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Chronicles

The story behind the story

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Google+ continues battle with fading user interest, data say

One of technology's big unresolved dramas is whether Google can still cut into the giant social networking lead now held by rival Facebook — or if its Google+ service is already sunk.  —  Data on the subject have been sparse …

L.A. Times Tech Blog David Sarno

Context & Ripple Effects

Four months after launch, the verdict on Google+ has flipped from promise to doubt. The early coverage was bullish — the New York Times argued in July that Google+ improved on Facebook, and Wired's September deep dive into the product treated it as a serious challenger. AllFacebook's head-to-head comparison framed it as an open race.

The new usage data cut against that framing, though the picture is genuinely mixed: Hitwise's syndicated tally has Google+ logging its third-biggest week since launch even as the L.A. Times reports fading interest overall. The timing is awkward for Google — its Music service debuted the day before this story to lukewarm reviews, and Facebook spent the same week absorbing a spam attack and FTC privacy pressure without ceding ground.

First-order effects

  • Google faces a resourcing decision on Google+ itself: with engagement data showing waning interest against Facebook's dominant lead, every additional quarter of investment needs a justification beyond launch momentum.
  • Facebook's position strengthens by default — even a rival's good week (third-biggest since launch, per Hitwise) leaves its lead untouched, and its simultaneous FTC privacy fight shows it absorbing regulatory scrutiny without losing users.

Second-order effects

  • Developers and advertisers watching the engagement numbers have reason to delay building for Google+, which starves the network of the third-party activity that made Facebook sticky — a demand-side problem compounding the usage one.
  • Google's broader consumer push takes reputational damage: the lackluster critical reception of Google Music alongside Google+'s softening data invites reviewers to read both as symptoms of a company struggling to make non-search products land.

Third-order effects

  • If the pattern holds, social networking behaves as a winner-take-most market where the incumbent's graph is self-reinforcing — meaning challengers cannot win by cloning features, only by changing what the network is for.
  • The likely structural response from Google is to stop treating social as a standalone destination and instead embed social signals across its existing high-traffic properties, converting its search and services audience rather than competing head-on for a news feed habit.

The trend: Social networking is consolidating around a single incumbent graph, pushing would-be challengers like Google toward integrating social into existing products rather than sustaining standalone networks.