(Preview) Google’s Calculus with Mobile Search, What US v. Google Makes Clear About Apple, Two Types of Regulation
Oct 23, 2023
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Google and Apple discuss the Maps history behind their partnership, the regulation of app stores, and the conflation of different types of regulation. The podcast also touches on iPhone etiquette, a Delta update, and TikTok's impact on parenting and adult supervision.
Google's monopoly power in the search market stifles competition and innovation, leading to a worse experience for consumers.
Targeting Google's bidding agreements overlooks Apple's dominance in the market, suggesting the focus should be on addressing Apple's power instead.
Deep dives
Monopoly power and competition denial
The podcast discusses how Google's monopoly power in the search market is argued to stifle competition and innovation. It is suggested that Google's agreements and scale prevent rivals from effectively competing, leading to a worse experience for consumers.
Addressing the issue with Apple
The podcast highlights the flaw in targeting Google's bidding agreements, suggesting that Apple holds the real power in the market. It is argued that if Apple were to sell to Microsoft, it would not foreclose competition like it allegedly does when selling to Google. The focus should be on addressing Apple's dominance rather than targeting Google.
Differentiating types of regulation
The podcast explores the distinction between two types of regulation: red tape regulation and competition regulation. It is argued that big companies benefit from conflating the two, as red tape regulation hinders new entrants, while antitrust regulation aims to limit the power of big companies for the sake of competition. The discussion emphasizes the importance of considering each issue individually and not assuming consistency across different regulatory areas.
The Maps history that undergirds Google’s partnership with Apple, whether the Apple and Google app stores should be regulated like modern day utility companies, and a question about regulation and ideological consistency. At the end: iPhone etiquette, a Delta update, and TikTot on interesting parents and adult supervision.
‘Unprecedented’ Secrecy in Google Trial as Tech Giants Push to Limit Disclosures — New York Times
Microsoft CEO warns of ‘nightmare’ future for AI if Google’s search dominance continues — CNN
Microsoft Says Apple Used Bing as Google ‘Bargaining Chip’ — Bloomberg
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