The Host

Google was found liable for maintaining a monopoly in search and digital ads. Now the DOJ is working on the remedy, right? Okay, they're guilty. So now comes time for the remedy. And the DOJ is quote is from Bloomberg, considering asking a federal judge to force Google to sell off parts of its business.

And according to this filing, the DOJ is specifically considering structural remedies that would prevent Google from using products such as Chrome, Google Play, that's the App Store on Android, and Android itself to advantage Google search. 32 page document released by the DOJ lays out several options and we'll go through them and talk about them here.

And according to this filing, the DOJ is specifically considering structural remedies that would prevent Google from using products such as Chrome, Google Play, that's the App Store on Android, and Android itself to advantage Google search. 32 page document released by the DOJ lays out several options and we'll go through them and talk about them here.

The obvious one, terminating Google's exclusive agreements with hardware companies like Apple. They're the default search engine there for $30 or $40 billion a year. Samsung, that's a layup. Separating Chrome and Android, my God, that would be drastic, ripping that out of the Google ecosystem, prohibiting certain kinds of data tracking. That's a layup as well.

The obvious one, terminating Google's exclusive agreements with hardware companies like Apple. They're the default search engine there for $30 or $40 billion a year. Samsung, that's a layup. Separating Chrome and Android, my God, that would be drastic, ripping that out of the Google ecosystem, prohibiting certain kinds of data tracking. That's a layup as well.

Or other behavioral and structural changes for the company. I'm going to pause there, Friedberg, and get your thoughts on this as a former Googler and you interviewed. Sergey at the summit, but I don't think we talked to Sergey about this, because obviously, he would not be able to talk about it. So what are your thoughts here on a potential remedy?

Or other behavioral and structural changes for the company. I'm going to pause there, Friedberg, and get your thoughts on this as a former Googler and you interviewed. Sergey at the summit, but I don't think we talked to Sergey about this, because obviously, he would not be able to talk about it. So what are your thoughts here on a potential remedy?

You kind of know this one. Pretty good with these predictions. Tell us we'll be sitting here five years from now, what will have occurred?

You kind of know this one. Pretty good with these predictions. Tell us we'll be sitting here five years from now, what will have occurred?

I think that's a really good point. observation there about the timeline of this, because if you look at this, I have started now, and I know many people are starting their search journey on Claude and ChatGPT every day. I'm doing 30, 40, 50 queries and follow-ups per day. I force my entire team to do that as well.

I think that's a really good point. observation there about the timeline of this, because if you look at this, I have started now, and I know many people are starting their search journey on Claude and ChatGPT every day. I'm doing 30, 40, 50 queries and follow-ups per day. I force my entire team to do that as well.

And so just as there's an actual viable competitor to Google, this action has reached, I don't know, the halfway mark, this is going to wind up being completely meaningless sacks. If chat GPT does build a viable competitor coexister that siphons off search, am I wrong here?

And so just as there's an actual viable competitor to Google, this action has reached, I don't know, the halfway mark, this is going to wind up being completely meaningless sacks. If chat GPT does build a viable competitor coexister that siphons off search, am I wrong here?

I have one final thought here, a piece of advice for Sergey and the team over there. And I told Sergey directly, they have to get good at making apps. To go use ChatGPT, you take out the app and it's a wonderful, beautiful experience. When you go try to figure out how to use Gemini, it's like shoehorned into search results. And then it's like some subdomain. That's why people aren't using it.

I have one final thought here, a piece of advice for Sergey and the team over there. And I told Sergey directly, they have to get good at making apps. To go use ChatGPT, you take out the app and it's a wonderful, beautiful experience. When you go try to figure out how to use Gemini, it's like shoehorned into search results. And then it's like some subdomain. That's why people aren't using it.

Go buy the domain in chat.com and make a dedicated app just for Gemini. And make it kick ass.

Go buy the domain in chat.com and make a dedicated app just for Gemini. And make it kick ass.

Google, you suck at apps.

Google, you suck at apps.

And selling YouTube would be the ultimate. I know that the ad networks you pointed out for your blog are connected, but if they distributed They spun out. I'll give you something about the ad thing. Can you imagine $500 billion going into Google's coffers in YouTube shares? They would have $500 billion in cash, Chamath.