The U.S. government's antitrust actions against Alphabet (advertising technology in one case and search monopoly in another) might be a case of “fighting the last war,” as artificial intelligence models arguably are displacing search in any case. Apple argues that search volume fell in April for the first time ever, for example.
Some of us might argue that the monopoly value of traditional search and advertising is already under threat from AI, which could organically erode Google’s dominance without the need for heavy-handed intervention.
In fact, that is precisely the sort of disruption we see often in fast-moving technology markets.
In other words, regulators are pursuing remedies for a monopoly that may soon be undercut by AI-driven market forces. The whole effort is possibly quite unnecessary.
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