Their consumer chat solution, called RCS is not yet another messaging service, but rather
a communication protocol built to eventually replace SMS.
Instead of messages traveling through a Google server and being tied to a Google account,
they actually go through mobile carriers, just like SMS messages do.
If one of the parties has a carrier or a phone that doesn't support the protocol, then the
system will fall back to just sending a regular SMS,
but if all is in order, messages behave just like internet chat.
They don't have character limits, they can contain stickers and pictures, they don't
cost extra, like SMS messages do, and so on.
Google has gotten a ton of carriers and phone makers to get on board with the system, apparently
even Apple is rumored to consider rolling out RCS to iPhones, and SMS is certainly due
for a refresh, but I can't help but feel like this is once again coming years too late.
I mean, there are certainly some parts of the world like the US, that still rely heavily on SMS and text messaging,
but the majority of the world, basically everyone I know here in Europe or Asia where I lived for a few years,
nobody under the age of 50 still uses SMS for basically anything.
I mean this graph shows the number of SMS messages sent in Germany for example, which doesn't
look great for RCS, and people around the world are pretty tied-in to their chat ecosystems.
Encrypted chat apps for example offer more security and services like WeChat offer superior functionality
to RCS.
Plus with so many players involved, I find it really hard to imagine that RCS would manage to
keep up with the pace of innovation that other social apps are seeing and stay relevant for long.
But OK, RCS is still a more interesting solution than just yet another Google chat app that nobody would use.
Now, where I think Google does have a real chance at a come-back is with business communication tools.
After all, these tools, these chat and video calling apps for businesses are as close and utilities
as social apps can be, so I trust that Google can execute on these.
And while their apps came way too late, they have one huge benefit.
They come for free with G-suite, Google's competitor to Microsoft Office, which
is very popular among small and medium sized companies.
These companies typically pay for G-Suite and a dedicated chat app, usually Slack, but
if Google can deliver a viable competitor to Slack for free with G-Suite, then I bet
many G-Suite companies will be happy to switch over.
It's one less bill to pay and one less service for IT departments to manage, which is a very
attractive proposition.
Microsoft was able to play the same trick with its own Slack competitor, Microsoft Teams,
which has apparently seen fantastic adoption among companies using Microsoft Office.
The only question that remains to be seen is whether Google will really put in the required amount of
work and effort into developing and promoting these tools.
Hangouts Chat has pretty terrible ratings on Google's own Play store which is in stark
contrast to the overwhelmingly positive ratings both Microsoft Teams and Slack have on the platform,
and the only real report I could find on adoption rates claims that Hangouts is actually losing
market share in IT companies, to both Teams and Slack.
I don't think this survey can be seen as 100% representative of the world at large, but
it suggests that Google has a bunch of marketing and sales to do if it wants Hangouts to be
adopted by organizations worldwide.
But if they really get behind these ideas, they could end up with a real workplace communication tools,
and a replacement for SMS.
Not bad!
Now this part of the video is where I usually come up with some sort of clever narrative twist to somehow lead
you unknowingly into the sponsored spot or something like that, and I thought I had it really figured out.
I was going to build a chat bot. You know, it's relevant to the video, I found a really nice course on Skillshare for it,
it's pretty easy to do, and everything was going well, until I figured I was spending like 4 hours
just trying to get through privacy policies and GDPR certification, company registration, developer...
I just gave up.
So instead, let me recommend this Skillshare class to you, which is unrelated, but the
best damn class I've seen on Skillshare yet.
It's a hilariously entertaining design masterclass from Aaron Draplin himself that I can recommend
to everyone from design pros to people who just want to know what goes into really good design.
The first 500 people to sign up with the link in the description get 2 months of premium
access for free and can watch any one of Skillshare's over 25 000 courses on everything from design
to software development, video editing, marketing and much, much more, for free.
The first 500 people to sign up with the link in the description get 2 months of premium
access for free and can watch any one of Skillshare's over 25 000 courses on everything from
design to software development, video editing, marketing and much more.
So use the link below to sign up and I'll see you in the next one!