Not Investment Advice 212: Meta & Google Antitrust Cases, ChatGPT Memory Implications & Personalized AI Learning
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Apr 23, 2025 This discussion dives into the antitrust cases against tech giants Meta and Google, exploring their market power and potential breakups. The hosts weigh in on the dynamics of digital advertising, likening ad exchanges to a stock market. They also tackle ChatGPT's memory feature, debating its implications for personalized learning and privacy. Amid humorous anecdotes about caffeine, they highlight the exponential growth of AI tools and the competitive landscape of AI startups, emphasizing application over mere innovation.
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Challenging Meta's Monopoly Claim
- Meta's antitrust case focuses on defining 'personal social networking services' market narrowly.
- Competitors listed include Snapchat and 'Me We,' raising questions about true monopoly status.
Zuck’s Battle with Snapchat
- Mark Zuckerberg aggressively attempted to squash Snapchat competition, including pursuing acquisition.
- Snapchat stayed independent but struggled financially while Meta copied many key features.
Bing’s Surprising Revenue
- Bing, despite being default on some browsers, is far less popular than Google, yet generates $10 billion revenue yearly.
- Search defaults heavily influence user behavior but don't guarantee quality preference.