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A Post-Google World?

thebignewsletter.com

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Re: A Post-Google World?

#2
Before reading the article, I assumed it was about LLMs. It looks like the regulators have perfectly timed their focus on Google’s business. Is Microsoft laughing at this point?

Re: A Post-Google World?

#4
> At some point, they will give up and realize that the writing is on the wall for their current business model.

I'd sooner think hell would freeze over than Google would ever 'give up' on its business model of its own accord. I can hardly imagine half of its services being viable as separate businesses. Which might well be a boon for competitors (especially in adtech), but not for any of Google's current employees or stakeholders.

Re: A Post-Google World?

#5
> Neither case is finished. In the Epic Games case, Judge Donato is likely to come out with a proposed remedy shortly, which will basically force Google to allow other app stores to exist.

Android users are all glancing at each other like John Travolta in Pulp Fiction right now.

Re: A Post-Google World?

#6
Generally an excellent and accurate write up, nervous/excited to see where this goes.

A bit over the top with some of the things google has done in the programmatic space, but aligns with reality. I disagree with the display/programmatic space innovations being held back by google - there are an insane amount of small players who are doing different things and it’s easy to integrate them into the existing space. IE if I want to measure foot traffic, there are like 6 vendors who all do it slightly differently, 1 huge and 5 small companies, some super anti-privacy and some very pro privacy.

Its is called out in the article but not made extremely clear - the vertical integration google has is insane. They own the sell, intermediary, buy, measure, and operations software for a large percentage of the space. Imagine if NYSE owned Fidelity, SP500, and the SEC.

Re: A Post-Google World?

#7
post #5

> Neither case is finished. In the Epic Games case, Judge Donato is likely to come out with a proposed remedy shortly, which will basically force Google to allow other app stores to exist. Android users are all glancing at each other like John Travolta in Pulp Fiction right now.

I don't see how this is a problem. Back in the days when we used to buy software for PCs you could go pick up WordPerfect or Lotus or whatever at any number of bookstores, office supply stores, or mail order outlets.

Fundamentally I see no problem with multiple app stores, it will be a boon for developers as the stores will have to compete over how much of a cut they take. Or developers can sell direct.

Re: A Post-Google World?

#8
post #5

> Neither case is finished. In the Epic Games case, Judge Donato is likely to come out with a proposed remedy shortly, which will basically force Google to allow other app stores to exist. Android users are all glancing at each other like John Travolta in Pulp Fiction right now.

Except for the Android users who actually tried not using Google Play and know it usually results in a "Play Services are required" error message.

Re: A Post-Google World?

#9
post #5

> Neither case is finished. In the Epic Games case, Judge Donato is likely to come out with a proposed remedy shortly, which will basically force Google to allow other app stores to exist. Android users are all glancing at each other like John Travolta in Pulp Fiction right now.

That passage doesn't make sense. Android already allows other app stores, just not entirely without friction. It's iOS which doesn't allow them.

Re: A Post-Google World?

#10
post #5

> Neither case is finished. In the Epic Games case, Judge Donato is likely to come out with a proposed remedy shortly, which will basically force Google to allow other app stores to exist. Android users are all glancing at each other like John Travolta in Pulp Fiction right now.

I don't see how this is a problem. Back in the days when we used to buy software for PCs you could go pick up WordPerfect or Lotus or whatever at any number of bookstores, office supply stores, or mail order outlets. Fundamentally I see no problem with multiple app stores, it will be a boon for developers as the stores will have to compete over how much of a cut they take. Or developers can sell direct.

Android already has alternative app stores.
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