Marketecture: Get Smart. Fast. Episode 138: Perplexity exits ads, Epsilon owns an SSP, and Paramounts Looks at The Free Press
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Sep 5, 2025 Discover the latest on Google's antitrust challenges and the skepticism surrounding new remedies. Delve into Perplexity's struggles in the ad space while OpenAI makes strategic moves. Explore the rise of Roku and its competition against traditional TV. The controversial NFL Red Zone commercials spark debate on viewer experience and ad tech. Finally, insights into Paramount's potential acquisition of The Free Press reveal shifting tides in media ownership and future engagement.
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Search Remedies Won't Instantly Break Google's Power
- The court remedies against Google likely change distribution tactics but not its market share.
- Data-sharing mandates face huge legal and privacy limits that will blunt competitive impact.
Data Sharing Faces Legal And Practical Limits
- The data-sharing requirement is complex, limited to qualified competitors and overseen by a technical committee.
- Scrubbing sensitive data will reduce usefulness and likely blunt rivals' ability to match Google quickly.
AI Is The Real Threat To Search Dominance
- AI-driven changes to search behavior are the real competitive threat to Google, not just antitrust.
- Judge Mehta acknowledged AI's rise as a factor in the decision's context.