Discussion

• @reckless1280 Nilay Patel on threads

  Massive news here — existentially for Google and hugely important for Apple, whose services revenue is anchored by the huge Google search default deal https://www.theverge.com/...

• @flasheeto @flasheeto on threads

  Big L for Apple too who on the one hand imposes ATT on many developers so they cannot personalize ads effectively, but then created an exception for the world's largest personalized ads advertiser to fill their pockets with direct payments from that advertiser.

• @neil.cybart Neil Cybart on threads

  As it stands, Google likely is underpaying Apple for search.  In a scenario in which the Google/Apple search terms have to be modified (or let's say Microsoft wants in on new default options), Apple is in a position to earn more attractive terms from search than it currently does…

• @thejeffhou Jeff Hou on threads

  this is crazy but my question would be: - should Apple and Google's relationship be seen as monopolistic and they have to provide a *choice* of search engines when people first set up their iPhone, I feel like a wide % of those users would still select ‘Google’ as their default s…

• @thekenyeung Ken Yeung on threads

  Though Google's going to get hit with a big penalty (maybe) b/c of its antitrust violation, the search landscape has really changed since the lawsuit was first filed.  Google doesn't just have to worry about search rivals but AI too like Perplexity, Claude, etc.

• @passantino Jon Passantino on threads

  The News/Media Alliance (which represents 2,200+ US publishers) rips Google in a statement following the landmark antitrust ruling.  “For years, Google has exerted its dominance, profiting off of the hard work and tremendous investments of publishers, while journalism struggles t…

• @karaswisher Kara Swisher on threads

  Huge Google case win for the Justice Department today and its antitrust head Jon Kanter, whom I happened by coincidence to be interviewing today.  Stayed tuned tomorrow for his react on @pivotpodcastofficial.

• @brianstelter Brian Stelter on threads

  “Google has violated US antitrust law with its search business, a federal judge ruled Monday, handing the tech giant a staggering court defeat with the potential to reshape how millions of Americans get information online and to upend decades of dominance” https://www.cnn.com/...

• @parismarx@mastodon.online Paris Marx on mastodon

  Google being found guilty of monopoly practices is a landmark finding that will affect the coming tech antitrust cases, but now the question is about consequences.  —  The remedies haven't been decided.  Microsoft escaped the worst of them two decades ago.  —  https://www.theverg…

• @lutherlowe Luther Lowe on x

  Remember: US v Google case is broken into two parts. We now enter the remedy phase. This ruling could significantly reshape the competitive landscape to benefit “little tech” by reducing Google's gatekeeping power & creating more open competition in search & digital advertising.

• @jason_kint Jason Kint on x

  Don't overlook the impact this may have on Apple. Yes, I believe any remedy has to look at forced divestiture of Chrome and Android in addition to killing the exclusive dealing. But if Apple loses its sweetheart deal with Google, it may lose $12B in revenue (mostly profits). /22 …

• @jason_kint Jason Kint on x

  As it relates to other pending lawsuits, FTC should note that social media ads were found to be a distinctly different market than search. We know this but nice to see another Court find it as Meta and Amazon will likely try to confuse relevant markets. /23 [image]

• @timsweeneyepic Tim Sweeney on x

  A huge victory in the bipartisan Google Search antitrust case, filed during the Trump administration, pursued through to victory during the Biden Administration. Together with the Epic v Google victory last year, big tech is being held accountable to the law.

• @lutherlowe Luther Lowe on x

  Good to see the Biden/Harris Administration spiking the football on the US v Google ruling. [image]

• @florian4gamers Florian Mueller on x

  Competition to its search engine was always just one click away, Google said. To ensure it wasn't really like that, Google paid. Billions, even tens of billions of dollars, putting up a barrier in addition to the quality of its offering. The appeal will still be a huge fight.

• @modestproposal1 @modestproposal1 on x

  It's hard to know what form the judge's remedy will take, but it's hard to read the opinion without thinking the end state is Apple builds it's own general search engine or, less likely, Microsoft to be the default provider to Apple. [image]

• @stevesi Steven Sinofsky on x

  Google's payments to make its search engine the default on smartphone web browsers violates US antitrust law // Was just thinking that what we need on phones are more ballot screens. This is so dumb. https://www.bloomberg.com/...

• @ballmatthew Matthew Ball on x

  @modestproposal1 Seems fairly clear (IMO) that it'll lead to Apple Search, which may or may not be a whitelabeled and partly customized version of Bing (or another party's engine) in exchange for some RLHF deal. And it's probably to Apple's net benefit in a few years

• @florian4gamers Florian Mueller on x

  The two most interesting hypotheticals regarding the Google ruling are: 1) What would the likes of Apple have done if Google had said they're too afraid to do that default deal, because antitrust?  2) Is this now too little (remedies not known yet anyway, appeal could still succe…

• @johnmarknewman John Mark Newman on x

  There's lots to like in the historic US v. Google decision, but so far this may be my favorite: the court decisively rejects what I call the “output-welfare fallacy.” Power to reduce output is only one type of market power. And output is often a bad metric for digital markets. [i…

• @jason_kint Jason Kint on x

  ok, here we go. I read the 286 pages for those who don't have time. Or to help translate to industry and public minds. This is a landmark decision vs Google. The court has found Google's exclusive deals, primarily with Apple, foreclosed one half of the search market. /2 [image]

• @briancalbrecht Brian Albrecht on x

  The duty to deal stuff is a bright side. It strongly affirms the “no duty to deal” principle from Trinko. Importantly, the court recognizes the dangers of becoming a “central planner” in mandating terms of dealing with competitors. Keep this in mind for DOJ v. Apple [image]

• @rakeshsfnyc Rakesh Agrawal on x

  Definitely bad news for Google and Apple. Really bad news for Mozilla, which gets ~80% of money from Google deal.

• @megangra Megan Gray on x

  oooo we already have next steps in the Google Search case: “The parties shall submit a Joint Status Report by September 4, 2024, which proposes a schedule for proceedings regarding remedies. There will be a Status Conference on September 6, 2024, at 2:00 p.m. in Courtroom 10.”

• @lexnfx Alexei Oreskovic on x

  sidenote: if Bing market share doesn't increase after this, then there really is no hope...

• @delrey Jason Del Rey on x

  Does Mozilla/Firefox survive the ruling in DOJ vs Google case if upheld? Google's payment for default search placement on Firefox is one of Mozilla's key revenue sources

• @bobbyallyn Bobby Allyn on x

  some wild stats in judge's ruling: Google's internal numbers showed that they'd lose up to 80% of searches on Apple devices, a revenue hit of $30B, if they surrendered default search position https://www.documentcloud.org/ ... [image]

• @eric_seufert Eric Seufert on x

  Google has been found guilty in the antitrust case related to its Search business. This strikes me as a painful outcome for Apple in particular.

• @jason_kint Jason Kint on x

  Also, noted Court took evidence from the pending Klein v Meta/Facebook private antitrust lawsuit in NdCal. I hadn't noted this evidence but apparently when Nike boycotted Facebook, the dollars didn't flow to Google. Note that please. /24 [image]

• @lutherlowe Luther Lowe on x

  The impact of Google's guilty verdict will depend on the strength of the remedies/sentencing phase where Judge Mehta has broad discretion. Expect DOJ to argue G must be broken up, unable to play in AI, etc. @ycombinator had a conference on this 6 mos ago: https://www.ycombinator.…

• @carnage4life Dare Obasanjo on x

  Google paying Apple $20B+ a year to be the default search engine in Safari has been deemed an illegal monopoly. I really didn't think this would happen. I wonder if this puts the kibosh on any deals related to AI such as the Reddit deal ever being exclusive? [image]

• @bcmerchant Brian Merchant on x

  Google has long been, for my money, the single most obvious monopoly in modern tech — 90% of the search market!! — glad we can at least formally recognize that, and get on to repairing the damage that has done to our digital life.

• @benthompson Ben Thompson on x

  Stratechery supports cases that are winners https://stratechery.com/...

• @amir Amir Efrati on x

  It's only a few hours after Google lost its search antitrust case, but Bing's dream of being the default search provider on Apple devices (instead of Google) is alive and well. https://www.theinformation.com/ ... [image]

• @econliberties @econliberties on x

  Reminder: 60% of Americans across party lines believe Google has too much power, 58% would try a competing search engine from Apple. @JusticeATR fought on behalf of a majority of the public that wants more competition—and it won. https://www.economicliberties.us/ ...

• @vidushi_law Vidushi Dyall on x

  However, Judge Mehta did acknowledge that G has and continues to be the best search engine, and that it continued to improve and innovate- further making it an obvious choice for browsers and OEMs to consistently choose it as the default. [image]

• @vidushi_law Vidushi Dyall on x

  More big big stuff: G's default deals- with browsers and OEMs were found to be exclusionary conduct under Section 2 of the Sherman Act because G cannot, as it tried to argue, “compete for these contracts”, because G “has no true competitor.”

• @garrytan Garry Tan on x

  Congrats to AAG Jonathan Kanter and the DOJ on a historic victory in U.S. v Google. Kanter came by @ycombinator less than two weeks ago and I asked him what the case could mean for AI. His response 👇

• @benthompson Ben Thompson on x

  (FTR, I did think the DOJ would lose, but it was the right kind of case to prosecute, unlike some chosen by other agencies)

• @lexnfx Alexei Oreskovic on x

  Big blow to @GOOG — and to @AAPL which, gets billions in revenue for making google search the default on iPhones Google Loses DOJ Antitrust Suit Over Search https://www.bloomberg.com/...

• @alexeheath Alex Heath on x

  🚨 A federal judge just ruled that Google “is a monopolist” in search and advertising and has “violated Section 2 of the Sherman Act” 🚨 Unclear what this will mean exactly for Google at this point but it's definitely a damning ruling that targets its search default deal with Apple

• @briancalbrecht Brian Albrecht on x

  🚨 DOJ v. Google 🚨 - Court finds that Google has monopoly power in two relevant markets - Distribution agreements found to be anticompetitive and in violation of Section 2 of the Sherman Act - Remedies to come https://storage.courtlistener.com/ ...

• @alexeheath Alex Heath on x

  🚨 A federal judge just ruled that Google “is a monopolist” in search and advertising and has “violated Section 2 of the Sherman Act” 🚨 Unclear what this will mean exactly for Google at this point but it's definitely a damning ruling that targets its search default deal with

• @benremaly Ben Remaly on x

  JUDGE MEHTA FINDS GOOGLE VIOLATED SECTION 2 OF THE SHERMAN ACT MY MAINTAINING ITS MONOPOLY OVER GENERAL SEARCH [image]

• r/worldnews r on reddit

  Google's online search monopoly is illegal, US judge rules

• r/tuesday r on reddit

  Google's online search monopoly is illegal, US judge rules

• r/worldnews r on reddit

  Google's online search monopoly is illegal, US judge rules

• r/pcmasterrace r on reddit

  Google's online search monopoly is illegal, US judge rules

• r/apple r on reddit

  Google Loses DOJ Antitrust Suit Over Search

• r/technology r on reddit

  Google Violated Antitrust Laws in Online Search, Judge Rules

• r/ValueInvesting r on reddit

  Why Warren Buffett Sold Apple

• r/firefox r on reddit

  Judge rules that Google ‘is a monopolist’ in US antitrust case

• r/degoogle r on reddit

  Google loses massive antitrust lawsuit over its search dominance

• r/google r on reddit

  Google Violated Antitrust Laws in Online Search, Judge Rules

• r/politics r on reddit

  Google Violated Antitrust Laws in Online Search, Judge Rules

• r/WorkReform r on reddit

  Google Violated Antitrust Laws in Online Search, Judge Rules

• r/news r on reddit

  Google loses massive antitrust lawsuit over its search dominance

• r/technology r on reddit

  Google loses antitrust case over search

• @ddayen David Dayen on x

  Google's payment to Mozilla as part of getting exclusive default search engine status was over 80% of the company's operating budget. [image]

• @adamkovac Adam Kovacevich on x

  Mozilla will be the biggest loser if DOJ's win holds up.

• @tomcoates Tom Coates on x

  Wondering if the browser manufacturers could turn it the other way around - ie. Treat search like an App Store, where the search providers pay to be an option on the search engine, and then pay per million search requests they receive. User is then given choice of which to use.

• @tomcoates Tom Coates on x

  The Google antitrust case is interesting. Presumably it would mean they couldn't pay other services for use their search engine. Which would obviously affect Mozilla and Apple a lot - Mozilla most, as that's most of their income gone.

• @octonion Christopher D. Long on x

  I interviewed at Mozilla some years ago, and at the time I had very little experience with tech company culture. The headquarters were wild, more like a rec room than an office. A highlight was meeting some of the Rust developers before it became huge.

• r/firefox r on reddit

  Effect on Firefox of the ruling that Google illegally maintains monopoly over internet search

• r/technology r on reddit

  Forget Apple, the biggest loser in the Google search ruling could be Mozilla and its Firefox web browser

• SISTRIX SISTRIX on x

  US court determines search monopoly by Google

• @ethank Ethan Kaplan on threads

  Apple makes a lot of money from Google, but if you think they don't have a few red team projects going to do their own search engine, using a different one, etc or acquiring one..... well, they do.

• @daveleebbg Dave Lee on threads

  Speculative thought: If it's no longer getting (up to) $25bn per year from Google for default search on iPhone, does that tip Apple towards developing its own search alternative?  Might be especially useful in the LLM era.

• @rakeshsfnyc Rakesh Agrawal on x

  @DelRey Apple buys perplexity, scales it and directs default there? Accelerate its own search engine development? How much could you get bing to pay you if they are a monopsony?

• @carnage4life Dare Obasanjo on x

  Apple is definitely the big loser in Google's payments to them being an illegal monopoly. Basically $20 billion in revenue evaporating overnight. This ruling might actually work out financially for Google since few people will choose Bing as default. https://www.bloomberg.com/...

• @adamkovac Adam Kovacevich on x

  4. AI is already changing the search engine landscape. It will be interesting to see if what the concept of “searching” looks entirely different by the time this case is ultimately resolved. It may all look kind of small in the rearview mirror. 8/