Competing in search

The report examines Google's dominance in the search engine market, highlighting its use of default contracts and advertising strategies to maintain its position, and discusses the recent court ruling against these practices.

(Generated with the help of GPT-4)

Quick Facts
Report location: source
Language: English
Publisher: Benedict Evans
Time horizon: 2024
Geographic focus: USA

Methods

The research method involves a qualitative analysis of Google's business strategies, legal proceedings, and market dynamics, supported by data from court cases, industry reports, and expert opinions.

(Generated with the help of GPT-4)

Key Insights

The report delves into Google's dominance in the search engine market, emphasizing its use of reinforcement learning and default contracts to maintain its position. Google's strategy involves paying billions in traffic acquisition costs to ensure it remains the default search engine on various platforms, contributing to its natural monopoly. The recent court ruling found these default deals illegal, potentially altering the competitive landscape. The report explores the implications of this ruling, including the possibility of choice screens and the potential for Apple to develop its own search engine. It also considers the role of large language models (LLMs) in reshaping search dynamics. The report concludes by questioning the future of search competition and whether new technologies could disrupt Google's dominance.

(Generated with the help of GPT-4)

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Last modified: 2025/12/03 03:09 by davidpjonker