2023-10-31
Lunch break! A few important points from Pichai's testimony so far: First, this true gem from the notes on his annual meeting w/ Tim Cook about their multi billion dollar deal for Google's default position on iphone: “our vision is that we work as if we are one company.”
The Verge
US v. Google: Sundar Pichai floated Apple bundling a Google iOS app to Tim Cook in 2018, as Apple pointed to lower revenue growth from their revenue-share deal
David Pierce / The Verge :
2023-10-03
He also highlighted a really concerning trend he's already seeing: publishers are coming to Bing saying Google is offering them $ to make their content exclusively available to Google's AI models. If Bing can't meet that price, they won't be able to crawl that content for AI. 😬
Wall Street Journal
US v. Google: Satya Nadella says Google cemented its search dominance via default search deals with Apple and he may have been overenthusiastic about ChatGPT
and Apple could fix it New York Times : Microsoft C.E.O. Testifies That Google's Power in Search Is Ubiquitous Bloomberg : Microsoft CEO Says Google Search Dominance to Give It AI ...
2022-07-20
I'm also fascinated by all the strategies other than *improving the product* that are discussed in the memo. They are really leaning into the network effects and making sure they protect their incumbency advantage. This is what “markets that tend towards tipping” look like. 4/
The Verge
US lawmakers release internal Amazon, Meta, and Google documents that they say show evidence of self-preferencing, as they call for tougher tech antitrust laws
The House Judiciary Committee released new documents Tuesday — New internal documents released Tuesday detail how three …