Motley Fool Money Google, DOJ, and Default Inertia
Oct 11, 2023
Tim Beyers, a Motley Fool analyst, delves into the DOJ's antitrust case against Google, revealing how Google's exclusive deals with Apple have reinforced its dominance. He discusses the parallels to the Microsoft antitrust case of the 1990s. Sanmeet Deo, a senior analyst, offers insights into Clear, the airport security company leveraging biometric technology to streamline passenger screening. The conversation touches on Clear's growth, competitive edge over TSA PreCheck, and concerns surrounding data security, all within the dynamic landscape of travel.
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DOJ vs. Google
- The DOJ is investigating Google's past actions, specifically its deal with Apple, for potential monopolistic practices.
- This differs from recent antitrust cases that focused on future deals.
Lucrative Deal & Pichai's Concerns
- Apple benefited financially from the deal with Google, earning substantial operating income.
- Google's CEO, Sundar Pichai, previously expressed internal concerns about the deal's optics.
Pichai's Yahoo Suggestion
- In 2007, Sundar Pichai suggested including Yahoo as an alternative search option on Apple devices.
- This highlights the changing landscape of search engine relevance over time.