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Social Is Too Important For Google To Screw Up With A Big Launch Circus

Google will launch a “major new social network” imminently at the SXSW conference, said Read/Write Web early this morning.  They were stupendously wrong on timing - Google told us and others that there was absolutely nothing launching …

TechCrunch Michael Arrington

Context & Ripple Effects

The Circles story has moved fast in twenty-four hours: Read/Write Web's report that Google would unveil a major social network called Circles at SXSW was flatly denied by Google on timing, and NetworkEffect's follow-up argues the product may never ship as described. The rumor remains just that — unconfirmed — but it lands on top of a four-year arc of Google social attempts, from the 2007 OpenSocial launch to the neglected 'Shared Stuff' feature, that have repeatedly promised more than they delivered.

TechCrunch's take is strategic rather than news-breaking: after years of asking whether Google can get social networking right, Arrington argues the company should resist a hyped SXSW-style unveiling because a botched big-bang launch would be costlier than a quiet release. The irony is that the hype arrived anyway — via someone else's scoop.

First-order effects

  • Google spent the morning of SXSW Interactive denying a launch rumor instead of controlling its own announcement narrative, and Read/Write Web now faces a credibility test with sources who told it a launch was imminent.

Second-order effects

  • Every Google social leak now gets priced by press and rivals as a Facebook-competitive signal, so Facebook can read Google's product cadence through rumor cycles rather than actual launches — free intelligence whether or not Circles ships.

Third-order effects

  • If the pattern holds, Google faces a structural trust deficit in social: after OpenSocial in 2007 and Shared Stuff in 2008, each new rumored product starts from a baseline of skepticism, pushing Google toward quiet rollouts while the media ecosystem keeps manufacturing circuses around it anyway.

The trend: Google's decade-long string of half-launched social efforts is converging on a launch-strategy question: whether the company can enter an established network market through iteration rather than spectacle.