No, the comment is saying that the situation is only going to get worse from here. There will never be a better time to solve Google's anticompetitive behavior.
The consequences should be weighed and considered, but shrugging and letting Google keep on keeping on because it's too big to fail isn't a viable option.
I set the bar even lower than the other commenter. I don't care if it's a monopoly, nor even really if it's engaged in anticompetitive practices. I just care if it's big, like big enough to have outsized market power. I think that markets with large disparities in size and market power among participants are inherently anticompetitive. I think that in most market sectors --- banks, automakers, airlines, media, you name it --- there are a small number of large companies with outsize market power, and those should all be broken up.
Absolutely right. Customers benefit most if there is a working market and monopolies and other kinds of capture are restricted.
When I compare the cost cutting happening in my supermarket over pennies and then compare it to the exuberant prices at airports, festival venues and sport stadiums it is clear how much many industries are ripping customers off.
The lawsuit focuses specifically on search and search advertising. So the answer to your question is Google Search.
Note that a legal monopoly is not the same as the extreme simplification of "zero other options". "In law, a monopoly is a business entity that has significant market power, that is, the power to charge overly high prices, which is associated with unfair price raises." [1]
"In United States v. Google LLC, the federal government alleges that Google has unfairly hindered competition in the search market through anti-competitive deals with Apple as well as mobile carriers. The government alleges that, as a result of these practices, Google has accumulated control of around 88% of the domestic search engine market.
In doing so, the government alleges, Google has additionally monopolized the search advertising market at the expense of competing services. Per the government's estimation, Google has been able to accumulate control of over 70% of the search advertising market. As a result of lack of competition, Google has been able to over-charge advertisers versus what they would pay in a competitive environment." [2]
Statcounter seems to align quite closely with the government's assertion. [3] Extra creepily, it appears to be even a hair worse globally, where Bing is less used (not that I like Bing or MS either). [4] But there is no international framework I'm aware of to handle global-scale monopolies, so that's outside the scope of the suit.
I didn't use that word and no one in the chain above me did either. I specifically chose "anticompetitive behavior" to emphasize that a monopoly is not required to do damage to the free market or to trigger antitrust action.
So out of the list, how has Google behaved “anti competitively” in any of these?
- Google Maps
- Google Mail
- Google Drive
- Google Docs
- Google Groups
- Google Forms
- Google Cloud
- Google OAuth
- Google Analytics
- Android
- Android Auto
- Fitbit
- Google Fi
- Google Fiber
- Google Flights
- Google Translate
- Google Pay
- Waymo
Maps/mail/drive/docs/flights/translate: provided for free using their dominance in ad tech to bankroll it and feeding the data back in to the ad platform. No one else can compete, and using dominance in one market to ensure dominance in others has historically been a clear trigger for antitrust.
Android: they lost a court case over this one that has lots of details if you care to look.
The rest are a weird mix of paid services that should be fine to stand up on their own or not even products at all (OAuth).
Which “consumer” products? Android is less than 40% of the market in the US. Every single desktop user and iOS user who uses Chrome made an affirmative choice to download it and use it over the browsers bundled with the platforms supported by trillion dollar companies. No one is forced to use Chrome and it’s not even the default.
You can't have the Play app store on your Android phone unless you accept to install Youtube, Google Maps, Google Drive and Google Photos. This is clearly anti-competitive.
That line of reasoning didn’t work out to well against Microsoft. No there was no browser choice screen in the US and no forced unbundling.
If enough users choose Chrome willingly on the desktop to make it the majority, do you think unbundling is going to help some scrappy startup hosting video at scale with all of the associated cost is going to arise instead of everyone just downloading YouTube?
Google Drive has plenty of competition and it’s not even the majority.
Your two arguments contradict each other. Bundling YouTube is fine because there are no viable competitors. Bundling Google Drive is fine because there are plenty of viable competitors.
If Chrome was able to compete in a level playing field, then so should the other Google services. You seem to believe that Google makes an effort to tie together its services because they are stupid and don't realise they are not gaining anything from it.
Horizontal integration is a tried and true strategy of monopolies.
Standard Oil bought or bankrupt competitive refineries, pipeline companies, regional railroads, even mom&pop gas stations & groceries often at considerable costs to ensure no part of the oil supply chain was profitable for its competitors.
Are you saying Google controls the internet? Search? Mobile? gmail?
There is absolutely nothing that Google has that can’t be avoided - or that’s even best in breed. Even Google Search hasn’t been good in years. My default search engine is now ChatGPT with web search.
The consequences should be weighed and considered, but shrugging and letting Google keep on keeping on because it's too big to fail isn't a viable option.