- No more paying for default status (this was the obvious ask)
- Get rid of Chrome
- Open source the data—queries, coverage, performance, etc
- Provide more information to advertisers in search query reports
- Let advertisers opt out of broad and automated keyword matching.
Perplexity wants to be Google, but based in AI vs. traditional search.
From TechCrunch:
“That’s kind of one of the other reasons we wanted to build a browser, is we want to get data even outside the app to better understand you,” [CEO Aravind] Srinivas said. “Because some of the prompts that people do in these AIs is purely work-related. It’s not like that’s personal.”
This aligns with the company’s vision and is not a recent pivot, but you can tell they smell blood in the water with Google’s regulatory woes.
Here’s how the DOJ & friends want Google to break up its search monopoly:
If it’s still a monopoly in 5 years, Android could be on the chopping block.
The advertising remedies are kind of weird…
On the first one, sure, whatever.
But on the second, feels like advertisers refusing to change and wanting their old toys back.
The behavior change Manton outlines here is one I find myself mirroring
I’m now asking AI for simple queries that Google would be equally good for. Using AI essentially automates the workflow of getting 10 links from Google, clicking on 3-4 of them, then skimming the web pages to get your answer.
Getting links in the response plays a part for me.
I imagine this will become more common.
The hits keep on coming for Google
Google created an illegal monopoly in the online advertising industry, a Federal judge ruled
According to the ruling, Big G pulled some anticompetitive shenanigans with ad servers and exchanges, and hurt publishers and users by doing so.
The Department of Justice argued that through acquisitions and anticompetitive conduct, Google seized control of the full advertising technology stack: the tools advertisers and publishers buy and sell ads and the exchange that connects them.
An appeal is coming.
via MarTech
The China tariffs are changing the ecommerce landscape in the US as the major players grapple with increased costs.
Temu and Shein have already cut average daily spending on social media platforms by 31% and 19% in the past 30 days
Temu backed out of Google Shopping entirely.
Auction pressure is going to be a lot different for advertisers.
Recent related tariff posts: analysis trap | ad spend impact
via The Daily Upside