01-07-2006, 09:33 AM
Quote:...I think Google sees a lot of its future in helping existing players in the TV business to make even more money. That's a prime use for those shipping container data centers and Google cubes.
Google imagines a world where only single people see match.com ads, and people who can't drive see ads from taxi companies where others see Toyota campaigns. Where fraternities see ads for strip clubs, beer, Cancun weekends and LSAT prep courses, and only seniors (and their adult children) see ads for Alzheimer's drugs. What would be the value of that increased efficiency, capitalized into present dollars? Ten billion? Fifty billion? I say the value is $100 billion -- 25 percent of the total U.S. advertising market and 15 times Google's current size.
Google is going to let the telco and cable companies burn their capital building out IP-TV, knowing that Google will still be the only game in town for the crux of the whole thing: the ability to show every viewer the specific ads that companies will pay the most to show him at that specific moment.
Suddenly, everybody can (and, really, must) advertise on TV, because it'll be so specific...and so dynamic...
full article: http://www.pbs.org/cringely/pulpit/pulpit20060105.html