The Information's TITV Google's Huge Antitrust Win, AI Agents, and Stablecoins | Sep 3, 2025
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Sep 3, 2025 
Amir Efrati, co-executive editor at The Information, dissects Google's recent antitrust victory and its ramifications for the tech landscape. He sheds light on how AI informed the judge's decision and the impact on future antitrust cases. The conversation also dives into how AI agents, developed by Yutori's co-founders, are set to enhance digital assistance. Additionally, Rain's CTO discusses the revolutionary potential of stablecoin debit cards in simplifying transactions, especially in financial systems struggling with traditional banking.
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AI Changed The Antitrust Narrative
- Generative AI reshaped the case midstream and influenced the judge's forward-looking remedy choices.
- Jessica Lessin and Amir Efrati argue AI made the remedies more measured and favorable to Google.
Ruling Removes Big Distraction
- The ruling reduces the distraction and regulatory overhang that could have forced structural remedies.
- Amir Efrati says Google can now focus on product and AI integration without major divestiture drama.
Other Cases Still Target Ad Tech
- Ad-tech and other lawsuits remain live but are less existential than this search case.
- Amir warns other cases may still target narrower parts like advertising tech.