Bill Gates and Steve Ballmer did a wonderful duet up on stage, but Bill said a few more things at dinner that struck me. First of all, Bill was extremely happy. By all accounts, he's just been in a great mood for the last few months, as he approaches his departure from Microsoft next month. At dinner, he was most interested in talking about Africa, malaria and how to rescue the US education system, than in search and the like. Bless him!
But he did talk a little about search. The future of search is not actually better "search," he said, but completion of a particular task the user is trying to accomplish -- such as booking a flight, trading a stock, scheduling a movie or a car repair.
Microsoft already does better on long multi-word searches, he added, but no one notices. "The future of search is verbs!" In other words, you don't want a list of search results; you want something specific to happen.
That, of course, is what Powerset is also aiming to do. (I'm an investor.)
Most interesting to Microsoft and its competitors are such monetizable tasks, as opposed to booking a meeting with a friend ... but someday marketers will realize people don't use the Web only to buy things. It's as if newspapers were talking about themselves as classifieds-only, without even mentioning news and other editorial content. And it;s true: Craigslist is a fine business without any encumbering news/editorial, but it's not the whole web.
How can we fund the rest of the Web -- the part where people are not buying things? That's not the marketers' problem, of course, especially if they're in the top-5 categories Bill mentioned (if I remember right): travel, music, finance, consumer electronics, books?
However, it could be the marketers' opportunity ... the opportunity for each marketer is different, but if they can figure out a way to sponsor or enhance relevant content, joining communities and contributing, rather than disrupting them with ads, then they may actually get closer to their customers than their brethren who turn to banners when they get diminishing returns from ads.
The rest of the time is spent checking email, and on places like this where I can laugh at asshole Clinton supporters.
Minor variations to the theme (verb vs. noun) change nothing about the outcome of the pile building strategy.
I does not seem to me that anybody (no matter how rich) knows anything about where the web will go from here. I have hope for one aspect of it which would be truly amazing: geographically linked information would allow virtual travel. If one could start Google Earth (or the MSN equivalent) and then explore billions, maybe soon trillions of photographs and other files linked to their geographical context, there world would become an enormous place to explore audio-visually with endless wonders waiting for the visitor. I know that Google and MS are working hard on it. We shall see how well it comes out.