Google’s Next Challenge 5/2/24

Closing arguments began today in the landmark antitrust case between the DOJ and Google. But what may ultimately matter more than the ruling is the damage already done to Google's market position, especially around generative AI vulnerabilities and progress. The fear is that under the pressure of regulators, Google has been hesitating or second-guessing itself. And the abundance of chatbots now available to consumers also makes the case, while Google’s Search Generative Experience, or SGE, remains in Beta mode.