Earlier quoted context omitted.
> that Google Search is so good because it gets so much search traffic and, critically, user interaction data If Bing's market share is 4%, then Bing still gets tons of user interaction data. Bing gets something like 100M queries per day . That's more than enough data. Microsoft has all the choice. They have the money. They can invest, like Google has invested and continues to invest . You don't get these things for…
> That's more than enough data. Is it? I'm no expert, but while it may seem enough in absolute numbers, I can imagine more nuanced criteria like diversity of queries, results and users may matter more than just volume, and that kind of signal only comes from truly ubiquitious data collection (like say being default on the most popular browser AND on the duopoly of mobile platforms -- which, by the way, also collect t…
Maybe it's not enough data to make search results 100% as good as Google's, but enough to make them 95% as good? And everyone on HN complains about the quality of Google results, so surely there are algorithmic opportunities for MS to do better, right?
All we know is that Microsoft has decided not to compete seriously in search, but compete at a minimal level. There are a hundred different strategic reasons why they might have chosen this. But this in no way indicates it would be somehow impossible for Microsoft to compete there if they wanted. They could spend the tens of billions in traffic acquisition just like Google does. The fact that they aren't doesn't mean they couldn't.
There are no "realities about the search market" that mean Microsoft could never become a serious competitor. Your unfunded startup can't, but Microsoft could. Microsoft has all the data and money required.
They've just chosen not to, the same way Apple has chosen not to enter AAA gaming, Google hasn't entered general-purpose desktop operating systems, and Amazon hasn't entered VR headsets.