Bloomberg Businessweek US Weighs Google Breakup in Historic Big Tech Antitrust Case
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Oct 9, 2024 Mandeep Singh, a Senior Tech Industry Analyst, and Leah Nylen, an Antitrust Reporter, dive into the U.S. government's antitrust case against Google, exploring the possibility of breaking up the tech giant and its implications. Mark Gibson discusses the complexities unfolding in commercial real estate amidst Federal Reserve policies. John Kotek shares insights on Microsoft's collaboration with Constellation Energy, highlighting nuclear energy's resurgence. Max Wasserman analyzes market reactions to recent CPI figures and Fed maneuvers, providing a comprehensive view of the economic landscape.
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Google Breakup Options
- The US government is considering forcing Google to sell parts of its business like Chrome, Android, or Play as an extreme antitrust remedy.
- Milder options include forcing Google to share web data or ending illegal default search contracts.
Google's Breakup Challenges
- Breaking up Google's core businesses like Android or Chrome is unlikely due to shared infrastructure powering multiple services.
- The strongest antitrust case lies within Google's ad tech stack, owning supply, demand, and marketplace platforms giving a pricing advantage.
Competition Trumps National Champion
- Antitrust enforcers reject the argument that Google should be protected as a national champion to compete globally.
- U.S. policy favors more competition to improve products and consumer services, even if Google becomes less globally dominant.