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Is Chrome Even a Sellable Asset?

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Re: Is Chrome Even a Sellable Asset?

#12

The article ignores Firefox switched the contract to Yahoo as the default search provider from 2014-2017, in complete absence of any requirement to do so. Even if everyone did keep using Google, having Chrome be funded externally through search revenue rather than internally still frees the browser from a lot of over-alignment with other Google desires (e.g. ad blocking, ad APIs, promoting of the Google browser on un…

[deleted]

Re: Is Chrome Even a Sellable Asset?

#13

The article ignores Firefox switched the contract to Yahoo as the default search provider from 2014-2017, in complete absence of any requirement to do so. Even if everyone did keep using Google, having Chrome be funded externally through search revenue rather than internally still frees the browser from a lot of over-alignment with other Google desires (e.g. ad blocking, ad APIs, promoting of the Google browser on un…

> The article ignores Firefox switched the contract to Yahoo as the default search provider from 2014-2017

I worked at Mozilla when this deal was struck. The deal with Yahoo did require Yahoo be the default for Firefox, I'm not sure what you mean by "absence of any requirement"?

Mozilla broke that contract with Yahoo (there was a clause allowing them to do so without repercussion and keep the money, if they deemed it better for the users, wild contract) less than 3 years later because users hated Yahoo so much, and went back to Google.

Google is dominant because it just _is_ the best search engine.

> One of the biggest differences between Google selling Chrome and any old chromium fork is precisely that the "other" browsers no longer have to try to compete with Google's own browser to get users to monetize.

Isn't that literally anti-competitive? The DoJ is saying Google search is dominant partially because of Chrome pushing users to Google.

You're saying Chrome is dominant because users like it too much, and other browsers can't compete? Tough, that's the users' choice, though.

Re: Is Chrome Even a Sellable Asset?

#14
post #2

This is a good take. Also hints at why Peter Thiel's thesis on tech monopolies in a dynamic world is correct; i.e. that they aren't necessarily bad. A lot of the value in big tech comes from scale and integration and is inherently not sensible to have a thousand mom and pop shops do it and keep the same value. To the extent that Google is doing anything nefarious as a monopoly with integration, any other company who…

Thiel speaks from the perspective of the monopolist, pithily condensed to 'competition is for losers'. Any product involves a set of trade-offs, and decisions. It is not a law of nature that the monopoly product makes trade-offs everyone, or even anyone, is happy with: people could identify ways the product could be improved. But under a monopoly they can't vote with their wallets. Consider Microsoft in the 80s and 90s. They were, realistically speaking, the only game in town. What efficiency did their monopoly help achieve, and why did it justify the stifling of choice? Maximizing efficiency is a more tenable argument when the product is undifferentiated, which is not the case in technology.

Re: Is Chrome Even a Sellable Asset?

#15

Yes this is a strange rumor. Firstly, Chrome without Google is Chromium. So are we considering that they sell off Chrome, or Chromium? I can't see how Google sells off Chrome and remains Google. It seems a bit absurd for Google to sell off Chromium and then some other tech giant gets to "own a F/OSS project". I mean, yeah, you own a browser but everybody else is still downstream, including Microsoft, and contribution…

> Google users rely on Chrome to use Google

I don't. Some times I google things because asking chatgpt will take longer, if openai buys it, problem fixed.

Re: Is Chrome Even a Sellable Asset?

#16

Yes this is a strange rumor. Firstly, Chrome without Google is Chromium. So are we considering that they sell off Chrome, or Chromium? I can't see how Google sells off Chrome and remains Google. It seems a bit absurd for Google to sell off Chromium and then some other tech giant gets to "own a F/OSS project". I mean, yeah, you own a browser but everybody else is still downstream, including Microsoft, and contribution…

> Google users rely on Chrome to use Google I don't. Some times I google things because asking chatgpt will take longer, if openai buys it, problem fixed.

It sounds like you are referring to Search. Search hardly even counts -- it's perfectly usable without an account and it's accessible through so many avenues. When I referred to "using Google", I meant Google's web app properties that are typically provisioned through the web browser, like Workspaces. Sorry for the confusion, but I consider Search to be deprecated and hardly even worthy of notice, these days!

Re: Is Chrome Even a Sellable Asset?

#17
post #14
post #2

This is a good take. Also hints at why Peter Thiel's thesis on tech monopolies in a dynamic world is correct; i.e. that they aren't necessarily bad. A lot of the value in big tech comes from scale and integration and is inherently not sensible to have a thousand mom and pop shops do it and keep the same value. To the extent that Google is doing anything nefarious as a monopoly with integration, any other company who…

Thiel speaks from the perspective of the monopolist, pithily condensed to 'competition is for losers'. Any product involves a set of trade-offs, and decisions. It is not a law of nature that the monopoly product makes trade-offs everyone, or even anyone, is happy with: people could identify ways the product could be improved. But under a monopoly they can't vote with their wallets. Consider Microsoft in the 80s and 9…

The point is precisely that being super fixated on Microsoft as a monopoly producing relatively trash-quality products is a static worldview. It is the case that Microsoft monopoly did not in any shape or form preclude a measly search startup and a beleaguered Cupertino company from surpassing it to the slightest (mind you, Windows is still the dominant desktop OS, which compared to what it meant in the 90s is immaterial; people rarely think about writing Windows apps anymore: they write web, iOS and Android apps.) This is the whole point of Thiel's thesis. The contemporary version of this world transition we are witnessing is from search to chatbot. Meanwhile Microsoft by pushing the "trash" products actually served the industry at large well in other ways: it provided a consistent standard base to widely deploy PCs and applications.

Aside: the "competition is for losers" tagline is not from Thiel himself: apparently the publisher came up with a punchy line, and I think that refers to his broader ideology. What I brought up is a very specific observation in his thesis that high margin monopolies are actually good from the perspective of society in a dynamic world where it does not merely translate rent-seeking long-term.

Re: Is Chrome Even a Sellable Asset?

#18
post #17
post #14

Earlier quoted context omitted.

Thiel speaks from the perspective of the monopolist, pithily condensed to 'competition is for losers'. Any product involves a set of trade-offs, and decisions. It is not a law of nature that the monopoly product makes trade-offs everyone, or even anyone, is happy with: people could identify ways the product could be improved. But under a monopoly they can't vote with their wallets. Consider Microsoft in the 80s and 9…

The point is precisely that being super fixated on Microsoft as a monopoly producing relatively trash-quality products is a static worldview. It is the case that Microsoft monopoly did not in any shape or form preclude a measly search startup and a beleaguered Cupertino company from surpassing it to the slightest (mind you, Windows is still the dominant desktop OS, which compared to what it meant in the 90s is immate…

Apple and Google succeeded not by beating Microsoft at its game, but by playing a different game, which happened due to technological revolutions they capitalized on. Apple has a fair claim to partially engendering some of the revolutions; esp. mobile computing. As you said, Window is still the dominant desktop operating system. Who knows what better operating systems people could have been using all this time?

Re: Is Chrome Even a Sellable Asset?

#19

The article ignores Firefox switched the contract to Yahoo as the default search provider from 2014-2017, in complete absence of any requirement to do so. Even if everyone did keep using Google, having Chrome be funded externally through search revenue rather than internally still frees the browser from a lot of over-alignment with other Google desires (e.g. ad blocking, ad APIs, promoting of the Google browser on un…

> The article ignores Firefox switched the contract to Yahoo as the default search provider from 2014-2017 I worked at Mozilla when this deal was struck. The deal with Yahoo did require Yahoo be the default for Firefox, I'm not sure what you mean by "absence of any requirement"? Mozilla broke that contract with Yahoo (there was a clause allowing them to do so without repercussion and keep the money, if they deemed it…

> I worked at Mozilla when this deal was struck. The deal with Yahoo did require Yahoo be the default for Firefox, I'm not sure what you mean by "absence of any requirement"?

Absence of any requirement to not choose Google (as the article argues would be the only possibility the choice would ever be made), not absence of some requirement in the specific contract itself.

> Mozilla broke that contract with Yahoo (there was a clause allowing them to do so without repercussion and keep the money, if they deemed it better for the users, wild contract) less than 3 years later because users hated Yahoo so much, and went back to Google.

Yes, 2014-2017, as was originally stated. This has two implications: first, Firefox was able to monetize the (much smaller) user base for $375,000,000/y for 3 years at the time using a non-Google search deal. Second, such deals still didn't make sense when you could get the same or more from Google and users would like it. The latter is not really a damnation blocking such action from Google would fail, it's just repeating the problems with Google's dominance in the space. Barring blocking, there is still clear leverage to get money out of the deal from Google without allowing Google to cross-influence markets.

A potential 3rd implication is Google search is (probably) still the favorite of users today and, if allowed, Google would have to fairly bid this deal to a 3rd party rather than operate the browser under fully in-house control.

> Isn't that literally anti-competitive? The DoJ is saying Google search is dominant partially because of Chrome pushing users to Google.

Companies found to be abusing operating a monopoly in an area generally have legal repercussions applied which would normally be considered unfair in order to restore balance to the market they were found to abuse. Maybe you don't like that, I can't argue that, but actions to break up an existing monopoly being unfair are not supported by the same arguments as why as actions of a company abusing a monopoly are unfair so disallowing one does not inherently negate the other.

> You're saying Chrome is dominant because users like it too much, and other browsers can't compete? Tough, that's the users' choice, though.

I don't recall saying that, no. Google Search and Chrome are dominant because exclusive agreements and many acts of attacking competition across markets by leveraging popularity in one area to unfairly stifle competition in another. To be the most liked/popular is orthogonal to these problems. A popular service is not inherently anti-competitive, but Google didn't keep ending up in court solely because it's popular.

Re: Is Chrome Even a Sellable Asset?

#20

Earlier quoted context omitted.

This is indeed about Google selling Chrome itself - an action sought by the DOJ in court, not just a rumor. Where to draw the line of divestiture is exactly the interesting question. That the #1 browser can't even be logically separated from calendar and photo services in your head is precisely why the DOJ wants this thread pulled.

> That the #1 browser can't even be logically separated But it can... I mean, we’re talking about web apps, SaaS in the cloud. These can be delivered via PWA, any browser, Android or iOS app. The fact that Chrome is Google’s flagship frontend to web-based apps is nearly immaterial. I can and do access their entire suite through Firefox, Safari, Chromium, etc. It is simply the fact that they have built a shiny and wel…

I fully agree it can, I was replying to your initial comment "I can't see how Google sells off Chrome and remains Google". It should be quite easy to see Google remain Google without a web browser, especially since it reached $200 billion market cap before adding one.

The important integrations have more to do with profile sync, crash reporting, the branding, the Chrome+ChromeOS portions of Google Workspace, or things of that type. Actually accessing the Google websites to the level you could from any other browser is not one of the tie-in issues. The same goes for the removal any cross promotion of services (e.g. google.com promoting installing Chrome) but that'd be pretty naturally severed if Chrome were 3rd party rather than Google (and is another example of how Chromium existing is not really the same story).

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