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United States vs. Google

stratechery.com

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Re: United States vs. Google

#2
Correct me if I am wrong, but is there anything stopping anyone from starting a new (better) search engine, and promoting it like crazy? Maybe even pay users a portion of the ads revenue for using the new search engine?

I understand there are economies of scale here, but if a few investors got together what's to stop them from achieving this?

Re: United States vs. Google

#3

Correct me if I am wrong, but is there anything stopping anyone from starting a new (better) search engine, and promoting it like crazy? Maybe even pay users a portion of the ads revenue for using the new search engine? I understand there are economies of scale here, but if a few investors got together what's to stop them from achieving this?

Theoretically there’s nothing stopping them. But I personally think realistically it’s too far gone for this current generation. Computer literacy is too low.

The same way an entire class of people (looking at you, Grandma) think that Microsoft Windows IS the computer, many people think Google IS the internet.

And to some degree they aren’t wrong.

Overcoming that perception is going to be insanely expensive and time-consuming. Not to say it shouldn’t be done. Not to say it couldn’t be done, but man, talk about an uphill battle. Especially as Google will naturally mobilize their own machine to crush this new competition.

Re: United States vs. Google

#4

Correct me if I am wrong, but is there anything stopping anyone from starting a new (better) search engine, and promoting it like crazy? Maybe even pay users a portion of the ads revenue for using the new search engine? I understand there are economies of scale here, but if a few investors got together what's to stop them from achieving this?

The reason Google is because of their AI. And the reason their AI is good is because of the massive amount of data they collect by violating privacy. No other company can start right now. Their search engine is years of efforts of collecting every user's data in Chrome for determining 'freshness', page rank and other related stuff.

Re: United States vs. Google

#5

Correct me if I am wrong, but is there anything stopping anyone from starting a new (better) search engine, and promoting it like crazy? Maybe even pay users a portion of the ads revenue for using the new search engine? I understand there are economies of scale here, but if a few investors got together what's to stop them from achieving this?

The argument is that Google would use its monopoly in other areas to defend its monopoly in search. For instance, what if the most popular browser (Chrome, conveniently for Google) just... didn't work very well with this new search engine? Entirely innocent technical details, of course... a wonky library here, a faster protocol there which they can adopt first. Pretty soon, the new search engine is "the slow one" through no fault of its own.

Re: United States vs. Google

#6
Most interesting part IMO is at the end (emphasis mine):

> That, though, is why it is a mistake to read the report as some sort of technocratic document... it is exceptionally difficult to make the case that any of these companies are causing consumer harm, which is the de facto standard for antitrust in the United States. Indeed, what makes Google’s contention that “The competition is only a click away” so infuriating is the fact it is true.

> What matters more is the context laid out by Letwin: there is a strain of political thought in America, independent of political party (although traditionally associated with Democrats), that is inherently allergic to concentrated power — monopoly in the populist sense, if not the legal one.

> Hatred of monopoly is one of the oldest American political habits and like most profound traditions, it consisted of an essentially permanent idea expressed differently at different times. “Monopoly”, as the word was used in America, meant at first a special legal privilege granted by the state; later it came more often to mean exclusive control that a few persons achieved by their own efforts; but it always meant some sort of unjustified power, especially one that raised obstacles to equality of opportunity.

> In other words, this subcommittee report is simply a new expression of an old idea; the details matter less than the fact it exists.

I think this reflects a lot of discourse I've seen on HN -- one commenter condemning Google/Apple/etc. for being a monopoly, and a second commenter observing the company doesn't meet the legal standard of a monopoly, but it's like both sides are talking past each other.

It's because most people don't actually care about the meaningful technical definition of a monopoly -- they just don't like it when companies get too big, period. At the end of the day, it's like there's something inherently satisfying when the big guy gets knocked down, the idea that being big is bad in and of itself.

I think that's a really valuable observation that Stratechery makes.

Re: United States vs. Google

#7

Correct me if I am wrong, but is there anything stopping anyone from starting a new (better) search engine, and promoting it like crazy? Maybe even pay users a portion of the ads revenue for using the new search engine? I understand there are economies of scale here, but if a few investors got together what's to stop them from achieving this?

The part you chose to put in parentheses is the hardest part. No matter what you did to improve the search experience, Google could match it at lightning speed because of their scale.

Re: United States vs. Google

#8
post #4

Correct me if I am wrong, but is there anything stopping anyone from starting a new (better) search engine, and promoting it like crazy? Maybe even pay users a portion of the ads revenue for using the new search engine? I understand there are economies of scale here, but if a few investors got together what's to stop them from achieving this?

The reason Google is because of their AI. And the reason their AI is good is because of the massive amount of data they collect by violating privacy. No other company can start right now. Their search engine is years of efforts of collecting every user's data in Chrome for determining 'freshness', page rank and other related stuff.

How is this different than Coke and their brand?

Re: United States vs. Google

#9
post #4

Correct me if I am wrong, but is there anything stopping anyone from starting a new (better) search engine, and promoting it like crazy? Maybe even pay users a portion of the ads revenue for using the new search engine? I understand there are economies of scale here, but if a few investors got together what's to stop them from achieving this?

The reason Google is because of their AI. And the reason their AI is good is because of the massive amount of data they collect by violating privacy. No other company can start right now. Their search engine is years of efforts of collecting every user's data in Chrome for determining 'freshness', page rank and other related stuff.

You are making the same flawed argument that the DOJ complaint is making: that Microsoft, Apple, Facebook, and Amazon, some of the largest companies Earth has ever seen, somehow can't afford to compete in search, which is plainly ridiculous.

Re: United States vs. Google

#10
The blogs and tweets I follow have coalesced around a particular view of this case, which is that it's pretty weak for the reasons mentioned in the OP: it seems to be trying to protect extremely large and well-resourced competitors (like Microsoft) and relies on facts which demonstrate the anti-competitive practices of Apple, rather than those of Google.
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