US weighs Google break-up in landmark antitrust case

Loving the discourse in the comments here. Speaking as someone who grew up alongside Google in a sense, I fall on the side of the “break it up” camp. It was novel at the time to have a single company so nicely provide us with everything digitally that we could need – G Suite, YouTube, Search, Maps, Advertising, Books, Reader, etc – but in hindsight, we gave too much power to too unaccountable an entity, who in turn used it to choke off any avenues to challenge its dominance.

As for the rebuttal of “bUt ThE gDp”, there’s a counter-argument to be made that the GDP would have grown just as much with a higher diversity and stringent M&A regulations by spurring on new businesses and concepts, as opposed to mainstreaming fad after fad that seemingly solely benefits the established players. There’s another argument to be made equating GDP values to desirable targets creates a Goodhart’s Law problem, thereby making GDP as a measure of growth or success a bad metric; the rise of income and wealth inequality these past few decades, when there was increased focus on GDP as a target of growth or success, could be viewed as evidence supporting said argument.

It’s worth noting that this case against Google is likely to be the bellwether for future divestments and breakups. Whatever comes next will be an invaluable learning experience for both sides, just like AT&T and Microsoft’s own anti-trust woes were learning experiences for the current crop of companies.

I think most people do not understand that Google funnels a lot of their profits to make Chrome and Android into OSS.

Youtube may be the only viable company that can come out of Google. Rest will either have to charge a lot of money or die.

And we will be left with an even more profitable ad giant, that sends back all profits to it’s share holders.

I think that similar arguments were made about Ma Bell and Bell Labs back in the day. And it’s true, a lot of great things did come out of Bell Labs.

In fact, it almost seems like the only people able to produce great things in the 1970s were massive entrenched corporations like Ma Bell.

Funny, that.

Come to think of it, wasn’t there a much more vibrant browser ecosystem in the late 90s and early 2000s, before Google used its dominant position in the ad market to undercut the competition? There used to be a lot more mobile operating systems out there, too.

I wonder what happened to all that competition? It’s almost like some sort of massive anti-competitive influence came into force in the tech scene somewhere in the 2000s. . .

I agree on the Bell Labs analogy

Most browsers have consolidated over time because we are constantly updating web standards and bar for security is so high. On top of that everything has to be insanely backward compatible

WebGPU is a good example. Implementing that securely in a nightmare

It might be time more of us think about the browser/chromium like Linux/kernel

There are lots of distos out there, but we all use the same core and make it better & safer together.

I think you underestimate the value of controlling the platform that you base all your revenue from. Chrome controls the internet and android has a huge market share on mobile.

The latest changes to chrome that breaks plugins like ublock origin allows them to keep maximising their advertising revenue.

I think these two being open source is a major reason why they have been so successfully adopted. It isn’t direct revenue, but the control and indirect revenue that comes from that which is the driver

What you’re describing is why Google is willing to sink money into Chrome, and you’re right. But that doesn’t mean that Chrome can become a viable independent company.

Chrome synergizes with the rest of Google’s portfolio.

I think you are drastically overestimating the revenue gain from ad blockers

But I agree that default search with being Google must have heavily blocked competition.

Comparing how much they pay Mozilla and Apple to maintain search, it would be reasonable to estimate Chrome’s implementation to save them $1b a year

But I highly doubt they make any back given > 1k people work on it

Possibly a greater benefit to Google is the influence it gives them over web standards.

For example, if google didn’t control the most popular browser, they probably would have had to say goodbye to third party cookies a long time ago, but since they do they’ve been able to delay it for quite a while, at least for a considerable portion of users.

Google is the group pushing hardest for the removal of third party cookies; they don’t need them because they get your data from other sources.

It’s everyone else who wants to keep them around.

> I think you are drastically overestimating the revenue gain from ad blockers

I think you are underestimating it. There must be a reason why google is trying to work around ad blockers on their platforms.

> But I highly doubt they make any back given > 1k people work on it

Where did you find that number? I highly doubt it. Maybe if you are counting contributors to chromium.

>android has a huge market share on mobile.

Not in the US they don’t; it’s a minority share, split across many different manufacturers who all have their own flavor of Android, their own (crappy) app stores and pre-loaded crapware apps, etc. Apple has a clear majority of the US smartphone market (and it’s a vertical monopoly, with Apple controlling the phone hardware and the app store and not allowing any alternatives), but no one’s looking at breaking them up.

>I think these two being open source is a major reason why they have been so successfully adopted.

iOS isn’t open-source, and it has a commanding majority of the US smartphone market.

>This is very different from the global market share, where Android has 45% more.’

This case is about US antitrust law, so what happens outside US borders isn’t really that important, except as far as it affects the companies’ revenues and profits. Supposedly, the actions of any antitrust action are to protect consumers/the general public, but what that really means is consumers in the US. Consumers outside the US are irrelevant. And the simple fact is that, by your own numbers, consumers in the US are mostly using iOS, not Android.

If anti-trust action in the US results in the break-up of Google, it affects users worldwide, not just in the US.

Regardless, 42% (in the US) is still a huge market share. Huge doesn’t have to mean majority or even plurality.

> “Huge” in the case of antitrust matters is big enough to act anti-competitively.

With the extra clarification that just the size of the company or its market share aren’t in and of themselves enough to constitute a crime. It’s how the company acts once it has that power that constitutes the crime.

You could be a huge company, or dominate a market and still not run afoul of anti-competitive laws because you didn’t abuse the position (0). The abuse of position particularly (or only, depending on jurisdiction probably) if it brings harm to consumers is what lands a company in hot water.

(0) https://thehustle.co/originals/the-worlds-cutest-monopoly

I thought the higher revenue was because Apple charges more for everything, and the people who buy Apple products are also more likely to purchase other things, driving product for app store etc. (based on some study I saw many years back that is probably out of date by now)

> Not in the US they don’t

I’m not sure in what world 42% isn’t huge when it comes to market share. iOS having a majority isn’t really relevant to this point.

And regardless, GP didn’t say “in the US”; globally, they are far ahead of iOS. Sure, this anti-trust action is a US matter, but a break-up would absolutely affect Google globally.

Windows isn’t open source. Perhaps Office and Windows should be broken up? They have far more market share comparatively speaking. The fact that most of the enterprise run on Microsoft could be more concerning than an consumer App Store.

People keep bringing up Manifest v3 like it’s some evil plot to show people ads. Nevermind that Chrome already ships with its own adblocker which blocks bad ads.

The fact is that with the Spectre mitigations added to Chrome, the performance of networking with manifest v2 was bad. Having to keep sending every network request through 3 different processes just in case there is a plugin (uses by the minority of users) that wants to filter the requests before they are made.

Of course, blocking resource fetches like that could have easily been detected by any server that cares about it, and the interaction with service workers was…weird.

With manifest v3 you can still block ads. You can remove them from the DOM, you can make them invisible, you can replace them. You just can’t programmatically decide which resources to filter – only a declarative model for resource filtering is supported.

> Chrome already ships with its own adblocker which blocks bad ads.

No it doesn’t, because I define all ads as bad, so Chrome’s ad “blocker” is does not even remotely meet my needs.

> You just can’t programmatically decide which resources to filter

That “just” is doing a ton of work there. Declarative ad blockers aren’t terrible, but they’re not great either. And I don’t want my browser fetching ads (which could also be malware) at all. Downloading them and then hiding them is insufficient.

Bad ads?

No, that is horseshit.

The goal of blocking ads isn’t to only allow in “good ads”.

It’s to block ads. Not some ads. Not a few ads. Not just malware delivered via ads. Not just Google’s competitors.

It’s to block ads. All of them. To stop the relentless harassment of the advertising industry claiming other peoples’ screens and time as their own.

And you are not entitled to kill off your competitors by operating at a loss until they’re dead and then raise your price (e.g. amount of time you demand from people for them to see ads, amount of personal data you collect, and all but hiding content that isn’t up to the standards you present to advertisers) to ridiculous levels.

You don’t like it? Go out of business and have companies that are able to operate at the price consumers are willing to pay rise up in your place.

Ads force you to pay for some thing

Actually no, it’s worse. Ad companies take everything they can from you using any method they can including monitoring everything you browse or watch on TV or say near your phone or TV or in your car or what you look at in every shop or what you buy or who you chat to, compile massive secret databases and sell ‘you’ to anyone willing to pay, regardless of what the information is used for.

I mean, every other business I am aware of forces you to pay for something too?

I don’t see what is confusing here. Consumers love the ad-model because they can get things “free”. If the real cost of ad-supported products is too much for you, then its too expensive for you to use.

Like someone found the backdoor to the movie theater, and people just go in that way rather than pay for a ticket, and then these same people go on rants about how movie tickets are a rip-off and they make you watch 30 mins of ads before the movie, and candy is 5x overpriced, and proudly declaring “I will never pay for a movie ticket again!”, as if they are some righteous moral champion standing against the greed of people wanting to get paid for their work.

Straighten out your head, then come back and make an argument.

I’m not concerned with the business’ model or how they plan to make a revenue. That’s the CEO decision and he’s smarter than me.

I’d be happy to pay for no ads, and I have before for streaming services. But as time goes on it gets harder and harder. Often the only choice is ads, at which point I block or move on to a different service.

Ads use up my time and attention. Which, to me, is much more valuable than a small amount of money.

it’s at the very least an evil plot to stop users (and extension authors) from _making their own decisions_ about the efficiency trade-off.

which is really just absurd when you think about it. I don’t care about another hour of battery life, but even if I did, I’d be perfectly happy if Chrome just told me “hey these extensions aren’t very battery-efficient!” and I got to make my own decision about that.

>I don’t care about another hour of battery life

If you’re stuck having to run a ton of shitty JS code with ad malware in it, because your web browser doesn’t allow you to effectively block it, that’s probably going to cost you more in battery life than the overhead needed by MV2 to block that stuff.

How much effort do Chrome and Android require from a company the size of Google? It’s a genuine question.

Jolla/Sailfish make a mobile operating system with a handful of people, and even though that system pretty minimal, I’d say the added value on the Android side is the ecosystem of apps and porting to devices, which is done by other developers and manufacturers than Google. And I’m not sure how many people work on Firefox itself on any given day.

I guess it’s just really hard to get a clear picture on what all those people in large companies are really doing day to day. The overhead must be enormous, and likely a lot of engineering effort is thrown at the wall to see what sticks.

> Jolla/Sailfish make a mobile operating system with a handful of people

My biggest question is how long they can stay at a handful if they become popular. The increased burden of security patches alone would likely turn that handful into a small army.

Security through obscurity is often mocked (for good reason), but it actually does work in cases like this as long as you don’t reach Android’s scale.

I wonder what percentage of the workforce Google has working on Android is dedicated to fixing security issues. Probably a sizable minority… Maybe one in ten? I’d love to know the real numbers.

Not a lot of their profits. A minuscule fraction of their profits, and far less than OSS has given value to them. And the value from contributing back to open source is generally pretty high by itself because you get a lot of review and maintenance from the community on the features and code you want for your proprietary business, so it’s not like they are doing a lot of it out of pure altruism.

OSS would be fine without Google, it was great before Google ever existed. There are intrinsic motivations to contribute, which is why thousands of companies do.

This is a naive take. Companies want their book-profit to be as close to zero, because they make their income tax to the IRS close to 0.

Most companies intentionally waste money on expenses to help drive future growth, or atleast avoid taxes. This is why you hear constantly Amazon pays almost no taxes compared to their revenue.

Amazon was the exception actually. That’s why it’s the poster child for being perpetually break-even. The surge in AI capex spending of the last couple of years is partially because big tech has finally found something to shovel their billions into. Before that big tech just sat on their billions with no plan of what to do with it. But even AI spending doesn’t really put a dent in the money pile because big tech is so astonishingly profitable. Apple makes $100 billion in accounting profit annually. Google and Microsoft each $75 billion. How can you reinvest that kind of money? You can’t. It’s too much. Even Amazon gave up and booked $44 billion in net profit.

Profits are not all that matters.

The money Google spends internally either on development or on cross subsidies is no profit and is what most of the issues in this discussion are addressing.

Profits is just money they couldn’t find a place to spend on growth.

(Also a maximum of 30% goes to app devs which isn’t a majority any way you measure it)

Most people do not understand this because Alphabet’s financial filings are chronically opaque and break out very little of how the financials of the different parts of the group interact.

How do you know how much Google funnels of its profits (are you sure you mean this?) into Chrome and Android’s open source projects? Do you work at Google and have access to this information? Are you sure you know what you’re talking about here?

Chrome would be absurdly profitable. Imagine selling
the default search engine setting to the highest bidder on Chrome when it already goes for $20 billion/year on the far less popular Safari.

But that behavior was just determined to be illegal, at least when the bidder is Google. It seems ridiculous if the sequence of events that happens here is:

1. Google is fined/broken up due (in part) to paying for the default search engine position.

2. In the newly broken off chrome company, they auction the default search engine position.

3. Google cannot bid on it. So I guess Microsoft is going to win that position? Who else is going to pay for it?

I can’t imagine this is what happens. This would just make the DoJ look absolutely foolish and would basically put the DoJ in the position of being Microsoft’s personal attack dog. But on the other hand, what else could happen? It’s still ridiculous even if it’s anyone other than Microsoft that is the winning bidder.

> what else could happen?

It prompts the user to pick a search engine on install? And let’s be honest, most people will probably pick google anyway.

But then the question is, how will companies like Mozilla and a spin-off company for chrome make money if they can’t auction off the default search engine anymore?

Google funds Chrome. Other browsers use Chrome as a base. The majority of Firefox’s funding is from Google. They will suffer as well. MS would need to step back up with browsers and you would also have Safari left over. I think it would be a major shock to the browser ecosystem.

I really do question how much of Mozilla’s financial backing would really be needed to keep Firefox development going. There are plenty of open source projects that are independent and run by foundations, but are funded by various corporations. A browser is certainly a complex piece of software, but I don’t see why it couldn’t be run the same way.

Frankly, I think the browser ecosystem needs a major shock. There are too many companies invested in the web as a platform for them to collectively allow web browsers to just stop existing, and a few years of discomfort may well be worth it if it shakes up the ecosystem a bit and brings more diversity.

“Won’t somebody please think of the browsers!”

This is not a good reason to break up anti-competitive monopolies: that it would harm the technology their monopoly depends on

I’m not saying that they should stop anti-trust work for browsers. I’m saying that it won’t necessarily make things better for the browser ecosystem as things stand. Things would definitely get worse before they got better in browser land.

Other browsers use the open source Chromium project as their base, not Chrome. If Google killed off Chrome tomorrow, those other browsers could continue using the Chromium codebase, and new maintainers could step up to manage the Chromium project. Nothing needs to change.

Wishful thinking. It is much too large of a project for “new maintainers could step up” once google jumps off both chrome and chromium. Chromium would either slowly wither away or the new maintainers would be MS Edge or Amazon or some other large company.

Before the current Chromtastrophe, multiple companies maintained their own, fully independent rendering engines, according to web standards.

Microsoft didn’t stop developing EdgeHTML because it’s too hard, they stopped because Google kept giving them the fuck around on sites like YouTube.

The whole point of web standards is that you can have multiple implementations for the same thing – there’s zero reason that post-Google, Blink needs to be maintained by a single entity.

Microsoft can maintain their own fork of Blink, or bring back Edge, or adopt WebKit, or whatever works for them.

Opera and <insert laundry list of chrome-but-not-chrome browsers> have the same options, sans EdgeHTML.

The whole reason these companies are using Chromium/Blink is that Google has a stranglehold on web standards, and by being a me-too Chrome-alike they get support for Google’s half baked ideas for free, to prevent the ever-fickle user base from switching browser because their browser doesn’t support the latest half-written web standards draft.

Google makes like 30 billion dollar PROFIT per year, and they pay firefox 0.5 billion per year.

Now it seems to me that 0.5 billion is the “cost of not technically being a monopoly” when they are indeed a monopoly, and it’s a net win if they’re pulling say 10 billion synergistic monopolistic profit from not being broken up into baby googles as a monopoly trust buster case.

I would say this is capitalism in a pure form, the kind the communists rail against, the kind where a monopoly crushes out all the benefits to the people, government corruption, etc. True “for the people” style capitalism would mean two browsers truly competing, ideally more than two (duopolies are monopolies by another name and poison our society broadly). One browser as part of an american zaibatsu, with the zaibatsu punting a little money to save face and claim competition exists – by propping up the competition financially – is absolutely a disgusting thing. To say “oh no, the thing they’re propping up will no longer be propped up” is also disgusting and capitalistically twisted.

> I think it would be a major shock to the browser ecosystem.

To repeat the question from above, where is the downside?

Microsoft only abandoned EdgeHTML and adopted Blink because Google owned sites like YouTube were deliberately breaking in Edge.

At this stage I don’t imagine they’d go back (to EdgeHTML as their engine) specifically, but it’s not hard to imagine a world where MSFT maintains its own fork of Blink for use in Edge, Opera potentially the same.

As for Firefox: they get money for being the default search engine – if Google is broken up, the search engine company that emerges will have even more reason to want to be the default search engine on as many browsers as possible (and thus incentive to pay money to other browsers).

I was replying the GP:

> So if Google dies then we’ll have more diverse browser and mobile ecosystem

Initially, this won’t be true. A lot of the browser ecosystem relies on Google right now. Eventually it would be replaced. I just don’t think that it would be immediately true.

Speaking to search, both DDG and Kagi seem to be doing fine, each with very different models. Google could figure out something there.

Google ads would be fine on its own. They’d continue to dominate.

Google Analytics would probably have a problem. The big thing going for it is that it’s free. Without being able to funnel their data hoovering into the rest of the ecosystem they’d probably lose that. If they _did_ have to charge, would they release a simpler tier that isn’t so mind-bogglingly complex? That’d be nice.

Docs? Yeah, I don’t see a way forward with that unless they charge a lot. There are some competitors, but they suck, and they struggle, and google docs seems one of the major nodes of interoperability between a lot of their products. It’s be really hard to replicate that if you’re broken up.

Calendar. Hah. Well. Everybody gets to suffer given that google calendar uses its own protocols. It’s not like everybody could just switch to DAV and have close to the same functionality, at least out of the gate.

I agree with you re: Chrome and Android, but I will say that current FOSS forks of Android seem to do well. I think they have enough runway to continue making a good product. It would put phone makers into a bind, but I personally think their suffering is also a good thing. Fewer phone makers == less e-waste. Maybe people start holding onto their phones for a few years.

Honestly I couldn’t care less about Chrome, except that I hope it does die. But Microsoft could take over the engine and use its hegemony to continue funneling money into developing it.

Firefox would be in a tough spot. They’d have to find another sponsor. I know they’ve been trying to diversify but I think we’d see a very different browser from them within 3 years of the breakup.

The good news is that there is no shortage of oligarchs to help pick up the pieces. Which is good because I bet Alphabet is going to start whinging about “massive layoffs” soon.

Do you have any sources showing how Google spends its profits? Honest question, you got me curious. From my likely ignorant perspective, the devs I know build open-source products with a barely perceptible fraction of the money Google makes, and they seem fine, so I’m wondering just how much Google dumps into that.

My initial search produces a lot of speculative numbers, but nothing verifiable. Admittedly, this is a realm I have little experience with, so perhaps I am looking for the wrong terms. It was also my understanding that the books of large companies like this are typically closed unless demanded by legal entities.

> think most people do not understand that Google funnels a lot of their profits to make Chrome and Android into OSS.

Chrome maybe but for Android, it’s debatable at best to state it as OSS. AOSP doesn’t run on a single phone on earth, not even the emulator and the freedom of users to modify it is very limited in practice.

I’d put it as “mostly source available” instead of open source.

> Google funnels a lot of their profits to make Chrome and Android into OSS

No, that is incidental. What is the first and principal thing it does, what needs does it serve by making open source browsers and operating systems?

Control. Google maintains appreciable control over mobile devices and the web by making their own mobile operating system and browser. In cases such as these, it is only a matter of time before they tightening the screws. They already have.

> we will be left with an even more profitable ad giant, that sends back all profits to it’s share holders

But not one that can kill ad blockers or ram remote attestation down people’s throats.

Youtube, Search, Display Ads, and Cloud Compute are probably the four profitable business units

GTM and GA probably live with Display Ads

Chrome and Android probably live with Search

Who knows where ChromeOS, and all the hardware devices go

The ideological blindness that causes people to speak past each other is this.

Innovation requires reliable funding, such as monopoly profits or government funding. Monopoly leads to undemocratic concentrations of power and various private taxes on the public (e.g. in the case of Google, your personal information). Bell Labs was funded by monopoly funding with a law directing a certain amount to research.

Competition improves the balance of power, but destroys the ability to innovate except on relatively easy to engineer variations of existing tech within a 1-5 year window projects. The recipients of monopolist largess (such as OSS) whither on the vine as competition drives profits to zero over time (which then causes consolidation and monopoly formations…).

The answer I prefer of course is to create the efficiencies and innovative capacity of large scale industry but control them democratically. Nationalize Google.

This is a completely strange idea to me… You are seemingly measuring innovation within a specific product and forgetting that the product itself is a new creation that came without any monopoly as it built.

People eventually recognise a good idea, you don’t need a well funded research group to have one. You need an environment where it’s plausible for the new thing to work and be profitable.

Breaking up a giant like google seems that it would make it easier to promote an new idea, as it has less risk of being crushed by the interests of a tangentially related company.

The idea behind nationalization is that it takes Google out of the market economy and the profit motive. It’s then possible to rationally design supports for new ideas, and removes one of the biggest reasons for fighting new ideas.

My experiences with actual nationalised companies does not support this; in general they are no more likely to support innovation or good design that supports other industries than the private sector, but they absolutely will create legal issues when trying to innovate around them.

Telecoms in Australia is probably the best modern example I can think of, the nbn was given a monopoly and now delivers an expensive inferior product, and there is no real way to compete or innovate around it.

It doesn’t exactly take them out of the market, it just creates a enterprise with legal protections and non market motivations for what it actually does.

So how did Apple invent iPhone? What monopoly did they have?

Nationalizing anything is an absolute disaster for innovation. What innovations did Aeroflot develop?

The free market and a thriving entrepreneur ecosystem creates innovation. The profit motive is a powerful one. Taking risks to invent the next big thing is what drives entrepreneurship in the first place. Governments are corrupt, inefficient, and don’t get punished by the markets when they fail.

This idea that governments are democratic is a myth. I didn’t vote for tethered bottle caps in the EU. I didn’t vote to send money to fund wars. In the U.S., one can vote, but the policies that actually happen are the result of what lobbyists spent the most money buying the relevant congressmen.

The answer to this is smaller government. The most democratic thing there is is the free market. Everyone can vote or not vote with their money. And the results are seen nearly immediately and companies have to respond.

If we could choose to pay taxes on a line-item basis, that would be the most democratic thing ever. Because a rep that you voted for on one issue and is wrong on another issue gets his “wrong” initiative defunded and his “right” initiative funded. We should bring free market principles to government not government principles to the free market.

Pretending that this is a sincere comment, it raises a question: Why is Google fighting the charges. If divestiture creates a more profitable company for the shareholders, according to this HN commenter, then why not settle with the US government.

No one can predict the future. HN commenters love to try, every day. For example, speculating about a “breakup”.

If neither side changes their position, Google will be fighting the US government for many years to come. That we can say with reasonable certainty. Regardless of the remedy sought.

As a shareholder I do not want the company to be fighting the US government for years to come. It’s not good for business.

But Google fans no doubt read the news and spin it to be positive. No matter what, in their minds only Google can win. Self-delusion.

Meanwhile, the legal process will continue. More money for the lawyers.

Before the anti-trust action against Microsoft, Microsoft did not lobby nor donate to politicians.

After Bill Gates rode on a golf cart with Bill Clinton, he realized the need to pay the expected tribute to the politicians.

While the DoJ is an executive department, it is notoriously independent. Google is one of the biggest lobbyists in D.C. Trying to predict anti-trust actions by lobbying activity is naïve to the point of being counter-productive: it can be better, in many cases, to fly under the radar. (Exhibit A: Andreessen Horowitz.)

Cisco reputedly avoided an anti-trust action by wining and dining DoJ lawyers. Microsoft, in comparison, said rude things about the DoJ.

Of course, I wish things did not work this way. But isn’t it a bit naive to think it doesn’t?

> Cisco reputedly avoided an anti-trust action by wining and dining DoJ lawyers

Source? (They settled with Multiven.)

> isn’t it a bit naive to think it doesn’t

No, it’s naïve to think that level of influence can be bought. Not an uncommon mistake. Bankman-Fried made it, and it’s increasingly looking like Bytedance did too. But D.C. is a town obsessed with power over money. People regularly toss aside lobbyists and their clients if it’s politically expedient. In part because it’s not like the lobbyists (or their clients) ditch them after being spurned.

Well, you don’t simply walk into a Patek Phillipe store and ask to see the watches.
Enzo Ferrari refused to sell ferraris for people he didn’t think were deserving of having a ferrari.

Corruption on the highest levels is very similar. Not everyone is on the buyers club.

> Corruption on the highest levels is very similar. Not everyone is on the buyers club

This is unfalsifiable. To the extent electeds can be bought or lobbied, it’s on the fringes–they didn’t know about crypto and now they do and have a mildly favourable view towards it instead of not giving a shit. Certainly not around something involving the DoJ.

The naïve view is electeds in America can be bought and sold like a Patek Philippe. You can just buy one of those, for the simple reason that there exists a secondary market. Power, on the other hand, is perishable. Go back to Bankman-Fried’s downfall and note how many people thought he had banked favours with his cash. (I sometimes think he thought he bought favours with his cash.) That isn’t how D.C. works. It isn’t how power centre works. Power is personal and perishable, and that makes it unique in comparison with the things we usually trade money for.

Customer selection is not corruption.

Ferrari still curates their customers. If you buy a Ferrari and paint it pink, you get on their “nope” list. You also cannot buy a new Ferrari today unless you have a previous relationship with them, or are very very rich.

Tell us your findings!

BTW, if you’re not dressed properly, some high end stores have a security guard who won’t let you in. This can get tricky these days, as many wealthy people dress like slobs.

I once wandered into Cartier’s in NYC, dressed in my trademark slob clothes. The security guard tailed me about a foot behind me, obviously trying to intimidate me into leaving. I just kept me hands in me pocketses, took a look around, then left.

> Source?

An article I read around 2000 about why the DoJ didn’t go after Cisco, despite Cisco having a monopolistic position at the time.

Sorry I don’t have a photographic memory.

> it’s naïve to think that level of influence can be bought.

Not at all. Where do you think the money for the Clinton Foundation came from, for example?

Google used to directly fund the dude who was the FTC chair for a while. Joshua Wright likely is why these cases are happening in 2024 and not 2014. (The DoJ and FTC end up sort of splitting antitrust cases.)

Google doesn’t really sell products though, not to businesses. It sells individual data to businesses, it sells advertising to businesses.

The only thing the government will be interested in is the spying which they aren’t allowed to do, but unaccountable corporations are allowed to do. As people become more aware of this it means google becomes less and less useful.

Defacto, yes they do, that’s the entire value proposition of their advertising model — that they can target customers better than any other platform due to buying intent signals from search queries.

When companies buy ads with Google they’re quite literally bidding for microtargeted user intent data.

I think we’re just arguing semantics.

No, you can’t buy user data on 1 specific person (then again, there’s many examples of people buying ads on a persons name to catch them googling themselves), but you can buy user data on small groups of people.

No you can’t. It’s not semantics. It’s reality. You can’t buy data on people or groups of people from google any more than you can buy data on people from NBC, ABC, CBS. From TV stations you can buy ads during specific programs. That’s it. From Google you can buy ads. You can not buy data. Data is something you can do something with on your own, analyse it, etc. Google does not give you data.

Google will let you target on the following. Especially by combining criteria you can narrow things down to very small specific groups of people. If a person in that campaign then clicms and enters a name and email I have a better profile on them as a person than many of their neighbors.

Demographics: Target users based on age, gender, parental status, household income, and more

Interests: Target people based on their interests, even if they’re visiting pages about other topics

In-market audiences: Target users who are actively looking for products or services similar to yours

Custom intent audiences: Create and target audiences based on their search behavior and interests

Remarketing lists: Reconnect with users who have previously interacted with your website or app

Customer match: Use your first-party data to reach and re-engage with your customers

Similar segments: Expand the reach of your best-performing audiences by targeting new users with similar characteristics

Affinity audiences: Reach people based on a holistic picture of their lifestyles, passions, and habits

Life events segments: Target users

Not sure what point you’re trying to make, though: you buy ad placement from Google, not data about people. Sure, you can make the inference that people who visit your site via a Google ad fall into one of the categories you’ve targeted (though you won’t know which one, unless you’ve only chosen one), but that’s it.

I don’t think you understand how Google ads work. Here’s a super common example:

– I sell red bowling shoes

– I pay Google for access to anyone searching for ‘red bowling shoes’

– Once they land on my site I know who came via the Google ad (via the URL params)

– A certain percentage converts, and I get their personal info and payment info

I personally don’t think there’s anything wrong with that chain of events! It’s a win-win for both buyer and seller.

However, to argue that no data was sold is disingenuous at best. Google is the monopoly broker of the intent data on every buyer in the world.

Why should I let Google profit off of my thoughts/interests? Why shouldn’t I be making the money that the bowling shoe manufacturer paid to access my thoughts/interests?

I don’t really see how you’re coming to the conclusion that chain of events constitutes the sale of user data. Google has sold ad placement, not user data.

When a TV station sells ad time to a company, and then someone sees the ad, comes into the store, and says “hey, I saw your TV ad while watching Law & Order”, we don’t say that the TV station has sold data to the merchant.

> – I pay Google for access to anyone searching for ‘red bowling shoes’

You pay to show your website to people searching for red bowling shoes.

> However, to argue that no data was sold is disingenuous at best.

No user data has been sold.

Yes but it’s tiny compared to Google Revenue and when I messed with it, it wasn’t 100% certified for Government use. Meaning if you used it for Government, you could only use select products vs Microsoft and Amazon which certified almost all their products.

I merely restated the outcome everyone else is discussing.

The entire topic is dancing around the question of what corruption looks like in jurisdictions where you can’t just buy the government, and the answer is, mostly, regulatory capture.

to be blunt: screw the GDP. things get worse for the middle class even when the country does well. Why should I be concerned that money not going to benefit me is dwindling because a company that exploited me can’t exploit me anymore? Reap what you sow.

More on topic: It was a neat idea, but given how consistently every single walled garden has ended up hindering progress and exploiting users in the long term, I’d rather go back to that 90’s geocities era where users had to be mindful of their content instead of letting an algorithm scroll for them showing what maximizes engagement. The experiment has failed with aplomb.

Break up Google, break up Microsoft (again, kind of), open up Apple, shake down Steam. Make this new money show why old money was historically regulated into being a proper public service instead of a winner take all conglomerate.

No, Epic vs Apple and Epic vs Google ruling shows how inconsistent the ruling are on such a common sense situation.

So I don’t want Google to be broken up and lose business only for MS, Apple, Amazon and Facebook to gobble up its business

big breakups don’t make sense in a globalized economy because it empowers foreign companies. i don’t think MS, Apple, amazon, fb would be the only benefactors. i think we entered the age of “too big to fail” about 10 years ago. breaking up very big companies like google is now a national security risk

If you truly believe that tech monopolists are critical to national security then the only safe option would be to nationalize them. Incidentally, that would also remove the profit motive for bad behavior, solving one of the largest problems with allowing a monopoly to exist. But apparently that would be anti-free. Because nothing says Free Country like letting a handful of the most rich and powerful people on the planet hamstring your democratic government.

Fully agree.

And for the people who think nationalizing businesses leads to socialist/communist hell, at the very least, if you’ve decided that a business is critical to national security, it should be funded at least in part by the government (with the government having a real, if not controlling, stake in it), and heavily, heavily regulated.

I think it should be common sense that both Google and Apple should be treated equally on this issue, regardless of what you think about the actual issue. Instead, we have two virtually identical cases, and they were decided in completely opposite fashions.

Wasn’t that for the founders being able to focus on the moonshots and pay there while making Pichain CEO of Google, so they don’t have to deal with that day to day? (Which then was ridiculed relatively short after when they made Pichai CEO of all Alphabet … or was that just him passing the probation period?

Monopoly law is based on whether or not consumers are harmed. Consumers want free and cheap and quality, Google gives that thanks to economy of scale. Break up Google and consumers will pay more for the same services. until another company steps up and does the same thing Google does. this could be Baidu or Yandex. Yandex has their own version of drive, maps, Gmail, search etc etc.

But who’s the customer?

Google is an ad business. It sells human eyes and ears to businesses. They own a massive chunk of the ad business and everything they make benefits ads. People who are buying ads (businesses) might benefit with more competition, because as it stands, we have dumb stuff like lawyers in Missouri buying ads and people in Bangladesh clicking them. Google gains money even though that ad was completely ineffective to the customer.

Plus google’s goal is to funnel everything into ads. Search sucks ass. It’s all astroturfed or straight up fake content these days. Users are getting scammed clicking on these links. Small businesses are getting strangled out because they can’t pay protection fees that the megacorps that aren’t flooded out by AI generated and SEO-optimized slop can. We all suffer because of that.

Google has a stranglehold on email. Try sending a non-gmail message to a gmail account as a normie and you’re probably going straight to the spam bucket. How much has it costed people who had their messages lost because they won’t hand all their data over to Google?

Technically, competition “exists”, but it’s strangled out to the point of basically not existing. Other companies can offer all these services if they grow big. The problem is there’s no other company that can compete with google in the US. And whenever a new company comes along that can shake up the game, Google/Apple/Microsoft buy them out and shut them down, unless they’re part of the club already (e.g. OpenAI)

There’s been a lot of comparisons between the gilded age and modern us economic structure with respect to individual wealth.

I contend the even more disturbing mirror is the trust/monopoly/cartel structure of virtually all industries and markets in the United States.

The ultra rich are a symptom, not necessarily the cause: we need a massive breakup of practically every sector in the United States, and it’s not just for what the parent of this comment says about wealth creation: increased employment, more job mobility, more innovation, overall competitive advantage in the world, more resilience to global supply chain disruption, and innumerable other national security and economic concerns.

Monopolies are really bad for freedom. As we see with the closed no-appeal ban systems of internet companies and utter lack of customer service, your very day to day freedom can sharply be curtailed at a whim by the centralized power of monopolies.

> nicely provide us with everything digitally that we could need… Advertising

Sorry for the snark, but no one anywhere needs advertising. Advertising in it’s current form is a plague on humanity.

I fully understand that advertising enables many businesses.

But there have been businesses based on lead pipes for drinking water plumbing, asbestos for residential insulation, and so on. You could make an argument that these technologies enabled many businesses as well. That doesn’t mean we should allow lead pipes for drinking water or to use asbestos in residential homes.

Online advertising has leveled the playing field, allowing smaller brands to compete with big names. Platforms like Google make it easy to capture attention, which is why even giants like Nike are losing market share to newer players. This shift spans all non-regulated industries. Without online ads, launching a nationwide brand would require enormous budgets, leaving us stuck with the same old monopolies.

If you’re right about that being the dominant effect we should see small businesses increase as a portion of GDP as online ads become more prevalent, but as best I can tell we aren’t seeing that at all. For example this(0) chart from the US Chamber of Commerce shows their share of the economy actually shrinking significantly.

An alternative effect could be that online ads are an avenue for better resourced established companies to out compete and stifle upstarts. Startups are always pressed for resources and running an effective online ad campaign can take significant resources.

You’re surely right that some small businesses have benefited from the online ad market, but I suspect that on average larger companies have benefited to a greater degree.

(0)https://www.uschamber.com/small-business/small-business-data…

> if you’re right about that being the dominant effect we should see small businesses increase as a portion of GDP as online ads become more prevalent

Ceteris paribus. Running a small business in most states involves more rules today than it did in 2000. (Common denominator: the cost of financial transactions due to post-9/11 anti-money laundering rules.)

How has it leveled the playing field? It’s now become an arms race of bidding for the top ad spot, even for your own brand name. The big players can out spend the little guy and even be top ranking on searches for them.

Large companies spend quite a bit of money on online advertising, and also on research on that. They test their materials, they have data teams for comparing campaign results. And they can hijack other brand names if they pay enough. I wouldn’t place my washing machine on your playing field.

And it still doesn’t justify Google.

Bad things happened because tool, tool bad , very good argument.

Put yourself in the mind of someone making a THING, how do you plan to reach your possible customers for THING?

THING is the best in class, better than the competition but how would you make the world aware of THING existing?

how did this happen before advertising?

trade shows, trade magazines, word of mouth, window-dressing in the THING-quarter, …

why are personalized ads on a website indispensable?

> why are personalized ads on a website indispensable?

They aren’t. This is exactly what I mean by modern advertising.

If ads were just contextual based on the content of the page, we wouldn’t be having this conversation.

i know what you’re saying, but really now, you know what i mean. some scribbles on a pancard or some fish monger shouting above the crowd, it’s not the same as the mass media ads that find you everywhere willingly and unwillingy, 24/7. so before 1900, why not, to make it easy. let’s go back there.

What’s hard for you to understand?

Plumbing is good and useful. Plumbing using lead pipes is harmful.

Advertising can be good and useful. Modern advertising that requires tracking everything a user does is harmful.

After rereading a few times, I think I’ve parsed your argument:

That X enables many businesses to exist doesn’t mean that X is a good thing on balance, because X itself can have harmful effects that outweigh the benefits.

This is of course true, and I can look past the inelegant phrasing.

But to make this a credible argument you need to argue for why the costs of advertising outweigh the benefits.

> What’s hard for you to understand?

They’re looking for depth where there isn’t any. You’re attempting to prove advertising is bad by claiming it’s like lead pipes, on the basis of them both being bad. It’s tautology. One could similarly “prove” ad blockers or puppies by this analogy to be whatever because they, too, can be good or bad.

I’ll try to explain to the young people how bad things used to be.

Google ads was (and is) incredibly good for niche companies, since it makes it possible to advertise to people who are interested in your product instead of the general public.

So if you sell Warhammer paraphernalia, you can buy ads to be shown only to people who have searched for Warhammer related words, rather than “everyone in Wisconsin”.

This lowers ad costs by many orders of magnitude, and makes a lot of businesses possible that simply couldn’t exist before.

I’d want some damn good reasons to go back to the old ways!

> if you sell Warhammer paraphernalia, you can buy ads to be shown only to people who have searched for Warhammer related words, rather than “everyone in Wisconsin”.

Tracking people and shoving your wares in their faces is not the only way to reach interested parties. You could go to a Warhammer convention, join a Warhammer forum and offer to send members samples, or just post images of your stuff in a sharing thread, whatever. Engage with people while they’re searching for the thing you’re offering.

Yes and you also don’t need to reach all your customers directly. If you make a good product word of it will spread naturally. Ads actually inhibit that by taking over people’s attention and pre-empting any interested customers from finding you by showing them your competitors first. So you end up paying for the reach that the advertisement industry took away from you in the first place.

Of course, word of mouth requires you to actually make a good product whereas with advertisment it’s enough if your product looks good.

The old ways would have been to buy ads on warhammer.com, or the Warhammer magazine, sponsor the annual Warhammer convention, run a tournament, and so on. The money, in that case, may largely stay within the ecosystem, rather than going to some investment fund owning shares of google.

“Many” feels like it is doing a lot of heavy lifting here.

IME this is only true about drop shippers and similar business models. The vast majority of small businesses are, as a rule, awful at advertising. The few ads I see they are very poorly put together.

Even when they manage to get people to the business, small businesses are almost inevitably awful about maintaining their web presence, which makes it moot. Here’s an example thread about such from the local reddit. Including some hostile responses from, charitably, overwhelmed small businesses about how you need to call to confirm a price https://old.reddit.com/r/Calgary/comments/1ewlsib/open_lette…)

> Even when they manage to get people to the business, small businesses are almost inevitably awful about maintaining their web presence, which makes it moot. Here’s an example thread about such from the local reddit. Including some hostile responses from, charitably, overwhelmed small businesses about how you need to call to confirm a price

I’m assuming most of the places that redditor contacted to buy UPS batteries from are B2B shops that aren’t geared to selling to people off the street.

I’m assuming this because sometimes I buy replacement UPS battery strings, and I pay with a purchase order after talking to or emailing an inside sales person, not with a credit card at a register.

Places like this don’t even need to advertise, the professionals they’re selling to know where to find what they need.

In general advertising is low ROI, the tradeoff being that it’s “easy.”

I think a lot of these businesses could succeed using alternative promotional strategies. Some of them might suffer because the owners have more money than time and advertising is a good tradeoff in that case, but overall good products are still going to do well.

If you rely on advertising you should not be outsourcing it to google anyway. You should have more control over that part of your business which means it needs to be at least partially in house. Even if you do take some google ads, make sure you have other partners and make sure that ads meet your standards (not a scam, not for your competitors).

You don’t rely on Google to handle everything, it’s self-service. Whether you use Google or another platform depends entirely on where your audience is. For example, my father runs a small construction company, and 90% of his leads come from Google search. That’s where people are looking for services like his.

Emphasis on _advertising in its current form_, I think it’s a valuable means to be able to a). monetize something and b). to spread awareness. But I agree with GP that as a society we’re allowing companies to grossly over-engineer our lives around ads.

I started a small business selling candles during the pandemic. It’s crazy how quickly you change your opinion about advertisements once you start needing to advertise your own business. All of the sudden, they’re this amazing benefit for society.

Advertisements can be good (when the business is good and genuinely wants you to know about good new product), and they can be bad (when the business if bad / misleading / scammy). An optimist would say there are more good than bad. I suppose you wouldn’t consider yourself an optimist.

> All of the sudden, they’re this amazing benefit for society.

No, they’re an amazing benefit to your business. I’m sure your candles are great, but society doesn’t need them (your candles, specifically) to survive. People would continue to find candles without your advertisements. Maybe candles that aren’t as nice as yours, but people will get by just fine, and wouldn’t know (or care) what they were missing.

> Advertisements can be good (when the business is good and genuinely wants you to know about good new product)

Advertising is emotional manipulation. Why do I need to know about good products, even genuinely good ones? If I have an actual, articulated need for something, I can go out and look for it. But if I’m not actually looking for something, but someone advertises to me and convinces me to buy their thing, likely I would have gotten along just fine without it.

> An optimist would say there are more good than bad. I suppose you wouldn’t consider yourself an optimist.

False dichotomy. Whether there are more good companies that honestly try to hawk their wares, or more bad companies that try to trick people into buying their garbage, is irrelevant. Advertising is a blight on society.

The thing that really makes my stomach churn, though, is that if I ran a company, I’d absolutely advertise. It’s the prisoner’s dilemma. Because advertising exists and others will use it, I can’t opt out of using it myself. I feel super gross about this fact.

> I suppose you wouldn’t consider yourself an optimist.

With regard to modern advertising, you are absolutely correct!

That said, I fully understand and agree with the usefulness of advertising. What I’m against is the modern state of advertising. If all ads were simply contextual based on the content being shown and not the user, I don’t think many of us would have problems with the ads industry.

How are ads for less relevant products better? If the user tracking data is used only for showing ads and doesn’t leak I would guess 99% of people would care about getting tracked.

They wouldn’t be less relevant.

If I were browsing a mountain biking forum, I’d see ads for mountain bikes and other related services. They would be MORE relevant, rather than the current ads I get for the product I bought 2 months ago.

And how is that going to work for all the non-English speaking countries? If that were the case then I could see more stringent regulations on which languages you can use for media creation depending on where the company is from.

It’ll work same way browsers know what language to present their main content in: either via the Accept-Language HTTP header, or through a UI element on the website that lets the visitor choose the language.

But then they are not based on the context of the website. This is just the same tracking with another name.

>or through a UI element on the website that lets the visitor choose the language.

This is nonsensical too. People don’t just speak only one language. If I’m going into an English website and you’re giving me a language pop up I’m going to pick English. But ads that are in English are not relevant to me whatsoever.

Also, I would like to note that language redirects are, in my experience, absolute trash. It makes using sites like Adobe awful.

Even the language settings in windows lead to a bad user experience. I have to keep English as my first keyboard language and locale to make sure that websites don’t default to other languages for me.

I have zero faith that they would get this right.

People rarely have issues with advertising in general. They want to know about the special edition Coke, new bikes/guitars/phones/etc, local small businesses, whatever.

What people don’t like is the current advertising business, which is intrusive, a blackhole of privacy concerns, rarely useful, and full of abusive companies (clickbait sites, for instance) that exist on the back of scummy behavior that hurts the advertiser (costing them money) and annoys/infuriates the consumer.

They don’t like having an ad-free 7usd Netflix/Amazon/etc account that is now 12usd with ads, or 22usd without ads and the same privileges.

Just because they’re good for you doesn’t de facto make them good for society.

I utterly despise how so much of the Internet has been gentrified and sanitized to appeal to advertisers at the expense of communities and culture.

And why do you think that vendors create search-friendly pages? Advertising!

BTW, back in the olden days, magazines were sold, but the bulk of the magazine revenue came from advertising.

Without advertising, the magazines would have cost the consumer quite a bit more.

And, as someone who paid for ad placement in computer magazines, the sales directly corresponded to the advertising.

Why do you think Google provides you with free searches? It isn’t because they are altruistic. It’s because companies pay to advertise on it. If everybody installed an ad blocker like you, you’d find yourself having to pay for search.

Short and simple response.

> *Advertising in it’s current form* is a plague on humanity.

Magazine ads were not highly targeted towards every user that bought one. We liked magazine ads, they were high quality and usually contextually relevant.

Modern advertising is nothing like magazine ads. We don’t take screenshots of ads on webpages, print them out, and hang them on our walls like we did with magazine ads.

> Why do you think Google provides you with free searches?

To deliver ads. The same reason Google does everything else.

These are problems unrelated to the topic at hand. We aren’t going to solve every bit of this situation in this comment thread.

Who pays for it? Not my problem. I’ll use whatever free service exists, there will always be one.

Without a search engine? The internet would fail and targeted ads would cease to exist.

The reason people turned to ad-blockers is because the ads became too intrusive. They were fine (or at least bearable) when they were just simple text boxes next to your Google search results, or maybe when they were static banner ads. But then the advertisers came up with pop-ups, pop-unders, video ads, 2-hour long ads in the middle of YouTube videos, and all kind of other nasty shenanigans that hijacked your computer and rendered it completely unusable. The advertisers have only themselves to blame for ad-blockers.

> And why do you think that vendors create search-friendly pages? Advertising!

No, Marketing. Advertising is only one form and the most antisocial one. There is a huge difference between making it possible for people interested in your product to find you versus going out of your way to shove your product in front of the eyes of people who are doing something at best tangentially related.

Breaking up AT&T lead to innovation.

GDP? Have people forgotten that a vibrant ‘Free Market’ requires breaking up monopolies?

When did supporting a ‘Free Market’ turn into, “don’t touch our giant corps”.

I won’t argue that AT&T’s breakup wasn’t a good thing and the right move, but unfortunately a lot of that breakup has been undone: today telephony is controlled by a small oligopoly in the US. Better than a single monopoly, I suppose, but still not great.

The Baby Bells started their re-merge back in the 90s. In 2000, when Verizon was formed, it was a combination of Bell Atlantic (New Jersey Bell + Bell Company of PA + Diamond State + C&P), NYNEX, and GTE. (I watched this all in real-time, as my father worked for Ma Bell -> New Jersey Bell -> Verizon for more or less his entire adult life.) I’m sure similar things happened in the rest of the country with other Baby Bells, though I don’t know the history very well.

totally.

The break up occurred in the 80’s. and since then through mergers/acquisitions, they have re-joined.

So we have monopolies again.

Somehow we have lost the will-power in government to impose the needed actions to ensure a free market. Like also denying mergers that would create monopolies.

Like how was Ticketmaster even allowed to happen. We let it buy its competitors and now it is a monopoly.

Big tech is very good for the US. They’re far more difficult to compete with in terms of scale and the resources they can deploy, than small companies. It more easily enables the US to suffocate the tech efforts of other competing nations. Giving this advantage up is extraordinarily moronic by the US. There is no benefit to the US by making it easier for the rest of the world to compete with the US golden geese. The DOJ isn’t thinking that far ahead, they’re playing a game of agenda.

Big Tech is stagnant and mostly good at milking the US consumer for cash. The tech industry would be better serve the average American if the market was more dynamic, and that requires breaking up the big players who are (often illegally) stifling competition.

Most of them are stagnant. That’s why breaking up incumbents under antitrust laws is a great idea. GenAI and some sectors of the entertainment industry are pretty robust, but otherwise it’s not great out there broadly speaking.

One may amend that most mature industries tend to move to an apparent stagnant state as the Capex for r&d increases over time, sometimes due to regulation and/ or due to increased technical complexity. There is also a point at which you can’t optimize certain aspects further and have to figure out where to pivot innovation, e.g. end of dennard scaling/Moores law.

Do you actually believe that the United States should permit a monopoly because it “enables the US to suffocate the tech efforts of other countries”?

You would rather ruin everyone else than have a functional economy? That says a lot about you.

I think his idea is that if other competing countries (namely China) won’t break up their big tech companies, so with US companies broken up, they won’t be able to compete against the foreign behemoths. The US already can’t compete at all with China in electronic hardware and manufacturing.

> The US already can’t compete at all with China in electronic hardware and manufacturing.

This isn’t because the US broke up their chip monopolies, though. This is because chip companies believed they could save money by shipping their expertise overseas and building things there instead. And they were right. They only had to put the US’s economic future in jeopardy to do it.

I’m not talking about chip companies, I mean all electronic hardware: other components, PCBs, etc., are mostly all made in Asia, except for ridiculously expensive stuff made primarily for the military. There’s no way that iPhones could be economically made in America, for instance.

But that’s false – China broke up Ant/AliBaba. The CCP doesn’t want a single company controlling their entire economy any more than the US does – granted not for exactly the same reasons

>I think his idea is that if other competing countries (namely China) won’t break up their big tech companies,

I think there’s two big things wrong with this. For one China is actually breaking up its tech companies or even culling entire sectors, like education tech, as they do in AI, this kind of argument is basically just American oligopolists inventing a red scare to stave off regulation.

Secondly American companies have a lot of trouble abroad, in gigantic markets like the EU and increasingly India and Japan with stricter privacy regulation on the way because they’re so large. So if anything, American anti trust would send a good signal to most markets that the US is in line with global trends.

If I am worried about anybody holding my private data (apart from US’ 3-letter agencies and thats a hill I am not going to die upon since I don’t have same basic human rights as US citizens), its Meta.

Sure Google is everywhere, but Meta holds much more data on our inner personal sides, which are the easiest things to actually abuse to no end. That and pornhub.

Are you sure? Google has a search and location data, Google email is on one side if not both of most email chains, receipts, etc.

I don’t use meta for much. Google on the otherhand takes some pretty dedicated behavior to avoid.

> Are you sure? Google has a search and location data, Google email is on one side if not both of most email chains, receipts, etc.

Absolutely not discounting all of that; there are some pretty strong parallels between the data you can infer on a person based on their gmail graph versus their fb messenger graph, for example.

Meta has a lot more “self-revealed-preference” data, though. Which of $thesePosts did you engage with? Does this pattern continue if we mix in $someOtherVariable? How long did you dwell on that one post before like/dis-like? Are you more likely to come back and spend time here if we tell you that $thisPerson has commented on your post instead of $thisOtherPerson? … etc.

I think only YouTube serves as a plausible source of dwell time in the “at what part of $thisVideo did you click the like button” sense. If you don’t use YouTube or use it signed out then it’s (slightly) harder for google to attribute your actions to you. Facebook doesn’t really have _anything_ that can be accessed without logging in.

Depends on what part of EU you are in. From older HN threads I learned that in some countries people still pay for sending text messages, so I guess that makes it more likely that some app can become popular there.

Between Google Search, AdSense, Google Analytics, Google Tag Manager, and various other APIs, Google has all the pieces in place to get a pretty good overview of what users are doing online. (And that’s not even considering that the user’s likely to be logged into a Google browser that’s uploading their browsing history wholesale.)

Legally speaking, Google’s not supposed to be correlating most of this data. But, as we know well, that doesn’t mean they aren’t doing it.

I do not believe that was ever the case. They track searches, sure, but it is not associated with your user id. The way they treat incognito browsers is just like a freshly installed firefox browser that’s never been logged into a google account. They’re logged as anonymous searches.

What about firefox incognito with ublock origin? I wouldn’t trust Chrome at all (unless 100% open source independent build) due to extremely strong incentives for tracking

The free market’s great IF there’s competition. If the market’s dead, it’s time to reinject some life and keep the cogs turning.

Scale’s great, but it often comes with a societal cost. For every efficiency made, there’s less agency and decent jobs to go round.

Seems unfair to make such decisions ad-hoc though, and string it out through years of court cases and m/billions of lawyer fees.

Why not establish rules of the market where once a company gets x% market share, the company ‘wins’, the CEO gets the ability to run for high office, the nation thanks shareholders and gives them a big payoff for supporting innovation, and those 1 run down the food chain get to spin off their own companies and go for gold.

Life and death is a part of everything sustainable in life. We should embrace these cycles and utilise them, not let old hat stagnation strangle and squeeze all what’s good from life.

Sort of playing devil’s advocate here, but well run companies with near monopolies have on many occasions provided massive benefits that would not have been possible at smaller scale.

Think of Bell Labs.

Google has a number of Bell Labs style projects ongoing that massively benefit scientific research. Transformers, AlphaFold, etc.

It’s hard to see how a smaller, more focused company would be able to justify that type of R&D.

That said, I do see an issue where some of the smartest people get sucked up by big tech. Instead of working on fundamental advances in image processing they end up working on beauty filters for Instagram. That can’t be right.

> It’s hard to see how a smaller, more focused company would be able to justify that type of R&D.

Typically that’s solved with R&D happening in academia or semi-public space.

How much this happens depends on the opportunities to do it in private companies, so entities like Google paying big salaries for R&D probably means we don’t see what alternatives they would be if they stopped doing so.

> Typically that’s solved with R&D happening in academia or semi-public space.

It was, but not any more. The crazy capital investments often come from private companies as well. And that’s not a problem. They’re spending their money rather than your money.

> They’re spending their money rather than your money.

Ok, and from whom did their money come? They didn’t magic it into existence.

Google spending money that came from advertisers who got it from people buying their products isn’t much different than a research team spending public money, just with fewer middle men and a (generally) lower negative impact on society.

The money came from people selling (or trying to sell) products that other people want to buy for the price that includes the ads, as it’s valuable. This is far better than the old school ad industry, which made advertising much more expensive and products more expensive.

$400 billion was spent on advertising alone in the US in 2023. In 1970, that number was $19 billion ($150 billion in 2023 dollars). Relative to GDP, that’s and 0.014% and 0.018% respectively. Depending on how you want to argue, there is either more spending on advertising (in dollars) than there was 50 years ago, or about the same (in relative GDP). Neither would account for products in the past being substantially more expensive than they are today.

That is ignoring the many moral arguments against targeted advertising, unnecessary consumerism, etc.

They could still spend the money in academia if they didn’t the option to spend it themselves. When I was in college we had labs named after different companies, and those companies sponsored the research in those labs and had first dibs on commercialization.

> That said, I do see an issue where some of the smartest people get sucked up by big tech. Instead of working on fundamental advances in image processing they end up working on beauty filters for Instagram. That can’t be right.

Can’t you say the same thing if you go back 80 years and talk about the smartest minds in the world instead of working on energy for the masses they’re working on the atomic bomb?

Kind of… but the atomic bomb required progressing multiple fields substantially and resulted in some very important technological improvements that are genuinely good (the most stable non-carbon power generation).

What is the possible societal-positive outcome of another social media filter? Or improved ad targeting algorithm? Or more attention-grabbing social media feed?

> What is the possible societal-positive outcome of another social media filter? Or improved ad targeting algorithm? Or more attention-grabbing social media feed?

I could have asked the same thing about a weapon of mass destruction 80 years ago. I don’t have an answer for how we can use those things in ways to better society. But I’m not convinced that there are _none_.

It was well known even to the general public in the 1940s that the mechanism behind the nuclear bomb could generate vast amounts of cheap energy. It was known by nuclear scientists in the late 1930s that massive amounts of energy were released upon nuclear decay, and that chain reactions were possible, but that harvesting the energy for power generation would take some time.

I don’t believe there is anyone in the general public or who is an expert in any of the aforementioned fields (which have been around for 1-3 decades) that truly believes they are net positives.

Exactly, it’s “just” the market setting the price.

The issue is that these are near monopolies, so the market isn’t efficient.

In other words, if those companies didn’t have monopoly power, other businesses (or non-commercial entities) might be able to afford to hire some of these people as well, which might be beneficial overall for innovation.

That’s the economic argument and it’s pretty clean imo.

But as far as I’m concerned personally, I would really prefer to live in a world in which smart people work on human flourishing… rather than whatever that is.

The problem with your ideals is that every one has different ideas on what “human flourishing” looks like. One way or the other, if it is Government that is in charge of “human flourishing”, then some group of people are going to benefit at the expense of another group of people, at the discretion of whoever currently has the most political clout.

The market is shit at making long term risky bets that require a lot of R&D.

That’s the reason why quantum computing and projects of this type would not exist if you didn’t have behemoth companies with extra cash lying around.

I think that’s exactly the point I was getting it. Who decides what efficient is, and what do they measure. You might care about vision algorithms, and I might care about hamburgers.

From the economics perspective, something being Monopoly doesn’t mean it’s inefficient.

Depending on the situation, they can be far more efficient then diverse companies, or much less

> From the economics perspective, something being Monopoly doesn’t mean it’s inefficient.

From an economics perspective, if there is a monopoly, there is no free market, so you can’t rely on the market for efficiency. A monopoly can be efficient, but it can also be arbitrarily inefficient and still keep its position.

Capital markets don’t perfectly account for all positive and negative externalities in the world, not even close. For example think of a company that invents a miracle drug that only costs $1 to produce. The net benefit to humanity would be to open up production and sell it to everyone who needs it for a few bucks, but of course the company will do everything it can to maintain a monopoly and sell the drug for $X0000/dose, even if relatively few people can obtain it. Lawyers and lobbyists will get paid a lot of money to get the second outcome, even though they’re producing negative value overall.

> sell the drug for $X0000/dose, even if relatively few people can obtain it

A rational company would lower the price if that broadened the market and netted more profit by volume. Drugs aren’t Veblen goods.

The impetus for jacking up drug prices is that the market is captive, and those who need the drug will obtain it. That and insurance/government is often the payor.

If the drug is needed by 1 million people, selling it for $1 will net you $1 million (let’s assume all the 1 million can afford $1). If they instead sell it for $1000 and only 2000 people who need it can afford it, they’ll make $2 million, so it’s much more economically efficient.

Im not saying they do. I am saying that claims of inefficiency or failure need to be compared to a possible and realistic counterfactual.

You might think it is is inefficient to have a miracle cure for cancer tied up on patent for 20 years, but what are you comparing it to.

> Scale’s great

Is it? As consumers you may be noticing the impact now but as a developer I’ve felt the impact of Google’s “scale” for years and it has not been pleasant.

I think that’s exactly because too much of a good thing became bad. Scale was good for consumers when it increased efficiency, and decreased cost. But once the lower hanging scale effects were taken, the drawbacks (regulatory capture, monopoly,…) became more noticeable.

I think you’re partly describing nationalisation of a business when it becomes so big it can’t be left alone and needs to be readjusted to help the market.

It’s bought by the gov (“payout to the shareholders”), regulations are enacted to delimit what it can and can’t do, and the whole thing is setup to make sure it’s for the benefit of the larger public, with additional consideration on how to reintroduce competition on part of its mandate.

We’ ve seen it with postal services and telecom, and if the whole thing becomes outdated it can spun out as a private entity again.

I think you are close, but we need to stop these mega-mergers where the acquisition would give any company X% of the market. We also need to go after the anti-monopoly practices of the mega giants; like what Amazon did to Diapers.com. As we’ve seen through the pandemic and elsewhere, extreme consolidation is only good for shareholders and more rent-seeking. It is never good for workers or the market or competition. It has affected everything from food to energy to “news” to healthcare.

That game already exists. Intel and Amd had an odd relationship for years when Intel needed Amd so they could claim that competition existed. Cross licensing instruction sets and the like.

That would have interesting implications. Companies would have to grow by aggressive diversification into other markets. Instead of a Google or Appple that controls your digital life, you’d have an endgame with a few ACMEs that attempt to lock you in in every aspect of your life: Your pots would work best with a stove from the same company. Your washing machine and detergent only do a good on a specific brand of clothes etc. A completely different kind of market regulation would be required.

> The free market’s great IF there’s competition.

If you have a free market finding competition isn’t an issue, but maintaining profitability is. If we had a free market when Google came onto the scene, everyone else would have copied PageRank the next day, and then you’d have hundreds of search engines all as good as each other, each sharping their pencils sharper and sharper in an attempt to win customers over on a price basis until there is nothing left. At which point there is nothing left to further innovation.

To combat that, we grant short-term monopolies over technology to allow their inventors time to build up a decent business before opening the flood gates, with the intent to balance what makes mixed-market economies great without ending up with no competition. The problem is that those monopoly procedures were established when time moved slowly. Back then, 20 years was barely enough time to get your product to and recognized in the market. These days, you can get there in a few years, or even less, which leaves nearly 20 more years to focus on killing all the competition.

Ultimately, we would have been better off if Google was pushed out into a free market after a few years. We benefitted from it having some head start, but it went on much too long.

Thiel himself said competition is for losers. He also said he thinks democracy and freedom are incompatible. His cohort doesn’t want a free market, it wants godlike technofeudalism.

> godlike technofeudalism

Interesting term. On a geopolitical scale, how is the US/NATO’s position any different? There are export controls around advanced semiconductors and encryption algorithms.

Is it okay to do this between countries but not within societies? (Genuine question. I really don’t know where I stand on this, for either side.)

Hilarious to see all the people lamenting the break-up of AT&T. That break-up sparked the long distance phone race, which became the driving force for the massive laying of fiber optics… which enabled the Internet boom of the 1990s.

Breaking up AT&T was unquestionably the right call. (So to say.)

Long distance was expensive for quite a while even after the break-up. If you called up an out-of-state friend or relative to catch up, you expected the call to cost you at least a few bucks. (And you hoped they would be the ones to call you next time.) Even into the 90’s, long distance at $0.10/minute was considered cheap. And in most rural areas, everywhere past a mile or so out of town was long distance.

I remember buying long-distance calling cards to bring our phone costs down. For about 5 years, it was cheaper to just get a local-only phone line and then buy your long-distance as phone cards. Each card came with a certain number of minutes pre-loaded. You’d dial the 1-800 number on the back, scratch off your PIN, enter it, and then you’d dial your destination number. Other than the hassle of buying and using the card, the major downside was that your own number didn’t (usually) show up on the caller ID.

They were also good if you stayed in hotels a lot, since hotels would charge upward of usurious amounts for both local and long-distance calls but they would typically allow toll-free calls to go through without charge.

This illustrates why breaking up google is a good idea given their egregious charges (free) for things people used to/still spend money on, such as:

– An office software suite

– Global maps and GPS, City Guides

– Video entertainment

– Mobile and Desktop OS

– Web Browsers

Also, pay no mind to their competitors in all of those markets AND in their core business of search, being feeble multi-trillion and multi-billion global corporations

Those things aren’t free, they’re supported by ad revenue and the sale of personal or aggregated user information. I’m not saying there isn’t a place for that type of software, but imo it’s wrong and somewhat dangerous to equate that with things that are actually free. And even so, to the extent that any of Google’s software is actually free, it’s mostly a loss leader for the sake of vendor lock-in, which is intrinsically anticompetitive.

A) Do you pay them?
– No: then yes it is free

“But my data”
Have your ever sold your data? Would the value you could ever possibly receive for your data ever equate to the value you get from the free services?

Likely No and No.

Is the free ad supported city newspaper free? Yes it is in fact free, just like FM radio is free, and broadcast television is free, and sidewalks next to billboards are free

Someone creating something appealing and giving it away for free in order to make up for it through ads in front of eyeballs does not in any way mean that the free thing isn’t free

> Have your ever sold your data?

My data has been sold, yes. By me, no, because I don’t have the means. But by others and especially by nefarious actors, absolutely.

So indeed, it’s not free. Just because data isn’t liquid at the individual level doesn’t mean it has no value.

All of these examples are probably in part or fully paid for with some sort of taxes. So it is less “no payments” and more “deferred payments”.

I would argue that the question of “Is it free?” should not be restricted to monetary payments. If I offer you dinner for an hour of yardwork – are you receiving the food for free? If I would offer you that same dinner in exchange for letting me watch you use your computer for a while, is it free?

I think ads do incur a cost on you: In usability of a service, in your attention span / desensitization and your ability to focus, in the money you would not have spent were it not for ads.

Googles services are free in the sense, that you don’t spend cold hard cash on them, but I would still argue, that you pay for them. That 2 Trillion Dollar valuation has to come from somewhere… 🙁

#1. Would I have used the computer at the same time/place/duration? Then yes it is free. It literally cost me nothing.

#2. You can pay? Also is the argument somehow that the free thing isn’t free because the ad in it makes the UX worse?

Also curious to know how many ads exactly do you get while using google workspace? drive? android? maps?

Finally: You can literally use Chrome, Workspace, Drive, Android and Maps without seeing a single ad, without an ad blocker, without EVER using google search, for free.

There are costs other than monetary associated with doing things. Just because you are not giving someone cash directly does not mean it is “free”.

Those semantics aside:

– Maps has ads in the form of sponsored results all over the map.

– Android is only a decently functional platform with Play services installed, which includes ads. I don’t have an Android phone handy but I’m pretty sure there’s up-sells included in quite a few places, I just can’t name any right now.

– Chrome is a browser you cannot use for its primary purpose without seeing ads.

– Workspace is a directly paid-for product.

Google is an ad company. Essentially all of its products are supported by advertising, and it’s slightly odd to suggest they are not.

You’re describing the difference between highly diffuse costs (taxes -> sidewalks) and transactional costs (price of a hamburger -> hamburger).

I would like private businesses to offer transactional costs. I do not want businesses leveraging diffuse costs; I’d prefer that only my governments use diffuse costs and that private businesses have limited ability to use diffuse costs. At least with government I get a vote.

> A) Do you pay them? – No: then yes it is free

And here we see the ostrich. When faced with the horrors of reality, sticks its head in the sand. It’s simpler in there.

If I build a movie theater and give away the tickets knowing that I can make money on ads before a movie that does not mean that 5 minutes of your eyesight is now worth something

> that does not mean that 5 minutes of your eyesight is now worth something

The advertisers paying to get their ads placed in front of those eyes disagree.

And ye, since another comment questions this, data or “eye-time are similar – they can be broken down to the individual.

The advertisers pay some price expecting a certain number of people to see the ad, and even if data about people is sold in bulk (too) there is a price per individual. It’s a simple division to see the price they pay per person to view that cinema ad, or for one person’s data, even if they always purchase those in bulk.

After all, they get to the bulk price by multiplying how much they are willing to pay for one individual with the expected (or in the case of data packages known) number of individuals.

Do you realise that as soon as you go to any of those websites, your details are scraped and sold? The second you put any data in drive or worksdpace, that is scraped into LLMs and sold?

Theres a reason that you have to log into a Google account to use those services, which means agreeing to their rather large TOS.

Buying something doesnt necessarily mean you have to pay money for it. Your time and information is worth something too.

Google Maps is full of local search ads and Workspaces isn’t free.

Also Chrome exists primarily to ensure their ads business remains healthy i.e. they have massively watered down privacy restrictions.

Movie theater is an interesting analogy because they make zero money on ticket sales. Usually ticket revenue pays for the cost of the movie (theaters pay the studio for the movie). The way the theaters make money is on concessions, hence why they’re crazy expensive.

It’s not worthless to companies who want to use it against me.

I don’t want to sell my data. I want companies to stop collecting it.

In fact, I don’t think I’ve seen anyone here wishing they could sell their data.

The data of an individual may be worth something like $0.001 which is not that much to an individual.

However the value is not nothing, and if you are a company with multiple billion users, that value of data can get pretty big pretty fast

There are companies like Nielsen that will pay you directly for you to provide personal data. But regardless of that, there are plenty of things that we do for free, like babysitting our own kids or answering our own phones, that if provided to someone else we would get paid for. So if your data is worthless to you, that doesn’t mean it’s not valuable to someone else. And we know for a fact that data is valuable, so why are you even raising this point, except to be argumentative for its own sake?

My data, sure, but the data of my entire age/racial/economic group is worth a lot to marketing firms. There’s a ton of that information in emails.

That’s literally google’s business model.

You think Gmail is free bc Google is nice?

Come on…

So in this transaction you’re exchanging something that is individually worthless for something that is individually valuable.

Which is a bad thing and should stop. Right now!

Ps: it’s also not like you’re paying so little that you could say you’re getting it for…… free

It’s really hard for me to take you seriously. You’re just poorly playing semantics to white knight for Google.

Very weird.

It’s a good deal for the individual, that’s why Gmail is popular.

Trading something of low value for something of moderate value is not what “free” means…

Say the data from me or any of my peers was worth 1/100th of a cent and we give that away… that means I am trading something of minor value for something else…

if you aren’t considering the fact that your data is what enabled these companies to become such massive giants in the first place, you may be living outside of the EU.

My concern is that breaking up Google without breaking up Microsoft will basically just be giving MS a huge advantage in the multitude of categories in which they compete with each other, so we’ll be left in an even worse situation than before.

Yeah. Google is far less locked in than Microsoft. Gaming across Windows and Xbox vs Sony/Nintendo. Office is used by almost every org in the world. Azure locked in via clickops IT staff always wanting to pick it; you have to make a big case to use GCP or AWS in a lot of companies vs “just” using Azure.

Google’s search advantage could be taken away with another website that’s better. There’s no installed base or corporate lockin to contend with. Same with email. Same with maps. While Google uses data from each of these services to better target ads at you, the services are not very tied into each other, and you could easily grab one of those services away from Google if you just provided a better standalone service.

To me, that’s not a good case for breaking up Google.

Is Microsoft gaming relevant that much these days ? Admittedly I’m not gaming that much but I own PS5 and Mac and I don’t really feel I’m missing out on any titles I’d want to play. Big stuff comes out on PS5 and Steam – I did see Microsoft buying a bunch of studios but the impact of that feels irrelevant in grand scheme of things.

Office/GCloud does feel like the two big players but I’m sure competition would creep up here if GSuite went away (and I doubt it would, even as a standalone company).

Working for big corps these days I see that supporting Apple devices is pretty standard.

I’d say Microsoft is way less entrenched than it was 10-15 years ago technically – but they do a great job of selling Azure to enterprises. And even there AWS is a huge competitor without Google.

> Is Microsoft gaming relevant that much these days ?

Hyper relevant I’d say, although the Microsoft corporate touch seems to kill every studio they buy.

> Office/GCloud does feel like the two big players but I’m sure competition would creep up here if GSuite went away (and I doubt it would, even as a standalone company).

Office is orders of magnitude bigger than GSuite. It is gigantic. Governments release documents in Word format instead of OpenOffice. It’s so big. GSuite is still a minnow in comparison.

Microsoft is categorically incompetently run at this point. They chose to cede both the web and mobile platforms entirely to Google for free. They couple some of their most impressively engineered OS releases with things like preinstalling Candy Crush to ensure that any gain of respect their engineering deserves is immediately burnt goodwill from shoddy behavior.

Apple is mostly too dependent on vertical integration to truly take over a market. If they allowed their OS on other hardware or something, they could pull Google power but they are entirely built around being their own unique bubble.

If Google finally gets broken up, you’ll probably see hardware manufacturers like Samsung and LG truly start doing interesting things again.

Sorry to repeat the “if you’re not paying, you’re the product, not the consumer” adage, but I think that’s critically important when evaluating Google. These things aren’t free, they’re paid for by billions in advertising, and it’s not like Google was the first to figure out this business model – radio and TV was “free” in the same manner for decades prior.

I honestly would love it we would ditch surveillance capitalism and went back to a simpler option of paying for products and services. I think that essentially all of the complaints you here about Google (their lack of any responsiveness/customer support, their constant spying on users, the constant “Google graveyard” of discontinued products, their current corporate ossification, etc.) can be directly linked to the fact that users don’t pay for their products.

Like I said in my comment. All of those things are things you can PAY FOR, today! To multi-trillion dollar corporations! The time you can go back to giving away your money for things google gives away for free is… now!

Excellent criticism too that the evil monopolist that devilishly gives away extremely useful and value-add products and services in order to expand its evil monopoly is also famously criticized by the victims of those free data-mining products for sometimes discontinuing them without giving them proper notice! Surely Google can’t just stop mistreating them without adequate prior notice!

I was in the USAF in the early 2000s, stationed in Germany. Due to a dispute with DT, I ended up using long distance calling cards to dial (overseas!) into AOL to get online. It was very involved. I imagine I may have been the only person in the country doing this

1982 seem a bit early for the massive fiber rollout. My recollection was that Sprint was the driving factor for laying fiber, since they had the railroad right-of-ways. But that was quite a while back. Maybe there was also another dark-horse company laying fiber along railroads, but not operating as a phone company? Something not quite at the tip of my tongue. Seems like someone could have written a good history book about internet infrastructure, especially the mid-to-late 90s. Anyone have suggestions?

Sprint is the de-acronymized name for SPRINT: Southern Pacific Railroad Internal Networking Telephony

They started doing public long distance on their own (railroad) network in the 1970s. They were restrained (and frequently sued by) AT&T. The breakup opened the floodgates. They were sold like a half dozen times in the 80s.

But, MCI was AFAIK the largest early fiber pioneer.

The place that I heard about Bell Labs was: The Idea Factory: Bell Labs and the Great Age of American Innovation by Jon Gertner

I did a search for books about building the internet infrastructure and it turned up some other recommendations but I haven’t read them so can’t vouch for quality or content:

Network Geeks: How They Built the Internet by Brian E Carpenter

The Master Switch: The Rise and Fall of Information Empires by Tim Wu

Tubes: A Journey to the Center of the Internet by Andrew Blum

How the Internet Happened: From Netscape to the iPhone by Brian McCullough

Maybe someone else here has read them and can comment.

I don’t need to know all of those histories are filled with debate and nuance and it’s not clear what would have happened in a counterfactual.

You’re repeating someones posthoc thesis as obvious fact.

It’s probably a good point to share. Let’s just have a little more skepticism and openness to other analysis.

HN is a special place but among the average folk, I get why 90% of people use google. I’m no google fan, but it still baffles me how bad the alternatives still are. Especially with so many companies scraping the whole web for AI data, and so many GPUs chugging on that data. I suppose they are all focused on replacing the concept of search results with LLM prose. Ironically bing is down at the moment https://downdetector.com/status/bing/

Also: There is a MASSIVE incentive for foul play from everyone being searched. Every single business wants their results at the top. Everyone is grasping for every single advertiser’s cents. The monetary encouragement to game the system is so incredibly strong. Google has to fight that uphill battle 24/7.

I have a lot of issues with Google as a company, but I do not envy their position when it comes to the web search. It is a cursed problem no matter how you look at it.

No doubt, but there’s a whole lot of problems shaped like that in tech today.

Look at any two sided market: Amazon/Etsy’s third party sellers also want to be at the top, and there are bad actors trying to scam the intermediary and the customer. The same low friction onboarding that allows the company to succeed as an intermediary is also facilitating the fraud. Merchants can be fraudsters, advertisers can be fraudsters, users can be fraudsters producing fake clicks. There’s economic incentives everywhere. See the relatively recent news of spotify getting generated songs, which are then played by fake listeners.

The companies are entering this situations with their eyes wide open. It’s a necessary problem when you want to be an intermediary at a large enough scale. And if you don’t have the scale, the per-interaction costs are really high, and your company gets beaten by someone with an easier onboarding funnel.

>It is a cursed problem no matter how you look at it.

But the funding model is also extremely blessed: you have a stream of people telling you every page load what they’re interested in at that exact moment, and it’s not hard to match them up with advertisers for those keywords.

And arguably the SEO parasitism problem is worsened by their monopoly — to the extent that optimizing a site for one engine deoptimizes it on on others, the stronger the lead engine #1 has the more incentive there is to game it.

If they only divided it into information search (“library” knowledge) and business search (Yelp/YP) where you can tweak your preferences.

When you search for “vacuum cleaner”, you either want online stores or you may want a local store. In either case it’s a business query rather than looking for reviews or specs.

What’s really polluting search, including Google, is the on-demand content generation based on your query. It’s a sea of flotsam.

Unfortunately, if you did that, the businesses would still do their best to muscle in on the “information search” results. Marketers gotta Market, and placement on a SERP is a zero sum game. If one competitor managed to get themselves highly ranked in the “information search” then there would be incentive for all competitors to try.

I guess the idea is you disallow them from optimizing at all in the info search so much that you derank them on the biz for some not inconsequential amount of time if they misbehave.

It’s only getting harder and harder for newcomers to compete. Especially with the rise of abusive AI scrapers, webmasters are increasingly hostile to new web crawlers. Google and Bing get a pass because they’re well-known, but any new service is fighting an uphill battle; a lot of sites will block them right off the bat. Nor does it help that some large sites (like Reddit) have inside deals with Google to feed them updates directly.

What’s incredibly hard allowing client side filtering like kagi is doing?

How many millions do you need to spend to decrease your own spending on AI for every query?

What bugs me most about Kagi at the moment is that their iOS plugin behaves weirdly. Frequently it will completely swallow my search and I’ll have to retype it. Eventually I just disabled it 🙁

Arguably this is not their fault – I really wish iOS/MacOS Safari let you set a custom search engine instead of picking from a fixed list.

I can understand your point.

The links points however are a bit ridiculous, they’re entitled to their opinion but may be surprised to find people, at the businesses they use, have opinions that differ to theirs, and these businesses aren’t always well-oiled machines.

Differences in opinions and values (in particular what money is used for) is one thing, failing (and refusing) legal obligations and getting surprised by something as basic as tax is something else entirely.

Obviously legal obligations is an issue.

For a consumer facing business with no lock in, the tax thing makes absolutely no difference in your life using the product.

If it was really a concern you’d simply no longer have access and change search engine, until then it doesn’t matter. You’d be surprised what tax issues even large billion dollar companies have.

One part I can add, having tried Ecosia (1) is it at least made me consider question like:

“Are they actually planting these trees?” and “How would I possibly verify?”

“Does Microsoft actually pay them? All I’m doing is clicking? Is that worth enough?”

“How does anybody verify, and how is it not just an optimization for Ecosia to farm clicks for money? Chinese/Indian/Bangladeshi/Nigerian/MechTurk click farms don’t cost that much. Seen the prices on MechTurk?”

(1) https://www.ecosia.org/

They have all that information in their website.

The only earn money if people click ads, just like any other search engine. Microsoft isn’t paying them to show them Bing results.

After reading that and and seeing the comments here, I don’t think I will ever take people on HN seriously who say they want privacy https://news.ycombinator.com/item?id=40011314

After reading the founders thoughts, if they were any sort of sizable company they would immediately have a GDPR violation. “emails and any info you give to use voluntarily (search prefs) is not PII and as such you can’t have your data back.” :0

That even if True is irrelevant to discussion. Antitrust isn’t mostly against monopoly, but its abuse to gain benefit in another area or uncompetitive practices to stifle potential competition.

> it still baffles me how bad the alternatives still are

Can you give me an example of a search query which yields acceptable results on Google but does not on Bing?

> I’m no google fan, but it still baffles me how bad the alternatives still are.

I have such a hard time understanding your position on this. Google search results are absolute trash now, compared to DuckDuckGo.

It’s a valid USP and people are happy to pay them for it, but I don’t think they are relevant in a discussion about the difficulty of building a search product.

For example, if you are discussing manufacturing issues in China, talking about how good drop-shippers on Amazon are is irrelevant.

I am just shocked at how different our experiences are. I wonder what leads to the vast gulf? Could your results be better due to what you are searching or is the algorithm producing different results for each of us, based on other Google cues?

I have two examples where Google is really bad.

A general one: Whenever I search for something that was relevant in the past, but the keywords are now hijacked by some current events. Note that setting an upper date limit does not help: My problem is the content itself, not when the content was created. Somebody could still create content today about a historic event.

A concrete example that you guys can try for yourself is that I tried to find a certain Greek fable, because it became important to me because I deeply understood yet another layer of it only recently, decades after hearing the story and the usual interpretations:

Three philosophers discussing… stuff got tired and took a nap under a tree. Some mischievous boy put a black paint mark on their head while they slept. When they woke up, they all only saw the black mark on the other philosophers’ heads and laughed at each other. It took a while for one of them to realize that he too must have such a mark.

I tried many questions and keywords and many search engines. The only one that found the fable was – ChatGPT!. All the search eng8ines only showed completely irrelevant stuff. I even tried avoiding the word “philosophers” because there are three well-known ancient Greek philosophers and plenty of results with that exact wording for those guys.

Because generalized Internet search encompasses any and all human interests. The vast gulf could easily be explained by bias in what 2 ppl are interested in and search for.

For example, if Alice is very interested in Sports News, coding, and movie reviews, they might get great results.

And then Bob runs searches on cooking recipes, interior design, and music, and gets terrible results.

Most likely you care about something that the other person doesn’t, biasing your search results greatly.

Not OP.

I switched to DuckDuckGO about 1.5/2 years back, and it was awesome at the time. But it has gradually gotten worse to the point where I @google search pretty much 70% of the time. Now that could be me being in a bit in the honeymoon phase with DDG at the time and it wore off, or maybe it’s actually been getting worse.

My pet, unproven, theory. Is that DDG has been “improving” but that’s been making the search worse somehow. Perhaps the context and “fanciness” of a search is not something we all value and that’s what we’re experiencing.

I suspect it’s because DuckDuckGO is Bing, and Bing is getting worse. Why is Bing getting worse? Because Bing has grown enough market share to be worth SEO people optimising for it.

My pet theory is that the reason why every search engine is worse than Google is because they all use Google’s interface. They want a single textbox capable of searching everything. Google spent who knows how much money in R&D perfecting this search box. You can’t make a search box more perfect than what Google has. I’d even say that most problems of “bad search results” are directly caused by this minimized interface design.

I think alternative search engines would have better chances if they provided alternative interfaces to refine search queries instead of trying to compete with Google/Bing.

I use DDG most of the time. Sometimes I try Google, and then I’m disgusted by all the non-result garbage they put at the top nowadays. Once in a while they do have something valuable that DDG misses.

So yeah, I find DDG perfectly adequate.

The alternatives are bad because the ones that were even remotely good were bought and killed by Google over the years. This includes ones we all have heard of as well as countless others.

This is a common tactic of tech giants, and the direct consequence of it is… what we have today.

Google has acquired a lot of ad competitors, but I can’t remember any general-purpose search engines. It seemed more like they died out naturally over a long period. I welcome new information if that’s not right.

They definitely bought and killed DejaNews.

Edit: Per Wiki, Google has also bought and killed the following search engines/services that nobody has heard of: Outride, Kaltix, Plink, Like.com, Orion, Metaweb, Awkan Technologies.

> it still baffles me how bad the alternatives still are

Hard disagree. Google almost delights in not showing what you want. For political stuff it’s very biased. If you search for something more obscure, Google really likes to “correct” your search and eliminate terms.

Although Google is better in my maternal language and for images (but AI is ruining image search for everyone).

The goal of almost all search engines is to direct people to adverts, not to give them the results.

Even when you do get the results your after, and get sent to the page you want, the goal of that page is to serve you adverts, not to give you the content you want.

HN isn’t that special a place considering nerds think about Google as a “search engine” lol.

Google/Alphabet, first and foremost, is the largest online advertiser via its acquisitions of YouTube, DoubleClick, and others, in addition to selling ad placement on Google Search via AdWords, plus a growing number of consumer portals for price comparisons etc. integrated with Google Search (leaving out tracking your activity on Android devices, Google’s cloud business, and Books/scholar). The immediate antitrust perspective starts by looking at Alphabet/Google subsidiaries both providing search results and ads on the pages listed in search results (and to a lesser degree even by pushing Google services via Google Search). This is what had ruined the web in more than one way.

It’s very clear GP was talking about Google the search engine (as in, google.com) in their post.

> I get why 90% of people use google. I’m no google fan, but it still baffles me how bad the alternatives still are.

Something I really don’t get is the part about Google’s monopoly in search text ads. FTA:

> Finally, the filing said Google’s dominance over search text ads needed to be addressed by lowering barriers to would-be rivals or licensing its ad feed to others, independently from search results.

What Google has is a monopoly on search (which is bad), but I don’t think having a monopoly for advertising on your own property is a bad thing. If anything, from a privacy perspective, I’d rather that only one party (the publisher, in this case Google) gets to see my searches, rather than the publisher and an ecosystem of low-scrupules ad platforms.

For sure I might be biased as I used to work on Google Ads, but I also know quite a bit about how the sausage is made and how the industry is. That being said, I really don’t see how “licensing the ad feed” would do any good for end users.

> What Google has is a monopoly on search (which is bad), but I don’t think having a monopoly for advertising on your own property is a bad thing.

Where one might run afoul is using your monopoly in one market — search, in Google’s case — to gain an advantage in another market — advertising. It’s kinda interesting because they clearly don’t treat “search” as a market given they don’t sell it to anyone but it also clearly has value, otherwise people wouldn’t use it.

Now I wonder if it is without precedent that the supposedly-monopolistic thing they’re using as a carrot for their advantage in a different market doesn’t actually generate revenue itself; not sure if that context has ever been tried in court.

The argument that I see that could be made (which is different from what the judge said here) is that Google used their monopoly in search to gain an unfair advantage in Network Ads. I could totally see forcing Google to spin-off their external ad network, but at the same time, these ads sucks and are getting worse CPM wise.

There is another ongoing case regarding Google’s Ad business (concerning Display Ads and more specifically the ad auctions) which seems pretty strong. But again, it’s not about preventing Google from owning the ad platform for their own properties.

Preventing companies from owning the advertising platform for their own properties is a pretty terrible idea (got an idea for a new ad format that no network supports? Tough luck!). But, preventing a player with a monopoly in one sector from having an ad platform for other players, that’s sensible.

> It’s kinda interesting because they clearly don’t treat “search” as a market given they don’t sell it to anyone but it also clearly has value, otherwise people wouldn’t use it.

They sell access to their search API, even to competitors.

I’m fully onboard, but only if it’s not only Google being broken up here. M$, Apple, Meta (!!!!!!!!) and all the other big tech companies all need to be nuked from orbit.

I’m worried that what’s actually going to happen is Google getting broken up and M$ just swooping in to feast on the carcass, leaving us in an even shittier position. Out of all the evils coming from the FAANG world, M$ and Meta are by far the worst IMO, so not breaking them up alongside google is just idiocy

How would that even work? (I’m not being difficult here, I just don’t understand).

Assume Google is split up, Android is not maintained because doing so is not profitable. Each handset manufacture still needs an OS, and will just make custom forks or whole OS. They’re not going to wind down operations because Android stops being a thing

I don’t think it meaningfully increases IOS market share?

Anywhere there are eyeballs, there will be ads. And wherever there are ads there are privacy concerns.

Netflix waited until they had sufficiently killed off cable TV, then went back to creating the same problem it fixed. No ads in ChatGPT today, but soon as it (or a competitor) gains meaningful marketshare, there will be ads.

> And wherever there are ads there are privacy concerns.

Not necessarily true. Physical billboards are ads but (mostly) without privacy concerns, until they start putting cameras on them watching who walks by and looks.

That’s just a lesson that capitalism is insatiable. Early on, Google didn’t have personalized ads and they were still making money hand over fist just because search queries are an excellent signal into stuff you may want to buy. But in “line must always go up” fashion, there is even more money to be squeezed out if they surveille everything you do to personalize ads. Same thing happened with Facebook. They had a ton of data about what ads to show you solely based on your interactions on Facebook’s (now also Instagram’s) site and apps, but they could make even more money if they tracked you everywhere online in order to increase their ad click-through rates.

The adverts were better too. When I’m seaching for “vacuum cleaner reviews”, there are adverts for vacuum cleaners.

After I make my decision and buy one (online, or in person), I no longer search for “vacuum cleaner reviews”, but I search instead for “skiing in January” and I no longer get adverts for vacuum cleaners, I get it for ski resorts.

Yeah, those were better days: if you googled for some problem you were having with, say, a piece of equipment, you’d get ads from obscure little stores selling parts for that equipment, or special solutions for that problem. The ads were actually for things you might want, related to whatever you were searching for at that moment. And they were simple little text ads, next to the search results, so you knew they were ads, but they weren’t in the way or stealing your attention.

That’s not how it works. Rather, Google realizes someone else would take over their business if they didn’t make their product better. If Google stuck to no data and XYZSearch used data, then XYZSearch would provide a better product and Google would go out of business. It doesn’t take greed, the “could make even more money” part, to have an incentive to do better. All it takes is a desire not to go out of business.

> if they didn’t make their product better

Odd take IMO that Google’s ever encroaching ads make their product better. Heck, Larry and Sergei even wrote a treatise (it used to be available directly off google.com, can’t remember the name) about how they would be different from search engines at the time, how they wouldn’t sell search position, and how the ads model was fundamentally at odds with end user experience. That’s hilarious now as Google has gone to great lengths to make ads as indistinguishable as possible from normal search results, and for some terms my entire front page is ads. Compare that to “early” Google where ads were clearly identified in top and right sections with a yellow banner.

That might make sense if everyone were picking which search engine to use based on the relevance of its ads, but they aren’t. In fact, early Google was popular in part because it wasn’t all covered in ads.

I wish all this data mining seemed to be worth a damn to me. Sponsored ads I see are either directly related to my search term, which is hardly a difficult problem, or based on my purchase history, which is baffling and frankly kinda stupid.

Hey! You just bought a filter for your air purifier! Want to buy a new one! For a different purifier you don’t own!

No, talk to me in six months.

That’s one of my favorite scenes in Minority Report. It’s even better that they used a real company (Gap) which likely paid to have their store depicted as a dystopian hellscape. People think of Stephen Spielberg as a director of fluff, but I can’t think of a more subversive moment in a mainstream blockbuster.

> There should be a right to opt out of ads.

What does that even look like, practically speaking? Is sponsored segment an ad? Is wearing branded apparel an ad? Is doing a press junket for a new movie an ad?

YouTube and Gmail do. I have both ad free. Google search does not. Facebook only did in Europe afaik, but I’d argue it’s not priced fairly. I don’t use most of meta, but would love an ad free instagram. But even if I were in Europe, the price is 20 a month. If I used other meta products that might be fine as a bundle, but is absurdly high for just instagram.

Most newspapers require payment but have no ad free option either.

> Anywhere there are eyeballs, there will be ads.

I’m not convinced.

Not running ads is what you do when you care about user experience. If you start running ads it’s because you care more about money than user experience.

As long as there is robust competition the consumer’s preferences will be favored, because success comes at their discretion.

So I think it’s more like “wherever the consumer isn’t the customer there will be ads”.

Company A has no ads because they care about user experience

Company B has ads. Company B makes more money and can therefore provide more features / more content. Company B ends up providing more of what users want.

Uber won versus taxis because Uber provided a fraud-free experience, and the taxis were acting fraudulently. Uber would tell you how much a trip would cost, and let you pay for it through your phone (through your saved credit card); a taxi would drive in circles to run up the fare, perhaps even just turn off the taximeter altogether and make up a charge on the spot, and claim their credit-card reader is broken.

As someone who spent time researching the Ma Bells breakup and being knee deep in the local telecom deregulation, I see a lot of the same proposals when discussing the breaking up of Google and Facebook.

This is the short story of what happened in the local telecom deregulation, which I’m pretty sure will happen if you were to break up Google. Consider this took place over the course of 20+ years, but I see the same things happening.

After the Ma Bells breakup, there was a huge push to deregulate the regional carriers to increase local market competition. This was put in place in the late 90’s here in Minnesota. Suddenly anybody could start a local telecom, lease lines from Qwest Communications (now CenturyLink), resell them and then compete with them in the local market.

This spawned hundreds of companies that were living on razor thin margins. Many were able to exist up to the 2000 initial dot com bust. Many went out of business during the recession. Those who survived? Many of those merged with each other, or were bought by larger regional carriers who wanted to get into the Minneapolis market.

This is what I see happening. You break Google up into smaller companies and within a decade, they will have all merged back together in some form, under different names, or they’ll be bought by other companies seeking an advantage by using their technology. Its the same thing I saw happen in telecom. They tried to increase competition by deregulating the market and all it did was create a short-term gold rush and long-term crash.

The problem will be the same with Google. Qwest at the time owned the infrastructure and hardware. Nobody had the financial resources to build out an entirely new network to compete with them so they took the path of least resistance. Which lead to a myriad of other problems. Billing, installation, nefarious things Qwest would do to hamper competitors from switching their lines, etc.

You can break up Google, but over a few decades, we’ll look back and understand it wasn’t worth it.

I think you ignore how much the telecom market reshaped itself in the meantime. Pre-breakup AT&T had complete market power over what technologies would or would not get deployed. The use of landlines has plummeted, to be replaced by cell phones. Today the average consumer has significantly greater choice when it comes to carriers, even if many of the usual suspects are still in the game. I question whether the breathing room would have existed in the market without the breakup. If you have an innovative startup idea in a space, and you have exactly one customer to sell to, you have a major uphill battle.

>> Perhaps Ma Bell taught us lessons to avoid this time around.

I hope this is true. I’m not sure breaking up Ma Bell was a good thing long term. All they did was break them up and then all the regional bells and smaller companies just re-constituted themselves again in some other form. The deregulation created more competition, but it was short lived because of economic pressures.

For many business customers, their first dealings with local telecom companies that were competing with Qwest at the time were horrific. Business customers would lose their landline and internet service for days without any idea when it would be restored. Cutovers were problematic and a total crap shoot if they went smoothly. Qwest regularly tagged the wrong lines that needed to be cut over. The billing nightmares of moving off of Qwest to a local company were too numerous to remember. Many businesses would switch for the savings and within a few months, would switch back because it was just one thing after another these companies couldn’t get right. Suddenly paying a little more for the peace of mind far outweighed any savings they were getting.

I suspect Google customers will have the same experience so I’m still on the fence whether it will be worth it long term. The one argument you can make is that Google isn’t simply a company that needs competition, but that’s its actually doing damage by how they manipulate their search rankings and what results they’re delivering to people – so in that regard, they absolutely need to be broken up.

Hilariously shortsighted. Big Tech companies have been a GDP-doubling runaway success for the US economy.

It would be like if we here in Denmark started breaking up Novo Nordisk. Our economists would probably do a public lynching of any government official who suggested doing that.

However as a European I can’t help but welcoming the US shooting themselves in the foot like this. Something tells me we will see more of this as more reddit-brained American millennials get political influence.

There is no point in chasing a high GDP when it results in a materially worse world. The point of a society isn’t to make the numbers go up. If a monopoly is super efficient at generating some nebulous concept of value by creating and operating the world’s largest surveillance system and actively using it to sell influence over people’s attention and habits then the only sensible thing to do is to dismantle it.

The choices are not “Google as it currently exists” vs “a world without Google,” but rather “Google as it currently exists” and “Google as subject to stricter regulation.” There’s a fair case to be made that the world is worse than it would have been if the US had kept a tighter rein on Google.

Yeah, so little imagination in these pro-Google comments. They’re imagining a world without Google instead of a world where ten Googles are all competing with one another.

What part of being a massive ad company whose raison d’etre is to collect as much personal information about you as possible (with limited or no consent) to enable other people to try to convince you to buy stuff even remotely a net positive for the world?

That could an opt in option, but the rest of us don’t want it. Google (or whatever ad company replaces it (Addled?) could give you the chance to opt in to ads and leave the rest of us alone. I’m fine with seeing ads about hunting when I’m on a gun sales website or local restaurants if I’m looking at recipes on Epicurious, just stop following me around, creeper (google)

If you and enough others find such fine-tuned recommendations helpful then they would continue to exist without intrusive advertising. There are entire magazines full of ads that people pay for.

> convince you to buy stuff

Ever bought something you didn’t actually want? Were you persuaded to want something? What was the exact mechanism? Were you lied to? “Made to” somehow?

> net positive for the world

How exactly do you find out what is “net positive for the world”? Who assigns the the values and who does the tallying?

At a time of their choosing they can subject themselves to marketing material (yellow pages) or simple word-of-mouth amplified by the Internet. Treating “knowledge of your product/service” as a market commodity is bizarre and has overall negative effects on competition (more money buys more awareness equals more sales).

I used to buy a magazine called “Computer Shopper”, which I heard about via word of mouth.

Even now I will go out of my way to watch adverts for things like films I might be interested in.

Need to be careful with word of mouth though, many adverts are spread by word of mouth, especially on the internet where people are paid to say “hey this new $product is great”. Those are worse that clearly marked ads.

If ads are the only way people are able to learn about products, then there is clearly a massive failure of imagination, as well as innovation. People know what they need, and have always known. The concept of exploiting human psychology in order to sell more of a product to people who likely don’t need it is a relatively recent development in human history. Plus you can just search for stuff you need in a search engine…

> People know what they need, and have always known

No we don’t. I need a better mouse trap, but I already have mouse traps that work, so if you make a better one you need me to find out about it otherwise I’ll just buy the same old not so good ones out of habit thinking they work as good as any other one. There are also problems that I don’t even know I have. There are a lot of houses with terrible insulation that the owners really need some advertisement to get them to upgrade – it will pay off in just a few years.

These ads do not need to interrupt people’s lives to make their cases. If that mouse trap is so good then people who are in the market will discover it by active searching, then spread their discovery. If the new insulation will save people money then that’s newsworthy information and will be reported on in information outlets that people subscribe to. The idea that businesses paying to push awareness is the only way people might discover previously unknown products and services is absurd.

If you think the mouse traps work you probably do not need other. Anyway, marketing is not good way to find about flaws of current ways. Because that is not it’s focus.

Hilariously shortsighted. Breaking up Standard Oil created wildly competitive industries and launched Rockefeller’s wealth into the stratosphere. Big Tech is a rent-seeking middleman that chokes the life out of innovation.

Hilariously confused. Tech is different from Big Tech, which is yet further different from Big Ad Tech.

For the avoidance of doubt, Wintel was Big Tech. The status quo now is Big Ad Tech.

The main economically positive thing for the US (and something Europeans absolutely screwed up in relative terms versus the US and increasingly China) is the early investment and adoption of Tech. Digitization as such is a great enabler.

But you don’t need Big Tech oligopolies for a vibrant digital economy.

But even more importantly, you don’t need bizarre Big Ad Tech commingled business models that build the economy’s entire tech infrastructure – many parts of it having a critical utility like role – on the back of… ads.

But there is little scope for European schadenfreude. Arguably the US antitrust gears are moving precisely because people slowly wake up to the limits on economic opportunity placed by the Big Ad Tech status quo.

In Europe we are good at words and criticizing mistakes but deeds are scarce.

> Hilariously confused. Tech is different from Big Tech, which is yet further different from Big Ad Tech.

Big Ad Tech has been a money spigot for R&D in both hard and soft tech. This comes via M&A but also spawning a generation of VCs willing to fritter away adtech money on fun hard tech startups.

There is not a big source of VC funding for hardware startups that doesn’t come directly or indirectly from Big Tech / Big Ad Tech revenue and valuations.

It is precisely the large impact on GDP that poses a threat to the host nation. When companies like Novo Nordisk are such a huge part of the economy, they can exert disproportionate influence on society itself.

Our economy is absolutely benefiting from Novo Nordisk’s size right now, but if/when their demand weakens or they’re out-competed, we’re going to end up with a lot of unemployed biotechnicians and massive roads to Kalundborg which will need to be maintained.

What you say would have been true 10+ years ago, but not anymore. Big tech is really into rent seeking and competition stifling now, we’d see more innovation by opening up the space so new players can get a foothold.

The point is to not allow a company to be able to buy out the entire country. Maybe Novo Nordisk is a good steward but historically companies like Google and Amazon act only their own best interests. Breaking up these massive companies ends up doing the better thing anyway – a surge of competition emerges and offers better and often cheaper services. Look at the break up of Bell. The short term was marginally negative (higher long distance costs) but the market was better for it.

Google has a substantial amount of control over the flow of information in the United States. To the point it can literally redefine truth. This is a problem – and one that is easily solved by breaking up a de-facto monopoly. Moreover, the acquire-and-kill strategy stifles innovation. Imagine what we would have if Google didnt have the capital to buy and kill so many small companies.

My primary interest is how Alphabet will attempt to implement this. In particular, if they break up Search and Ads, or really any major product in google3/borg, Alphabet will have a massive pile of work splitting those up in a way that allows the resulting groups to achieve the same level of horizontal and vertical integration that they currently enjoy.

Personally I am skeptical that they have enough technically capable and charismatic leaders to pull this off.

If Google doesn’t survive being broken up, then this move would be essentially nuking a 2 TRILLION dollar company into the ground for zero gain. Again, that’s 2 TRILLION DOLLARS worth of value getting thrown onto a garbage pile and burned up, just because “it seemed like a good idea at the time”.

You can speculate that something better would emerge from the ashes. It’s possible you’re right. But you have to admit this would be a huge gamble.

This isn’t like Bell where you can just split the company into geographically distinct regions and call it a day. Google’s services are intricately linked together and tightly integrated, and you can argue that’s a huge part of where their value lies.

I’m not entirely sure where I stand on this, but I think I’d be more in favor of laws to force interoperability and promote competition rather than a full fledged break up, at least in the short term. Or maybe a slow, carefully planned breakup where individual services get spun out one at a time over a few decades, with time to reverse course if that proves to be a bad idea.

There’s side effect benefit of big kahuna companies mainly on the significant breakthrough and game changing research output because these excellent researchers are paid handsome money compared to conventional universities or research institutions.

We saw this with AT&T Bell research labs with their inventions of transistor and Unix, among others. The same thing happened with Google research with (arguably) deep learning and transformer.

Split them up at your own (US) perils, not unlike killing own Golden Goose.

Drawing from own experience working with Harvard, MIT and Google researchers, I could not disagree more.

When you talk to a researcher, do they strike you as someone who chases handsome amounts of money, or someone who chases ideas?

You bring up research labs. I listened to Alan Kay’s numerous talks over the years (as an example of a prominent CS researcher), not once does he mention that he joined for the money at Xerox PARC. Yes, he was paid, but the main advantage was being given free reign to conduct research with the best experts in their fields, i.e. to invent and pursue ideas.

The important part from a financial perspective, is to be able to have finances to back a research division, where you can spend billions on building a new type of technology, if need be, that may not pan out. You don’t need a monopoly to accomplish that.

You know who does chase handsome amounts of money? Day traders and everyone gambling on the stock market.

Because you specifically mention Alan Kay, I just finished reading “Dealers of Lightning”, which is about PARC, and says that the researchers there were very handsomely paid. IIRC, they were paid 20% more than their counterparts in ‘regular’ Xerox R&D. Xerox was also a big company, making a lot of money when it started PARC; arguably a monopoly (depending on how you define the term).

That still doesn’t prove that Kay worked there because of the financial incentives. I don’t think that 20% is nearly enough for most top talent to bail to an otherwise less attractive company if they deeply care about what they’re working on so long as they aren’t wildly underpaid. There needs to be a combination of incentives to drive movement.

I don’t know how you could prove or disprove why Kay worked somewhere fifty years ago, short of a written affidavit produced at the time. Additionally, most professionals don’t admit that they took a job because of the pay, even if that’s exactly why they did it; they usually say they ‘went for a new challenge’ or something like that.

> is to be able to have finances to back a research division, where you can spend billions on building a new type of technology, if need be, that may not pan out. You don’t need a monopoly to accomplish that

A company in an industry with very tight margins has much less money to invest in fundamental research. All the recent growth in generative AI has been driven by companies with very high margins; Google, Facebook, Amazon. If all those FANG were in tightly competitive markets and hence had low margins, they wouldn’t have had billions of dollars to spend on the GPU compute necessary to develop modern language models. Which is evidenced by the fact that no companies in more competitive sectors have produced any large language models.

I think you’re getting it backwards. The research operations are a desperate attempt stave off regulation to keep the sweet, sweet monopoly profits coming in (and those profits are so big that the bean-counters allow it). I believe that was the explicit strategy at AT&T. We collectively pay way, way more.

It’d be way more efficient and cost effective to just set up a well-funded government labs to do that research.

It’s an interesting argument for monopolies possibly being a net-good, but I don’t think regulators really look at it. Companies do R&D because they like their monopoly status and don’t want to be caught flat-footed by something new.

Yes. If a large company didn’t employ those researchers, someone else would, and if they were for someone else maybe they’ll come up with something which could damage the large company.

It’s not about building and owning the next best thing, it’s about preventing someone else building and owning the next best thing.

Well then the monopoly still isn’t bad, because they can still be brought down solely by merit (just that no one have done it yet). Unlike government-enforced monopolies that’ll stay no matter what they don’t even have to do R&D.

It’s this kind of baseless negativity that is toxic to mental health. I’m done with this site for a while. It’s just too exhausting reading lies about how much everything sucks.

> side effect benefit of big kahuna companies mainly on the significant breakthrough and game changing research output

“Given that production could be carried on without any organization, Coase asks, ‘Why and under what conditions should we expect firms to emerge?’ Since modern firms can only emerge when an entrepreneur of some sort begins to hire people, Coase’s analysis proceeds by considering the conditions under which it makes sense for an entrepreneur to seek hired help instead of contracting out for some particular task.
The traditional economic theory of the time suggested that, because the market is ‘efficient’ (that is, those who are best at providing each good or service most cheaply are already doing so), it should always be cheaper to contract out than to hire.

Coase noted, however, that there are a number of transaction costs to using the market; the cost of obtaining a good or service via the market is actually more than just the price of the good. Other costs, including search and information costs, bargaining costs, keeping trade secrets, and policing and enforcement costs, can all potentially add to the cost of procuring something via the market. This suggests that firms will arise when they can arrange to produce what they need internally, and somehow avoid these costs.

There is a natural limit to what can be produced internally, however. Coase notices ‘decreasing returns to the entrepreneur function’, including increasing overhead costs and increasing propensity for an overwhelmed manager to make mistakes in resource allocation. This is a countervailing cost to the use of the firm.

Coase argues that the size of a firm (as measured by how many contractual relations are ‘internal’ to the firm and how many ‘external’) is a result of finding an optimal balance between the competing tendencies of the costs outlined above. In general, making the firm larger will initially be advantageous, but the decreasing returns indicated above will eventually kick in, preventing the firm from growing indefinitely.”

https://en.m.wikipedia.org/wiki/The_Nature_of_the_Firm

Not impossible, but mostly impossible. You can discuss the interesting aspects of large corporations, but you can’t really discuss them in a vacuum. The top level post about “big kahuna” companies comes across as an unambiguous defense of monopolies, not an attempt at nuanced conversation.

Not a participant in your back-and-forth, but the top level comment seems to be much more nuanced than your posts. Perhaps you could:

>”Please respond to the strongest plausible interpretation of what someone says, not a weaker one that’s easier to criticize. Assume good faith.”

Honestly, it’s disgusting.

Have these people even read the white papers that Google releases? They are mostly marketing pieces.

When systems and technologies are not publicly reproducible, why should scientists and (most) engineers care? I will not take Google at its word and would not recommend it to others.

This! And where do people think open source funding, hackathons, bug bounties for software that’s not even theirs, oss-fuzz, really incredible but not necessarily profitable research like Project Zero comes from? AdWords largesse.

I wish this were a viable option, but it is not. US national labs are horribly, horribly mismanaged. For some slower-moving fields like particle physics where institutional knowledge is key, they hold up alright, but for fast moving fields like quantum they are very behind. They are stagnant bureaucracies. I could tell stories, but better to just compare the output of national labs in many fields to those of the top universities in the States.

Then separate out the basic science from the defense work which requires that bureaucratic oversight. Or direct that funding to universities. My main point is allowing monopolies because they direct their excess profits to research to hide their excess profits is just a complicated tax to fund basic research, which we would be better off spending directly on research without bloated executive salaries and distorted markets in e.g. search or browsers.

I think you need to better support the contention that the National Labs are “horribly, horribly mismanaged” (not even just horribly, but horribly, horribly). I think many of us would like to hear your stories. But note that many in your audience here have decades of experience across both National Labs and leading industrial laboratories. Please, share your stories that span the contributions of tens of thousands of top-level STEM contributors across practically every area of scientific and engineering endeavor over the last, say, 15 years. Remember to stay unclassified…

The split of ATT killed Unix2, so we spent 30 years re-implementing Linux+k8s. These things that existed in Unix2 & Plan9 were re-implemented by Plan9 employees in Google Labs.

i can’t even understand what you are saying? AT&T was good, or bad?

AT&T copyrights led to linux, and linux, independent of unix, has been a huge boon for good, and for unixness.

the threat to unix now is all the people who by nature prefer Dave Cutlerness, and can’t see that their way is the wrong way, now they are using linux (because it won) and trying to ruin it.

The AT&T split had nothing to do with monopoly regulation (as opposed to the Bell breakup in 1982), other than the fact that Wall Street wasn’t rewarding regulated operating companies with dot-com valuations. AT&T wanted to sell hardware to other telcos and dot-coms, so spun off Lucent, which had no idea what it wanted to do with P9/Inferno (which was a fantastic piece of kit!) other than embed it into a couple of network products. Lucent bet heavily on unstable CLECs like Worldcom, generated a couple of headline-creating network crashes, and then failed to capitalize on their pole position in optical long-haul (to be fair, they also bet heavily on a very unstable Global Crossing for that). There’s a lot of mismanagement and failures that can be ascribed to Lucent leadership without government or regulatory intervention being involved.

Seconding info about “unix2”. I used to pour over the trade tabloids, and I’ve never heard of this.

Novell bought UNIX and has some grand plans for “SuperNOS”, which also never shipped. It certainly wasn’t anything like K8s.

Rory Sutherland has a great take on this which is (paraphrasing and my own interpretation):

Innovation is a lot easier when you have a lot of money to spend on R&D. In order to get that money, you can’t compete on price b/c that’s a race to the bottom. Instead, you want to focus on quality and/or customer service so that you become a monopoly and then can use monopoly profits to innovate to higher quality products and services.

Clip: https://www.tiktok.com/@rorysutherlandclips/video/7314765561…

classical MBA says that a firm can compete on price OR branding, unfair advantages (moat) notwithstanding. Competition in commodities is difficult but not impossible given a rational economic environment. Some would say that the modern expectation of returns on investment are irrational, and warp the economics around them too.

Trying to turn a zoo into a farm, as AT&T attempted to do with Bell Labs post-divestiture, had limited success and incurred great emotional and spiritual cost on the institution. Bleah.

Clearly this model no longer works. Bell labs had 11 nobel prize winners. What did Google invent? Slightly better generative neural networks whose offsprings now pollute their search results?

You could interpret this the other way – Why has Jeff Dean been snubbed by the Nobel committee? Why hasn’t Larry Page gotten a Nobel for inventing the search technology that half the planet now depends on? I don’t know what category to put that one in, but there’s some important results in lightspeed-limited communications in “The Datacenter as a Computer” that would be worth extending the Physics category for.

It was better search than other search options at the time, but was quickly an advertising company. It’s also too bad that that it was so dominant early, because there used to be 4-5 search Enginess and their results were very different and you could find things in non-google results that you couldn’t get from google (and vice versa).

You’re not wrong, but it didn’t last. Google jumped the shark in its first decade. I remember giving an internal presentation in 2010 or 2012 about how little of the screen real estate in a Google search result was actually search results.

Spanner is one thing I’d say they invented but they built a whole bunch of really neat stuff in order to be able to run search, back in 1998. that they’re this behemoth conglomerate that it’s cool to hate on doesn’t erase the fact that they had to build all sorts of new things when they were just starting out.

So wait, markets don’t work, then? A free market, theoretically, promotes innovation by ensuring that businesses must advance their products in order to compete with one another. You’re saying that a lack of competition promotes innovation by concentrating all of an industry’s capital under one roof.

The thing that makes markets work is the struggle. A Darwinian survival of the fittest in a way. Once the struggle is over and only one contestant remains, the results are generally dystopian.

Also I believe that even when working optimally the Darwinian mechanism can’t solve certain problems. Some things need to be dealt with by a group of motivated people working for other goals than profit.

Markets gave us compuserve and facebook while CERN gave us the open web, for example.

Yes I can see the dystopian consequences of google’s search monopoly profits, which they have used to do such horrible things as:

– Providing a free alternative to Microsoft’s monopolized office suite and desktop OS

– Provide a free alternative to Apple’s mobile OS, spurring a revolution in access to the internet for the world’s poor

– Provide free global maps with streetview sights

– Provide a free to access video platform with invaluable educational resources that allows millions of creators to make a living and that likely wouldn’t exist save for Google’s monumental investments and ability to sustain years of losses

– Research given away for free that ignited the current AI revolution

– Research given away for free that is revolutionizing medicine and drug development

In sum, truly a horrible thing they’ve done

The case against Google surely is that they shouldn’t be allowed to use their dominant position in ad sales to price dump unrelated businesses until all competitors are gone.

Like for example having youtube be free until they’re the only game in town then start charging 14 dollars monthly to avoid 30% ads. Or targeting ads to gmail users so you can artificially provide a cheaper mail service than anyone else.

There’s an actual law saying you can’t do stuff like that.

Both can be true in varying degrees at certain points in time. They’re not mutually exclusive. There are benefits to centralization and concentration of capital. Competition is the same exact process that leads to monopolistic entities in the first place.

Regalian roles are to ensure fair competition by reducing any actor bigger than the state to something smaller, and ensuring the economy works with transparent information (no lying, rule of law, etc.)

Companies getting too big are natural; Letting them get too big is what happens when your state borrows a trillion per semester: Your state is obese, intervening in every little sector of the economy (thus the opposite of liberal), and not playing its regalian role.

You should indeed reduce the size of both the state and the largest companies, to let the economy self-regulate, but then, how would the US govern the rest of the world?

This is a theoretical benefit which is directly at odds with the benefits of competition in a healthy market. For google, my observation is the “big kahuna” benefit of google basically does not exist and competition needs to be restored. Google is famous for not innovating on anything successfully, they produce graveyards of trash. Instead what they do is buy other companies then enshittify them in an anti competitive dance towards causing more damage than productivity.

You really have to think about exactly how our modern markets work and why buyouts are such dominant strategy. It’s only sometimes about taking what you buy then using it, it’s mostly about taking what you buy to stifle competition these days.

Look at twitter and Vine, twitter bought then shut down vine as part of a standard operating procedure just to stifle competition, and they had so little interest in capitalizing on what they bought that it left a market gap so wide TikTok filled it instead. But usually these practices do not leave such big market gaps, usually they simply shut down competition successfully and the buyer wins. Then in many cases if the company owners refuse to be bought out, extreme anti-competitive practices begin to destroy their business, which will not be punished until long after the victims get shut down. So owners need to choose between a huge pay out, or their company getting destroyed. Owners tend to choose the former.

> Google is famous for not innovating on anything successfully, they produce graveyards of trash.

– AlphaFold (just won a Nobel prize)

– Transformers (the “T” in GPT)

– Waymo (autonomous vehicles)

– Sycamore (quantum computing)

These are just a few off the top of my head.

If your idea of innovation is a better RSS reader, then sure, I agree with you. But in terms of things that push the forefront of technology, I have a hard time thinking of another company with greater impact in recent years.

> “big kahuna” benefit of google basically does not exist

I just given you the deep learning and transformer benefits.

There’s a reason why the darling of AI Renaissance namely transformer was not invented at MIT, Stanford or Berkeley.

Gmail was revolutionary at the start, but stopped innovating 10 years ago – why don’t we still have a good search engine within it?

MapReduce would be invented anyway (I implemented it from scratch before learning of it’s existence).

Chrome is just a slightly upgraded Firefox (and novadays Safari is just as good if not better with ai)

PageRank was what gave Google monopoly, it’s not a result of monopoly.

Go – I can give you that. ProtoBuf – not my field, but isn’t it just a format that someone else would develop to fill a niche? (unlike say mp3 that had new compression algorithms baked in)

Maps – I can give you that. Some people might argue that it was an acquisition, but without Google’s muscle, Street View would not be feasible.

> Chrome is just a slightly upgraded Firefox

Wat. It’s like saying that an apple is a slightly upgraded orange. I would understand if you mentioned KHTML and Safari as relatives, but “slightly upgraded” does not fit anyway.

> PageRank was what gave Google monopoly

I don’t think so. PageRank has been successfully implemented elsewhere, and outmatched. What helped Google build a monopoly was the first mover advantage, the network effects, and the incessant streams of money from AdWords (invented by Google), DoubleClick (acquired) and a bunch of other advertisement tools.

> Maps – I can give you that.

Don’t 🙂 Google Maps is an acquisition from 20 years ago. (As is Android, AdSense, and many other core flagship products of the Google brand.)

If you want a relatively recent, successful Google service for general public, it’s Google Photos.

>Google Maps is an acquisition from 20 years ago. (As is Android)

This is comical. When Google acquired Android, it was nothing more than a 3000 line JavaScript demo. The Android OS was created entirely at Google.

> Gmail was revolutionary at the start, but stopped innovating 10 years ago – why don’t we still have a good search engine within it?

Not sure about your experience, but I used to subscribe to a lot of mailing lists just so that I can search for mailing list content using gmail, because the search function implemented by those mailing lists were generally worse.

Maps was technically an acquisition (Where2). But like YouTube, Doubleclick, Google Docs (Writely), Translate (Word Lens), Google Flights (ITA) and many others, Google successfully grew these products into giants.

Go you can hardly call an innovation. All of the ideas existed previously, and it’s a poor execution on those ideas for reasons that have been discussed on HN at length before. They created it to serve their own needs in conditioning the labor market to make their hiring process easier.

Gosh this is pretty unfair to Rob Pike and Ken Thompson. A lot of infrastructure companies have benefitted from Go the same way Google has, for the same reasons.

Typical HN comment writing off significant thoughtfulness as “not an innovation” lol

The popular transformer paper, which went on to be used in things like ChatGPT, was authored by Google employees. But “come out of Google” is giving the organization too much credit and the individual too little. Also transformers were themselves a continuation of prior work like multi head attention. And it is possible that transformers were not needed – see this discussion from the other day:
https://news.ycombinator.com/item?id=41732853

Come on… that’s so unfair. There is a reason such individuals chose to work at Google and not Apple or Amazon for example and were able to “individually” come up with such work without being pestered by their management to do other stuff.

So it’s OK to burden the whole country with a monopoly as long as they fund a handful of Nobel prizes?

Competition is a prerequisite for healthy Capitalism. Lack of competition is the Achilles heel.

Please do tell us how Google is a burden to the whole country.

Is it the free maps? free mobile OS? free email? free cloud storage? free video service? free office suite? free desktop OS? free AI chat?

Because a lot of those business are only possible through monumental amounts of work and/or investment and selling is way easier than being an owner-operator for years under very probable risk of failure?

I wish that instead of wasting time on antitrust cases, that the government would just directly fund competition by incentivizing it.

I.e, the first company to reach x% browser market share will receive $x million (billion?) in prize money

or, the first company to build an LLM-based search engine with x% market share will receive $n million

Or structure as a direct investment or heavy tax breaks.

Always better to incentivize competition versus punish success.

Or even better, if government wants to break up “ACME corp” then just tell the employees that, if you leave “ACME corp” and start your own company competing with ACME corp, we will waive taxes on all income for your first five profitable years.

Instead of spending millions or billions on giveaways to private companies, why not fund a public alternative? Sure, search isn’t cheap. But governments should consider information access to be of key importance to democratic participation.

An open source, public benefit search engine would be a really valuable thing to have, which no private company does or ever will find it viable to provide. And I don’t even want it to be the only search engine. Commercial search engines will probably still have the edge in various ways, for various use cases. But why not have a public option as one point in the landscape?

If someone is going to “organise the world’s information” I’d prefer it to be a democratically controlled government, not an unaccountable for-profit corporation. I know that’s an ideological position that many here won’t share.

American society is by-and-large self-organizing and this is an American bias. America has done quite well for itself (better than many countries in fact) and so I see no need to drastically change this simply to have search competition. It’s fine to have your ideological position, but there’s really no need for it.

The bleak reality is that most Americans trust private corporations more than their own government. Government-sponsored search is literally 1984. If it’s just a competitor, we’ve seen that unless there is an external force driving the initiatives, government ventures are often just less successful than unfettered private corporations (e.g. NASA post Space Race).

From a human rights perspective, there is no unethical behavior. You are allowed to invent things, sell those things, and profit from those things. It’s a fundamental human right.

The entire antitrust concept is concerning honestly.

How does cementing early leaders benefit consumers?

This seems like the opposite of what the government should be doing to incentivize competition and innovation.

What country wouldn’t love to have a Google? And the US wants to break its good fortune up.

Like all dominant companies, Google will eventually fall via strangulation by its internal bureaucracy. There’s no reason to hand the market over to another country.

Nobody’s proposing killing Google. You think this is bad because you cannot imagine an alternative history with better competition between multiple Googles

2017 article so pretty old by now, but:

> Microsoft in the year ended June 2016 had $20.1 billion in foreign income and a domestic loss of $300 million. Microsoft’s income tax expense was $3.3 billion, for an effective rate of 16.5%. Alphabet, the parent company of Google, posted a $4.7 billion tax expense, or 19%. Such “avoision” will continue as long as foreign income is subject to lower rates than domestic.

https://www.forbes.com/sites/christopherhelman/2017/04/18/wh…

> There’s no reason to hand the market over to another country.

Who’s to say that the other country’s Google-killer won’t prove to be a greater boon to American consumers? Let the global market decide.

It’s gonna be wild if they make paying to be default search illegal, and then Google gets to keep all the money it pays out while still being the default (because nothing else is worth using).

This seems like it would have side effect punishments to companies like Apple, Samsung, Firefox etc.

Sorry guys, but because Google made itself into a monopoly you can no longer sell default positions on your platform (Which is essentially a company buying an ad placement).

I’m really curious what the Judge decides the remedy is for this issue. Anyone have any possible remedies in mind that doesn’t completely tank some of these other guys revenues?

I was interested in that as well. What would be recommendations to break Google up? I am not sure that breaking up Google would work. All their systems are built to run on Google infrastructure.
Outlawing tracking of the population (for ads and other things) I think would have a better effect.

I think as a general principle it would be best to break up companies automatically from a certain size on. We need more competition and less powerful corporations. I don’t see any benefit that these trillion dollar companies are providing for society. Only downside

To say you can’t see any benefit at all is probably an overstatement.

These trillion dollar companies were often able to invest into big money-losing moonshot projects that benefited consumers massively – in Google’s case, GMail and Google Maps – which were truly unimaginable at the time even though they’re taken for granted today, so there’s clearly some benefit in the form of innovation. Who else can afford to build things like that?

The questions to ask are, can startups and venture capital take on the role of innovating that these big corps have done? I’m doubtful, since there’s been no startup in the past ten years that put out anything nearly as genuinely innovative and helpful as Google Maps was for me, mainly because the risk/profit ratio is so bad without the network effects that these big companies have.

Do the benefits outweigh the costs? Ten years ago, when the big companies were innovating so much to the benefit of consumers, I’d answer unequivocally yes. Now it’s much less clear.

And finally, is there any way to rein in the negative effects of these big companies while bringing out the positive effects to the benefit of consumers?

Google maps was launched 7 years after google was founded. If you look up the market share of google at that time (less than half of the search engine market) I think you’re more proving the need for breaking the company up.

Maps was created because it allowed google to be more competitive, not because they were already on top of their game and could just pour billions into any product.

” in Google’s case, GMail and Google Maps”

They did this when they were much smaller. I haven’t seen anything impressive from the huge tech companies in the last years, be it MS, Google or Apple. All the the cool stuff was done years ago when they were much smaller. Their main achievements is to buy up or just crush potential competition before they become competitive.

Doesn’t that create an adverse incentive for companies to not grow (invest to make more money) even if they could? YouTube for example might still be stuck in the 480p era if Google hasn’t laid all those Ocean cables on its own dime…

I recently read a proposal in a book that comes down to a new tax that is specifically aimed to integrate these breakup decisions into the market mechanics.

Basically, a company would pay a very progressive tax on its revenue (not profit) which reaches 100% at some high threshold value. This tax would be flat zero for the vast majority of enterprises, but would approach 100% as the company’s revenue approaches something that is big enough to be relevant on a countrywide GDP scale. Since it would be applied to individual companies only, splitting a company up wod reduce the tax or more even eliminate it entirely.

The exact point at which it makes sense for a company to split itself up the depends on the industry and other circumstances, but thst ppind exists and as society we can control in which type of scale it lies.

Just thought it was a neat proposal, although it would of course require careful legislation to avoid loopholes and edge cases. It surely ald be quite difficult to implement, given the opaque ownership structure of many companies and the companies they in turn own. But maybe the fact that this is so complicated should already give us pause…

I suspect loopholes will be the big problem here. There will be an incentive to form a sort of cartel of entities that semble being small, but in reality act in unison/coordinated.
Sort of like the current scandal with price-fixing for apartment rentals in the US.

I’ll admit I’m torn on Google,
they got their own skeletons in the garden but at the same time Google have failed so many times with their attempts to gain a foothold in a lot of different markets.

And others they have either competed with other big tech such as Microsoft or Apple, or just is a player in the race.

Compared to say Amazon, Apple, meta or heaven forbid Microsoft that is.

I do think though if they get broken up then I’m fine with Google getting nuked and we all collectively wag the finger against the employees.

> The DoJ could also seek to force Google to share users’ search data with rivals

This is a bit scary. Hopefully this would not be retroactive, and only apply to searches made after the enforcement date?

Not directly related to antitrust but rather national industrial policy – there is a really good article on “Industrial policy without National Champions”(1) where the author also touches upon antitrust – worth a read.

“During that event, Cardiff Garcia did a fascinating interview with Paul Krugman, at the end of which Joe Wiesenthal asked a critical question. The United States, under Joe Biden, is embarking on an aggressive program of industrial policy even as it pursues increasingly vigorous antitrust enforcement. Aren’t there tensions between these goals? Responding to an antitrust investigation of NVIDIA, Dylan Matthews similarly asked, “Here you have a tremendously successful national champion in a strategically critical industry. Is that exactly what you want(?)”

(1) https://drafts.interfluidity.com/2024/09/27/industrial-polic…

A lot of Google’s features when integrated and leading to ads and other Google properties they are justified, but if you were to forbid cooperation between the divisions, they may be shut down or diminished, as on their own they would need to be subsidized considerably and the 3rd party alternatives for ads would take most of the profits probably leading to negative cash flow without decreasing the level of service or charging fees.

What if they are valuable, but only when integrated with other parts of the company? At many of these companies, I can think of several products in big tech that are good for consumers and profitable but can’t be done in a different, independent company.

Facebook, Google, Apple, Amazon — the US could easily break all of these up. There’s a huge risk to stagnation and over-optimization once these companies get as big as they do.

I’m curious as to why you included Apple. All of the other companies bought up a bunch of potential competitors so they wouldn’t get outcompeted, e.g:

Facebook: Instagram, WhatsApp, Oculus

Google: DoubleClick, YouTube, Android, Waze, Deep mind

Amazon: Whole Foods, Audible, Zappos, Ring, One Medical

Arguably, I think things would be better if a bunch of these acquisitions were never allowed in the first place. But most of Apple’s acquisitions have been of the “acquihire” type where they got specific technologies to enhance their products – Beats is the only one I can think of off the top of my head that has basically remained separate.

I’m not saying acquisitions are the only benchmark for breaking up big tech, but to me it feels like the places where Apple is anti-competitive (e.g. App Store) can be remedied with much smaller changes than a full break up. With the other 3 it seems easier to identify places to “cleave”.

Apple has operating systems, hardware, and software. Maybe Apple should spinoff OSX into its own company? They clearly abuse their positions with OS X and their hardware to push Apple specific software that only they benefit from.

If they had to separate their operating systems into another company, they would have to freely compete to put their app stores on their devices.

Or even better, spin off their hardware divisions if you want.

Either way Apple shouldn’t be able to control their operating systems or their hardware unless they open up their devices and allow consumers easier ways to both repair their devices and install alternative operating systems on them.

I think it’s not that hard of an argument to make that OS and hardware should go together – heck, Apple got praise for decades that their products worked better because they were “the seamless integration of hardware and software”.

I think it’s a much harder argument to make that Apple should get to control all application software used on a device, and furthermore that they have a right to a cut of all revenue of app software sold for a particular device.

I disagree, I own Apple hardware. I should be able to easily install and repair it without voiding the warranty. The fact that they make this nearly impossible is what makes their practices despicable.

It’s why I added they should be legally compelled by a consent decree to provide parts, schematics, and the ability to change operating systems seamlessly if they want to keep their monopoly.

Vertical integration is not monopolistic. A dairy farm can make great ice cream, like McConnell’s or Strauss. Apple’s acquisition of Beats is maybe the one that shouldn’t have been allowed since they were in competition for headphones. Most of their other acquisitions are pretty small companies with specific integrations into Apple products or services.

Ah yes the humble dairy farmer is obviously equivalent to the trillion dollar transnational corporation. Here I am thinking that since Apple makes it harder to repair their devices or install other operating systems on them that they are in a position to abuse their marketplace, silly me!

Mozilla killed Firefox itself with its poor leadership. They have had nearly 20 years of Google writing them half a billion checks annually. If they can’t come up with a better business plan than literal corporate welfare, maybe they don’t deserve to exist?

That’s one of several scary scenarios.

What if it kills Android, and everyone has to buy an iPhone? (Yeah, I know, Android is OSS and the phone makers could just maintain/improve it as a consortium without Google, but looking at how these companies operate I don’t think they’re capable of doing this.) (And no, I don’t think the USG will break up Apple if this happens. They’re already showing highly preferential treatment to Apple compared to Google.)

What if it kills YouTube, and the only viable alternative is TikTok? I recommend everyone start downloading all their favorite YouTube videos with yt-dlp right away, just in case.

What if it kills Google Maps? Again, there’s no real viable alternative here unless you have an iPhone.

I can see a lot of ways things could go horribly wrong here if you’re someone who doesn’t want to be an Apple user.

Samsung could easily maintain Android as they already have their own little Android software ecosystem that differs greatly from Google’s. Full of spyware, but yeah.

There’s tons of video hosting options but what makes YouTube special is access to a large audience and monetization. TikTok’s monetization is garbage and not even a contender really. Large content creators are already negotiating their own brand deals to the point where YouTube’s ad money is merely the cherry on top. I actually think breaking up YouTube would be good for audiences and in the long run creators themselves. Content creator networks would make a return in a big way.

There is already OpenStreetMaps. MapQuest existed before Google Maps and still does.

Yea, but OSM has variable quality by country, and isn’t really a “navigable” map in most places.

You can’t get turn-by-turn directions because they don’t (consistently) have things like lane permeability, turn restrictions, directionality, etc. You can’t get accurate ETAs because they don’t have speed limits or free flow speeds. And traffic data of course. Unless things have changed, routing class and surface type are also unreliable, so a shortest-path graph algo will take you down neighborhood streets or unmaintained roads.

There is a ton of under-the-hood map data, invisible to the end user, that you need to have to be able to deliver a modern phone navigation experience.

Garmin (and other) GPS devices still exist. They’re quite nice these days even.

My phone tends to overheat when I stick it under the window to use for directions, so I tend to prefer the dedicated GPS units anyway.

OpenStreetMaps is utterly useless for urban navigation. No connection to the local transit system, no business directory, it’s only useful if you have a physical address you want to go to, and personally I never have that information.

MapQuest doesn’t have any of this stuff either. Apple Maps is probably the closest, but it falls very far short of what Google Maps can do.

> And no, I don’t think the USG will break up Apple if this happens. They’re already showing highly preferential treatment to Apple compared to Google.

The largest business by far is iPhones. It has 16% market share in the PC business, behind Lenovo, HP, and Dell. The only business that makes sense to peel off is the iPhone services (Apple Music, News, etc.) because that’s the place it uses its dominant position to help its own products.

I don’t understand where all the money goes for mozilla. Here is the revenue line from wikipedia for 2022:

total revenue | percent from google | total expenses |software dev expenses

$593 million | 81% ($480 million) | $425 million | $220 million

so basically 168 million in the bank in 2022. the math has been basically this the last 10 years. in 2018 they lost 1 million but in 2019 they gained 330 million. a lot of their software expenses probably comes from the busywork features they saddled upon themselves like pocket or whatever, since it was only $63 million in 2010 and has only gone up by a couple hundred million from there.

So just over the last 10 years from my back of the envelope map from that table on wikipedia, they should have a good 1.5 billion in the war chest by today assuming the mozilla foundation did not make investments with it, which they probably have this entire time so probably even more valuable. At a certain point, maybe already, the org should have enough cash socked away in investment to just pay for operating expenses out of dividends alone.

I think decentralized technologies should be part of the discussion when you it comes to replacing technology monopolies. For example, there might be some protocols for cooperative web indexing or search or to provide a common layer that companies can build on.

I’d love to see how something like this could handle the bad actor problem. It is what (IMO) is currently killing the web today.

How would you, for example, stop a rouge indexer from spewing an unlimited number of bad indexes to spam their garbage into the distributed protocol? Or how would you address just bad/misleading/faulty indexes?

Web of trust, I guess? Don’t accept just anyone doing scraping/indexing. Keep the trust network human-scale. I can imagine a world where the relevant protocols are open and organizations choose their own roots of trust. Common defaults would likely emerge, things like the Wikimedia foundation or Archive would serve as default roots for your average user, but you could add your own or remove those if you knew what you were doing.

> If Google isn’t allowed to use search data to train LLMs, would the same apply to X and the tweets found there?

If a federal judge finds X/Twitter to have a monopoly on short-form nonsense, yes.

There was no shortage of other deep-pocketed suitors trying to buy DeepMind too during the Google acquisition back in 2014 – I think DeepMind would have likely found a reasonable home regardless.

Are those other deep-pocketed suitors not under antitrust scrutiny themselves at the moment? Maybe they would be first in the firing line of the DoJ if they had bought DeepMind instead?

For some perspective here, The US spends ~$90b on all higher education institution research combined each year with over half of that funding coming from the government. The 42 federally funded national research labs only had something like $29.3b spent on R&D in 2023 and only a portion of that is allowed to be spent on non-weapons research. Google alone is spending over $100b on just deep mind R&D this year. So, all academia and all the federally funded research labs would have to have agreed to stop working on anything else to pool enough resources together to provide equivalent support for deep mind. This would’ve required many government officials and entities to have the foresight to see the potential impact of deep mind and be willing to sacrifice all the other interests they have asking for funding. imo if federal government were funding deep mind this significantly in this alternate timeline it would be focused towards weapons research and wartime applications cause over half of the national labs funding is spent on weapons R&D.

Used to be the worlds top supercomputer infra was in national labs or such places and not private companies. Some of the largest are still there. In my hypothetical that would be the case “assuming same resources.”

I’m having trouble understanding how a breakup addresses the allegations in the case? Wasn’t this all about Google paying Apple for search exclusivity on iPhones? How does a breakup address that?

If they did this 15 year ago, I bet google reader would still be actively maintained today. More innovation is possible when there are smaller companies working on fewer things. Yes there are economies of scale with large entities, but you then run up against the economy of shareholder attention if your little effort within the larger organization is not the current golden child of the day. When you work at a smaller company, that little effort is the entire company’s product. It has to work and get better to succeed. It can’t be forgotten about and left to languish like so many potentially great products and technologies that are chained to some large org today.

There are a variety of people that did just that. It’s frustrating to keep seeing the sentiment, on HN of all places, that Google Reader is what is needed for RSS services. RSS readers are a niche business and clearly not worth Google’s opportunity cost of maintaining. I have used NewsBlur as my RSS aggregator since Reader shut down. Pretty sure it is a one man operation.

Highly useful software is not always profitable. Limiting our species to developing technologies that are profitable rather than merely useful is a severe blow to our path of innovation.

Why wouldn’t people pay for something highly useful? It seems the opposite, that people would pay for things that are highly useful. People don’t pay for things that are marginally useful.

> Why wouldn’t people pay for something highly useful?

Typically because they can easily get it for free. Perfect case study is WinRar. How many people actually bought a license for software they used daily?

I think you’re missing a case here — if they remove it, and they can get along without it without much trouble, I’d argue it isn’t highly useful. Just because it has frequent use doesn’t mean it’s highly useful.

I’m not sure if I believe there would be consumer benefit from breaking Google up or not but I think that breaking Amazon up is a much clearer and more urgent proposition.

This will also end up breaking up the Ads to Nobel Prize pipeline.

I do wish they had some sort of GSoC style programs to do what Alpha Go Fold Zero did for the world.

Advertising venues that hold auctions need to be opened up to competition and provide full transpancy. These are markets that need regulations.

Today ad auctioning is the ultimate scamming game. The force everyone to pay more, and nobody wins except the ad venue.

Then they must be valuable enough for what you are paying. If they weren’t, you would let Epson have them knowing they were losing money on them, and you would spend your money on better valued things.

I don’t get your point. There is certainly demand lift from Google ads, I am not disputing this.

But because it is a monopoly currently businesses pay way more than the value of the actual conversions Google ads achieve.

Nobody should be willing to pay above, yet they do because the competition is willing to speculate on the value of these and take extreme positions.

Ad professional and ad firms probably get some cut of that but that is not very relevant. The problem is that the cost for the companies and hence the consumer is up.

You can test it yourself. Try to promote your website with Google ads and you will see the insane prices they ask for. Btw you don’t know if someone else is paying that number, google tells you that that is the price.

“The DoJ identified four areas that its remedies framework needed to address: search distribution and revenue sharing; generation and display of search results; advertising scale and monetisation; and gathering and use of data.

In addition to potential spin-offs, prosecutors said remedies could include banning the exclusive contracts at the heart of the case — in particular the $20bn that Google pays Apple each year to be its default search engine — as well as imposing ‘non-discrimination’ measures on Google products such as its Android operating system and Play app store.

The DoJ is also considering requiring Google to share its vast trove of data gathered to improve search ranking models, indices and advertising algorithms, which prosecutors argue was accumulated unlawfully.”

As I said in the past – Google and the likes (Meta) should have never been allowed to swallow other companies (DoubleClick, youtube and instagram/whatsapp respecively)…

I think the government is late to the game in this instance. I would have been in the “break it up” camp until this year. I see google’s search monopoly going away in the next few years with GenAI.

In the early days, Google seemed like it promised to give us another Bell Labs or IBM Research, which would have made me think at least something good was coming from their anti competitive behavior.

It never eventuated though. Many of the interesting products and technologies that came out of it were either bought from or copying the actual innovators.

Google is such a rudderless mess that breaking it up may be the only way to salvage anything of societal value from this company.

One of the pendulums in business strategy is whether companies should be smaller so they can be more nimble and pursue their own destines or larger so the can be more protected from market demands and can capitalize on “synergies” with other business units.

In practice, investors usually discount larger companies for efficiency reasons. You can see this with acquisition announcements where the acquirer usually goes down in price. The synergies often fail to pay off because there aren’t actually many synergies between making microwaves and running a TV network, and the sprawling empire turns into mostly independent fiefdoms.

>societal value

Genuine question: what societal value would be lost if Google was erased tomorrow (all technical reliance their services was magically replaced overnight with alternatives by pixies)?

What would happen if you replaced Google with a perfect functional equivalent? Well, nothing.

You don’t happen to know where one could find these magical perfectly compatible and functional drop in replacements, do you?

What drop in equivalent exists for Android? I have no desire to move to iOS.

What drop in equivalent exists for Google maps? I have used OpenStreetMap for a personal project and have tried other proprietary options. If Google maps disappeared, life would go on but I would be worse off.

What equivalent exists for Chrome? Even on desktop I prefer Chrome over Firefox. On mobile, Firefox falls far behind Chrome.

Fortunately for you, Android and Chromium are FOSS and not going anywhere. For maps there is OSM with several available frontends, Bing maps, and Apple Maps has a web version.

> What other services don’t have perfectly reasonable replacements ready and waiting?

How about which single reasonable replacement offers the same services with the same level of integration?

Using Yahoo Mail and Amazon Cloud and Office Online and whatever other products isn’t quite the same offering as what Google offers.

Interoperability is great, walled-garden integration is a trap like any sort of bundling. If someone wants to create a suite of products that work well together that’s fine so long as they employ means that allow other products to integrate as well. Google has gone the other route and created a suite of products and services that integrate in ways that exclude competitors.

> Interoperability is great,

Yup, and that’s what people want. So what is the integrated service you are saying exists that can be a drop in replacement for the way so many organizations use Google’s integrated services?

> There isn’t one,

There we go. So if we go back up to your first comment where you say there are separate replacements for some services, you can see that isn’t really relevant since what is being discussed was a drop in replacement for Google, and not an individual service they offer.

Aside from that though, Google’s offerings are not a walled garden.

Yeah that’s what monopolies do. Make people use inferior products. The US used to break up monopolies all the time. This was followed with a wave of innovation.

I can’t tell if you’re serious.

Not only did Google not “force” anyone to use the LLM tech that they largely developed, most people think they’re silly for inventing it and then sitting on their hands until another company (OpenAI) ate their lunch.

This is all smoke and mirrors. DoJ does not have any intention of breaking up their friendly neighborhood Google.

What they’re doing is seeing the writing on the wall of the upcoming election and seeing all of their jobs on the line and they’re trying to shake down Google for golden parachutes.

I guarantee you in the next year, several high-level DoJ officials will secure senior positions at Google in order to defend against upcoming antitrust litigation. Those that don’t will try to use their active litigation as an anchor to try and retain their jobs.

That thought may be comforting, but no.

Don’t mistake the limited-purpose US Government for your state government. Colorado does quite a bit, from healthcare to environment to policing. And so does the US, for those subjects it has jurisdiction, and has been doing so for hundreds of years.

>>The US government has been working solely for their donors for the last 40+ years. Any benefit the voters get from lawmaking is coincidental.

>That thought may be comforting, but no.

Why would that be comforting?

Not sure. The US Government has accrued a couple hundred years of unbroken political agitprop directed at it. From my observations, many people are comforted when anything tends to validate it, and otherwise ambivalent or oblivious to anything else. Underlying that is legal information that is inaccessible for most; the only books you can’t check out of a library, a multitude of websites that never quite work. Newstainment that profits from attention does not help.

I’ve never understood why Congress hasn’t mandated the Library of Congress to offer an Internet Archive/Google for content created in the US. Expand to all first-world country content if they wish. This is not a technology-limited problem at this point. Be nice to get fresh high-quality scans of analog content online…the early digital scans available commercially or otherwise are often unreadable.

They biggest web advertising company definitely shouldn’t control the world’s most popular browser. Just like we all knew they would, they’re blocking ad blockers, and this problem will only get worse.

Tell your friends to use Firefox, people.

It’s fascinating how “preventing web extensions from having full access to everything on every site you visit when there is a repeated history of extensions being bought by companies that turn them into spyware data miners” gets turned into “blocking ad blockers”.

Because there were other ways to handle the ad blocker situation. For example, allowing the users to grant access to an extension.

The hard protocol ban is heavy handed.

If the only options are “full access to everything” or “no access at all” then users are going to pick the former every time, because there’s no alternative. And worse, they’ll get used to extensions requiring “full access to everything” and become more likely to approve that permission even for malicious extensions. That’s essentially the situation for lots of extensions prior to manifest v3 (and arguably post-v3 too, but it’s a step in the right direction).

Fine-grained permissions are a good thing, even though they do unfortunately make things more challenging for developers.

Users don’t read dialogs. They just click yes so they can get to their shiny talking purple gorilla. This also doesn’t address the threat model: a good extensions that users trust and give these rights to which is bought out and changed to do malicious things.

> Users don’t read dialogs.

Not all do, some do. And it only takes a few to spot something fishy and start reporting problems.

> This also doesn’t address the threat model

It actually does, because few extensions need broad permissions. The threat is significantly reduced if a change in required permissions goes up a new dialog pops up which encourages the few users that read the thing to ask “Hey, why is this asking for so many more permissions?”

This model works. It works so well that the security model of pretty much every app store is exactly the same. The risks are also identical.

> they’re blocking ad blockers

I’ve tried uBlock Origin Lite on Chrome and it works… perfectly. I haven’t noticed a single ad get through.

And isn’t it supposed to be a lot more performant?

Before, I assumed Chrome really was trying to gradually stop ad-blocking. But now that I see it’s had literally zero impact, at least on the sites I visit, I’m starting to wonder what all the fuss was about. Was manifest v3 really about performance and security all along, and not about eliminating ad blockers?

Meanwhile, you can’t install adblocking on iOS Safari as an extension at all. But I never hear anybody bringing that up.

> Meanwhile, you can’t install adblocking on iOS Safari as an extension at all. But I never hear anybody bringing that up.

There are a bunch of safari ad blockers in the app store that work the same way manifest v3 blockers work.

If the ads weren’t invasive, covering the content, purposely distracting you and your data wasn’t being collected and resold, we wouldn’t need ad blockers.

I’m not so sure this is a problem. They’re not completely blocking ad-blockers, just neutering them somewhat with MV3. You can still use uBOL (the “Lite” version of uBO) and get a lot of ads blocked on Chrome.

Remember, Chrome is not installed by default on Windows PCs; Edge is. People are using Chrome because they want to. They could just as easily download Firefox and uBO, like more-savvy users do. Unfortunately, too many can’t be bothered. Should they be saved from excessive and intrusive ads? Again, they can easily install uBOL on their Chrome instance, or they can download and install FF+uBO. Or use something else like Brave.

>Tell your friends to use Firefox, people.

Absolutely, yes. Just don’t be too surprised when you visit them later and they’re still using Chrome (or Edge) with no ad-blocker at all. You can lead a horse to water, but you can’t make it drink.

>Chrome is not installed by default on Windows PCs; Edge is

Whenever this is brought up, the silence is deafening.

Edge is a good browser, and users are notoriously lazy; most won’t read a dialog box before clicking it away. And yet… ~everyone on Windows still downloads Chrome.

> Whenever this is brought up, the silence is deafening.

Because it’s a bad faith argument meant to dismiss all context surrounding the situation to be a reductive ‘gotcha’ point. Anti consumer practices are still harmful even if people willingly opt into them, and there’s no cute soliloquy for you to publicly muse onto us here that would be able to suggest otherwise to dissipate the sentiment.

Your parent poster commented on the nature of learned helplessness to an obvious problem by framing it as leading a horse to water. They were talking about people like you.

I’m starting to notice that a popular rhetorical tactic for attacking an argument is to claim that it is in bad faith.

Interestingly, making such an accusation when it is unwarranted, as is the case here, is itself a bad-faith argument.

But I suppose this is just another cute soliloquy that I am “musing onto” you.

It’s amazing to me that Google is still so rich given how lazy their culture is and how incompetent their product strategy has been. It just goes to show the power of their size and all it brings. Things like capital, monopolies (search), control over platforms (Chrome), network effects (YouTube and ad networks), and just plain old momentum.

This break up is long overdue but we also need a drastic rethink of antitrust law and corporate taxes to shift the economy towards innovative smaller instead of concentrating it in a few megacorps that are as powerful as some governments.

The most important thing — and I doubt this would ever happen — would be to break off the identity (OAuth) provider and make it some kind of public non-profit. One company should not own the identity layer for such a huge chunk of the Internet, and so many people use Google for this.

I’m not a huge fan of governments doing Internet services, but the identity layer is something that actually fits within their sphere. Governments already provide the canonical identity layer for society and have since, like, ancient Egypt.

Your drivers’ license could have a chip in it capable of FIDO2 etc. and it could be linked with an OAuth provider. I know login.gov already exists but it’s not built to be used everywhere.

That’s a good point. Why are you not a huge fan in general though?

I think governments often to do it badly, but I think it’s a muscle we (broadly speaking) should try to strengthen, not just concede that we’ll never be able to do it well.

I was really frustrated by Australia’s COVID app rollout, which was just done in typical government style – by throwing money at a big consulting corporation which delivered trash. But the solution isn’t “give up”. It’s “do better”. The solution to corruption in the public sector is to fight the corruption, not abandon the public sector.

Me too but I fail to see how Google, Apple, etc are any better here. If they decide you are a fake account they can just randomly lock your account with no recourse.

If a site has no login options other than designated OIDC providers then I’d say they de facto don’t allow anonymity.

Idk how you could split it up other than right down the middle, creating 2 of each unit. 2 search engines, 2 browsers, 2 ad exchanges, 2 clouds and so on. Anything else is not going to be viable. Though maybe that’s the real goal.

Is there any chance this could occur in the remaining term of Biden? If not, is Harris going to continue on this path? I assume so, since they are both part of the same machine.

There’s strong competition in all of Google’s major business lines, and within 5 years they will likely lose top status.

Search engine marketing (search ads) are quickly declining, losing ground to Amazon.

YouTube Video ads have tons of competition from all other streaming providers.

Web search is a dying product, as time spent has moved to streaming video, social video and social media.

Once again FTC and Antitrust are 10+ years behind, just like they were with Microsoft. By the time any action was taken against Microsoft, antitrust concerns resolved themselves.

Meanwhile FTC is spending hundreds of millions on a case, and Google has to spend a similar amount. Consumers will lose out on both ends: higher subscription prices, higher ads prices , higher taxes.

What happened to the constitution?

Considering how many great/successful products that Google killed because they weren’t successful “enough” compared to the ad business, this would be a good thing.

Products like Reader, News, etc. would still be around if they’d been split off from the Google mothership.

clearly, google hasn’t paid enough campaign donations vis-a-vis Microsoft.

This is just political corruption feigning as doing the right thing for the country.

we are having the wrong debate and are being distracted by the sideshow.

in many ways this is a test balloon for public support to go after big tech as a narrative around censorship over misinformation that will explode over the next few years

There has been many announcements of lawsuits based on antitrust in the last 3 weeks.

We can assume the message is “If you reelect the current party, we’ll finish these lawsuits.” There are two perverse effects:

– It positions the alternate party as the party that Google should sponsor,

– The good choice after reelection will then be to delay the next step of those popular antitrust cases to 3 weeks before the end of the next mandate, to tell the electors that they should reelect. Which ironically puts the current party in the position of the one doing nothing on the popular antitrust case (a corollary to “a party’s platform depends on ensuring the problems it’s supposed to solve keep existing”).

Harris has been thin on policy, so it’s hard to say, but seeing that she’s from the Bay Area, she might be more careful more careful to not break one of the country’s key industries.

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