Mixture of Experts Google Antitrust, Anthropic's $183B leap and are we in the AI winter?
Sep 5, 2025
In this engaging discussion, Gabe Goodhart, a Chief Architect for AI Open Innovation, joins Kaoutar El Maghraoui, a Principal Research Scientist, and Mihai Criveti, a Distinguished Engineer in Agentic AI. They dissect the implications of the Google antitrust case on AI innovation and explore how it could reshape the industry. The group also examines Anthropic's staggering $183 billion valuation following a massive funding round. Finally, they delve into the debate surrounding the so-called "AI winter" and its potential impact on future advancements.
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AI Changed The Search Antitrust Context
- Generative AI changed the search market and influenced the judge's conservative antitrust ruling.
- New entrants are financially and technologically positioned to compete with traditional search incumbents.
Defaults Still Drive User Behavior
- Defaults are hugely important because most users never change them and rely on the one-click utility.
- Allowing AI tools to be default search options could shift the market from one dominant player to many competitors.
Assistants Make Defaults Even More Powerful
- AI assistants amplify the importance of defaults because they shape answers, not just links.
- Platform partnerships (e.g., Apple routing Siri to an AI) can instantly shift market power.