Greetings from Scottdale. I'm here to keynote about AI at the Intradiem Fall Customer Conference. On a personal note, I'm wishing the best of a bad situation for my friends in Florida and everyone in Milton's path.
In the news: The U.S. Department of Justice (DOJ) has proposed significant measures to address Google's dominance in search, marking the biggest antitrust action since its 1999 case against Microsoft. The DOJ's goal is to reduce Google's control by potentially forcing it to divest key assets like Chrome and Android, both owned by Google's parent company, Alphabet Inc.
Proposed steps to dismantle what the DOJ describes as an illegal monopoly include restricting Google's data collection, requiring it to share search indexes with competitors, and allowing websites to opt out of content use for AI training.
If enforced, these remedies would weaken Google's core revenue streams and limit its AI capabilities, which depend heavily on user data. The impact has already been felt in the market, with Alphabet shares falling 1.5% on news of the DOJ's proposals.
Not to worry, this will be in court for years. Is it a good idea to weaken American AI innovation as the race for global AI dominance is heating up? Can Google actually survive and prosper in a world where link-based search (Google main source of revenue) is already under attack from every AI model in the world (including their own, BTW)?
The only thing the DOJ's 1999 Microsoft case accomplished was opening up tens of thousands of unnecessary cyberattack vectors as it forced Microsoft to separate Windows Explorer and Internet Explorer into separate products. Microsoft is still a total monopoly and is still one of the biggest and most valuable companies in the world. And, their founders are some of the richest people in the world. Will history repeat itself? As always your thoughts and comments are both welcome and encouraged. Just reply to this email. -s
P.S. Have you started planning for CES© (Las Vegas, January 7-10, 2025)? Our executive briefings and floor tours are the best way to experience the show. Let us help you get the most out of CES. .
ABOUT SHELLY PALMER
Shelly Palmer is the Professor of Advanced Media in Residence at Syracuse University’s S.I. Newhouse School of Public Communications and CEO of The Palmer Group, a consulting practice that helps Fortune 500 companies with technology, media and marketing. Named he covers tech and business for , is a regular commentator on CNN and writes a popular . He's a , and the creator of the popular, free online course, . Follow or visit .
