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Chronicles

The story behind the story

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A bipartisan group of 38 AGs sues Google for alleged antitrust violations in search, its third antitrust suit, including exclusionary contracts with Apple

More than 30 states said that the company downplayed websites that let users search for information in specialized areas.

New York Times

Context & Ripple Effects

This is the second front in a coordinated legal campaign: two months after the DOJ and 11 Republican-led AGs filed their search-monopoly suit, the roughly dozen states that had been readying their own complaints delivered — a bipartisan group of 38 AGs now suing Google directly, making this its third antitrust case.

The state suit goes further than the federal one on two fronts: it targets Google's downranking of specialized vertical-search sites, and it names the exclusionary contracts with Apple that make Google the default search engine. The pattern held into the following year, when AGs from 36 states and DC filed a separate Play Store billing-commission suit.

First-order effects

  • Google now faces parallel state and federal litigation over the same search business, with the state complaint adding Apple's default-placement deals as an explicit target rather than background context.
  • Specialized vertical-search sites — travel, local, shopping — gain standing in the case as allegedly suppressed competitors, giving plaintiffs concrete conduct beyond self-preferencing claims.

Second-order effects

  • Apple is pulled deeper into the dispute as a counterparty to the exclusionary contracts, raising pressure on the revenue-sharing default deals that underpin both companies' search economics.
  • With bipartisan AGs joining the DOJ's Republican-led action, Google loses the framing of antitrust enforcement as purely partisan, hardening the political environment for further suits like the later Play Store case.

Third-order effects

  • If the default-contract theory gains traction across these overlapping cases, the distribution agreements that lock up search defaults on browsers and phones become the structural battleground for how search competition is regulated.
  • A sustained multi-front campaign by state AGs points toward antitrust enforcement becoming a standing feature of big-platform oversight, with states acting independently of federal timelines.

The trend: State attorneys general are building a durable, bipartisan second track of antitrust enforcement against Google's search and app-store practices alongside the DOJ's case.

Discussion

  • @b_fung Brian Fung on x
    The states behind today's lawsuit are reviewing the complaint filed yesterday by Texas, according to a person familiar with the matter, but no decision has been made about whether to join that case.
  • @googlepubpolicy @googlepubpolicy on x
    Redesigning Google Search would harm American consumers and businesses. Read our full response to state AGs' lawsuit. https://blog.google/...
  • @halsinger Hal Singer on x
    Nice explainer in the NYT on the alleged conspiracy between Google and Facebook, spelled out in new 10 State AG complaint, to restrict competition for publishers and thereby permit Google to overcharge publishers for the ads they showed. Whoa if true. https://www.nytimes.com/... …
  • @obrien Chris O'Brien on x
    Breaking: Yelp issues statement in response to state AGs' lawsuit against Google: Fuck, yeah!
  • @colorofchange @colorofchange on x
    🚨🚨🚨 After @TXAG announced their anti-trust lawsuit yesterday, nearly 40 states are suing @Google. Long overdue after years of predatory practices that push out competitors, compromise privacy, & evade accountability for harm done to Black communities.https://www.washingtonpost. c…
  • @jonahstein Jonah Stein on x
    @johnbattelle Apple's anti trust exposure is pretty narrow relative to Facebook and Google. Ending the Google payment for Safari traffic will actually hurt Apple shareholders more than breaking off Youtube and Display ads will hurt Alphabet or separating IG and WhatsApp will hurt…
  • @ceciliakang Cecilia Kang on x
    You guys that's an antitrust wrap for the year. No more tech lawsuits expected this year. In 2021, US/states v. Google and Facebook will occupy a lot of firepower and interest. Please follow @daiwaka @dmccabe @MikeIsaac and me for these epic battles https://www.nytimes.com/...
  • @geoffreyfowler Geoffrey A. Fowler on x
    Today, Google said its search results have gotten better since 2000: https://blog.google/... Over @washingtonpost, here are three search results I annotated that show how they've gotten worse: https://www.washingtonpost.com/ ... https://twitter.com/...
  • @randfish Rand Fishkin on x
    Another lawsuit, this one filed by 38 states that didn't participate in yesterday's, focused on how Google put its own products & answers above competitors in its results: https://www.nytimes.com/... I'd be pretty nervous if I were them. https://twitter.com/...
  • @mhbergen Mark Bergen on x
    So, to review this week in Google. Monday: outage across many major products. Tuesday: Gmail goes berserk. Wed: letter sent from staff researchers demanding VP is reassigned; 10 states sue. Thursday: 38 AGs sue. Company brought in (based on analyst forecasts) $2.1bn.
  • @willoremus Will Oremus on x
    As you hear Google defend itself today against antitrust charges by claiming that it faces stiff competition in search from *checks notes* Expedia and TripAdvisor, it's instructive to recall the monopolists' playbook that Peter Thiel laid out back in 2014. https://onezero.medium.…
  • @mikeisaac Rat King on x
    love to go to my favorite search engine, trip advisor https://blog.google/... https://twitter.com/...
  • @lucasmtny Lucas Matney on x
    Nothing about this sounds mundane https://www.theinformation.com/ ... https://twitter.com/...
  • @hoofnagle Chris Hoofnagle on x
    The Info analyzes the TX AG suit in a revealing way. The Info writes that the TX AG's allegations around Google and WhatsApp concern a “mundane” practice—if you back up WhatsApp in Google, Google scans it. https://www.theinformation.com/ ...?
  • @johnnyryan Johnny Ryan on x
    Para 141 of Texas AG filing against Google & Facebook is incredible: Facebook gave Google access to people's end-to-end encrypted WhatsApp messages, photos, videos, and audio files. I want to see the text of that deal. Was it in US only, or EU too? https://courtlistener.com/... h…
  • @wired @wired on x
    If these allegations are true, then both companies may have violated antitrust law—and committed felonies in the process https://www.wired.com/...