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US vs. Google amicus curiae brief of Y Combinator in support of plaintiffs [pdf]

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Re: US vs. Google amicus curiae brief of Y Combinator in support of plaintiffs [pdf]

#151
post #31

Google is the reason for the current AI boom. Without the transformer architecture they invented by funding basic research, there would be no modern LLMs. YC is arguing that their incentive for funding that basic research should be taken away in order to spur innovation?

You can do basic research without being monopolistic.

What monopoly?

Google's entire business model is currently under threat right now.

Re: US vs. Google amicus curiae brief of Y Combinator in support of plaintiffs [pdf]

#153
post #31

Google is the reason for the current AI boom. Without the transformer architecture they invented by funding basic research, there would be no modern LLMs. YC is arguing that their incentive for funding that basic research should be taken away in order to spur innovation?

But when AT&T had a monopoly it funded Bell Labs which was responsible for much innovation.

Then AT&T was shut down and Bell Labs went away.

If we take your argument seriously then AT&T shouldn’t have been dismantled. But it was a good thing AT&T was dismantled. It helped lead to the modern internet.

By your logic all Rockefeller had to do in the early 20th century was set up a lab to do basic research and then Standard Oil wouldn’t have been broken up.

Monopolies should be broken up. This is true regardless of any basic research that they fund.

Re: US vs. Google amicus curiae brief of Y Combinator in support of plaintiffs [pdf]

#154

Google is David and OpenAI is Goliath, excessively nerfing Google will put us all at the mercy of closed AI. Gemini (the app, not the API or AI studio) is one of the few places where we can use frontier generative AI without a “customer noncompete” (you know, the one where they compete with us and then say we’re not allowed to compete back) … if you use Claude or OpenAI or Grok, you’re prohibited from training on you…

Really odd that the trillionaire dollar corporation that prints billions of dollars in pure profit every quarter due to monopolistic and anti-democratic policies is the David, the weak feeble underdog in this story, compared to OpenAI that is wildly unprofitable and has no real strategy outside of burning money. There has been no time in human history where destroying monopolies were a bad thing.

Isn’t Microsoft also a trillion dollar corporation? If we add their 39% market share in foundation models (likely due to enterprise use of Azure OpenAI Service) to OpenAI’s 9% market share, the result is around 48% market share, compared to Google’s 15%, which is less than half of the MSFT/OAI pair…not to mention a cursory comparison of Gemini vs ChatGPT apps.

Just because OpenAI isn’t in “extraction mode” yet doesn’t mean it’s not a scary monopoly.

Source, figure 2 in: [1] https://iot-analytics.com/leading-generative-ai-companies/

Re: US vs. Google amicus curiae brief of Y Combinator in support of plaintiffs [pdf]

#155
post #19

None of the proposed remedies benefit consumers.

We have two major phone operating systems and they charge a tax of 30%, which gets passed onto consumers. This should be zero if there was unlimited competition or web installation. There's also so much innovation happening in the mobile space right now. It's not like they're parked and reaping untold benefits. By having search monopolies, they've gamified paying for placement above your competitor's trademarks. Rath…

Amazon doesn't get free advertising. They lose out on revenue they could have gotten by placing another paying ad there instead. The opportunity cost is not 0.

Re: US vs. Google amicus curiae brief of Y Combinator in support of plaintiffs [pdf]

#156
post #144

Earlier quoted context omitted.

There are many other search engine options, why should Google be punished for hiring the best people over decades to make the best one? Many consumers also switch their search to Google when presented with other options or defaults.

> There are many other search engine options, why should Google be punished for hiring the best people over decades to make the best one? I’m guessing this whole court case wouldn’t have been a thing if Google wasn’t bribing Apple, to the tune of $20 billion a year [1], to remain the default search engine on iOS. 1: https://www.searchenginejournal.com/apple-may-add-ai-search-...

Amazing how you can see that as Google bribing Apple instead of Apple extorting Google.

Re: US vs. Google amicus curiae brief of Y Combinator in support of plaintiffs [pdf]

#157

Earlier quoted context omitted.

You can do basic research without being monopolistic.

Yet empirically, the biggest funders of basic research have historically been monopolies. The US government was, at least up until the last few months, the largest funder of basic research globally and it obviously maintains multiple different monopolies, a monopoly on legal use of force, a functional monopoly on financial transactions as the global reserve currency, and I'm sure others. Excluding national government…

Is this not a bit "tail wagging the dog" thinking? There wasn't much innovation in telecommunications once Bell's monopoly was entrenched. Once it dissipated, innovation was everywhere in the space. Similarly, computers had less innovation while IBM was a monopoly than they've had since its monopoly dissipated.

Though both companies created novel & useful inventions, the biggest shifts in those industries during those monopoly eras were from outside those organisations by competitive startups. As an example, IBM should have produced Microsoft, but they didn't. They missed out on a multi-trillion dollar value creation opportunity as a result.

Re: US vs. Google amicus curiae brief of Y Combinator in support of plaintiffs [pdf]

#158

This feels a bit like cutting off your nose to spite your face... Unlike Microsoft's antitrust case of the 90s, Google seems much less anti-competitive by nature. Sure, they have unprecedented scale in search... but even that hegemony is being threatened by others in AI. If anything, going after Google with a DoJ kludgel will cause a servere freeze on startup M&A across all of FAANG. With IPO windows (mostly) closed,…

> seems much less anti-competitive by nature

It seems much less, but I don't believe it is much less anticompetitive. We're talking about the search market specifically in this case, and the government has presented strong evidence that Google is:

* Using its position in other markets (browser, mobile) to ensure that others can't compete in search.

* Paying the major other vendors in those markets (browser, mobile) enormous sums of money to ensure that ~100% of the market share in both markets is used to prop up their lead in search.

Both of these things are pretty blatantly anticompetitive: they're competing not primarily based on the quality of their product offering but instead based on their pre-existing revenue streams and their leads in other markets.

Re: US vs. Google amicus curiae brief of Y Combinator in support of plaintiffs [pdf]

#159

Earlier quoted context omitted.

You can do basic research without being monopolistic.

Yet empirically, the biggest funders of basic research have historically been monopolies. The US government was, at least up until the last few months, the largest funder of basic research globally and it obviously maintains multiple different monopolies, a monopoly on legal use of force, a functional monopoly on financial transactions as the global reserve currency, and I'm sure others. Excluding national government…

This line of argument to defend monopolies is the same line of argument against progressive taxation of high incomes. Just because those with trends excess use some small fraction of that excess to do good does not justify the means.

I have been close enough to billionaires and how they spend their money to not be fully impressed by such arguments.

And certainly the robber barons of the 2000s spend far less on the public good than when tax rates were higher and they used to fund universities, libraries, hospitals and the like.

Re: US vs. Google amicus curiae brief of Y Combinator in support of plaintiffs [pdf]

#160

This feels a bit like cutting off your nose to spite your face... Unlike Microsoft's antitrust case of the 90s, Google seems much less anti-competitive by nature. Sure, they have unprecedented scale in search... but even that hegemony is being threatened by others in AI. If anything, going after Google with a DoJ kludgel will cause a servere freeze on startup M&A across all of FAANG. With IPO windows (mostly) closed,…

Google is now a basic utility. Unless you don't believe in basic public goods, allowing equitable access to the utility benefits everyone, especially businesses.
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